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

Dear Revdex.com, in response to this matter, we are unable to locate any information pertaining to Mr. [redacted] in our system. Due to the nature of his concern, we much speak to Mr. [redacted] directed in order to further investigate this matter. A letter was forwarded to Mr....

[redacted]'s address on Tuesday, January 5, 2015 advising his to contact our office toll free 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 address this matter.Sincerely,[redacted]Associate Business AnalysisH&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 as it stands at this point.  I was informed by [redacted], from the corporate office of H & R Block, that I would be receiving a check in the mail from the [redacted] H & R Block.  I have not received it as of yet but it may come in next week.  Also the matter will not be completely solved until the IRS issues penalties on the late filing of the federal income tax for 2014.  [redacted] assured me that H & R Block would pay any and all penalties that I may incur due to the [redacted] H & R Block's failure to file our taxes.  Until that time, I consider the case not to be fully resolved.
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, our district office 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]Associate Business AnalystH&R Block

Dear Revdex.com, In resolution to this matter, Ms. [redacted] has been contacted and a mutually acceptable resolution has been reached. As a result, we consider this matter resolved. We assure you that we take the concerns of our client's seriously and make every effort to resolve...

matters thoroughly and fairly. Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,After review of Mr. [redacted]'s 2016 tax return, we firmly stand by our preparation of the tax returns as it is our belief the returns were prepared correctly with the information provided by Mr. [redacted]. Mr. [redacted]'s tax preparation fees were $405.75 and was provided a...

discount while at his appointment of $50, bringing his total down to $355.75. While in the office, Mr. [redacted] paid for his preparation fees after they were presented to him and his return was filed. Mr. [redacted] needed to file a 1040 form, Schedule A, 8283 Non-cash Contributions, 3903 Moving Expenses as well as Arizona and Colorado state returns. Mr. [redacted]'s pricing for these services is correct. Therefore, we must respectfully decline Mr. [redacted]'s request for tax preparation reimbursement.  As a result, we consider this matter resolved. 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. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly.  We 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 S[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: they are still undecided about what they plan to do about the issue.
Regards,
[redacted]

Dear Revdex.com,   While we sincerely regret Mrs. [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 gua[redacted]ees 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 Franchisee, Pamela A[redacted], attempted to contact Mrs. [redacted] several times to provide a full explanation of the fees that were charged to prepare her 2017 return, but was unsuccessful. Mrs. [redacted] did leave two voicemail's. A comparative review of the tax preparation fees assessed in 2016 and 2017 took place as well. In review of this comparison, our records show that the return had 1099R (2 items), 1045 A- Net Operating Loss, and 1045A Election to Forego Carryback, which were items that were not on last year’s return, thus explaining the  increase in cost.   The only matter of concern to Franchisee Pamela A[redacted], was that Mrs. [redacted] was charged for itemizing on Hawaii when it was not necessary, due to her negative AGI. The cost of that for this year is $55.00. As a client service gesture, we are sending Mrs. [redacted] a $100 coupon for next year, for the overcharge of $55 plus an additional $45 for lack of tax professional oversight regarding a detailed explanation of differences year over year.   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 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 the client. While we sincerely regret Ms....

[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. Additioanlly, H&R Block fees are based on the number and complexity of the forms used and for the service that is provided. As it related to this situation, our records reflect that Franchisee, [redacted], contacted Ms. [redacted] to offer a free amended return in a good faith effort to make amends. It is my understand that Ms [redacted] has not made a decision regarding the offer. If she wishes to accept the free amended return to add a W-2 to her return, she is welcome to visit the office at 200 S Best Avenue, [redacted], ** [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

