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

Dear Revdex.com,In response to the complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. A letter was forwarded to Ms. [redacted] on 5/21/15 advising her to contact our office toll free at ###-###-####. If Ms. [redacted] should contact us via this information, we will be happy to further assist her and address any concerns she might have. Otherwise, we are unable to further investigate this matter. We ask that the Bureau note our above-referenced efforts to contact Ms. [redacted] to discuss her complaint. Sincerely,[redacted]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 response. If no reason is received your complaint will be closed as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: I filed my Tax Return online on HRblock.com following the link from [redacted] and I never went to any H&R Block office as wrongly stated by the business.
Regards,
[redacted]

Dear Revdex.com,As a one time courtesy, we have waived all finance charges incurred on Mr. [redacted]'s Emerald Advance Line of Credit. This action will be reflected on Mr. [redacted]'s statement that is scheduled to be mailed on March 20, 2015.As 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 fairly.We 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,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this complaint, our records reflect that the district office has attempted to reach Mr. [redacted] by phone but have been unsuccessful. We will continue to correspond with Mr. [redacted] in attempts to address his concerns. We ask that the Bureau note our...

current efforts to resolve Mr. [redacted]'s complaint.  Sincerely,[redacted]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 response. If no reason is received your complaint will be closed as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: some information seems too vague.  Ms. [redacted] has agreed to pay all penalties and interest incurred for the DURATION of  my installment agreement ( As interest, penalties and fees incur, imposed by the IRS,  including both federal and state, H & R Block would pay. I told her I was also entitled to a refund of the bank fee of $34.95 which she is disputing. H&R Block charged me this fee for a loan (RAC) which , in reality, I did not qualify. (predatory.) Therefore, I feel H&R Block should reimburse it.   I have only received one payment in the amount of $96.25.  It has been approximately two weeks since I submitted Ms., [redacted] everything she requested.   I am still awaiting payment; made directly to me; of the following:  $34.95-bank fee + $43.00-installment fee(IRS) +$102.27-interest +$4.10-penalty. 
Regards,
[redacted]

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because:
In response to HR Block reply response to Peace of Mind claim #[redacted]:Failure to allow HRB to Assist-HRB was notified of their failure to file my taxes as contracted, I submitted an IRS tax Abatement form that HRB filled out for me and I was instructed to wait until it was answered By the IRS.  I called HRB dozens of times regarding this failure to file my income taxes for TY 2010.Failed to cooperate w/ HRB-I cooperated to the fullest extent of my knowledge.  The simple fact that my taxes were rejected by the IRS and the rejection was communicated to HRB promptly by the IRS within a month of "electronically filing" my taxes was unbelievable to me when I found out 4 years later.  Breach of contract, opening an HRB branch and closing it immediately after April 15 2011 was negligent and their failure to notify me of rejection by the IRS was negligent.Return correct with info provided-The return was filed with all information asked of me.  It was negligent for HRB to file my "married filing separately" without my wife's SSN was a gross error in the first place.  Not notifying me at all was also gross negligence on HRB's part.HRB not notified within 60 days-I notified HRB IMMEDIATELY  upon notification from the IRS that HRB had been notified in 2011 that my tax return was rejected.  Had I known HRB was in the practice of not notifying its customers of tax filing rejections, and that they were indeed responsible IN FULL for the rejection, I would have contacted them.  It took me hours of waiting on hold and more than 2 dozen phone calls in MY FREE TIME to find out that HRB was notified by the IRS, not me, and NEVER told me of the rejection.
Regards,
[redacted]

