Block Advisors

Block Advisors Our local small business tax professionals can assist with small business tax preparation, bookkeeping, payroll services, and tax planning throughout the year.

At Block Advisors, we provide business tax services for entrepreneurs, small business owners, and self-employed individuals with ongoing tax and financial needs. Serving businesses in Monterey, California, we work with sole proprietorships, partnerships, S corporations, and C corporations. Make an appointment with your local Monterey Block Advisors office or work with us from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

09/17/2026

“Financial freedom means being able to do whatever I want, without jeopardizing what I have.” - Andres Kabrera

Sometimes taking the leap feels easier when you have a trusted financial partner in your corner. To all the small business owners out there hustling and making your family and your community proud – we see you.

H&R Block is here to help make your next move toward financial freedom – whatever that means to you.

Not sure if you should be filing quarterly taxes? Our pros can help you make sense of quarterly taxes, all year long.
09/15/2026

Not sure if you should be filing quarterly taxes? Our pros can help you make sense of quarterly taxes, all year long.

09/14/2026

Some things shouldn't be left to chance. If you're a small business owner, skip the guesswork, and meet with a tax pro who can help you find the recipe for your quarterly estimated taxes.

09/14/2026

Check on your self-employed friends today (and every day).

09/12/2026

Non-W2 earners, this one’s for you.

Employees don't want a pizza party. They want to be paid on time, and accurately. So if you're the Big Cheese of your sm...
09/11/2026

Employees don't want a pizza party. They want to be paid on time, and accurately. So if you're the Big Cheese of your small biz, treat them to a payroll process that's compliant, and on schedule. (But they'll probably still want pizza).

09/10/2026

Take the (ahem) sting out of reconciling your books by always staying a step ahead. This way you'll know where your business stands today, to make smarter decisions tomorrow.

Chic AND financially savvy? Turns out knowing where your money is going is a pretty good look.
09/09/2026

Chic AND financially savvy? Turns out knowing where your money is going is a pretty good look.

This Labor Day, give yourself permission to step away for a bit. You’ve earned it. (And when you’re ready, we can help w...
09/07/2026

This Labor Day, give yourself permission to step away for a bit. You’ve earned it. (And when you’re ready, we can help with the tax side of things.)

This is one horror story you can avoid. All it takes is a little prep with your expenses, books, and tax planning now to...
09/04/2026

This is one horror story you can avoid. All it takes is a little prep with your expenses, books, and tax planning now to help make your Q4 way less scary.

Let's get 'em done together 🤝 so you can enjoy your summer! ☀️Ready to file? Book an appointment today: https://hrblock...
07/03/2026

Let's get 'em done together 🤝 so you can enjoy your summer! ☀️
Ready to file? Book an appointment today: https://hrblock.io/Appointment

Millions of taxpayers could be owed money back from the IRS — and many don’t realize it.A recent court ruling suggests t...
07/01/2026

Millions of taxpayers could be owed money back from the IRS — and many don’t realize it.

A recent court ruling suggests the IRS may have incorrectly charged penalties and interest during the COVID-era (2020–2023). If you paid late fees or interest during that time, you could be eligible for a refund — but it’s not automatic.

Even if you’re not sure how much you paid (or if you qualify), you can still file to protect your eligibility. There’s a deadline to act. To preserve your potential claim, you’ll need to file by July 10, 2026.

The process can feel complicated, but missing the deadline could mean leaving money on the table and H&R Block is here to help.

Learn what this means for you and how to take the next step: https://hrblock.io/COVIDRefundPenalty

Still need to file? Filed an extension? At Block Advisors, we are here to help! Book an appointment today: https://hrblo...
06/29/2026

Still need to file? Filed an extension? At Block Advisors, we are here to help!

Book an appointment today: https://hrblock.io/Appointment

Did you receive an unexpected IRS notice in the mail? You're not alone. No matter how complex your problem is, our exper...
06/26/2026

Did you receive an unexpected IRS notice in the mail? You're not alone. No matter how complex your problem is, our experts at H&R Block can solve it. https://hrblock.io/TaxNotices

Expert tax help is located right in your local community. Work with a pro who knows your neighborhood and is prepared to...
06/18/2026

Expert tax help is located right in your local community. Work with a pro who knows your neighborhood and is prepared to handle any tax situation - no matter how complex: https://blockadvisors.us/TaxFiling

Scaling a business is hard enough; filing the paperwork shouldn't be. 2 million+ businesses – We help more than 2 millio...
06/16/2026

Scaling a business is hard enough; filing the paperwork shouldn't be. 2 million+ businesses – We help more than 2 million businesses each year get every credit and deduction they deserve: https://blockadvisors.us/TaxFiling

A friendly Block Advisor reminder up to those who pay quarterly taxes. Have questions before the deadline? Count on the ...
06/09/2026

A friendly Block Advisor reminder up to those who pay quarterly taxes. Have questions before the deadline? Count on the personalized support of our small business certified tax pros: https://blockadvisors.us/YearRoundTax

Address

99 Pacific Street Bldg 575 Ste E
Monterey, CA
93940

Opening Hours

Tuesday 10am - 5pm
Wednesday 2pm - 7pm
Saturday 10am - 2pm

Telephone

+18313730744

Website

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