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

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 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

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

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,
*** ***

[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 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

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting the ***'sWe have contacted MN State and they are still processing the documents sent to them.However, will continue to correspond with the ***'s in attempts to reach a mutually
acceptable resolution.We ask that the Bureau note our current efforts to resolve Mrs***'s complaint. Sincerely,Michelle U***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 out on Thursday, April 23, 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:It is unacceptable to me that a service performed initially incorrect resulting in financial hardship and required time off work to set an appointment is not made right to the client. While Jeannie was very helpful, I have yet to receive reimbursement for the federal interest that I paid on their behalfAdditionally, Jeannie did not offer to do our taxes for free as indicated in the response. Given my recent experience, I would rather be reimbursed in full for services paid on my taxesI do agree to a certain level that H&R should not be liable for their client's taxes. I do however feel $reimbursement for those services paid is highly appropriateThis would provide resolution
Regards,
*** ***

Dear Revdex.com,In resolution to this matter, H&R Block provided a full refund of tax preparation fees and is currently in the process of assist Mr***We will continue to correspond with Mr*** in attempts to fully resolve this matter.We ask that the Bureau note our current
efforts to resolve Mr***'s complaint. 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 have copies of emails answering questions from H&R and verifying, if the information sent was what they neededI also have attached two files that were sent to your office asking if H&R was going to ask for a Tax filing extensionI am not sure what else a customer can do support the professionals they hire
Regards,
*** ***

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

[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 disagree with their view of money received-our aarp tax professional also feels the indemnity payment to repay us for loss of capital due to HRBlocks error should not be considered incomeWe paid the irs, not HR BlockIt the error made by HR Block was a early withdrawal penalty they used the wrong code in completing our taxes not an error in income We were advised to ask by the aarp tax professional to insist on a revised from HR Block showing zero incomeThe tax professional with AARP that is preparing our taxes has 18years experience and was floored by HR Blocks logic in this matter as are we
Regards,
*** ***

[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 meI would like to note, however, that if I missed a call, there was no voicemail message left from HR BlockI look forward to receiving the full refund check for $in the mail, as mentioned in this letter and the phone call I did receive this morning from HR Block, July
Regards,
*** ***

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

I am very upset that my tax information was DELETED!!!!!!!. H&R Block does not do a good job of informing it's customers about the online product. They said my information was not saved because I didn't pay for the product. You don't pay for the product until you file your taxes!!!!!!! I feel H&R Block should post an alert somewhere for the user to see when you logout without sending a return that the return could be deleted if you don't send it. This should be required!!!!!!!! I understand the business purpose for not doing this but they can provide you a way to keep the information stored online even if you have to pay a fee to do so. H&R Block had a responsibility to let me know that they were deleting my information before they did it. If they can now send me the software to load onto my computer they should have done that before they deleted my info since they knew I have tax information in their system. I'm devastated that I have to this tax return. It was complete I just needed to add another piece of information to it and I could have sent it. I now have to expend an additional amount of time and effort to get the information back together to re-input so that I can file my return. It's not enough to say you are sorry and supply me with the software, I think I should be compensated for me time. I would have gladly paid for the software and downloaded my return to it had I been given the chance. I am even thinking about going to the Consumer Protection division of the *** *** *** to report this as a problem. As you can see, I'm very, very upset. I'm a realtor and time is precious to me. This was an unnecessary issue that I now have to deal with due to H&R Blocks incompetency to keep it's consumers aware of the deficiencies in it's product
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: 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 matter, our investigation reflects that Ms***’s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our client In response to Ms***’s rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 03/19/and refer your office back to that responseWhile we regret that Ms*** appears to be dissatisfied with her experience, Bonnie M*** feels that she has made this situation whole by offering the client a check to cover the amount for the mistake that was madeOnce a completed Tax Return is sent over to the IRS, it is solely up to them when the funds are releasedIf Ms*** remains interested in discussing this matter further, we ask that she contact the franchise office directly to further address. 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

[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,
*** ***