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

Dear Revdex.com, In response to Mr. [redacted]’s rebuttal and after further review of all facts presented by our client and by our claim’s department, we have made an executive decision to approve the Peace of Mind claim that had been previously denied. We believe it is the right thing to do in this case and sincerely apologize for our client’s experience and any inconvenience this situation may have caused.  We ask Mr. [redacted] to please allow 7 to 10 business days for processing.    Sincerely, [redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Mr. [redacted] but were unsuccessful. We are responding to advise that Mr. [redacted] contact us via our toll free number at ###-###-####. If Mr. [redacted] should contact us via this information, we will be...

happy to further assist him and address any concerns he might have. Otherwise, we are unable to further investigate this matter.We ask that the Bureau note our above-referenced efforts to contact Mr. [redacted] to discuss his complaint.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com, In response to this matter, our investigation reflects that Ms. [redacted]'s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our client. However, records reflect that the franchise...

office contacted Ms. [redacted] directly and reached a mutually acceptable resolution. As a result, we consider this matter resolved. However, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely, [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this complaint, Mr. [redacted]'s claim has been approved for the full amount requested in his complaint. The check was mailed out on Wednesday, June 15th, 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,Michelle U[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 AAnsweredi am not satisfied with the way Home&R Block handled the problem. Therefore I would like a refund for the inconvenience of having to make phones calls. When I shouldn't have had to. That's way I paid them. Since I did would like a refund       
Complaint: [redacted]
I am rejecting this response because:Having to make phone calls to make sure the job got done. Therefore I would like a refund for the inconveniences I had to deal with.
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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because:
Regards,
[redacted]Attempts have also been made to contact [redacted]. I have left messages with her receptionist. I took off work today (again) to try and get our money back of filing the taxes. She did call today and tried  to bully my husband. Stating he is responsible  for there error and how he will pay penalties.We have done what is needed from us. They were given all the information to correctly do our taxes and made a 5000.00 dollar mistake. We are aware we will be paying back there error. We paid to have our taxes done correctly, which they were not. I do not feel we should also need to pay they  the 300.00  we gave them to do the taxes. They were done incorrectly and not by anything we did. To have [redacted] call and be so rude to my husband is not ok. I expect you to refund our part of paying you to do our taxes.As we too have attempted to contact her.I have already missed time due to your error.. I would request the Revdex.com to have it written on this as I am sure there will be many more people with similar concerns.

[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 [redacted], and find that this resolution is satisfactory to me. I appreciate the prompt and uncomplicated handling of my complaint by H&R Block.
Regards,
[redacted]

Dear Revdex.com, In resolution to this matter, we sincerely regret that Ms. [redacted] feels that she was “overcharged” for the services provided. It is truly our belief that at H&R Block we find our fees to be reasonable and highly competitive among tax institutions. Fees are based on...

the number and complexity of the forms used and for the service that is provided to a client. If at any time a client is not satisfied with the price of a return, they have the option to gather their documents and leave without incurring any cost whatsoever pursuant to our guarantee.    H&R Block has knowledgeable tax professionals and has several guarantees that come with the tax preparation that many other institutions do not offer. The standard H&R Block Guarantee is included with every tax return we prepare. This guarantee states if H&R Block makes an error on your return, we’ll pay resulting penalties and interest. If you are audited, we’ll explain your IRS tax audit notice and the documentation you should provide to the auditor. Other guarantees and products offered include the Maximum Refund Guarantee, Peace of Mind Extended Service Plan, Second Look Review, and Tax audit support. As it relates to this case, our review determined that Ms. [redacted] tax return required the preparation and filing of additional tax forms this year than that of last year. As such it is our belief the tax return was charged appropriately for the services provided. However, as a client service gesture we are providing Ms. [redacted] with a partial refund of her tax preparation fees in addition to what she has already received. We assure you that we take the concern so of our clients seriously and make every effort to resolve matters thoroughly and fairly. However if you should need anything further or have any questions, please do not hesitiate to contact me.Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com, In response to the Revdex.com complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. A letter was forwarded to Ms. [redacted]'s mailing address advising her to contact our office toll free ###-###-####. 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, Destini C[redacted] Associate Business Analyst

