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

[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 step is satisfactory to meIn addition I have again faxed the information they ask for to this said entity in questionMy goal is to work collectively with the entity to find a resolution that is reasonable to all parties involved.I will continue to work with the entity with prompt responses, accurate information, which I hope will help create the much needed closure on this very serious matter concerning my Family and I.May God continue to bless all the parties involved
Warmest-Regards,
*** ***

Dear Business Bureau,In response to the Revdex.com complaint, we recently tried to contact Ms*** by phone and email but were unsuccessfulHowever, in resolution of this matter, Ms***'s request for a refund has been approvedThe check will be mailed within weeks.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 Administratively Resolved]
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,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,In resolution to this matter, our records reflect that the District office contacted Mr*** directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedWe respectfully ask the Revdex.com to close this case
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: H&R Block has reviewed Mr***’s rebuttal to our prior responseThis response contains H&R Block’s final positionIn response to Mr***’s rebuttal, our review determines that the W-information was incorrectly entered by Mr*** when using our DIY productWhen Mr*** was submitting information for his spouse’s W-2, he left his name selected and checked the box stating “Name doesn’t match W-2”, then entered the W-information for his spouse. We have attached images that reflect this is how Mr*** entered the informationThe Calculation Claim that was reviewed for Mr*** was denied based on the Terms and Conditions stipulated by the Accuracy of Calculations Guarantee which is a part of the End User License Agreement accepted by the client when they installed the H&R Block At Home softwareWhile we regret that he appears dissatisfied with his experience with H&R Block, we stand by our original response dated 04/05/and we refer your office back to that responseWe respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialSincerely,*** ***Associate Business AnalystH&R Block

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

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 on Tuesday, May 10, 2016.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, Mr***'s claim has been approved for ** tax amount due plus penalties and interest, as requested in his complaint. The check was sent out on April 12, Additionally, Mr***'s paperwork has been returned to him.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 me.Sincerely,Michelle U***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, our records reflect that Mr*** is not an H&R Block clientHowever, the individual fraudster who somehow acquired Mr***’ information used our online product to file a tax returnDue to the nature of this matter we have taken
the necessary steps to delete the accountWe sincerely regret Mr*** situation however, to ensure it's handled properly we recommend Mr*** follow the steps below if he hasn’t done so alreadyContact his local police to report any suspected fraud. Contact the IRS Fraud Hotline at 1-800-829-Contact the fraud department of any one of the three major credit bureaus to place fraud alerts on his credit fileContact the Federal Trade Commission. Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com, In response to the complaint, our records reflect that Mr*** is not in compliance with the terms and conditions with H&R Block’s Tax Software Accuracy of Calculations Guarantee which states in part (B) H&R Block will only pay the penalties and
interest described above in Section (A) above, if all of the following conditions are met: 2. You notified H&R Block at HRB Digital LLC, Attn: H&R Block Calculations Guarantee Claims, P.OBox 10435, Kansas City, MO 64171-within thirty (30) days after you received a notice from any tax authority regarding your tax returnIn addition, you timely sent H&R Block complete documentation of the penalty and interest including all correspondence to and from each tax authority, a copy of your tax returns as filed with each tax authority, proof that you paid the penalty and/or interest, and any other relevant information H&R Block reasonably requests. Because these conditions were not met, the claim has been disqualifiedWe sincerely regret Mr***’s experience with H&R Block’s Software and as a client service gesture we are offering Mr*** free Tax Software for Jonathon K from our Digital Tier Team has sent Mr*** a WDPA download link for the productWe will also be sending Mr*** a refund check of $for the Tax Software he usedThis may take 7-business days for processing and mailing 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 AnalystH&R Block

Dear Revdex.com,In resolution to this matter, records reflect that Ms*** was contacted by our district manager and a mutually acceptable resolution was reachedAs 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 fairlySincerely,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 as Assumed Answered]
Complaint: ***
I am rejecting this response because:
Regards,
*** *** I do have that peace of mine form that H&R block talks about but I didn't sign it saying I declined the extended service planH&R block prepared the form and signed it. He type in a {X} saying I declined but there is a line for clients signature declining the plan but I did not sign it saying I decline the plan. The only signature on the plan declining is the preparer

Dear Revdex.com, In response to this matter, our investigation reflects that Mr***'s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with the client. After further review of this
matter, records reflect that only the State return was not able to be e-filed due to a system anomaly and Mr*** was advised that the issue was being escalated in order to seek a resolutionDuring this time, two attempts to contact Mr*** were made however the attempts to reach Mr*** were unsuccessfulWhen the office was able to speak to Mr***, he was informed that the issue could not be resolved and that the State return would need to be mailed inAn offer to mail the return on behalf of Mr*** was purposed however he declined the offerThe office allowed a week for the return to be picked up prior to mailing the return directly to Mr*** for submission. It is the Franchisee *** ***l belief that the full refund of the State preparation fee refund is appropriate, as the Federal return was not affected and therefore a service provided correctly that does not warrant a refundHowever, if Mr*** has any further questions or concerns regarding the fees, he may contact his local H&R Block office directly. We 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,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, we have confirmed with Mr*** directly that a mutually acceptable resolution has been reachedAs such, we consider this matter resolved.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 still have not received an email with *** cardWill not accept offer until ECard is 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 as Assumed Answered]
Complaint: ***
I am rejecting this response because: Please refer attached correspondence for your informationI appear to be doing all the chasing in respect of this issue and the situation appears to be getting worse based on the correspondence coming from the IRS (particularly their letter dated July 27, 2017).I can’t say I am overly impressed by the IRS’s use of generic letters which makes no effort to identify the actual problem and I am at a loss to understand their most recent email (received today) as H&R Block would have me believe Patricia (the original CAA, whom made both ITIN applications and subsequently refused to respond to my emails, hence Revdex.com's involvement) has made numerous successful ITIN applications this year without any issue
Regards,
*** ***

Dear Revdex.com:In response to this complaint, The District Manager has discussed this matter with the office and has attempted to contact Mrs*** as well. H&R Block would like to apologize to Mrs*** for any confusion or misunderstanding of our tax preparation
serviceWe have honored Mrs***’s request and the check was issued 3/24/to the address of record We assure you that we take our client’s concerns serious and that a fair resolve will be provided. As a result, we consider this matter resolvedWe respectfully ask the Revdex.com to close this case. *** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Mr***'s request is being granted for the full amount asked for in this complaint of $We are sending the check via UPSTracking number: ***This should arrive by end of day Tuesday, Jan 31, 2017.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. 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 Analyst H&R Block

Dear Revdex.com, While we sincerely regret Mr***'s dissatisfaction with our service pricing, we find our fees to be reasonable and highly competitive among tax institutionsH & R Block has a preparation that many other institutions or accountants do not offerAs it
relates to this situation, our records reflect that the Franchisee has offered the client a discount of for his tax preparation fees, there will not be any refund of fee as no monetary refund was offeredAs a result, we consider this matter resolved We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlySincerely, Natalie M*** Associate Business Analyst H & R Block