H & R Block Inc., U.S. Headquarters

Dear Revdex.com,In resolution to this matter, the client met with our local office representatives and reached a mutually acceptable resolutionAs a result, we consider this matter resolved. We respectfully ask that the Revdex.com close this caseHowever, should you
have additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely,*** ***Associate Business Analyst H&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
I received messages from managerI called her back because the second message stated she was amending my taxes- in my complaint I stated that I already had them amendedThe lady rudely replied I will let them knowThen stated she would submit for a partial refund never explaining what the refund was forIn response ro her email I am not sure how we mutual decided on anythingBut some of money back is better then noneWith that being stated I accepted this letter.
Regards,
*** ***

Dear Revdex.com,In response to this complaint, our review reflects that H&R Block has received Ms***' Affidavit of Fraud in which she claims not to have endorsed or received any benefit from the checks referenced in her complaint. Unfortunately, the dates of the
checks referenced in Ms***' Affidavit of Fraud are outside the acceptable dispute timelineEmerald Financial Services, LLC is thereby denying her claim for replacement checks.Based on the dates provided and the limited information retained by Emerald Financial Services, LLC, Ms*** elected to receive a Refund Anticipation Loan (RAL) during her tax preparation process for the years the checks would have been issuedThe RAL was an HSBC Bank product offered to H&R Block customersIf Ms*** wishes to contact HSBC Bank regarding this issue, their customer service hotline is 1-800-975-However, the dates provided in her Affidavit of Fraud may also fall outside of their records retention policy. As a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly.We respectfully ask the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely,Michelle U***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, our district office contacted Ms*** directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to
resolve matters thoroughly and fairly. Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, the District Manager contact Mr*** directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolved. We respectfully ask the Revdex.com to close this caseHowever, should you have
additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com, H&R Block has reviewed Mr***'s rebuttal to our prior responseThis response contains H&R Block's final positions. In response to Mr***'s rebuttal, our review determines the rebuttal raises no new issues with the Foreign Income CreditWe stand by our original response sent to Mr*** via email on September 16, 2014, attached, and we refer your office to that response. We trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely,*** ***Associate Business AnalystH&R Block

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: Our bank records show that the amount of $was not deposited into our *** ** *** (***) checking accountOur bank statements show that there was no posting of this amount into our account at anytimeWe went to *** today: Tuesday, Feb 2, and spoke to a *** representative: *** ***She printed out statements which are attachedAccording to Ms*** the routing number that H & R Block used to file our taxes is not ***s routing number, instead she matched the routing number to ** ***'s routing number, which she said is H&R Block's bank. Attachment Notes:- -FEB - MARCH *** Statement - *** : This attachment contains a stamped statement of February - March 17, 2015. - - JAN 2015-JAN *** Statement- ***: This attachment contains a full years statement of Deposits and Credits to our *** account (Jan -Jan 2016)- - The last attachment contains the business contact infoof *** ***
Regards,
*** and *** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because: The tax preparer is the one who told me that the return was most likely mis-filed at the Tax Board, and she is the one who started the dialog with them She said that there was no action necessary on my part When I received the second notice, she called the IRS on the phone, and they confirmed that no return and no money was received The tax preparer then advised that I pay the bill, which I already submitted into evidence I paid it in full the following day I was following the tax preparer's advise I am being penalized because I followed her instructions to the letter This demonstrates poor business practices on the part of H&R Block
Regards,
*** ***

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
*** from H&R Block was extremely helpful, professional, and efficient in correcting the issue. We really appreciate her assistance. While we won't use the E-Gift Card Rebate Program again, we will continue to use H&R Block for our tax needs. Thank you
Regards,
*** ***s

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Regards,
*** ***
Did they talk to *** *** about her telling me and my wife that they would take care of her mistakeDid you make a mistake on line or notWhat interest and penalties is the check for why did it take you over days to respond to my complaintBut you want me to respond to a office that closes right after the tax season at the eastland mall you guys change your location every year .it's a shame that a loyal customer thats done there taxes with you for a number of years has to go through all this just to get what was not there mistake .I just paid for your senior tax agents mistake thats what I call real peace of mind .you say you've done millions of returns how many were corret.maybe you shoud take your time and do them correct instead of worrying how many millons you've doneI will never accept that this is what I paid for.be sure I will go to another tax company from now on who will not hide behind there conditions and terms

