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

Dear Revdex.com, In resolution of this matter, Mr. [redacted] claim has been approved for the full amount requested in his complaint.  The checks were delivered on Thursday, April 27, 2017.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

[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.
Thank you.
Regards,
[redacted]

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

Franchisee owner, Michael Cominsky, contacted Mrs. [redacted] directly and reached a mutually acceptable resolution. 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 Ms.[redacted] complaint, 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 a option to gather their documents...

and leave without incurring any cost whatsoever pursuant to our guarantee.   As a client service gesture we have refunded the clients tax preparation fees. We will  be issuing the refund of fees, once the IRS/State releases the funds to HRB for processing.   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.  Sincerely,  Natalie M[redacted] Associate Business Analyst H & 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 today, once I receive the full refund of $370.00 I will accept this resolution 
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 was never given that number and furthermore when I called the emerald card number to ask why the amount was taken out they could find nothing. I have contacted the attorney general in Indiana and they will be contacting your office. You have yet to produce anything signed by myself or my husband with all of this information you are giving me. This supposed debt is from 9 years ago prior to our marriage and the tax return you took it from belonged to me as well. I would assume the attorney general's office will let me know the legality of your debt collection practices. 
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, our investigation reflects that Mr. [redacted]’s 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 Mr. and Mrs. [redacted] withdrew money from...

their retirement account to pay for education expenses. During the tax interview, Mrs. [redacted] advised the tax professional that the funds were used towards private school tuition. As such the tax return was prepared based on this information and a 10 % penalty was accessed as the client’s are under 59 ½.According to the franchise office, it was later suggested by Mr. [redacted] that in addition to private school tuition the monies were also used towards college tuition which is a qualifying educational expense that is deductable. At which point, the return was amended at no charge and the additional information was added to the tax return. As a result of the amended return, the [redacted]’s received their penalty amount back from the IRS. It is the franchisee’s belief that reimbursement of tax preparation fees are not warranted in this case as the return was prepared correctly with the information provided during the initial tax interview. 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 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:
First we have not been told how much..as the claim was for $5000.00 plus $510.00 for the extra form fees. Lastly today is February 10 2016 and we have not received any checks.
Regards,
[redacted]

Dear Revdex.com,H&R Block has reviewed Mr. [redacted]s' rebuttal to our prior response. This response contains H&R Block's final position. In response to Mr. [redacted]s' rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and services. The POM was denied based off the IRS letter which was not received within the 60 days.While we regret that  he appears dissatisfied with his experience with H&R Block, we stand by our original response dated 05/04/2015 and we refer your office back to that response.We respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficial.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this complaint, I contacted Ms. [redacted] to address this matter.Our investigation reflects, a check was issued in the amount of $99.99 and was mailed to the address of record 7/27/2015. Ms. [redacted] also has my contact information if...

she has any other questions or concerns. 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, Mr. [redacted]' claim has been approved for the full amount requested his in complaint. The charges will be applied back to the card used to purchase the program in 5-7 business days.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, our records reflect that Mr. [redacted] received an IRS letter dated 2/2016 concerning his 2014 tax return and contacted his local H&R Block office sometime around 3/2016. The IRS notice implied that his 1099R and W2 incomes were understated...

on the original return. Upon review of this information, Mr. [redacted] tax return was amended to include the missing information which resulted in a balance due for federal as there was no return for the state. The review also showed that the tax professional inadvertently duplicated one stock sale and omitted one stock sale and once the amended return was prepared we confirmed the oversight did not affect the balance due and/or cause any additional tax liability. Mr. Wlodarksi purchased H&R Block's Peace of Mind® Extended Service Plan (POM) and as such a claim has been submitted for review. Please be advised that a POM review can take up to 4 to 6 weeks for review. Once a decision has been determined Mr. [redacted] will be notified. We ask the Bureau note our current efforts to address Mr. [redacted]’s complaint. Sincerely, [redacted]Associate Business AnalystH&R Block

Thank you, Sandra for making this right for your customer. 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 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.
Our records reflect that Franchisee, [redacted] is in the process of contacting Ms. [redacted] directly in his efforts to reach a mutually acceptable resolution. Please also be advised that the reimbursement of penalities and interest has been submitted for processing as it is warrented in this case. If Ms. [redacted] would like to discuss this matter further, we ask that she contact [redacted] directly at ###-###-####.
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 Analyst
H&R Block
?

