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

[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:
Mr** *** ask me two questions only in regards my income tax return and the "Injured Spouse form"Regards,
*** ***

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

Dear Revdex.com,In resolution of this matter, Mrand Mrs*** claim has been approvedThe District General Manger, *** *** contacted Mrs*** on July 28, to provide the details of the payment. 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 s why here

[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 Ms**'s rebuttal , our review determines that a check for the reimbursement of tax preparation fees was recently returned to our officeWe are looking into why the check was returned and hope to resolve matters and resend payment to the address on record as quickly as possibleWe sincerely apologize for any inconvenience caused*** ***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:
I am rejecting this response until I can contact the H&R block representative to get an itemized list of what the check they sent me was for. I'm not sure how they know what penalties I paid to the IRS and State of ** and what part of their fee they were refunding. I don't believe the check equals the amount I paid
I appreciate their speed in trying to resolve this issue once I reported it to the Revdex.com but their statement that the return was correct isn't true or I would have paid the correct amount in the first place! Once I have more information I will let you know my final response
Regards,
*** ***

Dear Revdex.com, In resolution of this matter, Mr***'s claim has been approved for the full amount requested in his complaintThe check will be sent out on Monday, April 3, 2017. 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 of have any questions, please do not hesitate to contact me. 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 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

They are still not truthful, I was NEVER given any indication of the final fee, no fees were discussed with me in any way except to say their fee was based of how many forms were needed and at the time I was there she did not know how many it would be. I was told the fee via phone AFTER she completed the forms; regardless, I did not and will not receive the same customer service from this franchise office as H&R Block advertises because H&R Block deliberately fails to warn the consumer that their policies do not apply to frabchise offices nor do they warn the consumer which office is which; they advertise them as all the same. Franchise offices are NOT held to the same H&R Block policies as corporate offices are, thus the reason I was told by the *** *** H&R Block corporate office supervisor that she could not fix the incorrect name, she also stated I was charged too much per H&R Block polices because I went to a franchise office who are not bound to corporate polices/fees. The bottom line here is advertising by corporate H&R Block that All their offices are the same and they are NOT. If I have any issues with the IRS over this franchise office' forms, I am FORCED to return to this office ONLY as corporate offices will not help me. This is not what H&R Block advertises on their website or on TV. advertising. I was overcharged
[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,*** ***

Dear Revdex.com,In resolution of this matter, District General Manager Sunny Kokol, contacted Ms*** directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedWe 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, 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

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

Dear Revdex.com,In response to the complaint, H&R Block is currently in the process of assisting Ms***We have taken steps to address and resolve Ms***'s complaint, an explanation has been forwarded to her email address for review. We will continue to correspond with Ms*** in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Ms***'s complaintSincerely, *** *** Associate Business AnalystH&R Block

Dear Revdex.com,While we regret any confusion or misunderstanding Mr*** may have experienced regarding our tax preparation services, our review reflects that Mr*** selected an H&R Block Do-It-Yourself (DIY) tax preparation product to prepare his returnOur online DIY
product allows a client to select the calculation methodThere is an option to "Let the Program Calculate the Best Method" in which the program will use the calculation that will result in the higher refund/lower liability optionIn Mr***' situation we worked with our Development team and found that the program was calculating correctly*** allows Part-Year residents to calculate their *** Taxable Income on Schedule using the following rules: Exemptions may be prorated based on Time or the Income ration, Standard deduction must be prorated using the ration, Itemized deductions may be prorated using the ration or the tax payer may be allowed to use actual *** itemized deductions. *** Dept of Revenue states: "*** Part Year Residents who receive a reduced refund from the state using the Time-Ration and/or GA Schedule A method on Schedule to calculate the GA Taxable Income, the taxpayer should contact the Problem Resolution Tax Hotline at the GA Dept of Revenue (###-###-####) to have return reprocessed manually."We show that this issue is not an H&R Block errorTo resolve this matter Mr*** will need to contact the Problem Resolution Tax Hotline at the *** Department of Revenue at ###-###-#### for manual processing. We have attempted to reach Mr*** to assist in explaining this issue further and have left a voicemailWe have also sent an email asking for him to contact us at ###-###-#### to speak with DIY Senior Support Specialist Jonathon KAt this time we have not had follow up from Mr***. 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 as the Bureau to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely, Jennifer S*Associate Business Analyst H&R Block

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

[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,In response to Mr***'s rebuttal, our review determines that the rebuttal raises no new issuesTherefore, we stand by our original response dated 3/28/and refer your office back to that responseSincerely, Quintina ***Associate Business AnalystH&R Block

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

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