[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 [redacted], and find that this resolution is satisfactory to me upon receiving a refund checkfor the full amount I paid for the tax preparation totaling $363.00.They stated to wait 3 to 5 days for the check. I have not received a check from their business at this current time, which is over the time frame they stated. I would ask to keep the case open until the check has been received. Thank you for your help in this matter.
Regards,
[redacted]

Dear Revdex.com,In response to Mr. [redacted]'s rebuttal, we attempted to reach Mr. [redacted] by phone and email to confirm the actions taken to resolve matters in its entirety. Our records reflect that we have processed a refund for the Massachusetts State program. Mr. [redacted] should allow 5 to 7 business days for the credit to appear on his credit card. A refund for the purchase of the Federal Software program has also been processed. Mr. [redacted] should allow 7 to 10 business days to receive a check by mail. Additionally, Mr. [redacted] should also be advised that we have added his information to our free complementary software list for the next two years. This will include a free State program as well. We sincerely regret any inconvenience caused to Mr. [redacted]. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Ms. [redacted] at the number provided in the complaint but were unsuccessful. Today, April 14, 2016, a letter was forwarded to Ms. [redacted]'s mailing address advising her to contact our General District Manager, [redacted] at 404-901-0977. 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, H&R Block 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 have now followed all steps given to me by Hr block. They told me that all I had to do is fill out a check replacement form and fax it in. This will be the third time I have done this. Now they are saying it is an IRS issue. I spoke with the IRS and they literally said they stole my money Please someone help me! I have been trying to get my money for over a year and they are fighting me every step of the way. When I try to explain my situation to their customer service, they just hang up on me. I am at my wits end. This company is stealing from me, after I paid for the services
Regards,
[redacted]

We respectfully request that this case be closed AJR, as we do not believe that any further response on our part would be beneficial. However, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me.
Sincerely,
[redacted]
Associate Business Analyst
H&R Block

Dear Revdex.com,In resolution of this matter, Ms. [redacted]’s refund is being granted for the full amount requested in this complaint of $165.00.  This check was mailed out to the client today, 4/7/2016.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 trust this response will allow your office to close your file. However, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely,Jennifer S[redacted]Associate Business AnalystH&R Block

I have confirmed that the refund has been deposited in my account as requested.  This resolution is satisfactory to me.
Thank you so much for your help!
[redacted]

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr. [redacted]. We will continue to correspond with Mr. [redacted] in attempts to reach a mutually acceptable resolution. We ask that the Bureau to note our current efforts to resolve Mr....

[redacted]'s complaint.Sincerely,Michelle [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 Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because:I agree that there was effort listed here was justifying the fees.  I am not complaining against that.  The problem is THEY DID NOT FILE THE RETURN.  Besides they even failed to notice that my return was not filed & despite my calling them multiple times, they failed to acknowlege it.  I had to call HR Block Headquarters and they acknowledged that return was NOT FILED.   I ended up filing the returns MANUALLY.    As a matter of fact I am still waiting to get my refund as of today Dec 3rd, 2014  for the return that was supposed to be filed by HR Block on Oct 10th, 2014.   STILL THE FEES ARE JUSTFIED FOR THE SERVICE THAT WAS NOT PROVIDED?  ARE YOU SURE?Do you think I need to take this to court?
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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: I did meet with another tax consultant at H&R Block at a different office who was very professional and seemed very intelligent and made me realize how bad the original tax preparation was. I spent another 1 1/2 hours with this new tax consultant and she found numerous errors on my return which I had complained about. She had to file a amended return to fix the mistakes made by the original incompetent consultant. My original complaint was that I was charged too much and it took too long and the lady who prepared by tax seemed like she didn't understand my return and another lady helped her and she didn't know either. All together now, I have spent 3 hours getting my fairly simple return done. I realize now more than ever that I was charged way too much for way too little service. I do appreciate the new office that helped me but all it really did was confirm my allegations, cost me more time and inconvenience.
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.]
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]