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

Firsy off H&R block messed up amd have the proof with that being said. They need to do there job correctly and not say things that not true thats False advertising. They NEVER TOLD ME THAT THERE WERE FEES FOR THE FEDERAL 1040EZ OR ANY OTHER FORM OF TAXS CLAIMS!!! The [redacted] location needs to be repamanded for what they did!! Which means that need to give me a full Refund because they violated my rights and went back on there 100% accuracy tax filing guarantee period!!! Its illegal what they did and something needs to be done about it.
Complaint: [redacted]
I am rejecting this response because:
Regards,
[redacted]

Dear Revdex.com, In response to this matter, our investigation reflects that Mr. [redacted]'s complaint is against a franchise office, which as the responsibility to resolve this matter directly with your office and directly with the client.Records reflect that our franchise district...

manager contacted the [redacted]'s directly and discussed the complaint in detail, as such a resolution was reached. In accordance with H&R Block's standard guarantee, penalties and interest will be paid and the franchisee has also agreed to refund tax preparation fees as a client service gesture. We assure you that we take the concerns of our client's seriously and make every effort to resolve matters thoroughly and fairly.  Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this rebuttal, our review determines that UPS package containing the refund check, tracking number [redacted], was delivered to [redacted] on Tuesday,  06/14/2016 at 9:22 A.M.We trust that this response will allow your office to close this case. However, should you have additional questions or desire to discuss this further, 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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because:when a company that was paid to prepare taxes, makes errors, on said returns, three years in a row, and still never detected a problem, or did anying to correct it until we placed numerous calls, complaints and more, and takes no responsibility for the ripple effect, we will not let this drop or close this case. I think the general public needs to know how unwilling the company is to stand behind their work, and the landslide of errors they made doing he one job eye were hired to do, our taxes. I will also re mention that there were errors in getting our reimbursement, checks never, sent, gen sent to wrong people, then made out to the wrong people!!!It should be noted we will also be filing a complaint with The Office of Directors, IRS,  due to the negligence, and if need be we will also file complaints against the individual tax preparers, 3 of them in total, that botched our returns, so grandly. Just because a major company thinks they can get away will this negligence doesn't mean they should, we will not stand down, until funds are refunded for 2015, in addition to all the hours that we missed from wrk dealing with all this. 
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]
I am rejecting this response because:Complaint: [redacted] I regret not being able to simply "accept" H&R Block's self-defined "due diligence".As I previously stated, there is a basic structural problem in what H&R Block proposes to individuals needing to file Schedule C. In my opinion, tax-filers need to be able to see and review what they've declared and the details of their expenses even once they've finished the documents and sent them to the Tax Pro for review. What happens in fact is that there is no way to review the original declaration once the tax pro gets the information. In my case, the Tax Pro looked at the data she received, re-declared the information differently than the H&R Block computer program did, and established that I owed money to the Federal government, rather than my expecting a refund. The Schedule A also showed that my tax-deductible contributions had disappeared.Intrigued by such a change, I needed to check my figures. But it's impossible to do so with the Block system; the computer program is devised in such a manner that you can't go back without cancelling the Tax Pro's review and basically starting over again. So in order to access the original data, I asked Block then to cancel the Tax Pro and re-calculated;, using the Block computer program again, I found the "lost" tax-deductible contributions and re-calculated with an even-higher refund due to me. I didn't even bother with another Tax Pro's review as I wouldn't be able to discuss or modify anything without access to the original data again.This is not a healthy, respectful business practice. I spent many more hours than needed. Yes, Block reimbursed the sums, but this doesn't cover the time spent, nor excuses or corrects a faulty system. Schedule C filers should at least be made aware that once they've filled in the questionnaire, there's no turning back, not even when some of the data might go amiss.The public deserves to know about this.  
