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

[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]

[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:
The original return did not have tuition expenses only books and fuel. The amended return that was done by h and r block was done incorectly . I have the proof in all of the amended returns that were submitted to the irs. The tax professional assumed that the amount of educational credits was greater so she claimed them without our knowledge. my wife and I have finally figured out what happened. And are seeking legal counsil.
Regards,
[redacted]

In response to Ms. [redacted]’s rebuttal, our review determines the rebuttal raises no new issues. The District General Manager spoke with Ms. [redacted] directly and provided the resolution, which was refunding a portion of her tax preparation cost.  Therefore, we stand by our original response dated 5/6/2015 and refer your office back to that response. We respectfully ask the Bureau to close this complaint AJR. 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 investigation reflects that Mr. [redacted]’ complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly 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 franchisee, Jeannie W[redacted]’s belief she has done so in this case by amending both the federal and state tax returns and paid all applicable penalties and interest that was assessed. To further make amends in this case, Jeannie offered to prepare Mr. [redacted]’ 2017 tax return for free, to which he respectfully declined. Please be advised that if a mistake is made on a tax return, the mistake does not “cause” additional taxes to be owed to a tax authority. This amount is owed regardless of whether the tax liability was correctly calculated or not and it cannot properly be claimed as “damages”. Nor can it be said that H&R Block “caused” the taxes to be owed. Rather, such determination is a function of tax law and not of anything done, or caused, by H&R Block. Under our Peace of Mind® Extended Service Plan, clients are reimbursed a limited amount of their tax underpayment owed to a tax authority, if we make a mistake on a tax return, subject to certain other terms and conditions.  Mr. [redacted] however, did not elect this added level of protection, and therefore is only entitled to reimbursement of interest and penalties. H&R Block is not liable for any additional taxes assessed by the IRS or other tax authorities. We sincerely regret Mr. [redacted]’ experience this past tax season. Sincerely, Quintina M[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In response to this matter, records reflect that our district office in this processing of contacting Ms. [redacted] to address matters directly. We will continue to correspond with Ms. [redacted] in our efforts to reach a mutually acceptable resolution. We ask that the Bureau...

note our above-referenced efforts to contact Ms. [redacted] and address this complaint.  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 his complaint. The check was sent on Wednesday, May 21,2015.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 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:
Thanks to your intervention I did receive the money owed to me via checkI did receive a message from H & R block stating the check would be sent but was not able to answer the phone due to me being asleep after working the night shift. It did not ask for a callback unless I had questionsI also received a message, again when I was sleeping after work, asking me to call if I hadnt gotten the check. I did not call back because I had received the check.I appreciate the help of the Revdex.com in resolving this matter to my satisfaction.Thanks[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 would like to reserve my acceptance until the commitment is met. The initial answers I received from the local representative, Lisa Fox, made me uncomfortable that this issue would be resolved.The response indicates that a check for the refund will be sent on September 25th. It has not arrived at my home yet. I have contacted the IRS who stated that the letters are on the way. I also called the Tax Department in Maine and they are sending letters as well. New York sent my refund but has not sent a letter so I am assuming there will not be one from them but will call anyway to check.It's not that I am rejecting the response. I would feel much more comfortable seeing the whole process through before I officially accept it.
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 rejecluckily I ting this response because I strongly disagree with HR Blocks "conclusion." They absolutely did cause me to file late.  My tax preparer was aware in september of my change in status.  The first I ever heard that this return was late or going to be late was from th IRS.  They not only misguided me in the business return, they presented me with official documents (1099s) to send to my employees that not only had my business address wrong, spelled several name incorrectly (luckily I checked their work)  but also handed them to me with a stack of envelopes that would not work for the 1099s.  This poor work is certainly not worth 600.00. Therefore, I would like for this complaint remain active to be helpful to others.  It is disheartening that this company stands behind the rediculous idea that this service even met the lowest professional standards. 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Ms. [redacted]'s refund is being granted for the full amount paid for tax preparation this year of $123.50. The check is going out via regular mail today 10/18/216. The District General Manager for the area attempted to reach the Ms....

[redacted]'s to apologize and provide this resolution directly but was unable to reach her.As a result, we consider this matter resolve. 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 [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 Answered]
Complaint: [redacted]
I am rejecting this response because: It has not been resolved yet and I previously contacted them for months before anyone even got back to me.  Right now, I am working Robert at the Duke Street location. I do not want to close this case until we get everything done due the run around with H and R Block and the ongoing hassle that I endured with the company.
Regards,
[redacted]

Dear Revdex.com,In response to the Revdex.com complaint, our investigation reflects that the 1095-A form was not presented at the initial tax preparation appointment and therefore, the information from it was not included on the return. However, once the Mr. and Mrs. [redacted] recieved notice from...

the IRS, H&R Block prepared an amended return for the [redacted]s and it was submitted the IRS. As the IRS requested verification of the identity of the tax payers, H&R Block reached out to the [redacted]s in attempts to reach them in order for our tax professional to contact the IRS on their behalf. Once Mr. [redacted] came into the office, our tax preparer contacted the IRS with Mr. [redacted] present and the IRS stated that they needed to further verify his identity prior to issuing a refund and that he would have to go to a local IRS office to verify his identity. While we regret that Mr. and Mrs. [redacted] appear dissatisfied with their experience at H&R Block, we are not at liberty to release their expected IRS refund, as H&R Block has caused no delay in the process.  However, in an effort to make amends, and as gesture of good faith for any inconvenience, we refunded the client's tax preparation fee, and the check was mailed on June 14, 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

