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, despite the apparent good-will of some of the B&B people to resolve this issue, my basic problem was not financial but informational: I still do not have access to the original data entered into the Block computer programSome of the date disappeared before the Tax Pro established the tax returnsThe tax returns as she established them do not take into account charitable contributionsThere may also be other lost dataThis could account at least in some measure for the difference between what the computer told me: a $Federal refund, and what the Tax Pro has told me: that I now owe $to the Federal IRS.My need remains unresolved: full access to the information entered into the system before during and after the procedure of tax review by the Tax Pro.*** ***
Regards,
*** ***

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

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 on 6/27/Ms*** tax return was e-filed successfully with an expected IRS funding date of 7/5. We attempted to contact Ms*** to ensure all issues had been addressed and that she had no other
concerns, however our messages have gone unansweredWe sincerely regret Ms*** experience this tax season and as a client service gesture we are reimbursing tax preparation feesMs*** should allow to business days for processingWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlySincerely, *** *** Associate Business Analyst H&R Block

Dear Revdex.com,In resolution to this matter, our Digital Escalations team contacted Mr*** to assist. Due to the issues he had when trying to obtain his e-gift card we have agreed to honor his request of issuing the funds directly to Mr*** complete with the H&R Block
refund bonus amountAs a result we consider this matter resolved.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,Jennifer S*Associate Business AnalystH&R Block

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 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 response to this complaint, our district manager contacted Mr*** directly and reached a mutually acceptable resolutionAs 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 meSincerely, *** ***Associate Business Analyst H&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,In response to Mr***'s complaint, our review determines that the Peace of Mind claim was denied based off of the IRS letter which was not received within days from the date it was receivedWhile we regret he appears dissatisfied with his experience at H&R
Block, we have taken the steps to submit Form to the IRS in regards to the penalties. H&R Block has the right to first challenge and attempt to remove or reduce any penalty assessed before any payments are made as this is in accordance with the product terms and conditions of H&R Block's Peace of Mind Extended Warranty plan that Mr***s signed and agreed to which states in part: "Before such payment, you must: (a) notify Block of any government notice regarding such taxes within days from the date of the initial notice; (b) promptly provide Block with copies of such notices and other documents relating to or substantiating such additional taxesand (d) allow Block at its sole discretion and expense, to challenge the determination that additional taxes and penalties and interest are owed"Therefore, Mr***s is bound by the terms of the contract which requires his assistance in challenging the determination of the penalties assessedWe refer Mr***s back to his local H&R Block office to ensure this matter is address properly.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. 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:
Regards,
John L***
Update I just faxed a copy to H&R block of last years proof of amount paid for 2013 tax returns

Dear Revdex.com, In resolution to this matter, our records reflect that Ms***’s Federal and State tax returns were prepared in January The federal return was filed and the client received her tax refund in FebruaryHowever, the client’s state return was placed on hold as
the State of Colorado was not accepting returns at that timeUnfortunately, the return remained on hold until it was later discovered that it had not been filedWe apologized for this error and immediately reimbursed Ms***’s tax preparation fees which she paid to have her state return preparedPlease note there will be no penalties or interest assessed as Ms*** is expecting a refund from the stateMs*** expressed concerns about her state refund and had requested for H&R Block to advance the fundsWe explained that advancing funds which are paid by a taxing authority is not something we are at liberty to offer but wanted to ensure we made this right by refunding her state feesTo further make amends in this situation, we are also providing Ms*** a coupon to be used towards the preparation of her return next tax seasonWe sincerely apologize for Ms***’s experience this tax season and hope our efforts to resolve this matter restores her faith in our companySincerely, Quintina 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 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 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

Dear Revdex.com,In resolution to this matter, the District Manager contacted Ms*** and reached a mutually acceptable resolution As we understand, Ms*** felt as though she was provided information in regards to the cost of her returnMs*** has been provided a
partial refund at this timeCheck was mailed to client regular mail on 5/3/16. As 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

[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: Regarding complaint #***.H&R Block requested a copy of my mother’s death certificate and power of attorneyThat information was mailed to *** *** at Block several weeks agoI have not received any response from herI wish to have this complaint reopened by you so hopefully this matter can be resolvedAttached are those two documents that Block requested.Thank you for your attention to this matter.*** * ***

Dear Revdex.com,In resolution of this matter, Mr***'s claim has been approved for the full amount requested in his complaintThe discount was provided at the time of service on May 27, 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 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,*** ***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 notified *** on Friday that I am out of the country until the 17thI will send her what she requested when I return. Thanks so much for all you have done
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:No resolution or progress has been metH&R Block business is simply denying the claim and not honoring the service I paid forH&R Block keeps claiming the basis is based "off the return being prepared correctly" (which is not entirely true as Ms*** previously stated they admit to having some fault) and also denying because of "lack of substantiation"I provided all of the proof and documentation that was requested from me to H&R BlockI even went above and beyond to assist as much as it was asked of me by H&R Block during this audit representation, by taking days off from work to meet with H&R Block and IRSI don't know what else I could have done from my part to be of better assistance than I had done
Please do not close this case as it is still unresolved and clearly the business (H&R Block) does not care on resolving this matter or value their customer's satisfactionI am very disappointed with H&R Block services and the way they are treating this matter
Regards,
*** *** ***