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.

08/18/2026

That crumpled receipt might be worth more than it looks. If it's a legitimate business expense, keeping track of it can mean less digging, guessing, and stressing later, and could grow into a big-time payoff.

You stay on top of your health, but what about your wealth? If it ’s been a while (or a looonng while), August is a grea...
08/17/2026

You stay on top of your health, but what about your wealth? If it ’s been a while (or a looonng while), August is a great time to check in on your savings goals, taxes, and business finances. We can take a look – schedule an expert checkup today.

Every small business owner deserves a hype person, even if it’s you. So give yourself a boost: review your cash flow, or...
08/14/2026

Every small business owner deserves a hype person, even if it’s you. So give yourself a boost: review your cash flow, organize expenses, and get your books in order to finish Q4 strong!

08/10/2026

If you’re needing to outsource, it means your business is bigger than “do-it-all-yourself” mode. We’re here to help ... find out about our full support 👉 https://hrblock.io/4h2AuIC

08/06/2026

Form 1099-K has officially entered the chat. Got a 1099 form you weren’t expecting? Our tax pros are ready to help you make sense of gig or freelance taxes.

07/29/2026

If you’re a freelancer, the “I’ll deal with it later” strategy for estimated taxes usually doesn’t end well. We can help you get ahead of it.

The truth is, there are some costs that come with being self-employed, and we can help you anticipate them. Get the full...
07/15/2026

The truth is, there are some costs that come with being self-employed, and we can help you anticipate them. Get the full story.

https://hrblock.io/4fs93Xq

Even if your workspace doesn’t look like a traditional office, it’s your happy place. And it could play a bigger role in...
07/13/2026

Even if your workspace doesn’t look like a traditional office, it’s your happy place. And it could play a bigger role in your finances than you realize. See what your “home sweet home office” could qualify for.

https://hrblock.io/4h4A5Fq

07/06/2026

File your protective claim by July 10, 2026. More info and detailed instructions here.

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

06/30/2026

We can’t manage your daily restaurant drama, but we can keep your books flawless.

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

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