Regards,
[redacted]

Dear Revdex.com, In resolution to this matter, H & R Block has approved Mr. [redacted]'s Peace of Mind claim per his request. We have spoken to him provided amount, and date he will receive check. Mr. [redacted] was content with the 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.Sincerely, Natalie M[redacted] Business Analyst Associate 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 H&R Block has not provided me with direct evidence that shows I was the one responsible for making the income tax error. Howard, the H&R Block representative with whom I spoke, provided me with screen shots of the blank 2014 interview forms for the ** Homestead credit, HS-122 (see attachment). He told me that I had incorrectly completed the first form, that asked if I owned my own home, was a renter, or don't own or rent. He further explained that had I correctly completed the first form, then submission of HS-122 would have been triggered. However, he could not provide me with actual copies of my interview responses showing that I had incorrectly filled out this form. In dealing with this case, I have previously been told (multiple times) by H&R Block customer service representatives that: (1) it was impossible to get copies of even the blank interview forms from the 2014 online program and (2) HS-122 was not supported by their online program. Clearly both of these statements were not true as I now have copies of the interview forms. I am still forced to take Howard's word for the "fact" that I must have made the mistake--that the error could not have been made by H&R Block or their online program. Howard refused to admit that their online program might have experienced a glitch. H&R Block has reimbursed me $95, the cost of using their online program. However, this income tax return error substantially impacted my property tax payment and has cost me a $211/month increase in my mortgage. As I said in my initial complaint, if H&R Block can show direct evidence of my having made the error, then I will ask for no more--I will close my complaint. Unless they can do that, I am asking for compensation for the substantial financial burden I will incur as a result of this mistake.
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:  I was told that I received multiple voice messages when I received only one voicemail and that was from a [redacted].  I called [redacted] back on Friday, and got to a voicemail that only specified the number of the individual, and not the actual individuals name to make sure they were who they said they were.   I than called [redacted], and left him a voicemail.  I than received a voicemail back from both [redacted] and [redacted];  [redacted] specified that [redacted] was legit, and that I could direct all my contact with her.  At 1:36 PM on Friday, September 23, 2016 I had a phone conversation that lasted about 7 minutes and 7 seconds.  I told [redacted] about everything, including all that was in the Revdex.com complaint.  At the end of that phone conversation, she mentioned about contacting me back, and I specified about I would prefer having them contact me via e-mail.  She specified she would do that, and she would do that by 4:00 PM.   It is now 9/27/2016, and I have not received an e-mail from anyone;  I have checked deleted e-mails as well as junk e-mail and I have not received an e-mail to, [redacted], which is the e-mail I told [redacted] to contact me at.   I would normally give more time for someone to respond, but due to how long this has already gone, I gave them until 9/27/2016 to respond.Unfortunately, this case, to me, will remain unresolved due to the fact that H&R Block continues to not do what they say they are going to do;  They will contact me, but it never gets any further due to them constantly dropping the ball and not living up to what they say.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 entire point of this complaint is that the H&R block "professional" that completed my taxes, completed the taxes incorrectly and are lying that I provided information or an amount for estimated taxes.  I live overseas and completed all transaction via email and or uploading documents to the website.  I would like H&R block to provide any documents to prove that I paid estimated taxes.    In addition to the false information submitted by H&R block reference estimate taxes, they also did not carry forward loses from my 2013 return, which I actually did provide.  I've had to expend money and time to consult a real financial professional to determine the mistakes.  I was notified of the additional error after submitting the original dispute.  Since H&R block does nothing more than use Turbo Tax to fill in lines in an inaccurate manner, then they should refund the fee for preparation and reimburse me for the IRS penalty.  Moreover, the H&R block office in [redacted] refuses to respond to any of my inquires.   
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: They keep referring to a peace of mind insurance that I was told not to waste my money on that by  Mr [redacted]  at H& R Block,His exact words were " Any body can file a 1040 ez .He went on to say " I should stick the Pest control business and let him stick to doing taxes "   I also did not accept the check that was sent without any explanation or phone call..This company basically feels if they ignore calls to customer service that you will go away ,  This was my 1st time using H&R Block ,When I received the letter from the IRS in October 2015 I contacted H&R Block and one of their own employees  reviewed and amended  the returns and said they were totally wrong .My wife received a disability   check each month and when I used turbo tax I had always claimed it as income ,,Mr [redacted] said it was not taxable and removed it ,,When Mrs Whitlock  looked at taxes she said " Oh that is taxable income "    They provided a fraudulent service ,,and yes they do  thousands if not millions of returns each year ,,But they totally messed mine up and will not admit it ,,Their own agent admitted it ,,but corporate just wants me to go quietly away ..I have been wronged I will not accept being RIPPED off ,I would never do this to one of my customers ,nor would I allow one of our employees to do so. 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Mr. [redacted]'s request for tax preparation fee refund has been approved, less any additional product fees. The check will be sent out on Friday, March 18, 2016.As a result, we consider this matter resolved. We assure you 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.sSincerely,Michelle [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] [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: While I never anticipated H & R  Block to accept any wrong doing.  I assure you we were treated unprofessionally by both the office in North Carolina and in [redacted].  We were lied to, put off, ignored, and misled.  Even when we tried to get help from the head office, we were ignored and never received return calls.  This is the way the company handles their problem cases.  They charge high prices for their services and the peace of mind they never intend to use.  We have used H & R Block for years.  We will never darken their doors again and nobody we know will either.
