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

[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.
However, again today. I received three inconsistencies regarding this matter. It begins with calling the *** number, and after making (5) attempts this week. I am told that my concerns are being forwarded to Shelly. This was because I also sent a letter to the corporate office. Secondly, I am then told about additional fees taken out of my refund, which were not explained to me in the beginning. I was given a different amount, and lastly, explaining again how difficult, upsetting and disappointing I feel at this point. I remember someone telling me once that people will never forget what you said, but they will never forget how you made them feel. I am accept the fact that they are attempting to rectify the situation, but the experience is still not 100%. I will not be using this service again. I am just one customer, and I feel like this is too much for one person to half to deal with. Once the agreement of making the amendment at no charge and receiving the refund. I want to move on.
Regards,
*** ***

Dear Revdex.com,In response to this complaint, records reflect that our digital escalations senior team associate contacted Mr*** directly and has requested additional information needed to move forwardWe will continue to correspond with Mr*** in attempts to reach a mutually
acceptable resolutionWe ask the Bureau note our current efforts to resolve Mr***'s complaint Sincerely, *** ***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 ***, This is the letter Sent to me by H&R Blockalthough the the claim was approved, I find that the stipulation that this settlement on their insurance product could be considered taxable income is unfair ; since the entire amount ( once received ) will be forwarded to the IRSMeaning that for tax year I will be paying taxes on this amount although I would have touched none of it I am forwarding the H&R Block letter sent to me Please Don't close this case until I see the payment or service done wrong per their Peace of Mind service I will contact Revdex.com throughly this forum once check clearsI am forwarding the letter sent to me Thank you
Dear *** ***:H&R Block has completed the review of your claim under the Peace of Mind Extended Service Plan and it has been approved.You will receive a check for $ Of that amount, $is payment of your claim under the Peace of Mind Program, and $is payment of your claim for Penalty and Interest under the H&R Block Standard Guarantee for your tax return The check is tendered to you with the understanding that your acceptance and negotiation of the check satisfies our obligation to you for this claim under the Program Please allow to postal days for the check to arrive at the address listed on your claim.The payment may or may not constitute taxable income for the tax year, so we encourage you to consult your tax advisor Should the amount be taxable, it should be reported on the "other income" line of your Form The line is usually numbered or and is found on the front page of the tax form If your payment is $or more and determined to be taxable, you will receive a MISC directly from H&R Block after the end of the year You can relax knowing H&R Block provides extra services for your tax return, today and tomorrow We apologize for any inconvenience this may have caused you and hope you will continue to select H&R Block for your tax filing needs If you have any questions, our contact information is listed below.Sincerely,H&R Block Client ServicesOne H&R Block WayKansas City, MO 641051-800-HRBLOCK / www.hrblock.com Regards,
*** ***

Dear Revdex.com, In response to Mr***’s complaint, our H&R Block Free program does outline how to pay any fees due for filing a state tax returnI have attached and listed below the three options we provide to our clients. 1. I
want to pay with my federal refundAn additional processing fee of $appliesYour bank account information is requiredParticipation is subject to eligibility.2. I want to pay with a credit or debit card.3. I want to pay with an electronic deduction from my bank account. Mr*** was unable to move forward without selecting one of the options listedIt is also our client’s responsibility to read and understand any options provided to them through our H&R Block Online Service we provide. As a result, we consider this matter resolvedWe 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. *** ***Associate Business AnalystH&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Ms*** but were unsuccessfulA letter was forwarded to Ms*** on Thursday, May 7, at her mailing address advising her to contact our District Manager, *** ***, at ###-###-####If Ms
*** should contact us via this information, we will be happy to further assist her and address any concerns she might haveOtherwise, we are unable to further investigate this matter. We ask that the Bureau note our above-referenced efforts to contact Ms*** to discuss her complaint.Sincerely,*** ***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
Regards,
*** ***

Dear Revdex.com,In response to this matter, the District Manager, *** ***, has reached out to Ms*** directly and reached a mutually acceptable resolutionAs a client service gesture to Ms***, Mr*** agreed to refund a portion of her preparation fees for tax year
Ms*** informed the Mr*** that if the office manager had handled the situation better things would have been able to be handled better and soonerHe has apologized and we understand that Ms*** plans to return to H&R Block next tax season.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, In resolution of this matter, Ms***’s claim has been approved for the fees she paid to have the tax return prepared. The check will be sent out on Thursday, August 3, In further response, we've recently tried to contact Ms*** to further discuss her
concerns, however we were unsuccessfulShould Ms*** contact District General Manager, Andrew H*** directly at ###-###-####, he is in place to further assist. We ask that the Bureau note our above-referenced efforts to contact MsCochran to discuss his complaintSincerely, Michelle B*** Associate Business Analyst H&R Block

I would like to thank the Revdex.com for their efforts in this matterWithout your help I do not believe it would have been resolved.Thank you.*** ***

