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

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 of this matter, the Office Manager contacted Ms*** 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, In response to the Revdex.com complaint, we recently tried to contact Mrs*** but were unsuccessfulA letter was forwarded to Mrs***’s mailing address advising her to contact our office at 803-783-to speak with AngelaIf Mrs*** should contact us via
this information, we will be happy to further assist her and address any questions or concerns she might have Although we have not been able to contact Mrs*** to confirm the amount, a claim has been submitted in our system to refund Mrs*** for Tax Preparation Fee’s paid in the amount of $ 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, Destini C*** Associate Business Analyst H&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 with 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 resolution to this matter, records reflect that this issue involved unreported income that was not presented to the tax professional during the initial preparation of Mr*** tax returnOur due diligence in this matter would have been to review the client’s
IRS notice, investigate our actions and amend the tax return if neededAs it relates to this case, Mr*** returned to our office demanding that we pay his tax liability, refund tax preparation fees and the fees charged by another tax company implying that his return had already been amendedIn our efforts to investigate Mr*** claims, it was necessary that we review his paperwork however, he refused to cooperateIt should also be noted that Mr***’ visits to our office were disruptive as he would verbally attack our associates and create a sceneAlthough, we were unable to definitively conclude any errors made by our tax professional, a portion of Mr*** fees were still refunded as a client gestureWe sincerely regret Mr*** experience.However, it is our belief that the return was prepared correctly with the information provided during the tax interviewShould you 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:
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,
*** *** **

[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,
*** ***

Dear Revdex.com,In response to the rebuttal, the bank deposit as it relates would have shown as coming from Bofl Federal Bank (Bofl) and not H&R Block as the attached letter indicatesWe refer Ms*** back to her banking institution to clarify the name of the bank from which the funds were sent. Sincerely, 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 Administratively Resolved]
Complaint: ***
I am rejecting this response because:
I was contacted by a regional manager two weeks ago and was told I would have a check sent to meI still have not received any refundI called to speak with the manager and he was out of the office for until June I called to speak to the secretary only to be told that she is not in the office and to try again laterI tried again and the secretary was busy with a clientI left a messageNo responseI called again and she was busy again with a clientSo I left the refund amount in the messageNo responseI will try the regional manager once more, however, I still have not received the amount I was promised
Regards,
*** ***

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

[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,
*** *** ***

[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,
*** ***

[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:they are sayin I contact H&R Block in April that is not true I started contacting them the beginning of march when I spoke to the IRS that the funds was sent to bodies /H&R Block starting takin my complaint when I started callin times a day about my funds they gave all these claim numbers that was all closed 1)*** 5)*** 10)tracer on letter 2) *** 6)*** *** 3)*** *** 7)*** 11)tracer on funds 4)*** 8)*** *** these are all the case numbers that were giving to me so how is it I informed them in April all calls are be recorded 4)
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 Tuesday, March 10, 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, Ms***'s claim has been approved for the full amount requested in her complaintThe check will be sent out on Thursday, March 26, 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

[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:We met with *** *** (local office) on 8/1/She said corporate had never communicated anything to her regarding our complaintShe assured us that our returns were covered for years because we had purchased the POM guaranteeShe stated H & R Block stood behind their returns and would work with us if there was a problem from the IRS with the amended returnsWe asked for something in writingShe said this should not be a problem, but it needed to come from her *** She said they would not re-amend the amended returns because she stood behind them being accurate, even though the schedule k in question that has caused this mess was for months in She said it appeared the IRS has accepted the amended returns because we had received communication from them asking for additional moniesShe said if she amended them it would cause the IRS to look at her for having to do so many amendments and would also cause the IRS to "target" us for audits because of the number of returnsWe agreed to adopt a "wait and see" stance and not pursue this further if we had something in writing stating they would take care of any problems that occurred with the amended returns(We stated that if we legitimately owed any additional taxes we would not look to H & R Block for this, but would require H & R Block to correct any problems with or taxes that were a result of errors in the and/or returns or changes made by the preparer when she did the amended returns(When doing the amended returns the preparer made other changes that had nothing to do with the schedule K in question.) *** told us if we heard nothing by that Friday we should contact her, as the office was closing for remodelingOn 8/3/we forwarded copies of the emails we had received from corporate to ***, as she said corporate had never notified herWe also let her know that we still had not heard anything from the ***On 8/8/*** replied to the email saying she was still trying to reach her ***On 8/20/we emailed *** back to say it has been three weeks and still no communication whatsoever from anyone anywhere at H & R Block. The business's response to this complaint is completely inaccurateThey have not communicated with us in any way since our meeting on 8/1/at the local officeNo emails, no phone calls, nothing! They have refused to resolve this in a timely manner and it appears that they are attempting to delay this long enough so that we will just let it slideTheir actions are beyond inexcusableTo reiterate, we agreed to just "wait and see" what steps the IRS will take if H & R Block would simply provide us IN WRITING a guarantee for the amended returns and the returnsThey have thus far refused to complyA ssuch, it appears we are back to our original request in terms of resolving this issue, that another prepared fix all the 2014/returns at H & R Block's expense and that all our monies paid th H & R Block be refunded(Note: *** also commented as we were leaving that they would give us a "nice" discount on our returns...whick obviously, we will not be having completed by H & R Block.) Regards,
*** ***

Dear Revdex.com,In resolution to this matter, our records reflect that our district manager contacted Mr*** directly and is currently in the process of addressing this matterWe 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

[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 was contacted by H&R Block - BUT THERE WAS NO RESOLUTION!! She did not offer me a reasonable rate or offer to adjust the outrageous fee that I had no idea I would be payingSHe offered to take my complaint "to corporate" - whatever that meansI am waiting on a phone call stating my fees are credited accordingly and that they are instituting new protocols on addressing their fees with clients AT THE BEGINNING of tax filingI guess H&R Block feels a phone call is all that is neededShe did absolutely nothingNow I feel belittled even more.
Regards,
*** ***

Dear Revdex.com,While we regret any confusions or misunderstandings of our tax preparation program and services that Ms*** my have, our review of this matter determines that her self-prepared return was filed as directed by the user of the program and filed in accordance with the product terms and conditions agreed to upon use of the program Our review further reflects that during the *** Credits interview, the user was presented with a screen titled Homestead Declaration and Property Tax Adjustment and was asked to check any of the following situations that apply to the taxpayer: 1.) I owned my home in *** as of April 1, 2015, 2.) I rented my home in *** for all of 2014, 3.) I don't own or rent my home or someone else is claiming the rental rebate or property tax adjustment If any of these options were chosen, the user would have been presented further screens that related to the property tax adjustment or renter rebateHowever, since the form was not included in the return that was created, these questions were not answered by the user. In an effort to show a gesture of good faith for any inconvenience, H&R Block refunded the cost of the program fee to Ms***In light of that good faith action to resolve this matter, we respectfully request that this case be closed, as no further response on our part would be beneficial.Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com, In response to this complaint, the office has addressed Ms***’s concerns regarding her tax return We apologize for the experience Ms*** had with her original tax professional and the District Manager has addressed this matterMs*** was
assigned a different tax professional who reviewed her tax returnAn amended tax return was prepared for Ms*** to report all of her expensesMs*** appeared satisfied with the new tax professional that was assigned The District Manager has offered Ms*** a coupon toward next year’s tax preparation feesAlso, our records indicate that a check was issued to Ms*** 6/29/for a refund of the H&R Block Software that she purchased We ask that the Bureau note our efforts to resolve this matterWe 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