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 response. If no reason is received your complaint will be closed as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because:
Although they say this is a problem for the individual franchise,  whose disregarded all concerns I've had since they took my money,  the fact is it is still the h & r block brand and their responsibility to make sure this matter gets resolved.  There has been no resolution.  And yes I rejected the offer of free tax preparation because well it isn't free when I've paid 350+ dollars already for a preparation that to others was in fact free in 2016. I already stated I understand paying for services and that's fine - within reason.  I'm satisfied with paying 100 dollars but not over 350! This would be a rather swift resolution should the company refund me part of what I paid out.  The total amount minus 100 dollars.  And I would remove complaint and consider returning to hr block for future returns.  But the fact that they're not accepting any part of my complaint as valid and justified is completely bullcrap!!
Regards,
[redacted]

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

[redacted]'s complaint. Sincerely,[redacted]

Dear Revdex.com,In resolution of this matter, we are unable to verify a prepared tax return for Mr. [redacted] for tax years 2010 and 2011. We recommend Mr. [redacted]’s contact the IRS and request a transcript for the years in question then contact his local H&R Block office for...

assistance should it become necessary. We assure you that we take the concerns 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 hesitate to contact me.Sincerely,[redacted]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 [redacted], and find that this resolution is satisfactory to me. I would like to thank Ms.[redacted] for her help in resolving this issue that has been going on for 1 1/2  years . even though I was dealing with the district manager for birmingham and the surrounding areas with no resolution or contact, I am glad that Ms. [redacted] took care of our problem .
Regards,
[redacted]

Dear Revdex.com, In response Ms. [redacted]’s rebuttal and in resolution of this matter as a client service gesture and good faith from H&R Block, Ms. [redacted]’s refund is being granted for the full amount requested in this complaint. The check will be sent out on Monday 10/31/2016 to the address associated with this complaint and will be for the amount of $399. 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, [redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter, we contacted Mr. [redacted] directly and reached a mutually acceptable resolution. As a result, we consider this matter resolved. We respectfully ask the Revdex.com to close this case. 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 response to Mr. [redacted]' rebuttal, our review determines the rebuttal raises no new issues. This response contains H&R Block's final position.We maintain that the Penalties and Interest claims have been approved and the check were sent by mail on Wednesday, January 13, 2016. Mr. and Mrs. [redacted] should allow 7-10 business days for regular mail delivery. In efforts to show appreciation to a loyal customer, we offered the gift certificate towards the tax preparation fees of the [redacted]' 2015 return, which was sent by regular mail on Thursday, January 14, 2016.While we regret that Mr. and Mrs. [redacted] appear dissatisfied with their experience at H&R Block, we stand by our response and trust that this will allow your office to close you file. 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 response to this complaint, records reflect that our district office has made several attempts to contact Ms. [redacted] by phone to address the complaint directly but have been unsuccessful. We sincerely regret that Ms. [redacted] found our services to be less than satisfactory...

this tax season and therefore, have agreed to refund tax preparation fees as a client service gesture. A check will be mailed to the address on record within 7 to 10 business days. Should Ms. [redacted] remain interested in further addressing matters, we ask that she contact our district office at her earliest convenience. We assure you that we take the concerns 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 hesitate to contact me.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, H&R Block's Senior Tax Professional, [redacted], is currently engaged with Mr. [redacted] in order to resolve this matter. At this [redacted]e, Mr. [redacted] is working to get needed information to [redacted] in order for the investigation and next...

steps to be determined. We will continue to correspond with Mr. [redacted] in attempts to reach a mutually acceptable resolution. We ask that the Bureau note our current efforts to resolve Mr. [redacted]'s complaint.Sincerely,Michelle [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Mrs. [redacted] but were unsuccessful. An email was sent to Mrs. [redacted] advising her to contact the District General Manager, [redacted], directly at ###-###-####. Mr. [redacted] would like to speak to Mrs. [redacted]...

regarding the pricing of the return as well as offer a good faith resolution.Should Mrs. [redacted] contact Mr. [redacted], we will be happy to further assist. Otherwise, we are unable to further resolve this matter. We ask that the Bureau note our above-referenced efforts to contact Mrs. [redacted] to discuss her complaint.Sincerely,Michelle U[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, the tax preparer for the return, [redacted], contacted the IRS on behalf of the client to inquire about the status of the tax refund. The findings of that phone call confirm that the IRS recieved the 2013 return that H&R Block on...