Dear Revdex.com,In resolution to this matter, Ms. [redacted] claim has been approved for the full amount requested in her complaint. The check will be sent out on Wednesday, June 29, 2016 via next day delivery.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 complaint, In further review of Mr. and Mrs. [redacted] tax file, H&R Block’s Peace of Mind® Extended Service Plan (POM) was in fact not offered to our clients with the 2014 amended tax return for such reasons as the original tax return was not prepared by H&R Block. Per the terms and conditions of the plan which has been attached for further review states in part: POM does not apply to amended returns (1040-X) unless the H&R Block error at issue is a result from the error in the original tax preparation…. As matters relate to this case, H&R Block did not prepare the original return and as such POM coverage was not offered. Our apologies for our prior statement which suggested that Mr. and Mrs. [redacted] declined H&R Block Peace of Mind Extended Service Plan. To provide additional clarity, Mr. and Mrs. [redacted] 2014 amended tax return is not covered under POM but is covered under our standard guarantee. We encourage Mr. and Mrs. [redacted] to notify the tax office immediately with any correspondence they may receive in the future. If H&R Block made an error we are committed to making the situation right and our due diligence is to assess the notice and work with our client’s to provide a swift and amicable resolve. Sincerely, [redacted] Associate Business Analyst H&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:There are additional costs associated with this issue. I chose the additional peace of mind to ensure my taxes were entered into the system correctly and that I would maximize my tax refund. Mr. [redacted] indeed corrected the issue and mentioned a check was sent out. However, additional costs associated with this matter involved time spent finding an accountant and having an accountant review previous taxes. I do accept responsibility of not sending a check when Ms. [redacted] reviewed my taxes. It was a blessing in disguise because had I sent a check, this error may not have been caught. I am seeking additional $800 to coverer expenses with an accountant as I have lost trust in H&R Block in doing the right thing. I opened the case in March and it took almost a month to get a response from the other party to rectified this issue. It is quite disappointing that no one could have explained why I got this letter to begin with. It was brushed under the rug until I contacted Revdex.com in elevating this issue. Had I known it would have taken over a month to respond, I should have gone the litigation route instead. I still have not received an explanation from the corporate end as to why the case I had opened via phone was never followed up on. I am still seeking the $800 to cover cost of accountant. In addition, I did not seek wages wasted on pursuing this issue. 
Regards,
[redacted]

Dear Revdex.com,In further review of this matter, we have made an executive decision to refund Mr. [redacted]’s tax preparation fees as a client service gesture. The check will be mailed via UPS overnight with a delivery date of 11/3/2017.Additionally, please note that the mention of one, Mrs. [redacted] was a typo and should not have been referenced in this complaint.  We sincerely apologize for Mr. [redacted]’s experience and hope that our efforts to resolve this matter will restore his faith in our company. Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, our district office is currently in the process of assisting Mr. [redacted]. We 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,Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, our records reflect that Mr. [redacted] selected an H&R Block do-it-yourself (“DIY”) tax preparation product to prepare his own 2016 tax return and selected a Federal Refund Transfer (“RT”) within the DIY product. A Federal RT allows clients...

to receive their federal refund via check, deposit to H&R Block Emerald Prepaid [redacted]® or directly deposited into the clients external checking/savings account without having to pay anything out-of-pocket. Records reflect that Mr. [redacted] chose direct deposit for both his Federal and State refunds and entered two different routing and account numbers on both his Federal and State returns, as such Mr. [redacted] refunds were deposited to the banking accounts accordingly. Mr. [redacted] contacted our customer service department in April 2017 to advise that the information he referenced on his tax return was incorrect. In a good faith effort to assist Mr. [redacted] in tracing his tax refund, a Hold Harmless letter was forwarded to the banking institution where the funds were allegedly deposited. We advised Mr. [redacted] that we could not guarantee the bank would return the funds and that it would be his responsibility to work directly with the bank to resolve his dispute.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,Quintina M[redacted]Associate Business AnalystH&R Block