[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 proved with response from the IRS that this is in fact H&R blocks fault along with their length of time to rectify the situation. H&R Block has admitted that the [redacted] location did in fact refuse to respond to their mistake and has cost myself damages and reputation with the IRS. I have made an offer to H&R Block to do this years tax preparation at a sharply reduced rate due to this situation. They have not responded . I do feel they have not followed through with their end of the "worry free guarantee" . My offer stands and I will be satisfied with the acceptance of that offer.
Regards,
[redacted]

Dear Revdex.com, In response to Ms. [redacted] complaint, it is important to us at H & R Block to give each of our clients the best service possible. Unfortunately, we are having difficulty contacting Ms. [redacted] by phone or email regarding her concerns. It is important for us to attend to...

any requests our clients may have to ensure their concerns are addressed. We look forward to speaking with Ms. [redacted]. Sincerely, Natalie M[redacted] Associate Business Analyst H & R Block

Dear Revdex.com,H&R Block disagrees with Mr. [redacted]'s allegations. Our investigation reflects that the Peace of Mind claims have been reviewed twice and denied or partially paid for the following reasons:Business expenses were disallowed by the IRS due to lack of substantiation. ...

The auditor indicated that the expenses claimed were unreasonable. The auditor determined that Mr. [redacted] did not have an area in his home that was used regularly and exclusively for business. He also determined that most of the miles driven didn't qualify as business use. Then he disallowed all expenses and attempted to reclassify the business as a hobby. H&R Block appealed the auditor's position with an amended return claiming only expenses for which Mr. [redacted] had receipts and removing the deduction for business use of the home. The appeal was accepted and finalized on July 1, 2015. H&R Block is not responsible for the dis-allowance of expenses that weren't backed up with receipts. Our records further indicate Mr. [redacted] told the tax preparer that he met the qualifications for the deduction and also had a room in his condominium used only for storage of business equipment. Mr. [redacted] states the professional didn't ask any questions about the business use of his car, but the tax professional states she did discuss the rules regarding auto mileage with the client. The Peace of Mind claim for 2011 was denied as the return was prepared correctly with the information provided by Mr. [redacted]. H&R Block does admit to making an error or duplicating the home office expenses on the 2012 return and we paid that portion of the error to Mr. [redacted], per Peace of Mind.While we regret Mr. [redacted]'s dissatisfaction with our company, we consider all issues addressed and this matter closed. We ask the Revdex.com to note our efforts to resolve this matter 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.
Regards,
[redacted]

Dear Revdex.com,   In resolution to this matter, records reflect that our district manager contacted Mr. [redacted] directly and a resolution to refund tax preparation fees has been approved.   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 our belief we have done so in this case by reimbursing tax preparation fees and will proceed to refund penalties and interest (P&I) once our client provides the information which we have requested.   We sincerely regret Mr. [redacted]’s experience with our company and ask that he allows 7 to 10 business days to receive his tax preparation refund.   Sincerely,  Destini *. C[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our investigation reflects that Mrs. [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. However, in response to this complaint,...

records reflect that the Peace of Mind Extended Warranty was not purchased at the time of the tax interview and therefore, would not apply in this situation.  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 [redacted], H&R Block Franchisee Associates belief that H&R Block can pay the penalty and interest assessed once the clients provide the required documents. Mrs. [redacted] was emailed at the address provided and asked for the information necessary to file the claim. She may also contact [redacted] directly by phone at ###-###-####, as H&R Block cannot proceed with the claim until she does so. We ask that the Bureau note our current efforts to resolve Mrs. [redacted]'s complaint. Sincerely,[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 our client.Records reflect that Ms.[redacted]’s 2014 tax...

return was prepared and e-filed on June 18, 2015 and accepted by the IRS that same day. Upon the completion of Ms. [redacted]’s 2014 tax return she elected to file a Refund Anticipation Check (RAC) Direct Deposit, a service which allowed Ms. [redacted] to pay all applicable fees associated with the tax return through her tax refund rather than having to pay out of pocket. Ms.[redacted]’s tax refund was released by the IRS on July 9th and direct deposited to the account specified on the return. The IRS standard refund processing time can take up to 21 calendar days unless a situation warrants a longer review/process by the IRS.  Please be advised that H&R Block has no control over the Internal Revenue Service processing timeframes. Additionally, it is the franchisee’s  belief that  Ms. [redacted]’s 2014 tax return was prepared accurately and timely and therefore, a refund of fees are not warranted in this case.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,Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our investigation has determined that Ms. [redacted]' 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, [redacted] believe that she has done so in this case by offering to amend Ms. [redacted]'return at no charge, to work with the IRS to have her income reclassified as not subject to tax (which client declined), and by refunding the tax preparation fee which Ms. [redacted]' paid to have her taxes prepared. 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