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 Administratively Resolved]
Complaint: ***
I am rejecting this response because: As I stated before, when the credits appear on my credit card statement(s), I will accept the resolution and close the complaint
Regards,
*** ***

Dear Revdex.com,Our records reflect that Ms*** filed an amended returns and her charges were aligned with overall company pricingFees are based on the number and complexity of the forms used and for the service that is provided to a clientIf at any time a client is not satisfied with the price of the return, they have the option to gather their documents and leave without incurring any cost whatsoever pursuant to our guaranteeAs it specifically relates to this situation, during the preparation of Ms***'s amended return, she was advised of the cost and although she expressed discontent regarding the overall fees, she choose to proceed with our services. While we regret Ms***'s dissatisfaction with our service pricing, for the services rendered we consider our fee appropriate. 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:
I appreciate the feedback and attention I've received after months trying to reach out to H&R Block with no successI would like to make it clear that my Revdex.com claim refers to the fact that H&R Block lost my tax return information (and apparently my tax return information as well) after a system migration.I still do not have a satisfactory response regarding my request to receive a copy of my tax return. On a different note, I am also concerned for other customers who do not know this happened or even if it may happen in the future in case a new system migration happens and more information is lost.
Regards,
*** ***

Dear Revdex.com,In resolution to this matter, our review reflects that this situation was not fraudulant but in stead a matter of the merchant over charging Mr*** Mr***'s emerald card has since been credited the amount due to him and it is our belief he has been made whole
in this case.We assure you that we take the concerns of our clients seriously and amke every effort to resolve matters thoroughly and fairly. Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com, In resolution of this matter, H&R Block is currently in the process of assisting Ms*** with contacting the IRS. We will continue to correspond with Ms*** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Ms***'s complaint Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,H&R Block has reviewed Mrs***'s rebuttal to our prior responseThis response contains H&R Block's final position.In response to Mrs***'s rebuttal, our review determines the rebuttal raises no new issues with the Maximum Refund Guarantee. While we regret that Mrs*** appears to be dissatisfied with her experience at H&R Block, we stand by our original response dated 4/8/and we refer your office back tot hat response. We trust this response will allow y our office to close your filedHowever, 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 resolution of this matter, the District Manager, *** ***, contacted Ms*** directlyH&R Block is currently in the process of assisting Ms*** and we will continue to correspond with Ms*** in attempt to reach a mutually acceptable resolution. We ask
the Bureau note our current efforts to resolve Ms***'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
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, MrCalkin's claim has been approved for the full amount requested in his complaint. The check will be sent out on Monday,April 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

[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 now November 27th and I still have not received the refund checkTo reconfirm, the address is *** ** *** *** *** *** ***Please address to Richard Heath or Safi M *** ***. I first addressed the issue with my tax preparation within days so this falls within the days for the peace of mind guaranteeIt was the manager and DM who were ignoring my emails that extended the whole process, I am not at fault for this delay and I don’t understand why this is not being honored
Regards,
*** *** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Ms***. We will continue to correspond with Ms*** in attempts to provide verification to *** *** State for additional taxes paid to *** ***, which we believe will
eliminate the balance due to *** *** State.We ask that the Bureau note our current efforts to resolve Ms***'s complaintSincerely,Michelle U***Associate Business AnalystH&R Block