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:
First, let me begin by there are no misunderstandings or confusion on my tax preparation, but there is gross negligence.  We had been doing business and using the same preparer, [redacted], for over 10 years without incident, so we
did not see the need to buy the Piece of Mind Guarantee for the extra fee after building a solid trust foundation. 
During 2013, I was going through a divorce and buying a house.  Three different Tax preparers touched our taxes that year.  The first appointment, my ex-husband was missing a couple of forms, which he gathered for our next appointment. 
The second appointment, I went in by myself to see if it was beneficial for me to file separately that year from my ex, which if I had I would have received a refund.  The third appointment, we went back together with all our documentation and sat with a newer
associate in the office, as our normal preparer was overbooked.  While sitting with the newer associate, she had to keep interrupting our normal preparer to ask her questions and how to input certain forms.  We pay to get our taxes done for the expertise of
the tax preparer since we are not current on all the tax laws and changes from year to year. 
One error that was made is that the preparer claimed my PMI on a FHA mortgage which the IRS states in their reply to our supporting documentation, that I am not eligible to claim because my Adjusted Gross Income for that year was above
the threshold of $109,000.  The other error that was made, was additional monies were keyed in to the Schedule A Line 10 which is for Home Mortgage Interest in the amount of $28,692.  The paperwork we provided does not add up to that amount in any way possible.
As for declining H&R Block to refund my fees and pay the penalties and interest,
AT NO TIME have I ‘respectfully declined the offer’ as stated in their email response to you.  I was only contacted by [redacted] on Wednesday, April 6th in the afternoon via message on my answering machine, which I received
when I returned home that evening.  I was unable to call her back that evening.  I received your email containing H&R Block’s response on the afternoon of Thursday, April 7th stating that I had declined the offer when I hadn’t talked with anyone
from the office.
Timeline of events are as follows:
9/11/2015 - Received notice from IRS in the mail.
9/12/2015 – Called H&R Block Customer Service Number to be connected with Tax Preparer to discuss the notice.  [redacted] office is seasonal and was not manned on that day.  Spoke with Elizabeth Jones in the Bellingham office and she stated that there wasn’t much she could do for since I did not buy the Piece of Mind Guarantee.
9/16/2015 – Left Message for [redacted] with [redacted] in the [redacted] office. 
9/16/2015 – Spoke with [redacted] in the afternoon and set up appointment to meet with her in the [redacted] office on 9/17 .
9/17/2015 – Meet with [redacted] and my ex, [redacted] in the [redacted] office to discuss the notice and to look at the tax return.  Discovered OCWEN had many different forms and only reported a few of them.  [redacted] was to  research with [redacted].  Found that there was an entry error in the worksheet for the Schedule A.
10/8/2015 – Spoke with IRS and was granted an extension to return paperwork.
Early December – Received Notice of Deficiency from IRS.
2/24/2016 – Filed petition to Tax Court with supporting documentation from Mortgage company with missing PMI payment for Drew Mortgage Assoc.
3/24/2016 – Received decision from IRS that I am unable to claim PMI due to AGI level.
3/24/2016 – Opened complaint with Revdex.com.
3/29/2016 – Complaint sent to H&R Block from Revdex.com
4/7/2016 – Received email back from Revdex.com with H&R Block’s response to Complaint.
4/8/2016 – Spoke with [redacted] at H&R Block as to how to proceed and would like to have District Manager to review Return with [redacted] and myself to see errors by H&R Block.  [redacted] said she would send an email to  him today.  Waiting on response.
