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.
I will await my refund for the processing fee and hope to soon get my refund.
Regards,
[redacted]

Dear Revdex.com, In response to this matter, our investigation has determined that Mr. [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. In resolution...

of this matter, Mr. [redacted]'s refund has been granted for the full amount requested in this complaint of $82.00.  Mr. [redacted] will also receive a completed return for tax year 2016 at no cost to the client. The client has been provided a letter providing record of this as well. 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

[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:
Regards,
[redacted]the police report was sent yesterday as well and also this is a theft and we are responsible for paying this back when we file our taxes as well as we were stolen from not ok!!! We no longer have an actual emerald card and we are not happy at sll this is fi wrong we were victims of Hurricane Harvey we lost everything in storm and now we lost part of our income tax return that we will have to pay back because some sg stole my pure merry Christmas h and 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 been contacted by a member of the local H & R Block by the name of [redacted] who claimed to be a district manager on November 17th.  He stated that he would investigate and get back to me.  On December 2, 2014, I reengaged [redacted] because I was never contacted back to get a status.  He stated he would engaged the "corporate office " and get back to me.  I gave him a deadline of December 5th for a response timeline.  As of Wednesday December 3, 2014 at 7:30 PM [redacted] time, I have not been contacted back.  Pretty poor that it is taking so long to resolve the complaint.  What is more disturbing is that H & R Block now states that a mutually agreed upon resolution has been reached but that is not a true statement.
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:This still does not give the "100% Customer Satisfaction Guarantee" that is promised by H&R Block AND the "maximum Return Guarantee" regardless of buying an additional peace of mind coverage.  Why should we have to buy extra coverage just because H&R Block hired an incompetent  so called tax preparer????   The entire situation is a mess in that there have been TWO ammendments and one MAJOR mistake on your employees behalf and we the customer are supposed to cover for his lack of knowledge of his job????????    We are out thousands of dollars due to your company and we are supposed to know that you hire people off the street with no tax preparing knowledge that can mess up taxes this much?????  What kind of satisfaction guarantee and maximum tax return guarantee is that if NONE of the guarantees actually occurred in this situation????  I want my guarantee!
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: After being treated so poorly, lied to numerous times, hung up on, waiting on hold for 4+ hours, and completely disregarded after my attempts to fix H and R Blocks mistake, I am seeking an additional accommodation from this business for their poor business ethics, practices and morals.
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:
When I was told that the tax preparer couldn't do my tax return because of the ** state taxes, I was NOT told that my taxes were going to be taken out of the office, I was told that the manager had to take a look at it. it was not until AFTER my information was out of the office and I called, that I was informed that my information was no longer in the office. I also gave my ** address the first day that I went to get my taxes done. and [redacted]e emailed me asking if she could have my address, after she told me a couple days earlier that my taxes were all set. she called me a couple days after the email and claimed she never got the email. also, it wouldn't make any sense that I only get back $197 for ** but get back way more for mass and I have lived in both states for the same amount of time in the year. I don't appreciate anyone telling me that the statement that I wrote was false. the company over all has horrible customer service. and to not admit that your workers are in the wrong, is beyond ridiculous. I'm thinking about going to the news about it. I paid $400! for such horrible customer service. it took me to go through all of this for your company to give back not even half of what I paid.
Regards,
[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  just fine to me(they just keyed in what I had told them).  I had been following up with their team from Mar onwards and it has been going round and round and I went to IRS office last week due to the frustration and  after waiting for 1 month for my appointment to show up at IRS. they checked the system and found nothing in my name nor IRS returns nor ITIN application. they told me to refile with them and thats what I had done. I did get a call from their CAA yesterday telling if any notice or information comes from IRS to let them know and the will follow up, wich is fin with me,
Regards,
[redacted]

Dear Revdex.com,Our investigation reflects that this complaint is against an independently owned franchise office who has a responsibility to resolve matters directly with your office and with the client.Records reflect that H&R Block's franchise office met with Ms. [redacted] and...

contacted the State of Georgia regarding the $145 difference in the tax liability between the office calculation and the States calculation. It was determined that the office calculation was off by $4 and not $145 as originally stated. As a resolve to this matter the franchisee agreed to refund Ms. [redacted]'s fee that she paid for the preparation of her State of Georgia return which was $49. To further make amends in this situation the franchisee also mailed a letter to the client and extended an offer for free tax preparation next tax season. Additionally, please note that our office was able to confirm that the reimbursement check and gift certificate were both mailed on 8/3/2016 and the check was cashed 8/12/2016. As a result the franchisee considers this matter resolved. However, should you need anything else or have a 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, the H&R Block contacted Mrs. [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,Michelle B[redacted]Associate Business BureauH&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 determined the verbal phone call response, and the email, made by the business in reference to complaint ID [redacted],  of a refund of 59 dollars for the imposed IRS interest/penalty, the acknowledgement of an error in product ,  2017 tax software, and they are supposed to provide 2018 tax software also, is acceptable to me.  
I thank the Revdex.com for the help.  This process was too long, too frustrating, too time consuming, when , I believe, all could have been handled more professionally in a much shorter period of time, but since I am reasonable, as a consumer, I think the resolution is acceptable.
Regards,
[redacted]

