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 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 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,*** ***

[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,
*** * ***

[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 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,
*** ***

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 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

[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,
*** ***

[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,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,While we regret any confusions or misunderstandings of the tax preparation services Ms*** may have experienced, our review of this matter reflects that Ms*** brought in an original self-prepared ** State return to the office to have it amended to add an ** State tax creditThe Franchise office prepared an amended SC return for Ms*** at her direction, however the original return she self-prepared had never been sent into the state. Our Franchisee, *** *** spoke with Ms*** on Tuesday, January 12, to explain this to herMs*** agreed to come into the office to pick up her original ** return in order to submit to the state for processing. While we regret Ms***'s dissatisfaction with our company, we consider all of her issues addressed and this matter closedShould she have any additional questions or concerns, we refer her back to the Franchisee, *** ***. 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

[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:
We have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to us, and the issue has been resolved We have finally received our tax refund for from H&R Block for the amount of $1,that we were out. We are grateful for you Revdex.comWe are grateful for all of you working behind the scenes, you all have been a great help and have made a positive differenceThank you all for what you do!
Regards,
*** and *** ***

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

[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, 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

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,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

[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 continuing attempt for an acceptable resolution is satisfactory to me
Regards,
*** ***

Dear Revdex.com,In response to Ms*** rebuttal and as previously communicated, our records reflect that a reimbursement check for interest on the *** State return in the amount of $, check number ***, was forwarded to the address on recordWe are in the process of tracing the check and once we confirm that the check has not been cashed a replacement check will be issuedWe sincerely regret any inconvenience the client may have experiencedSincerely, *** ***Associate Business AnalystH&R Block