In closing, I would like to have this resolved with H&R Block paying  the IRS what is owed  in the amount of $4596 which includes the previous erroneous return that we received due to their errors and any additional taxes or penalties associated
with our return.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 becauseI was never given the option below to validate the debt owed. There is nothing on [redacted]'s credit report stating there is a debt owed. I will also contact the attorney general in regards to the debt collection  practices of H&R Block.With respect to any debt that I owe, before forwarding payment for the debt, H&R Block will provide me with written notice of the amount of the debt and the right to notify BofI that I dispute the debt, or any part of it, for 30 days after I receive the notice. If I dispute the debt, BofI will not forward payment during this 30- day period, unless and until BofI obtains verification of the debt and mails a copy 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: I have provided definite proof through copies of my 2012 IRS transcripts that H&R BLOCK made errors on those returns.The IRS accepted my submission of a corrected return and issued a refund that was $3600 higher than the refund I was due according to H&R BLOCK. I would think the opinion of the IRS is definite proof that an error was made. All my other claims stem from the fact that the adjusted Gross Income was not calculated correctly because the Foreign Income Exclusion that I was entitled to claim was not claimed. There is no doubt that an error was made so if H&R Block still refuses to admit wrongdoing than I want to pursue this claim further through whatever avenue is appropriate. In my letter attached to the e-mail with the IRS transcripts I detail all claims.   
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: So far H&R Block has only approved a refund from their business of $100.  My fee to them for tax preparation for 2013 was in excess of $500.  How can they claim that they are reimbursing me my preparation fee when they actually are not refunding me what I paid?  I have had 8 months of misleading answers and ZERO accountability from them for their mistake.  Yes I get to wait another 2-3 months to get money back from the State that should never have been paid in if they had not compounded their original mistake with a second mistake!!  I paid for the Peace of Mind guarantee and all that seemed to guarantee me is a run around by H&R Block.  If they are stating they are refunding me my processing fee for that year then do it, but make it the amount I actually 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 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:
[redacted] - refer to my original complain. My wife and I have been more than accommodating with HandR block while they were late filing our returns by one full year, after we provided all the documents to them that they asked us to file a 2012 and 2013 return. Even after they filed the return, IRS contacted us several times because of the gross errors HandR made in our tax returns resulting in us paying extra payments to IRS for taxes. 1)We paid more than $4000 dollars extra tax than what HandR block calculated in a 2012 Tax Return, which we paid by taking out a small loan from a friend. 2) HandR made factual errors in our family size, dependents information was missing and that resulted in IRS sending the tax returns back and recalculated the tax amounts again, and  3) IRS levied penalties and interest payments of late filing for which we had to visit IRS offices several times...the issue is still pending about those payments.and IRS will let us know if we still owe them penalties and interest (close to $5000) after reviewing the amended return. Then IRS found more errors in HandR block return where as in addition to the above mistakes in tax calculations and late filing - HandR block failed to provide our kids appropriate information and social security numbers that resulted in us not receiving the dependent credits and exemptions. When we contacted HandR block we got a lot of run around and excuses that and we finally had to file a complaint to your organisation. HandR block finally filed a amended return that MIGHT waive the penalties and interest charges from IRS that are still pending.  but we have not heard from IRS that if they have waived those fees yet. and hence this complaint should not be closed for two reasons:1. IRS have not fully resolved the tax issues, penalties and interest that were caused by HandR errors and lack of due diligence. If IRS review of amended return still results in penalties and interest H and R Block should pay for those charges, according to the HandR policy linked here: https://www.hrblock.com/popups/accurate_calculations_guarantee_online.html2. We have not received a refund from HandR block for the tax return fees they have charged us. There were many factual and tax calculation errors found on those returns as a result we have another Tax accountant looking at the 2012, 2013 tax returns to do the due diligence and they informed us that we should not have paid enormous taxes payments calculated by HandR block in the first place. We at least should receive the filing fees we paid to HandR block for the year 2012 and 2013. We hope we can resolve these issues through your organizations complain process, if you still choose to close this complaint then we will seek a lawsuit against HandR block. I am in the filed in [redacted] and in [redacted] and have very limited acres to internet, hence I do not get your messages in a timely manner. I am copying my wife on this email, she is in USA,  and request that you cc her in all communications as well.   Many thanks for your consideration and helping to resolve this issue
Regards,
[redacted]

Dear Revdex.com,In response to Ms. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 1/29/2016 and refer your office back to that response. We respectfully request that this case be closed, judged administratively resolved, as we do not believe that any further response on our part would be beneficial. 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