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

Dear Revdex.com,In response to Ms. [redacted]'s rebuttal, our review determines the rebuttal raises no new isues. As previously stated, unless the check is returned to H&R Block or the check expires in 90 days, we are unable to reissue funds until 5/13/2015 due to regulations mandated by H&R Block Banking services. While we regret that Ms. [redacted]'s appears dissatisfied with her experience at H&R Block, we stand by our original response dated 4/21/2015 and refer your office back to that response. Sincerely, [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our Enrolled Agent spoke directly with Mr. [redacted], and he indicated they have recieved their tax refund. Mr. [redacted] was informed that as a client service and good faith gesture, a partial refund of tax preparation fees has been released and...

should be recieved by the [redacted]'s shortly.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 that the Revdex.com 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 complaint, records reflect that our district office contacted Ms. [redacted] directly and reached a mutually acceptable resolution. 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:
It has been almost two months nothing happened except cheating words from hr block. Where is my refund?
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Ms. [redacted]'s claim has been approved for the full amount requested in her complaint. The check will be sent out on Monday, June 8, 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 do not hesitate to contact me. Sincerely,[redacted]Associate Business AnalystH&R Block

In response to Ms. [redacted]’s rebuttal, our investigation of this matter reflects that these are allegations and that the rebuttal raises no new issues. Therefore, we stand by our original response dated 03/20/2015 and refer your office back to that response. 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 Ms. [redacted] rebuttal and our efforts to provide further clarity, the $50 reimbursement check that was mailed to Ms. [redacted] on April 1st, was the preparation fee associated with her State return only as the Federal return was not in question and although we did not challenge the notice per Ms. [redacted]’s request, we refunded the State fee as a client service gesture. As such, we consider this matter resolved. While we regret Ms. [redacted] appears dissatisfied with her experience at H&R Block, we stand by our prior responses dated 4/28/2016 and 5/11/2016. We respectfully ask the Revdex.com to close this case as we do not believe that any further response on our part would be beneficial. However, should you 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 believe that H and R Block has not even bothered to try and come to a satisfactory resolution to this complaint, instead they hide behind their Terms of Use and don't even offer an apology for the fact that they messed up my taxes.  They do not wish to meet me half way for the mistakes they made or my time that they wasted.  As such I have made my complaint to Amazon.com, Walmart.com, Facebook, and other social media and shopping sites.  Revdex.com I wish that you would close this complaint as unresolved as H and R Block has not even attempted a resolution. 
Regards,
[redacted]

Dear Revdex.com,In response to Ms. [redacted]'s rebuttal, I contacted Ms. [redacted] directly to address. We have refunded Ms. [redacted]'s tax preparation fees and a check has been sent overnight night with a delivery date of 7/1/2015. 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. However, if you should need anything further or have any questions, please do not hesitate to contact me.Sincerely,Quintina M[redacted]Associate Business Analyst?

Dear Revdex.com, In resolution of this matter, H&R Block is currently in the process of assisting Mr. [redacted]. We will continue to correspond with Mr. [redacted] in attempts to reach a mutually acceptable resolution. We ask the Bureau to note our current efforts to...

resolve Mr. [redacted]'s complaint. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of reviewing the data files related to the 2013 and 2014 returns for Mr. and Mrs. [redacted]. The typical time frame for this process is 6-8 weeks, however we have requested that the review be as expedited as possible. We will continue to correspond with the [redacted]'s if further information is required for the review. We ask the Bureau note our current efforts to resolve Mr. and Mrs. [redacted]'s complaint. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,While we sincerely regret Mr. [redacted]'s tax preparation experience, our records reflect that a check has been sent overnight to the address on record 3/23/2015 with a delivery date of 3/24/2015. The  tracking number is as follows: [redacted]As a result...

we consider this matter resolved. We respectfully ask the Revdex.com to close this case. However, if you should have any further questions or concerns, please do not hesitate to contact me.Sincerely,[redacted] Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, we show that Ms. [redacted] has used our H&R Block DIY software filing service. Ms. [redacted] asked a few different questions. Below we have outlined the questions and provided responses:Q1: Is it an IRS or HRB mandate that states that a client...

must print and mail if the client's employer is the Care Provide for the client's dependents? A1: The IRS will allow a client e-file with this scenario, but HRB software does not support this. Q2: Will this issue be corrected in the next season (2017)?A2: Adding support for this is on the HRB Software product backlog for adding in the future. However, things are added in order of priority and number of client's who will be affected by changes being made. This may not be added by next year, although this it is a possibility.Q3: Tier 1 support agent, [redacted], was rude and provided conflicting information to Ms. [redacted]. Very poor customer service needs to be addressed by HRB.A3: This case has been sent to the appropriate Associate Manager to address per HRB process so that agent can be coached for her service provided.Q4: Ms. [redacted] has requested a product refund for the HRB Software purchased from a retailer.A4: We has informed Ms. [redacted] that a refund has been processed for her. We are sending the check to Ms. [redacted] today via UPS over night shipping. She will receive the check by end of day 4/14/2017.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,Jennifer [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our investigation reflects that Ms. [redacted]’ complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the client.  Franchisee, [redacted] and staff has...