Dear Revdex.com,In resolution of this matter, MrW***'s request for a refund is being granted for the amount of $as requested in this complaint. As a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every
effort to resolve matters thoroughly and fairly. We trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely, Jennifer S*Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me on the conditions that I not receive any further auto calls or bills from H&R Block regarding this debt, they ensure that this debt is not on my credit report, and the portion of my fees refunded is equal to, or great than, half of the preparation fee
Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because: *** (the Manager at the *** *** *** branch) stated back in late February, that she saw the mistakes, profusely apologized for the errors and that she was processing a refund for all but the state processing fee (as that was correct)She said the amount would for approximately $340, or whatever their processing fee was, minus the state return processing feeShe stated that it would take a few weeks to be processed as it would be coming from the Corporate Office and not their local officeI was fine with thatShe said that the typical process was that I was to let them rectify the situation, but given the issue with this return and my not wanting to use them for fear of another mistake, she was authorizing the refundA few months later when I still hadn't received ANYTHING, or even a call to say what the hold up was, I had to make numerous calls locally and to the Customer Service numberI was passed around from person to person, claims were put in and most of the time I didn't receive any follow-upOnly after probably the 10th call did I receive an offer of $to rectify the situation, which wasn't even remotely close to what *** had told meThey stated that they had reached out to her and she said everything that she agreed to refund was doneThat is completely false, and I didn't receive anything that she told me I wouldAll I am asking is that they stand by what they told meI used them for so many years and I feel like they haven't valued that at all.I do not accept their response
Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
I Have finally spoke with someone after several return calls and I finally having to hang up after being on hold for over min. My issue with the web site leading you to set up an appointment, the drive timewasted and poor treatment at the office was not addressed.
Regards,
*** ***

Dear Revdex.com,In response to this complaint our records reflect that the district office contacted the Ms** directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make
every effort to resolve matters thoroughly and fairlyHowever, if you should need anything further or have any questions, please do not hesitate to contact me.Sincerely, *** ***Associate Business AnalystH&R Block

laint: ***I am rejecting this response because:To whom this may concern:I never stated I couldn't come in to complete these extra forms that were required to submit tax papersIn fact, if I couldn't come in, a family member could have on my behalf i.emy father or one of my auntsI was under the impression that everything was taken care of and filed appropriately, aside from the ones that needed me to send in my paperwork to file them.I think this is just another common associate misconduct on proper filing of my tax documents that could have been easily avoidable.Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:In I brought in my Wform from Experience Works for my salary the only other form I brought in was my social security Wform which I considered a "Short" tax returnTheir lobby advertisement said Short Form Taxes FREE........which they never are, when I broke down and cried because I didn't have $they gave me a coupon so I didn't have to pay anything.This year I brought in the very same forms, Wfrom Experience Works and social security Wthe additional form I brought in was a 1095A for the mandatory Obama Care Insurance which I would have been fined for if I hadn't had it.....and because of Obama Care Insurance H&R Block had to print off 1/inch stack of paper that I didn't care anything about......I could have brought them an entire ream of paper for less than $250.00!!!
They should be WARNING LOW INCOME PEOPLE that their gonna charge $because of this 1095A form that the government demands we have or we'll be fined......I bet the fine would have been cheaper than $250.00!!!!
Regards,
*** ***

Dear Revdex.com: In resolution of this matter, H&R Block is currently in the process of assisting Mr***We will continue to correspond with Mr*** in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr
***’s complaintSincerely, *** *** Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have received the check yesterdayMatter has been resolved thank you!!
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr*** with gathering and submitting the requested documentation by the IRS. We will continue to correspond with Mr*** in attempts to reach a mutually acceptable
resolution.We ask that the Bureau note our current efforts to resolve Mr***'s complaintSincerely,*** ***Associate Business AnalystH&R Block