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

Dear Revdex.com, As requested in her complaint to your office, a representative of our corporate office spoke with Ms*** on or about March 6, However, she declined our further assistance In addition, prior to March 6th, our tax
office employees tried to resolve Ms***’s complaint by offering a discount of half off her taxpreparation fees if she desired for H&R Block to complete her return. Ms*** also declined this offer. Ultimately, Ms*** did not pay any monies to H&R BlockAlthough she requests that H&R Block pay or reimburse her to have her tax return prepared somewhere else, we are not at liberty to do so. H&R Block sincerely regrets any inconveniences alleged by Ms***.Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com, In response to the rebuttal, records show that Ms***’s tax preparation refund has been mailed to the address referenced in the complaint as stated in our prior response As for the federal tax refund that Ms*** refers to in her rebuttal, records additionally show that after the client’s initial check was sent back due to the incorrect addressAn automated message went out to the phone number on file notifying the client that her check had been returnedThe funds remained in the account until we received a request to reissue the funds via direct depositAt which point, our office was provided a Bank of America Direct Deposit Enrollment Request Form and voided checkThe refund was then processed via ach to the client’s banking account on or around 4/25/We recommend Ms*** contact her banking institution to verify the transaction Sincerely, Quintina M*** Associate Business Analyst H&R Block

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Complaint: ***
I am rejecting this response because: It is still pending secondary review from H & R Block. In response to my rebuttal, I was contacted by a representative of H & R Block's Executive Escalation teamI spoke with the representative on Thursday (May 19, 2016) while I was at workOn Friday (May 20, 2016), I faxed the representative a copy of the attached proof that I did not receive the IRS notice when H & R Blocks says I should haveI see that today, another claim was submitted for the Peace of Mind Guarantee I purchased. Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr***We will continue to correspond with both Mr*** and the IRS in attempts to understand the IRS' position regarding the certification for our ITIN tax professional. We
ask that the Bureau note our current efforts to resolve Mr***'s complaint.Sincerely,Michelle B***Associate Business AnalystH&R Block

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Complaint: ***
I am rejecting this response because:
Regards,
*** *** we have yet to hear from h and r blick in response to our complaint as well also we have yet to receive said letter stated above do we can not comment on the contents of alleged letter or if it truly exists or not however we have since filed a police report in response to the theft of my wife’s cards wallet and purse because this fraudulent activity is not right and we should not be held accountable for charges on the emerald card that were made by a third party against our dishes or knowledge because of theft we are devastated by the circumstances and actions that have happened since the theft of my wife’s purse

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Complaint: ***
I am rejecting this response because IHAVE TALKED TO: SOMEONE AT H AN D R BLOCK IT WASNT THE GUY MENTIONED ITS SOMEONE WHO KEEPS HARRASSING ME FOR THEIR FEE NO IM NOT PAYING FEE TILL THIS IS RESOLVED AND MY DEAL WITH H AND R BLOCK WAS WHEN I GET MY REFUND THEY WILL GET FEE BUT I DONT FEEL I OWE THEM ANYTHING THEY MESSED UP MY REFUND AND I M ALSO SEEKING ATTORNEY FOR DAMAGES FOR STRESS AND DAMAGES IM NOT GETTING MY REFUND UNTIL JUNE BECAUSE OF THEIR MISTAKE
Regards,
*** ***

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Complaint: ***
I am rejecting this response because: I was addressed Mr*** and I am Ms***Also, I have not heard from the person who sent that letter to Revdex.com at all!!!!
Regards,
*** ***

Dear Revdex.com,In response to Mr***' rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 7/17/and refer your office back to that responseSincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, the District 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 Mr***'s complaint, we apologize for the dissatisfaction with our productWe have spoken to Mr***, and assisted him with resolving the issueFor the inconvenience, per his request we have refunded his fees, as well as a complimentary tax
preparation for next yearAs a result, we consider this matter resolvedwe assure you that the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly Sincerely, Natalie M*** Associate Business Analyst H & R Block

