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

Dear Revdex.com, While we regret any confusion or misunderstanding Mrs*** may have experienced regarding our tax preparation services, our review reflects that Mrs*** selected our Refund Transfer ("RT") productAn RT is a bank deposit product that enables those who select
it to direct the payment of tax preparation fees, outstanding debt and other fees from their income tax refund. In accepting the RDA terms and conditions, Mrs*** directed and agreed that amounts received from either her Federal or State tax refund would be used to pay tax preparation fees owed to usMrs*** also checked a box indicating that she had read and understood the RT terms and conditionsOther disclosures provided informed Mrs*** that: (i) she was not required to select an RT, and (ii) other options were available to her; including, she could have chosen to receive her refund directly from the IRS by paying her tax preparation fees upfrontI have included the RT agreement signed by Mrs*** for referenceWe trust that this response will allow your office to close this file as this debt is valid. However, should you have additional questions or concerns, please do not hesitate to contact me.Sincerely,Destini C***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, records reflect that our district manager contacted Mr*** directly and reached a mutually acceptable 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 fairlyHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In further review of this matter, an executive decision was made to refund Ms***'s tax preparation fees as requestedWe believe it was the right thing to do in this situationAs such, a check has been mailed to the address on recordIn the event the check is not received or if Ms*** has any further questions or concerns, she may contact the district office directly at ###-###-####.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlySincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, we have 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 me. Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In response to Mr***'s rebuttal, our review determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 11/25/and refer your office back to that responseIf Mr*** remains interested in a free tax return preparation for this upcoming tax season, we ask that he contact the tax office directly as that offer still standsOtherwise, 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 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:I informed the H&R Block preparer immediately upon receiving the 4/notice & brought her a corrected *** sent us after we filedThe tax preparer did not file a correct return--which is why HR Block refunded preparation fees--& she didn't inform me when I personally brought in the 4/notice !& she filed a "practice" form not eve in HR Blocks data fileThis resulted in great distress & hardship for us when we received a bill for $in JuneAgain I went in right away to their year round office and spent an hour & a half with an HR staff person & the IRS trying to figure out where their bill, inclusive of penalty & interest we maintain should be reimbursed via thePeace ofMind policy we purchased for $way back in April before this mess occurredJust because their own staff didn't inform us in a timely manner of the need to file for a refund isn't enough to deny usI had to pester them to even file a request with HR Block !& theHR Block year round office manager didn't even outfit me of the need for a copy of the 4/letter until near the end of July! Shirking responsibility isn't appropriate customer service &, after years of patronage, we will never go to Hr Block again nor recommend them after this fiasco
Regards,
*** ***

Dear Revdex.com, In response to this matter, our investigation has determined that Mr***'s complaint is against an independently owned and operated franchise office, which has the responsibility to resolve matters directly with your office and with the client.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 H&R Block Franchisee, *** ***'s belief that she has done so in this case by amending the tax return to accurately reflect the appropriate information and asking the IRS and the state of *** to abate the penalties and interest that have been assessed to Mr***At this time Ms***'s office is working with Mr*** to complete the needed paperwork to ask for the abatement. In resolution of this matter, H&R Block is currently in the process of assisting Mr***. We will continue to correspond with Mr*** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Mr***’s complaint Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In response to Ms*** rebuttal, our reveiw determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 2/23/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

[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 HR Block told us that it will take six weeks before they can give us a statement about our complaintWe already paid for our ** back taxes including the interest to avoid further penaltiesWe could have avoided this hardship if HR block has an efficient process for urgent and important tax issuesWe are very displeased about how they handle customer grievancesThis is a hard lesson learned for a military family. Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mrs***We will continue to correspond with Mrs*** in attempts to reach a mutually acceptable resolution. We ask that the Bureau note our current efforts to resolve Mrs***'s complaint. 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:We have never held a *** ** *** bank account, which is what H&R Block is claimingStated in the recent H&R Block rebuttal on Feb 10, 2016, Ms*** states that we have a *** ** *** bank account and that "the same bank acctinformation has been used for the direct deposit of the IRS refunds for the years 2012, 2013, and 2014, which is the *** ** *** information." The attached documents in this rebuttal show that our 2012, 2013, taxes done by H&R Block have our *** ** *** account information, not *** ** *** as Ms*** is claiming.Attached is a voided check showing our *** ** *** account number and routing number. If you take a look at our tax information (attached; the 2nd page; circled in red)-- the tax infoshows the same account and routing number for our *** ** *** accountThe same goes for our tax information, which is attached (2nd page; circled in red)For the tax records--attached (2nd page; circled in red) shows that the routing number is wrong, and the account number is correctThis is what we have been saying all along, that their associate as she admitted, used the wrong routing number to file our tax returns for 2014---we have never received our return, nor have we held a *** ** *** accountSo far we have not seen any supporting documentation for the claims given by Ms***. Attached:*** ** *** voided checktax records (pages long) - shows our bank acctinfotax records (pages long) - shows our bank acctinfotax records (pages long) - shows our bank acctinfo
Regards,
*** and *** ***

[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:
Please let them know it is NOT about the moneyThe fact that this *** has told me one thing and when it comes to facing the music for his actions he tells something different to his superiorsI was lied to and mishandled and the worse for representation of HR Block I was not important enough to have my appointment remembered. So if this complaint is closed it will be at the request of HR Block ,not me, because they have done nothing to answer for the wrongdoings of this representative of their companyHave HR Block check the complaints I have already filed thru their companyThe ones that are closed because I "refused" an offer that was never made and the open ones that they are ignoring
Regards,
*** *** ***

Dear Revdex.com,In resolution of this matter, the ***' claim has been approvedThe check was sent out on February 6, 2016. As a result, we consider this matter resolvedWe assure you 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

[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 fully understand H&R's position in this matter, and would expect no less from their companyWhile I take responsibility for my situation, I also expected and paid for far better service than what I received from their representative who did my taxesI expect when I pay the sum of money I paid for a service to include an offer in compromise, that the process be completed, AND the representative to not only keep me informed of the progress, but AT LEAST RESPOND TO ONE OF THE EMAILS AND PHONE CALLS I MADE TO HIM OVER THE COURSE OF MONTHSThis service is unacceptable in any standard of business practice, and I found it to be deplorableI feel if I pay a company to fully perform a service, I expect the job to be completed, and periodic updates on progressAt the least, a response to my communications. I will NOT accept a settlement until my money is returned.
Regards,
Mark ***

[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 response to this complaint, our district office contacted Mr*** *** directly in our efforts to reach an amicable resolutionOur records reflect that Mr*** *** stated that he was not interested in speaking with our office and disconnected the callWe ask that
the Bureau note our current efforts to address and resolve Mr. *** ***'s complaintSincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Mrs***'s claim has been approved for the full amount requested in her compliantThe check will be sent out on Wednesday, December 17, 2014.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 Online Support Team has reviewed Mr***’s complaint and issued a refund of the fees he paid for the tax software. Mr***’s check will be mailed 5/11/2015. As a result, we consider this matter resolved
We respectfully ask the Bureau to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact me. Kameron MotenAssociate 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'm not sure why or what business practice they follow since I had to call, and call, return calls, wait for a supervisor that never call back and then finally have the Revdex.com to help resolve this.Thank you Revdex.com
Regards,
*** *** ***

Dear Revdex.com, In resolution of this matter, Ms***'s claim has been approved for the amount requested in her complaintThe check will be sent out on Friday, June 19, 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 maters 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