October 7, 2014. The IRS was holding the refund and could not disclose the reason to the tax professional during the call but stated that they were able to release the refund to the client directly by check on June 24, 2016. The IRS states that the check could take 4 to 6 weeks to reach Ms. [redacted]. In conclusion, the refund delay was caused by the IRS. [redacted] contacted Ms. [redacted] to give her the information from the IRS and Ms. [redacted] appears to be satisfied with the resolution provided. 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 of this matter, H&R Block is currently in the process of assisting Ms. [redacted]. We will continue to correspond with Ms. [redacted] in attempts tor reach a mutually acceptable resolution. We ask that the Bureau note our current efforts to resolve Ms....

[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 Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because:I have stated in my previous correspondence that Ms. [redacted] did not attempt to contact me. I can provide my phone records that show no incoming calls from her nor the office during the period between April 2014 and present. H&R Block is relying on their "belief,"based on her word, that Ms. [redacted] acted appropriately.  The fact they are refunding me the cost of the service demonstrates  in my belief that H&R Block has a degree of doubt that I was never contacted, nor any of my phone calls returned. I was also not contacted after I filed my complaint with H&R Block's customer service (confirmation number 10335835). It was not until after I filed a complaint with the Revdex.com that any attempt has been made to rectify the situation, and the solution does not address the penalties and interest I will incur from the IRS once they process my return that I had to file. I paid for the best of both to guarantee it was performed properly. Also as I stated, I never requested an extension, Ms. [redacted] filed it without any explanation, and never contacted me for any additional information needed. I will not remove my complaint until H&R Block agrees to pay the interest and penalties as their guarantee states they will do so. Ms. [redacted] could have easily contacted me by email, or left a voice message if she had actually called me as she claims. 
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:
I have passed correspondence with representatives of H&R Block but there has been no resolution.  I did not respond to the previous message because it seemed only to be a status of messages that had been passed and I didn’t see any value in responding to that. I did fail to read some of the verbiage saying that I should respond
Regards,
[redacted]

Dear Revdex.com:   In response to the complaint, we recently tried to call Mr. [redacted] at the number provided in the complaint, but were unable to make contact.  If Mr. [redacted] could please contact our District General Manager, [redacted], directly at ###-###-#### we...

would be happy to further assist him and hear any concerns he may 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 Analyst H&R Block

Dear Revdex.com,In resolution to this matter, our investigation reflects that Ms. [redacted] complaint is against a franchise office which has the responsibility to resolve this matter with your office and directly with the client. Records reflect that Ms. [redacted] has an appointment...

with the franchise office on Monday May 2, 2016 who be addressing matters with the client directly. We ask that the Bureau note the franchisee's efforts to resolve Ms. [redacted]'s complaint. Sincerely, [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Mrs. [redacted]'s claim has been approved for the amount of $100.00. The check will be sent out on Friday, February 12, 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

Dear Revdex.com,   In response to this matter, the District General Manager Charles [redacted] has been in contact with Mr. [redacted] several times regarding this complaint. In the first conversation Mr. Simpson had with Mr. [redacted], Mr. [redacted] stated that he forgot that he had...

marketplace coverage for a few weeks in January and failed to relay that information to his tax professional at the time of filing. Mr. S[redacted] informed Mr. [redacted] that is why he received the IRS Letter, and we have followed the IRS rules to report his marketplace coverage. In the second conversation Mr. S[redacted] told Mr. [redacted] that we do not have any control over when the IRS releases funds. He also kindly reminded Mr. [redacted] that he had additional documentation needed, that was not provided at the time of filing, and we have done everything that the IRS allows to report the marketplace coverage. In Mr. S[redacted] third conversation with Mr. [redacted], Mr. [redacted] stated he needed his refund money as a down payment for an operation he was to have. Mr. [redacted] stated that he expected H&R Block to personally issue his refund and that we can then take his refund from the IRS. Mr. S[redacted] mentioned we have nothing in place with the IRS to facilitate such a request.   Because H & R Block does not control when the IRS releases funds, we will not be able to fulfill Mr. [redacted]’s request of paying out the refund he is to receive from the IRS in the amount of $1849.00. However, at this time DGM Charles S[redacted] has approved a refund for Tax Preparation fee’s in the amount of $48.00. I have sent this check out via UPS 2nd Day Air and should arrive by end of day 03/28/2018. Tracking number: [redacted].    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,   Destini C[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter, [redacted], has worked with Mr. [redacted] directly and reached a mutually acceptable resolution. As a result, we consider this matter resolved.We respectfully ask the Revdex.com to close this case. 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 matter, Ms. [redacted]'s claim has been approved for the full amount requested in her complaint. The check will be sent out on Monday, August 3, 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 closet 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