Dear Revdex.com, In resolution of this matter, Mr*** *** mother, Virginia *** ***, has been granted a partial refund of service fees which has been received by her at this time. We have also provided Ms*** *** with a substantial gift certificate towards next year’s
preparation costs which has been sent out via regular mail today, April 29, We have been in contact with the clients and understand this to be a mutually acceptable resolution to this issueWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyWe 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 meSincerely, *** S*** 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 reviewed the message from H&R Block and was extremely
disappointedThe response did not address any of my concerns regarding the staffs'
incompetence and unprofessional behaviorInstead
Ms*** focused on justifying their behavior and blaming the customer
Ms*** indicated that staff from the *** office
attempted to contact me to discuss this complaintHowever, I have not received
a call from anyoneAdditionally, although the amended return was completed
within the time frame allowed by the IRS notice, it required several telephone
calls for three weeks and a final reminder that the amended tax return was due
in three daysDue to their incompetence, I had to make a payment over
the telephone on the due date despite giving them nearly a month to complete
the amendment
Ms***' description regarding the claim is also incomplete
and inaccurateAfter receiving the Insolvency Worksheet I contacted the ***
office to obtain clarification about how to complete the form and to ascertain
its relevance to my claimI contacted the office several times and was told I
must fill out the worksheet or the claim would be denied but was provided no
assistance or clarificationI never refused to complete the worksheetInstead
I indicated I would not complete the form until I was provided assistance with
filling out the worksheet and was provided information regarding its relevance
For several years, I highly recommended H&R
Block to family, friends, and those in the military
communityHowever, I have lost all trust in H&R block. These two errors have
impacted our financial stability and could have greatly affected my husbands
career in the militaryInstead of attempting to resolve the issue, the
*** H&R Block, claims
department, and Ms*** have focused their attention on loop holes to avoid paying the
claim and have blamed the customer
Regards,
*** ***, ***

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Complaint: ***
I am rejecting this response because: As I've stated before I have contacted *** on several occasions with no response. What would be the point of more unanswered messages
Regards,
*** ***, POA
*** ***

Dear Revdex.com,In response to Mr***'s rebuttal, the district office has contacted Mr*** directly and provided a thorough explanation of the claim statusIt is our belief that Mr*** now has a better understanding of the steps taken to defer his deductions related to the depreciation to which he received a greater benefit in prior yearsWe 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 meSincerely,***
***Associate
Business AnalystH&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. It is *** ***, H&R Block District Manager’s belief that she has done so in this case by amending the tax return to accurately reflect the appropriate information and by refunding the tax preparation fee and penalty and interest chargesThe tax preparation fee refund and the penalties and interest check will be sent to Ms*** on Wednesday, July 21, 2015.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, 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,
While we regret any confusions or misunderstanding of the tax preparation services Mr*** may have experienced, our review of this matter reflects that the Peace of Mind claims team verified that the return was prepared correctly with information provided and
it does not appear the document in question could be reproduced which indicates that it was not presented at the time of original preparation.
While we regret Mrdissatisfaction with our company, we consider all his issues addressed and this matter closed. We ask that the RevDex.com note our efforts to resolve this matter thoroughly and fairly.
However, 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 response to this matter, H&R Block is currently in the process of assisting Mr*** and have attempted to reach our client by phoneWe will continue in our efforts to address this matter with Mr*** and reach a mutually acceptable resolutionWe ask
that the Bureau note our current efforts to resolve Mr***'s complaint Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com, In resolution to this compliant, our record reflects that Mr***’s tax return preparation fees that he requested to be deducted from his federal tax refund has not been paid and is therefore considered debtOur records reflect that the Internal Revenue
Service (IRS) did not release Mr***’s tax refund to the Refund Account setup to deduct his feesThus the fees owed to H&R Block were not paid. We understand that there may be several reasons why this occurred, including: (i) The client’s federal tax refund may have been diverted by the IRS to repay unpaid federal/state income taxes, child support, and/or student loan debt(ii) The IRS may have sent the federal tax refund directly to our client, instead of depositing the funds into the Refund Account(iii) The IRS may have delayed the processing of our client’s tax return(iv)The IRS may have reduced our client’s expected tax refund amountFurther, Mr*** was contacted on August 19, by our tax preparer, Veva G***, whom attempted to explain this matter and Mr*** ended the call abruptlyWe regret any misunderstandings that Mr*** has as it relates to our tax preparation serviceHowever, the fact remains that we have provided a service that involved the preparation of two tax returns that have not been paidWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly If you should need anything further or have any questions, please do not hesitate to contact me Sincerely, Michelle B*** Associate Business Analyst H&R Block

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Complaint: ***
I am rejecting this response because:
Dirty business practices will ultimately rest of your
shoulders, and karma will catch up with you. Sleep well. I do have
social media and local business stations to broadcast this in justice and your
promotional scam. Have a nice day
Regards,
*** ***

Dear Revdex.com, In resolution to this matter, we sincerely apologize for Mr***'s experience with our company and as a client service gesture, approved his request for a refundA check will be mailed via UPS Next Day to the address on recordDelivery date 7/22/As such we
consider this matter resolvedTracking number is as follows: ***We assure you that we take the concerns of ourclients seriously and make every effort to resolve matters thoroughly and fairly. Sincerely,Quintina M***Associate Business AnalystH&R Block