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

[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 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,
*** ***

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, While we regret Mrs***'s dissatisfaction with our system and services, our review of this matter reflects that an early release of our tax preparation software caused the medical expenses on the Schedule A to be incorrectly reported on the Missouri
return, causing the return to rejectOur tax professional removed the error in order for the return to be processedIt was at this time that the client was informed that the premiums were removed so that the return could be processed by the State of Missouri however this would change the amount of the Missouri refund that was calculatedOur tax professional advised Mrs*** that we could amend the Missouri return so that she could get back the remainder of the refund amount, however Mrs*** respectfully informed the tax professional that she did not want the return amended. Although H&R Block is not at liberty to refund Mrs***'s tax preparation fees for the Federal return, as a gesture of good faith we would like to reimburse the cost of the Missouri tax preparation fees, as this was the only return affected by the early release of our tax preparation softwareThe check for the refund of fees will be sent on Friday, March 13, 2015.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. In light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request the Revdex.com close this case. Sincerely,*** ***Associate Business AnalystH&R Block

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

Dear Revdex.com,While we regret any confusions or misunderstandings of our tax preparation services that Mr*** may have, our review of this matter reflects that the tax return was completed and approved online by Mr*** prior to the return being submittedAdditionally, the any penalty being assessed by the IRS for a failure to pay taxes would not be generated from H&R Block reporting them as being paid. Although H&R Block is not at liberty to pay the tax liability or resulting penalties and interest, as a gesture of good faith we would like to offer to refund the cost that Mr*** paid to have his return completed by H&R BlockShould Mr*** provide an address where we are able to send the check once it is cut. We ask that the Bureau note our current efforts to resolve Mr***'s complaint. 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
I tried calling MrD***, there was no answI left a msg with all my numbersI was out in villages where I did not have cell service, I am also traveling to another village tomorrow- so I may not have service there as well
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:It took well over months for them to finally complete this process which I think was too long Then the check they sent me is well below what they said I should get compensated for I have all of the emails sent to me from H&R Block's Claim Office of what they felt I should have gotten, but the check was no where what I received This is my first time ever complaining about H & R Block or having to ever use their "so-called" peace of mind (which I pay dearly for) I still don't think they stand behind their claim and I'm very leery of using them again
Regards,
*** * ***

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***' 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

[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 appreciate HR Block's goodwill gesture for refunding my state processing fee, the point is being missed by HR BlockI agree that they are not responsible for whether my return is accepted or not However, they have a responsibility to notify the consumer if their product is not ready BEFORE they consumer submits their tax return I was told they were 'aware of the issue and were working on a fix." The problem (again) is as follows:They did not notify consumers that their forms were not ready for efile The State of *** was accepting efile returns since Jan There should have been some sort of disclaimer stating that HR Block's forms for the State of *** would not be ready until Jan There was no such thing posted anywhere until you hit "next steps under the rejection notice on HR Block and it says they should have resolved until January 27" Thus, persons who should may have chosen to file with other companies could not because this was not passed on to the customer until AFTER the forms came back rejected, even though they were well aware the forms they had on file were not ready My problem is that many others consumers probably got stuck in the same boat as me, where they could have filed with other companies but did not, choosing HR Block over other companies This caused delays and since we had already filed the federal return, there was no way to file with another company My guess is that HR Block would have lost many consumers if they would have not hidden the fact they did not have the forms ready for state filing rather than letting person know up front and going elsewhere so they would not lose business
Regards,
*** ***

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

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.
However, I would like to call out that the business did not pay for nothing. They paid because they were at fault; otherwise, they would not have. They run a business, after all. So, the case should be disposed as such
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:
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,While we regret any confusions or misunderstandings of the tax preparations services Ms*** may have experienced, our review of this matter reflects that the Peace of Mind Extended Service Plan was not purchased at the time of the tax interview and therefore, would
not apply to tax liability already owed. H&R Block prepares millions of tax returns each year, and if we do make an error, we are committed to making the situation rightIt is our belief that we have done so in this case by reimbursing the penalties and interest owed. 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 beneficial. However, 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 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

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

[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,
*** ***, ***

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

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,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