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

Dear Revdex.com,In response to this matter, our investigation reflects that Ms***’s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our 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 rightIt is the franchisee, Bonnie M*** belief that she has done so in this situation by offering to refund the health insurance credit that Ms*** has been asked to pay back to the IRS due to the mishandling of this credit. However, Ms*** has declined the offer.If Ms*** remains interested in discussing this matter further, we ask that she contact the franchise office directly to further address.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. As a result, we consider this matter resolvedWe 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 caseHowever, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely, Destini C***Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our records reflect that we have attempted to contact Ms*** to discuss matters directly by phone and email but have been unsuccessfulAs a client service gesture we are refunding the fees that Ms*** has paid to file her
federal and state tax returnShould Ms*** remain interested in further discussing matters, we ask that she return our call to the number provided on her voicemailWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlySincerely, *** ***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 responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: Two different H and R Block representatives called me on January 30th, and stated that they were overnighting the check to meToday is Wednesday, February 4, and I still did not receive the check I see they told you they mailed it February 3, I will wait until Friday or Saturday to see if the check arrives at my house Until I have the check in hand, I do not consider this case resolved, because I feel I was lied to again on January 30th Another lie and "check is in mail" stuff I did call back the contact person from January 30th, ***, today, on February 4th, to let her know the check did not arrive and she did state that the check was mailed snail mail on February 3rd as they told you I just want to have the check in hand before closing the matter You have been a GREAT help and I thank you VERY much As soon as the check arrives, I will let you know so we can close the case Thanks again!
Regards,
*** ***

Dear Revdex.com,In resolution to this matter, Mr***'s refund is being granted for the full amount requested in this complaint of $356.45.As a result, we consider this matter resolvedWe 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 fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely, Jennifer S*Associate Business AnalystH&R Block

Dear Revdex.com, In response to the Revdex.com complaint, we recently tried to contact Ms*** but were unsuccessfulA letter was forwarded to Ms.*** mailing address advising her to contact our office toll free ###-###-####If Ms.*** should contact us via this information, we will be happy to further assist her and address any concerns she might have We ask that the Bureau note our above-referenced efforts to contact Ms.*** to discuss his complaint.Sincerely, Michelle B*** Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter, Ms***’s claim has been approved for the full amount requested in her complaint. The check will be sent out on Thursday, October 12, As a result, we consider this matter resolvedWe assure you that we take the concerns of our
clients seriously and make every effort to resolve matters thoroughly and fairlyWe respectfully ask the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, Michelle B*** 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 responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because: the past returns never had me submit to an agent, it was sent to the same location and same person over the years with them I was not aware I had to select a person, I always called the local office, set an appointment and she pulled it up for me to review I have been a loyal client and selected the same product year after year The first time there is an issue they don't want to stand by the issue Why didn't they tell me this when I was in the office or when I called customer service, that I needed to select an agent? I was NOT provided the best options for their product that they are supposed to stand behind This situation would never have occurred if I was provided the full service of their product.I want them to stand behind their product and be responsible for paying the IRS
Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because: I have followed all the steps they are telling me to do, but they always have a new excuse as to why I can not receive my moneyI did receive 2, not several, voicemails from the companyI called them back while in the office that my taxes were originally filed inWhile on the phone with their representative, in front of their "tax professionals" I followed every instruction they gave me.Today I received another email from H&R block, saying they do not have sufficient information to fulfill my requesti dont see how that is possible when corporate was speaking with their employees directlymy outrage is greater each time I speak with this companyThis organization is criminal
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr*** with completing an amended return and refunding his tax preparation feesWe will continue to correspond with Mr*** in attempts to reach a mutually acceptable
resolution. We ask that the Bureau note our current efforts to resolve Mr***. Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com, In further review of this matter, we discovered that a claim was prematurely submitted on Mr***’ behalf under H&R Block’s Peace of Mind Extended Service planWe learned that Mr*** never purchased this added level of protection that H&R Block offers and so the claim has been voidedMr*** was contacted and an explanation providedPlease also be advised that pursuant to H&R Block’s standard guarantee that is complimentary with every tax return prepared, our due diligence in this matter is to review the penalties and interest portion of the tax assessmentAs such, we provided Mr*** Form to file with the IRS and advised our client that depending on IRS final response will determine how H&R Block proceed. Our records show that Mr*** has refused to submit the form and therefore, we will be unable to finalize the penalty portion of the assessment. Sincerely, *** *** 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 responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
I asked for my H&R Block fees to be returned to meFor the poor services I received while I was a H&R Block customerInstead they sent me a check of $$dollars will not suffice for the treatment I receivedIf they are unwilling to return me my fees then I will have no choice but to start the arbitration disputeI tried to hold that off in hopes that I can get my fees back but I see not.
Regards,
*** ***

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact MS*** but were unsuccessfulA email was sent to Ms***' email address advising her to contact our office toll free ###-###-####If Ms*** should contact us via this information, we will be happy
to further assist her and address any concerns she might haveOtherwise, we are unable to further investigate this matter.We ask that the Bureau note our above-referenced efforts to contact Ms*** to discuss her complaint. Sincerely,Michelle U***Associate Business AnalystH&R Block

