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

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

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

[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,
*** ***

[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,
*** ***

[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,
*** ***

Dear Revdex.com, In response to this matter, our investigation reflects that Mrs***'s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our clientWe sincerely regret that Mrs*** found our
services to be less than satisfactory this tax season and therefore, the Franchisee has met with the ***s as of February 11, to provide forms that will allow the Franchisee to speak with the IRS on their behalfAdditionally, an Amended Return has been prepared and submitted to the IRS for processingThe Franchisee has committed to continue correspondence with the ***s until the issue is fully resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, Michelle ***Associate Business AnalystH&R Block

Dear Revdex.com:In resolution of this matter, H&R Block is currently in the process of assisting Mr***. We 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
***’s complaint.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 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,
*** ***

[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 meHowever, in their response, they indicate I should receive the check via UPS Next day air by 5/It is now 7:30pm on 5/and no ups letter and *** shows via tracking and 800# customer service that they never received package for mailing as of 5/7pm
Regards,
*** ***

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

[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: A $voucher for next year in no way fixes the problem for this current tax seasonI still feel that these fees are not acceptable and that I am being taken advantage of as a consumer.
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

[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 state determined that the the error was H&R Block's fault.I have not been given a refund for my fees.The problem was reported to the company in JulyIt took them until September to find an available employeeThe tax preparer listed on the document was not available in the summerTwo phone conversations were scheduled before an office visit was allowedThe attendant scheduled that appointment days too late.It was their procedures and her availability to do her job that caused the lateness.I should have been recorded the first time I had a conversation with this company
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, Ms***' claim has been approved for the full amount requested in her complaint. The check will be sent out on Thursday, April 9, 2015.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 me. Sincerely,*** ***Associate Business AnalystH&R Block

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

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, the ***'s claim has been approved for the full amount requested in this complaint. The check will be sent out on the first week of January by the Franchise Owner, *** ***. 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,*** ***Associate Business AnalystH&R Block

Dear Revdex.com, In resolution to this matter, our records reflect that our
district office has addressed matters with Ms
*** directlyWe refute Ms*** statement: Every
single return, as well as all the amended returns from the above mentioned years,
prepared by
*** ***, was incorrect, and would have left me thousands of
dollars short on refunds, from the IRS as well as the State of Kansas.After further review of the 2011, 2012, and tax
returns we firmly stand by our preparation of the tax returns as it is
our belief the returns were prepared correctly with the information
provided Therefore, we must respectfully
decline Ms*** request for tax preparation reimbursementAdditionally, please note that our tax office no longer has
possession of Ms*** documents as Ms*** has since returned to
the office to pick them up. 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 meSincerely, *** *** Associate Business Analyst H&R Block

Dear Revdex.com,In response to Ms***'s rebuttal, our records reflect that a direct deposit to the bank account which Ms*** provided our office has been processed as of May 13, 2015.As a result, we consider this matter resolvedWe 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, *** ***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,
*** ***