[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: One of the first reasons why we want to reject this response is because we have not heard from H&R Block and tomorrow is the 14th day, in which they stated that they would contact us if the funds were not returned or if they  did not receive a response from [redacted]. Another reason why we want to reject the response is because the mistake was made by one of their tax associates and [redacted] will not accept any blame for the mistake. Instead, they now say that if they cannot resolve the issue within 14 days, that we will have to deal with [redacted] ourselves to get the money. However, when we were in the process of trying to receive the funds by going to the IRS as H&R Block directed us, even the IRS stated that they could not help us and that the money was in the "H & R Block bank." Also, when we talked to an H&R Block regional manager he told us that the funds were in the "H&R Block bank" as well.  We feel that this cannot be the banks mistake because the bank only processed the routing numbers that H &R Block provided them, but they were the wrong routing numbers. We knew of this issue because the associate's fellow coworkers found that she had used the old routing numbers to process our tax returns. We are trying very hard to be patient with H&R Block. We never thought H&R Block and their services would become this difficult. We really hope that you can continue to help us and give us guidance at the very least. (Attached is the letter H&R Block provided us)
Regards,
[redacted] and [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]

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 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 Friday, September 25, 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&RBlock

Dear Revdex.com,H&R Block disagrees with Ms. [redacted]'s allegations. Our investigation reflect that Ms. [redacted] was advised in advance by The Office Leader that taking the tax return to a different office is a normal process when a specific tax professional is required to complete the...

return and most frequently is as a result of the [redacted] state registration requirements for tax professionals. Additionally, we refute Ms. [redacted]'s statement that her taxes were done wrong, as our records reflect that issue on the return was that it required a [redacted] address, which was not provided at the time of preparation. The delay with submitting the [redacted] return resulted in awaiting return calls from Ms. [redacted] to get the [redacted] address needed for the return, which was obtained on the second attempt to contact Ms. [redacted]. In effort to make amends and as a gesture of good faith for any inconvenience, we have refunded $100.00 of tax preparation fees to Ms. [redacted] and the check was sent on Wednesday, March 11, 2015. While we sincerely regret that Ms. [redacted] is dissatisfied with our services, H&R Block's tax preparation work was correct based on the information Ms. [redacted] provided at during the tax preparation interview. In light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request that this case be closed. 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:
While we sincerely regret Ms. [redacted]'s tax preparation experience, our records further reflect that a check for penalties and interest was processed as of October 9, 2014. As a result the Franchisee considers this matter resolved.
We respectfully ask the Revdex.com to close this case. However, if you should have any further questions or concerns, please do not hesitate to contact me.
Sincerely,
[redacted]
Associate Business Analyst
H&R Block

Dear Revdex.com, In resolution of this matter, records reflect that our district office contacted Ms. [redacted] and have reached a mutually acceptable resolution. As such we consider matters resolved. Ms. [redacted]'s tax preparation fees will be refunded and she can expect her check within 7...

to 10 days. Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Mr. [redacted]'s claim has been approved for the tax preparation fee amount requested in his complaint, less any additional product fees.  The check will be sent out on Thursday,April 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 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 Analyst H&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 Friday, October 30, 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, 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 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 Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because:




On 12 February 2015, I filed
both State and Federal income taxes with H&R Block in [redacted], [redacted].After about 29 days of waiting,
I called the [redacted] Department of Revenue to inquire about my refund. I was
told that they needed my W2’s or 1099R’s to complete the filing of my taxes as they
did not receive them from H&R Block.I explained to her that my
[redacted] refund could not be finalized because they did not receive my W2’s or
1099R’s to complete my taxes.
I am retired and most of my
statements are 1099R’s.
She stated that she would check
on it. Later when she called me back, she then told me that I had to do this myself
as it was not their job. She was very rude and belligerent about the matter.This is the third time that I have demonstrated their error, however they do not seem to understand the complaint nor do they wish to.
It seems like H & R Block is not sincere in trying to resolve this matter. I would like to file formal complaint against this company and post it on your website that this is a bad company.
Regards,
[redacted]

Dear Revdex.com, In response to this matter, our investigation has determined that Ms. [redacted]'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. The...

franchise owner, [redacted], recently tried to contact Ms. [redacted] by telephone and email but was 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,[redacted] Associate Business Analyst H&R Block