In resolution to this matter, The District General Manager contacted Mrs*** directly to address her concernsOur records indicate that Mrs***’s Peace of Mind Claim was entered 12/30/2014. Once a Peace of Mind Claim is entered, it can take 6-weeks to review and determine the end
resultMrs***’s Peace of Mind Claim was approved and a check was issue 2/3/2015. As a result we consider this matter resolvedWe respectfully ask the Revdex.com to close this caseHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely,*** ***Associate Business Analyst

Dear Revdex.com,In resolution of this matter our records reflect that Ms***'s Federal and State returns were both successfully e-filed on March 26, While we regret any inconvenience Ms*** may have encountered with the support line in effort to make amends, we have
refunded the full purchase price of the software, which will be sent by check on Wednesday, April 22, In an effort to further make amends, and as a good faith for any inconvenience, Ms*** was offered free tax software for the next two years, however she respectfully declined that offer. As for Ms***'s request for monetary compensation, H&R Block must decline this request. We respectfully ask the Revdex.com to close this caseHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely,*** ***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 responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I believe that if H&R Block sells the right to put their name on a building, they have responsibility for the actions that occur withinI did receive interest in the amount of of about $interest from the government which does not make up for the actual money lost had it been in my possessionI reject the idea that I should have to seek restitution through the local companyThis represents to me a lack of character on the part of the organization and simply strengthens my resolve to not use this organization as a whole, not simply a local office againMy dealings with the local franchise have been difficult to say the least, I was lied to, communication was lacking unless I reached out, I would expect the organization to take responsibility for making the situation right, and if they choose not to, that is on them.
Regards,
*** ***

[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 *** and find that this resolution is satisfactory to me
Regards,
*** ***

Dear Revdex.com, H&R Block has reviewed Ms***’s rebuttal to our prior responseThis response contains H&R Block’s final position. In response to Ms***'s rebuttal, our review determines that Ms*** has been informed that Peace of Mind cannot be added to a return after days of the date of preparation, in this case for the tax returnHowever, Ms*** has picked up her paperwork for the Tax Year as of 7/21/and wishes for her return to be reviewed by *** *** upon her return from furlough in early SeptemberAt that time, any changes or corrections to the return will be amended at Ms***'s request. As such, we trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me. Sincerely,Michelle B***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 responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because:Hi Jessica. My name is *** ***My case I.Dnumber is ***I called and spoke to you this morning. I am rejecting H & R Blocks resolution. First off, all this trouble began when I first went to H & R Block, I believe on January 21, The tax preparer only asked me if I had health insurance thru out the whole year, which I replied yes toShe did not ask for a form a1045A or 1045BThese forms prove whether or not you had health insurance thru out the year and if so was it private health insurance, thru your company or Obama CareI called the I.R.SOne of their specialist, I believe her name was Nancy told me that when a person's taxes are filed, whether E-Filed or mailed in, your 1045A or 1045B must be sent to the I.R.S. with all the other required documents in order for your taxes to be processed properly and a refund issuedThe tax preparer at H & R Block did not ask for these documents. As a matter of fact, I didn't even have them at the time she was preparing my taxesI received both a 1045A and a 1045B days laterI called H & R Block immediately and I was told to bring them in thar dayThe rest of the story you already know.Plus, I called the I.R.SYesterday and got an agent on the phoneShe told me that when H & R Block finally did send in the 1045A and 1045B, they filled out the form incorrectly that goes with the 1045A and 1045B further lengthening me getting my refund, which by the way, I still have not received my refund nor does she know when I will receive itOn January 21, 2018, the H & R Block specialist told me I should be receiving my refund via automatic deposit in approximately weeks, which has usually always turned out to be true for the past years , give or take a year or that I have been going to H & R Block, which I will never go back to againI have spoken to the I.R.Sas well as many tax specialist. They all agree that what H & R Block has done to me and the way they handled it is to say the least, agregous and unheard of. I don't not accept their resolution. I adamantly reject itI have received the refund checkI will not be cashing itThey can't even take the time to call the I.R.Sto see if their is a way to speed up my refund or, and this by far is the worst....They could have EASILY written me a check for my refund and had me sign a document saying that when my refund comes in, they could keep itI personally called Jackson Hewett and many tax attorneys and specialistsThey all agree that a check should have been issued to me by H & R Block WEEKS ago, considering that all of this is completely their faultOne of the tax preparers at H & R Block told me that not only did they not send the IRS my forms but they lost themThey never even called to tell me thisI only found out when I called H & R Block a month after bringing them my 1045A and 1045B and I'm supposed to accept a refund for what they put me thru ? I've had to cancel surgery twice for an EXTREMELY painful condition due to the fact that I dont have the deductible, which is my refund. If something is not done to satisfy this unbelievable and completely unethical situation EXTREMELY quickly, I will be taking much harsher acrions against H & R Block. But for the fact of their negligence, I would have had this surgery a long time ago and been out of painI have missed many days of work due to this pain
Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***I am rejecting this offer because H & R Block's response is not clear. Just because they are submitting the claim for review does not mean that it will be approved. Why else would they be saying "we will continue to correspond with Mrs*** to reach a MUTUALLY acceptable resolution." If what they mean is that they agree to refund me in full for the money I paid the IRS for their mistake then I would have accepted their offer. Let them state it clearly! They may be very courteous but vague.
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr***We have scheduled an appointment with him for September 12, 2017.We ask that the Bureau note our current efforts to resolve Mr***'s complaintSincerely,Michelle B***Associate Business AnalystH&R Block