Dear Revdex.com, In resolution of this matter, Mr. [redacted]'s claim has been approved for the amount he was overcharged for the incorrect forms plus an additional client service gesture amount.  The check will be sent out on Thursday, April 2, 2015.  As 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 fairly. We 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,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, Mr. [redacted]'s claim has been approved for the full amount requested in his complaint and he has received the refund. As 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 fairly.We respectfully ask the Revdex.com to close this case. However should you need anything further or have questions, please do not hesitate to contact me. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com:In resolution of this matter, Mr. [redacted]'s claim has been approved for the full amount requested in his complaint. The check will be sent out on Thursday, June 11, 2015.As 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 fairly. We respectfully ask the Revdex.com to close his case. however, if you should need anything further or have any questions, please do not hesitate to contact me.Sincerely,[redacted]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 response. If no reason is received your complaint will be closed as Assumed Answered]
This response from H&R Block is not acceptable because it is a lie. There is no way to overdraft a prepaid debit card. That is not a function available on ANY prepaid debit card, hence why it is PREPAID. There is only what money available that the consumer has placed onto it so , again with the H&R Block lies,  Trying to say that I have over drafted a card that is unable to overdraft. H&R Block needs to admit  Their mistake and take accountability for the fact that they wrote off something as a bad debt which not only wasn't true it was never a bad debt it didn't exist but if that were the case on any level they should have contacted me via mail or phone call within the last 12 months and I have received neither. They are also not accepting responsibility for the fact that 8 to 10 phone calls were made inside of an H and R block office with a manager present and I was given misinformation almost every one of those times. Because none of those things are addressed this is why I believe the negative rating through the Revdex.com and regards to H and R block should remain. They are only now trying to cover their behinds and still are to dressing the issue. Again to reiterate an issue that doesn't exist. There is no way to overdraft a prepaid debit card this did not happen ever and I've had a 0 balance since March 2017 according to 7 different customer service reps.  No matter what comes of this complaint I will continue to let people know, via word of mouth and social media, not to go to H and R block and all about their deceptive practices.
Complaint: [redacted]
I am rejecting this response because:
Regards,
[redacted]

[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.]
I have not received the checks they speak of...but I will allow the 10 days to see if we do get them and if we do we will be glad to end this complaint, but if we do not receive them we will carry forward with the complaint. ..Thank You
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me.
Regards,
[redacted]

Dear Revdex.com, In response to Ms. [redacted] complaint, District General Manager Kaooni has been working with her. Both Kaooni, and Ms. [redacted] have reached a mutual agreement. A refund of $206.25 has been approved, and a coupon for tax year 2018. A breakdown of fees will be mailed out Ms. [redacted] as well. As 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. Sincerely, Natalie M[redacted] Associate Business Analyst H & R Block

Dear Revdex.com,In response to this matter, the Refund Bonus Promotion that was offered this year was an option for our online or software clients. If a client filed using one of those methods then they are able to delegate a portion of their tax refund onto a gift card with a...

participating retailer and H&R Block will add up to an additional 10% to their gift card.Ms. [redacted] filed her tax return in one of our tax offices and the tax offices do not offer the refund bonus promotion.  While we regret any confusion or misunderstanding Ms. [redacted] may have experienced regarding our tax preparation services or promotions, our review reflects that Ms. [redacted] did not meet the criteria required for the Refund Bonus Promotion.We have reached out to Ms. [redacted] and offered a gift certificate toward her tax preparation fees for next tax season. We mailed this gift certificate regular mail on 5/26/2016.As 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 fairly.We 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,Jennifer [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently int he process of assisting Mr. [redacted]. Mr. [redacted] has spoken with our representative, [redacted], and has been informed that once we receive the notices from both the Federal and State, we will further review to determine if a reimbursement of penalties and interest is warranted. Mr. [redacted]'s Calculation Claim will remain open with our Digital Support team until this matter is resolved.Additionally, Mr. [redacted] was promised three years of complimentary product and two of those years have already been granted. Mr. [redacted] has been assured that the third year of product will be granted to him as well. We ask that the Bureau note our current efforts to resolve Mr. [redacted]'s complaint. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to Mr. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 8/12/2015 and refer your office back to that response. Should Mr. [redacted]'s remain interested in addressing matters further, we ask that he contact Dwayne Henderson with the district office at ###-###-####. We ask that the Bureau note our current efforts to address and resolve Mr. [redacted]’s complaint.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com: In response to this matter, the Office Manager has attempted to contact Mrs. [redacted] to further discuss this issue. Our investigation reflects Mrs. [redacted] did not inquire about the promotion at the time of her tax preparation appointment. The promotion details...