attempted to reach Ms. [redacted] by phone to discuss this matter directly but have been unsuccessful.  It is our understanding that at this time, the Franchisee is not inclined to reimburse tax preparation fees as it is her belief the amended return was prepared within the allotted timeframe allowed per the IRS notice. Records reflect that a claim was submitted subsequent to the amended return per the H&R Block’s Peace of Mind® Extended Service Plan which Ms. [redacted] purchased in addition to the tax preparation service of her 2012 tax return. Records further reflect that the claim was denied for lack of cooperation as Ms. [redacted] was asked to submit an Insolvency Worksheet but refused to do so. Ms. [redacted] was further advised that refusing to comply with the terms of the plan could potentially result in a denied claim, the Insolvency Worksheet was never provided. If Ms. [redacted] remains interested in discussing this matter further we recommend that she contact the franchised location directly at ###-###-####. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. 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 the rebuttal and in further review of Mr. [redacted]'s initial complaint, records reflect that our district office contacted Mr. [redacted] addressed matters directly and agreed to refund the amendment fees as Mr. [redacted] requested. It is our understanding that Mr. [redacted] agreed with the resolution and as such a check has been processed and forwarded to the address on record. Upon on further review of Mr. [redacted]’s 2015 tax return it is our belief the return was prepared correctly and the client was charged appropriately for the services provided. We regret that Mr. [redacted] find our fees to be excessive, as we find our fees to be reasonable and highly competitive among tax institutions. Fees are based on the number and complexity of the forms used and for service that is provided to a client. If at any time a client is not satisfied with the price of a return, they have the option to gather their documents and leave with our incurring any cost whatsoever pursuant to our guarantee. H&R Block has knowledgeable tax professionals and has several guarantees that come with the tax preparation that many other institutions do not offer. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. 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

[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:Hi [redacted],I have attached a copy of the only email I have received from H&R block as of today. They did not make any suggestion or effort to resolve the issue only told me they have contact the office manager at the location and that they left me a voicemail. I already responded to the email and advised that I left several message for the regional manager and had not heard back from anyone. It seems premature to say they are working on a resolution when no solution has been suggested.From: [redacted] <[redacted].[redacted]@hrblock.com>Date: Fri, Mar 18, 2016 at 3:17 PMSubject: H&R Block/Revdex.com ComplaintTo: "[redacted]@GMAIL.COM" <[redacted]@gmail.com>Mr. [redacted],My name is [redacted], I’m with H&R Block’s Executive Escalations team. We received your Revdex.com complaint and are in the process of getting your complaint resolved. We are currently waiting on the final response from the local office’s District General Manager.We’ve attempting to contact you via phone; but were unsuccessful. Please contact me back next week at ###-###-#### Monday through Friday 8am-3:30 pm central standard time.I will keep you updated once we receive the final response.Thank you,[redacted]gH&R BLOCK|  [redacted]  | Executive Escalations Regards,
[redacted]

Dear Revdex.com, In resolution of this matter, H&R Block is currently in the process of assisting Mr. [redacted]. Our tax professional, Svetlana G[redacted], is working directly with Mr. [redacted] and is in current contact with him regarding his Grandmother’s situation. We will continue to...

remain actively engaged 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, Michelle B[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,While we regret any confusions or misunderstandings of our tax preparation services that Mr. [redacted] may have, our review of this matter reflects that the information entered on the return would have been supplied by the client through our questioning process. However, Mr....

[redacted] admits that he did not make any estimated tax payments throughout the year tot he IRS and this is what has caused the IRS to calculate the amount due and the resulting penalties and interest. Records further reflect that Mr. [redacted] did not purchase the Peace of Mind Extended Service Plan and therefore, it would not apply in this situation. Should Mr. [redacted] wish to have the IRS notice he received reviewed by H&R Block, we refer him back to his local office to ensure this matter is addressed properly. 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, 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, Ms. [redacted]'s claim has been approved .  The check will be sent out on Thursday, March 27, 20173As 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.
I appreciate the refund though I'm still not happy with the agent's continued claim that the return she filed was correct.  She said in her voice message that I owed a penalty for filing late, which I found out from IRS not her, yet still insists return was correct even though she didn't include the penalty in the amount she told me I needed to pay even though there was a form on my copy of return where the penalty was calculated.
Regards,
[redacted]