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: I am rejecting this response because H&R block has continued to falsely state that I requested that the notice from the state of *** not be challengedWhen I spoke with *** *** during our first meeting regarding the *** notice, he verbally stated that it was 'cut and dry' that H&R Block was at fault and had made an errorAdditionally he stated that H&R Block would challenge/amend the tax returnPlease see the attached email from *** ***, manager of my local H&R Block Hopefully, H&R is able to move past these accusations and address my concerns and the cause of my Revdex.com complaintAs I stated in all previous correspondence, I would like an itemized list and/or an explanation of chargesI want to know how the $fee was determined and/or calculatedI would like to understand how I paid over $for my taxes to be (erroneously) prepared, yet only receive a $reimbursement for an error that cost me a little under $200. Regards,
*** *** P.S.Here is the body of *** ***'s email just in case the attachment does not open: ***, I met with *** *** this morning about an error made on her tax return prepared at *** *** StationThe error resulted in a additional tax of $from the State of ***. I have insured her that I am escalating this request to you immediately for your attention. She is aware that we will refund her the tax prep fee, pursuant our refund policy when we make an error We will also prepare her amended return for no additional charge, pursuant our policy and guarantee I will bring you the letter from the State of *** for your review at our leadership meeting on Tuesday morning. Thanks! *** *** *"***" ***, JD/MLAOffice Manager*** *** Station*** ** *** *** *** *** *** ** ***###-###-####***www.hrblock.com

Dear Revdex.com,In resolution to this matter, the district office contacted Mr*** directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedMr*** can expect to receive the reimbursement check for his tax preparation fees within to business daysWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly.Sincerely,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:H&R Block is claiming I received a $advanceAs you can see from my attachment, that on the front page of my taxes, it's $that H&R Block withheldNow,if I had received an advance, it would be listed here on this page along with H&R Blocks' feesAs you can see, H&R Block withheld the balance in which I owe the stateYes, I did sign papers the night of my tax appointmentI had signed many papersI didn't realize I had signed "advance" papers because I had not asked for an advanceI never received what they call an "Emerald Card"H&R Block says they have text messages? I'd like to see those because that's not trueH&R Block claims I didn't contact them for eight monthsThat's not trueI've been in contact with them since mid-summer, as well as having two "sit down" appointments with them to hash this situation out
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 me and will consider it closed once the check and credit are received
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 have been dealing with *** *** *** *** at the *** *** loacation and she has been more than accommodatingShe has gone out of her way, above and beyond what I expected to help meAlthough I wish this matter never came to this I would like to say that I'm very pleased with the service I've gotten.
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the amount requested in her complaint, minus the non-refundable RAC fee. The check will be sent out on Monday, March 30, 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

[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: This issue is 75% resolved as of this moment, I have gained a commitment from HR Bock executive relations team to help with any "fees" that may be assessedUntil the IRS, reviews this and confirms the information and their next steps I can not consider this issue 100% resolvedThank you for your cooperation and patience through this process as this time table is out of my control.
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the full amount requested in her complaintThe check will be sent on Thursday, February 18, 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 response to this matter, the District General Manager is currently investigating this issue in hopes to resolve this matter soon. Our office as well as the District Manager will work directly with Mr*** to address this matter in its entiretyWe
would also like to extend an apology to Mr*** for the service he received. We ask that the Bureau note our efforts to resolve this issueIf 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
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, Mr***' claim has been approved for the penalty amount due to the state and a partial tax preparation fee refundThe check was sent on Monday, March 7, 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

[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
Regards,
*** *** I will accept the refund and the credit protection for one yearHowever, I still stand on the grounds that they "lied" in the original responds to the Revdex.comThank you for your time

Dear Revdex.com, In response to Mrs*** rebuttal, out review determines the rebuttal raise no new issues with H & R Block products or services. While we regret the she appears dissatisfies with the Peace of Mind agreement, we stand by our original response, and we refer your office back to that responseThis response contains H & R Block's final positionWe respectfully ask that this case be closed, as we do not believe that any further response on our part would be beneficialSincerely, Natalie M*** Associate Business Analyst H & R Block

Dear Revdex.com: In response to the complaint, we recently tried to call Mr*** at the number as well as the email address provided in the complaint, but were unable to make contact. If Mr*** could please contact the local District Manager, Douglas
S*** directly at ###-###-####, he is happy to further assist and hear any concerns the ***'s may haveOtherwise, we are unable to further investigate this matter We ask that the Bureau note our above-referenced efforts to contact Mr*** to discuss his complaint Sincerely, Michelle B*** Associate Business Analyst H&R Block

Dear Revdex.com:In response to Ms***, the District Manager and myself have attempted to contact Ms*** to further discuss this matter but we have been unsuccessfulWe would like to come to a mutual resolution with Ms***.H&R Block would also
like to extend an apology to Ms*** for the service she receivedMs*** can reach my office at ###-###-#### or the District Manager Brad at ###-###-####.We ask that the Bureau note our efforts to resolve this issueIf 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: I also am going to incur fees because I need to place the amount owed to Federal and State on a Credit Card These are fees I feel should also be paid I was also not completely explained the piece of mind
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:Sorry to have to be contacting you againThe matter with H&R.Block still has not been resolved.This has been dragging on now for over six months.On April 11 *** *** notified me they were working on itThen on May she said again they're working on itShe also said that following week she would be out for medical reasonsThis should be her second week backIs there anything you can do to expedite matters? I feel I have been extremely patientI appreciate your time and efforts
Regards,
*** ***

Dear Revdex.com,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 refunding the tax preparation fee that Ms*** paid to have her taxes preparedHowever, we are not at liberty to pay for lost wages or for any other compensation which our client seeksThe refund check was mailed via USPS on 4/4/to the address on recordIf Ms*** has not received the check, we recommend she contact the H&R Block office where her taxes were preparedWe sincerely apologize for Ms***'s experience with our companySincerely,*** *** 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 position.In response to Mr*** ***'s rebuttal, our review determines the rebuttal raises no new issues with H&R Block's services as it pertains to sending in documents for an electronically filed returnWhile we regret that he appears dissatisfied with his experience with H&R Block, we stand by our original response dated 4/1/and we refer your office back to that response.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, 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

In response to Mrs***’s rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 03/24/and refer your office back to that response. 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