Dear Revdex.com,In response to Mr***'s rebuttal, our records reflect that all necessary forms have been prepared and were provided to Mr*** to be mailed which will allow our client to recoup what is due him from the State of *** ***Additionally, to further make amends in this situation, the district manager is in agreement that a full tax preparation fee reimbursement is warranted in this caseWe are diligently working with our claims team in expediting a check to Mr*** for the amount in which he paid for servicesWe sincerely apologize for any inconvenience this situation may have caused Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com
in response to Ms. ***'s rebuttal our findings showed
that the original IRS notice reflected the incorrect amount of penalties owed
We challenged the IRS and as a result, Ms***'s bill was
reducedWe challenged the IRS regarding
the amount of withholding and the IRS readjusted the return and sent a new
notice of balance due dated September 8, 2015, which resulted in a lower
balance dueThe payment dated October 30, matches the IRS notice dated
September 8, Therefore, we consider this situation handled in accordance
with the product terms and conditions of the Peace of Mind contact that Ms***
singed and agreed to which states in part: “Before such payment you must allow
Block at its sole discretion and expense, to challenge the determination that
additional taxes and penalties and interest are 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 Ms
***’s situation by amending the return and reimbursing interest,
penalties, and tax liability for tax year pursuant to our Peace of Mind
Extended Service PlanWe assure you that we take the
concerns of our client 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: Although I did not purchase a peace of mind, it is still expected that the accountant is knowledgeable in filing taxesWhen I went to *** ** office it was admitted to me that the accountant incorrectly filed our taxesWhy am I to pay for his mistake? Why isn't H&R Block responsible and accountable for their mistake? Why am I paying H&R Block for their services when they are not providing me their promised services--with or without the peace of mind? What interest have you paid me? It has been three years...ongoingI want what we are owedThat is the least you can doAnd I guess it was my mistake not to purchase the peace of mind, but I really was not expecting for a "tax professional" to incorrectly file my taxesI put my trust into H&R Block and their services and yet I wound up with this huge bill of over $because of YOUR mistake
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:
I was led to believe my preparation would be free and also that I in fact DID qualify for the loan which is the only reason I got the emerald card!!! When I spoke to the man over the office he informed me that his representatives were not aware of the loan process and who did or did not qualify because they didn't know about the criteria! Also I called the main number for H&R Block and they assured me numerous times that the preparation fees would not be taken from me!!! I also have the lady's employee number and name!!! I will not settle this until I am refunded!!Regards,
*** ***

Dear Revdex.com,In response to this matter, our investigation reflects that the IRS Notice which Ms*** recieved was due to the 1095A not accounted for on the original return. Additionally, records reflect that Ms***'s initial IRS Notice was dated 4/05/2016, questioning the return, in which the client responded to directlyThe IRS then adjusted the return and sent a notice of increase of tax liability dated 6/06/It was 6/10/when Ms*** contacted her local H&R Block office concerning the noticePer the terms and conditions of H&R Block’s Peace of Mind contract 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 such notice (b) promptly provide Block with copies of such notices and other documents relating to or substantiating such additional taxes.Records further reflect that Ms*** did not provide this information at the time of the tax interviewThe client’s Peace of Mind claim was denied due to the for the following reasons: return correct with information provided at the time of tax preparation, failure to allow H&R Block to assist with the initial notice dated 4/05/and over days from date of notice from IRS and contact with H&R Block regarding the notice dated 4/05/2016.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 response to Mr***’s concerns about the Half off March promotion, we apologize for the miscommunication on who qualifies for the promotionMr*** filed his return on 2/28, and the promotion didn’t start until March 1st. The office he filed his return is
a Franchise, which means they don’t have to offer this promotionA client would need to bring a receipt for how much they paid last year, and we would charge only half of that amount, but the minimum being For these reason, Mr*** wasn’t eligible for the promotionAs a client service gesture, I am sending him a coupon for next year tax return fees in the amount of Which he is aware of, and was content with the resolutionAs 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, Natalie M*** Associate Business Analyst H & R Block

Dear Revdex.com,In response to this matter our records reflect that the District office has made three attempts to reach Ms*** by phone but have been unsuccessfulWe would like to assist Ms*** but there are several forms in which the office will need to further address this
matterWe recommend that Ms*** contact the office as soon as possible to understand which documents are required to move forward. If you should need anything further or have any questions, please do not hesitate to contact me. *** ***Associate Business AnalystH&R Block

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 right. It is our belief that we have done so in this case by refunding the tax preparation fees, amended the tax return to
accurately reflect the appropriate information, as well as reimbursed resulting penalties and interest pursuant to our H&R Block Guarantee which is complimentary with every return we prepareBecause the client failed to elect the Peace of Mind Extended Service Plan added level of protection, H&R Block is not liable for any additional taxes assessed by the IRSWe 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

[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 my want and wish that corporate should see what these people are doing to folks, the summary on pgtells what needs to be told, by their bylaws h&r block pays all interest and penalities if it is their mistake , we went thru years of levies,interest for money we did not owe because of these people, who else has suffered because of those 2? We want a public apology from those and have h&r block look into how many others have been harmed
Regards,
*** ***