Dear Revdex.com,To further respond to Mrs. [redacted]'s rebuttal, please be advised that clients who file a tax return through H&R Block and receive H&R Block Emerald Advance line of credit there are specific payment options the clients are offered to ensure the Emerald Advance Payment is payed down by the required date of February 15th of each year. Refund Anticipation Check (RAC) is a service offered for an additional fee plus the cost of preparation that allow our client to pay all applicable fees through their tax refund rather than having to pay out of pocket. Our client is also given the option to direct deposit their tax refund in an external bank account or on the H&R Block Emerald Card (EC). If the RAC is not chosen then the other option offered to our client is the IRS Direct Deposit (IRS DD) to an Emerald Card. By choosing IRS DD to EC, all applicable fees associated with the preparation of our clients tax return must be paid upon e-filing the return. This option also authorizes H&R Block to automatically sweep the Emerald Card and pay down the Emerald Advance balance.  After which all remaining funds are deposited to the Emerald Card on record.In this case, Mrs. [redacted] filed using the online version that best fit her specific tax needs, the H&R Block Basic for $14.99. Upon the release of her refund by the IRS to her Emerald Card, our records reflect that Mrs. [redacted]’s tax refund was deposited on 1/30/2015. On 1/30/2015, H&R Block bank swept the Emerald Card for the EA payment of $512.13 ($507.68 + $4.45 additional interest). Also on this same day 1/30/2015, Mrs. [redacted] contacted H&R Block via phone and made an Emerald Advance payment of $507.68. At this point, records reflected that two payments had been made. H&R Block refunded the overpayment on 2/2/2015 for $507.68 less the $4.45 applicable interest that accrued between the dates of 1/20 when the interest posted to the account to 1/30 when H&R Block received payment.Again, we sincerely apologize for any misinformation that was provided or any misunderstandings that Mrs. [redacted] may have concerning H&R Block’s Emerald Advance line of credit.  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 in his complaint. The check will be sent on Monday, May 11, 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 have questions, please do not hesitate to contact me. Sincerely,[redacted]Associate Business AnalystH&R Block

To whom it may concern: I accept that the matter is closed as far as the extent of what the Revdex.com can do. Yet, I do see a NY return in the copies they provided me. Yet, the Federal and VT. taxes were most important. Lastly, they acted criminally charging $500 for non-business taxes, no dependents, and only completed the least complicated taxes an adult can file. I will allow others to know of the great help your organization provided against this corrupt organization. Thank you so very kindly.
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 he paid for tax preparation.  The check was sent out on Tuesday, April 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, Michelle U[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 Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because: I was NOT ever offered their "Peace of Mind" program. Which they basically advertise that is part of the program. I only found out about it when I went back for the following years taxes. He rushed through our claims, did EVERY thing wrong and they claim to have professionals doing their taxes. BELOW is the Peace of mind we were NEVER offered. He did not return to HR block and I was told by the people there he had several complaints. YES, we received a return, but would NOT of had to pay out as much as now. My frustration is we PAID to go to a TAX professional, they advertise as TAX professionals and every part of my taxes were WRONG. Not just a simple transposition of numbers, or a small mistake. My federal, my local and my state, SEVERAL mistakes. How It Works
Just let your tax professional know that you want the Peace of Mind
Extended Service Plan and pay the additional charge when you pay for
your tax preparation.If you are audited, a qualified H&R Block enrolled agent will accompany or represent you (with Power of AttorneyDisclaimer number 95. Scrolls to bottom of page.). If you owe additional taxes due to our error in the preparation of your return, we'll pay up to $6,000. See Peace of Mind® Claims for more details. The Peace of Mind® Extended Service Plan is provided at no additional charge in our Premium offices. Read our Peace of Mind® Extended Service Plan Terms & Conditions for more details.
Our Work is Flawless. We Guarantee It...
They have some offices that are with MASTER tax preparation specialist, they don't tell you which ones they are.
Regards,
[redacted]

Dear Revdex.com, H&R Block is currently engaged in legal proceeding with Ms. [redacted]. Accordingly, we respectfully ask that you close your file on this matter, as court proceedings are underway.Respectfully,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: now it been 90 days and They said I would have my refund today it is not in my bank account do I have to wait another 90 days
Regards,
[redacted]

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

the letter regarding an error on the [redacted] school district return in to [redacted] sometime last year. [redacted] prepared an amended school district return to correct the error. Over the course of the last year, Ms. [redacted] has contacted the office every few months to inquire about this problem and has been told that the amended returns are complete and ready for her to pick up. The franchise office believes they have done everything they can to correct the error on the return.The returns are still available for Ms. [redacted] to pick up at the [redacted] office located at [redacted]. The office phone number is ###-###-####. The office has open hours on Tuesdays from 10am-4pm.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 the franchisee's belief that he has done so in this case by amending the tax return to accurately reflect appropriate information.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 to this matter, our records reflect that Mrs. [redacted] has been contacted and a mutually acceptable reasolution was reached. As such 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, Quintina M[redacted]Associate Business Anay