are as follows; Promotion Date: February 15, 2015 - March 15, 2015.Requirements:Returns must be paid for and filed by midnight on March 15th, 2015.Client must ask for promotion and produce a receipt from Tax Season 2014 tax preparation to qualify for the promotional priceOnly new clients qualifyPersonal and business entity returns are eligibleMinimum promotion price is $75No other coupons or discounts may be applied to these returnsDiscount applies to tax preparation onlyWe would like to apologize to Mrs. [redacted] for any confusion or miscommunication concerning this matter. However, at this time Mrs. [redacted]’s complaint does not warrant a refund of tax preparation fees.We respectfully ask the Revdex.com to close this case. If you should need anything further or have any questions, please do not hesitate to contact me. [redacted]Associate Business AnalystH&R Block

Dear Revdex.com, While we sincerely regret Mr. [redacted]’s dissatisfaction with our service pricing, we find our fees to be reasonable and highly competitive among tax institutions. H & R Block has knowledgeable tax professionals and has several guarantees that come with the tax...

preparation that many other institutions or accountants do not offer. Additionally, H & R Block fees are based on the number and complexity of the forms used and for the service that is provided. As it relates to this situation, our records reflect that Office Manager, Heather, has spoken to Mr. [redacted] and provided a full explanation of the fees that were charged to prepare the 2017 return. Mr. [redacted] was given a $25.00 discount for being a new client at the time of preparation. As a result, we consider this matter resolved. Sincerely, Natalie M[redacted] Associate Business Analyst H & R Block

Dear Revdex.com,In response to this matter, our investigation reflects that Mr. and Mrs. [redacted]'s complaint is against an independently owned and operated franchise office, which has the responsibility to resolve this matter directly with your office and directly with the...

client. However, please be advised that the Franchise owner, [redacted], is ready to move forward with the penalties and interest claim for payment but must be in contact with the clients to do so. [redacted] states she has left a message for the clients and will attempt to reach back out to the client in hopes of settling this matter. the clients are encouraged to contact [redacted] at ###-###-#### at their convenience. If you should need anything further or have any questions, please do not hesitate to contact me.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, Ms. [redacted]'s request for a reduced tax preparation fee has been approved and a partial refund check was sent to her on Friday, February 26, 2016.As 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 fairly. We 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,[redacted]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 response. If no reason is received your complaint will be closed as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because:This issue as of now is not resolved it is still ongoing, the claim that I filed my taxes as the way it showed is incorrect I selected married filed jointly even on the amendment it still put as head of household instead. I do have a date setup with an HR Block specialist at their local branch however she has pushed out the meet for when she can setup a reservation. HR Block has agreed to pay any interest or fees associated with this tax return for both federal and state. They have also offered $156 to cover the product paid for in 2014. Due to the office being over 40 miles away I have requested that I be compensated for the time I put in and for the travel,  I have request $200.00 instead of the $156, on top of the agreed to terms which included fixing the tax situation and covering the cost at the local branch. As a token of their appreciation they have offered me, me free software for 2 years as mentioned in their message. This process has just started and it is too early to tell if HR Block will follow through with their end. I feel that I have been more than reasonable and have worked in good faith to come to a more than amicable solution that both of us can agree to. As of now, it is still up in the air whether this solution is moving forward. I am waiting to hear back from the executive team on my request to move the refund to $200.00 as well as the other items agreed on. Compared to what I originally asked for this is a huge concession. Thank you for your continued communication on this issue while I wait to see the resolution come to completion. 
Regards,
[redacted]