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

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 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 Analyst

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,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, 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

[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 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,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,In resolution of this matter, Mr***'s claim has been approved for the full amount requested in his complaint, minus product fees. The check will be sent out on Thursday, April 2, 2015. 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,In resolution of this matter, Mr***'s claim has been approved for the amount of tax preparation fees, less any additional product fee such as Peace of Mind, as requested in his complaint. The check will be sent out on Tuesday, March 29,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 fairlyWe 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 meSincerely, Michelle U***Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the the process of assisting Mr***. 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 complaint. Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the full amount requested in her complaint. The check will be sent out on Thursday, June 23, 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 fairlyWe 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 meSincerely, *** *** 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:
I had an issue with recieving a refund from two different tax returns over two years My federal return, and ** state return The return has been resolved I am still waiting to hear about the return
Regards,
*** *** ***

Dear Revdex.com,In response to Ms***'s rebuttal, our review determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 8/19/and refer our office back to that responseSincerely,Quintina M***Associate Business AnalystH&R Block

Dear Revdex.com, In resolution to this matter, we regret any misunderstanding’s that Mr*** may have had as it relates to H&R Block’s Free Federal 1040EZ promotionThe Free EZ offer applied only to the Federal Form 1040EZIf additional forms are filed such as State & local
tax forms, Affordable Care Act form health coverage exemptions, these forms are billed at ratesOur records show that a State return was filed in addition to the Federal FormThe cost of the State form was $As for any tax return completed at H&R Block by one of our tax professional’s and before the return is e-filed or manually filed, our clients are given an opportunity to review their return before signing in agreement to the preparation services providedIt is our belief a service was provided which resulted in an accurate and timely filed tax return and therefore we must deny Mr***’s request for a tax preparation refundIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, Michelle B*** 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 ***, according to H&R Block the timeframe to reach a determination of my claim varies depending on the type of claim that was submitted and that it may take up to to weeks to reach a claim determinarion This resolution will be satisfactory to me when my claim is approved and I received an approval letter and reimbursement check for $
Regards,
*** *** **

Dear Revdex.com,In resolution of this matter, Mr***'s claim has been approved for the full amount requested in his complaint. The check will be sent out on Tuesday, June 2, 2015. 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, H&R Block has reviewed Ms***’ rebuttal to our prior responseThis response contains H&R Block’s final positionMs*** was paid in compliance with the H&R Block Peace of Mind GuaranteeWhen we cover tax liability, penalties and/or interest for a client per this guarantee, we pay amounts listed on the original tax notice onlyPeace of Mind works as a reimbursement productThe client is assumed to have paid the taxing authority, and H&R Block will then reimburse the clientThe amount has been reviewed and has been found to be the amount listed on the original letter, resulting in nothing further being owed to to Ms***In response to Mr***’ rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and servicesWhile we regret that she appears dissatisfied with her experience with H&R Block, we stand by our original response dated 10/28/and refer your office back to that responseSincerely, *** *** Associate Business Analyst H&R Block

Dear Revdex.com,In resolution to this matter, our records reflect Mr*** was contacted by our district office and a mutually acceptable resolution has been reachedAs a result we consider this matter resolvedSincerely, Quintina M***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:
It was not approvedI have an audio recording of a voicemail that was left by the accountant saying that they will also pay the back taxes and now the district manager is attempting to not pay the full amount that is owed to the ftb
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]
I will not use H&R Block in the futureI would appreciate it to be refunded for this year's taxesThank you
Complaint: ***
I am rejecting this response because:
Regards,
*** ***