Dear Revdex.com,In resolution of this matter, Mr***'s Peace of Mind claim has been approvedThe check will be sent out on Tuesday, May 31, 2016. 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,*** ***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 as Assumed Answered]
Complaint: ***
I am rejecting this response because: I offered the business that I would forget the initial of +if they paid the penalty that was being required by the IRS of only 400, which they accepted initially by channel of someone named Jonathan . He requested some documents, which I sent particularly one from the IRS which showed the amount of that was being billed He also requested my oriiginal Tax form I sent him all the package his company sends .After several days of not knowing anything he called to tell me that "there was nothing that he could do as from the papers that I had sent him he couldn't see where the came "After a little exchange I made clear that I was pursuing my CLAIM IN ITS ORIGINAL TERMS
Regards,
*** *** ***

Dear Revdex.com,Per our records, the amended return should be delivered on Thursday, October 15, 2015. H&R Block maintains that the client did not contact our office for tax preparation until June 2014, for a return, which was already late by that timeAdditionally, we have not yet recieved any documents from the client in order to review the and returns, as a review has been requestedWe are unable to move forward with the review of the returns without the necessary documents being supplied to us by the client. We will continue to correspond with Mr*** in attempts to reach a mutually agreeable resolution. We ask that the Bureau note our current efforts to resolve this complaint. 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 as Assumed Answered]
Complaint: ***
I am rejecting this response because: I personally do not feel that my tax preparation fees were competitively or reasonably pricedThe tax fees were shown at the end of my appointment and had I known that they would be as expensive as they were I would not have had my taxes prepared with the companySince the tax preparation was effectively completed at that time I had felt pressure to comply with these fees
Regards,
*** ***

Dear Revdex.com, While we regret any confusions or misunderstanding of the tax preparation services Ms*** may have experienced, our review of this matter reflects that the Peace of Mind Extended Warranty was not purchased at the time of the tax interview and therefore, would not
apply in this situation. H&R Block prepares millions of tax returns each year, and if we do make an error, we are committed to making the situation right per our Standard Guarantee However, our investigation of this matter reflects that Ms*** has not provided the IRS notice to the office for review. Should Ms*** wish for H&R Block to further investigate this matter, we request that she contact the local office and provide the IRS noticeOtherwise we are unable to further investigate this concern. We ask that Bureau to note our current efforts to resolve Ms***'s complaint.Sincerely,*** ***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
Regards,
*** * ***

Dear Revdex.com,In resolution to this matter, the District Manager contacted Ms*** 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 Analyst H&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:
H&R Block did not correct their mistake in a reasonable amount of time causing unnecessary interest penalties and burdensH&R Block agreed they would help due to their poor timely manor in handling this caseThe IRS has stated it took an unusual long time for H&R Block to respondH&R Block should correct this and at least make an offer to satisfy the condition caused by H&R Block and not their client *** * ***
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:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Please note that as of 4/14/no refund has been provided
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:I do not necessarily believe an “update” from the Business necessitates a day "Accept" or "Reject" response from the ComplainantIt would be unfortunate if Revdex.com assumed the issue was resolved based on my failure to respond.I do acknowledge however there are continued efforts on behalf of the business but would comment that such effort is most likely only as a result of Revdex.com’s involvement.I did sit with a representative (Shirley) from the business on September 12, We reviewed the “adjusted refund” calculation from May and it was explained that two dependents had been removed by the IRS on account of the failed ITIN applications (i.emy spouse and son)I indicated to Shirley that this could have been explained over the phone in two minutes back in May when I initially queried it with the original agent. I also indicated in a subsequent email to Michelle that this lack of communication from the Hicksville office in general (including an ignored letter to the District Manager) is what has escalated this to the point where I had no option but to approach Revdex.com. I am still at a loss as to whether ITIN numbers have been issued by the IRS for my spouse and my sonWe have certainly received nothing in the mail to verify or substantiate they haveOne would assume from the wording of the Certified Mail the IRS issued dated July 27, [i.e“the taxpayer identification number assigned to you, your spouse, your qualifying child, or your qualifying student (as applicable) was issued after the return due date (including extensions)”] that they have been issued / assigned.Because we do not have the ITIN numbers, we are unable to complete Form IT-[Resident Income Tax Return] to New York State for state tax, which explains the status of that portion of the refund. I have corresponded with the IRS to see if I can establish the ITIN status for my wife and son and as of today, the situation remains ongoingI am really surprised that these CAA’s cannot check the status of their own ITIN applications or get a copy of the numbers issued to their Clients.I will keep you informed accordingly.Regards,*** ***

Dear Revdex.com,In response to this complaint, our records reflect that a check was sent to the address of record on Thursday March, We have attempted to contact Ms*** to confirm receipt of the check but have been unsuccessfulIn the event that Ms*** does not receive her
check we ask that she notify our office as soon as possible.We sincerely regret any inconvenience this may have causedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. However, 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