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

Dear Revdex.com,While we regret any confusions or misunderstandings of our tax preparation services that the ***' may have, our review reflects that the Penalties and Interest claims have been paid in accordance with our H&R Block Guarantee.Although H&R Block is not at liberty
to refund the ***' tax prep fees, as a gesture of good faith, we would like to offer a gift certificate for free tax preparation for tax year The gift certificate will be mailed out on Thursday, January 14, 2016.As a result, we consider this matter resolvedWe respectfully ask the Revdex.com to close this case.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 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,H&R Block reviewed Mr***'s rebuttal to our prior response, dated March 31, Although we stand by that response and refer your office back to it, we further respond as follows. Mr*** has submitted the necessary form to the IRS by mail and is waiting for the IRS to process itThe District General Manager provided Mr*** with his direct contact number for further assistance once the IRS make a final determinationFurther, Mr*** seemed calm and to understand the process at the time of his conversation with ** ***.We respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialHowever, 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

[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,
*** ***

In response to Mrs*** rebuttal, I reviewed the documents that were attached and PDF #states these documents were self preparedIf the attached documents were filed in the H&R Block office, the form would not have self prepared listed and crossed out written in pen H&R Block and the tax professional’s nameTax documents that are prepared in the office would have H&R Block, the tax professional’s name and PTIN number printed with their signature listed. As stated before, The District General Manager will not be refunding feesMrs*** is more than welcome to go into the H&R Block office to compare the amended return that was prepared in the office, to the documents that she attached today.We respectfully ask the RevDex.com to close this case AJRHowever, 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 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

[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 S*** DID NOT offer to file my tax return! Even if he had, the current year was in the final stages when HIS second error was found WHY would I ever trust his agency to do my tax return when they had done such a bad job? But he did NOT offer THE DECENT THING WOULD HAVE BEEN FOR HIM TO HAVE REFUNDED MY $FOR PREPARING MY RETURN!
Regards,
*** ***

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

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

[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 still have not received my refund of my interest and penalties. I have received an email stating that it was being processed but I've had those emails before
To date there has been no check received by us. (1-14-16)The company dismissing our request of all or at least a portion of our preparation fees, and offering a voucher for our taxes to be prepared for free this year is a joke! I have never worked with a company that had such poor Customer Service and poor Customer satisfaction. Having to make calls a week to Customer Service only for them to tell me that they had no way to speak with a person in the claims department. My claim was supposed to be processed - weeks, it is now been over weeks!
Regards,
*** ** * *** ***

Dear Revdex.com, In resolution to this matter, the District Manager contacted Ms*** and reached a mutually acceptable resolutionThe client has been mailed a check via UPS overnight, today May 3rd, for the full amount requested in this complaint of $ As 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

[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 was not offered the protection and they were not percent sure if they were shredded so I still would like a full refund and the protection! They have lied in this respond!
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: while I understand that this debt is still valid, a goodwill gesture would be appreciatedWhile there was a massive fail on your part for estimating my tax return to be over $3k and I recieved under the amount to pay back this debt, I would appreciate something a little more than giving me the option in setting up a payment planI would like all interest charges dropped from this accountAt the end of the day I didnt even receive enough taxes back to cover the debt I was wrongly approved forYour assistance would be gratefully received
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:
As of this am 5/5/15, I have not received a refund check in the mail
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 had paid HR block over $to do my taxes they were not done properly because I gave the lady doing them all the correct information and if was done right the first time none of this would be happening!!!! I will never use hr block AGAIN and I will advise everyone I know to do the same because they are liers and done stand behind there work!! I also hope that my experience with them will go on the Revdex.com website for others to see how they operateIt's just wrong that this multi million dollar company can not take responsablitly for the actions of there employees!!
Regards,
*** ***

Dear Revdex.com, In resolution of this matter, Ms***'s refund is being granted for the full amount requested in this complaint. 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 trust this response will allow your office to close your fileHowever, 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 to this matter, we have worked with Ms*** to assist in reviewing her returns and assisting with any filings and corrections that she has neededWe have kept in contact with Ms*** who now states that this issue has been resolved and she is
pleased with our assistance and follow through regarding this matter. We not only worked with our digital support team but also the tax office to assist Ms***. As a result, we consider this matter resolvedWe assure you that we take concerns of our clients seriously and 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, Jennifer S*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 complaintThe check was delivered to him today, November 14,
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 Analyst
H&R Block

Dear Revdex.com,In resolution of this matter, Ms***’s claim has been approved for the remainder of tax preparation fees requested in her complaint. The check will be sent out on Wednesday, July 19, 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 or have any questions, please do not hesitate to contact me.Sincerely,Michelle B***Associate Business AnalystH&R Block

Dear Revdex.com,In further review of this matter, records reflect that our district office contacted Mr*** directly and are addressing his concernsA claim for penalties and interest has been initiatedOnce a determination has been made Mr*** will be notified of our final resolve to this matter. In the meantime, should Mr*** have any further questions or concerns we ask that he contact his local H&R Block office or our office directlyWe ask that the Bureau note our above-referenced efforts to address Mr***'s complaint. Sincerely,*** ***Associate Business AnalystH&R Block