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

Dear Revdex.com,In response to Ms. [redacted]’s rebuttal, records reflect that in accordance with the terms and conditions of the Peace of Mind® Extended Service Plan warranty (“Warranty”) the Warranty has been fulfilled and a full payout was granted to Ms. [redacted] in addition to penalties and interest. We refer our client to the Terms and Conditions of the Warranty which states in part: If you owe additional taxes as a result of an error in tax preparation and the error is discovered by you, your representative or a tax authority, during the period of three years from the filing deadlines for such returns, not including extensions, Block will pay you for such taxes up to a cumulative total of $5,500 for all such returns……In some cases, the correction of a specific error will involve changes on multiple returns, including state or local tax returns, which may result in an overpayment on one return and a balance due on another. In such cases, the overpayment and balance due may be netted in determining the amount Block will pay for additional taxes owed as a result of correction of the error. Block assumes no responsibility for payment of additional taxes to a tax authority. You are responsible for providing payment of additional taxes to the tax authority.It is our belief that Ms. [redacted] has been made whole in this case and that there is no further due diligence on our part in fulfilling the Warranty. 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]'s tax preparation fee has been approved for a refund, as requested in his complaint.  The check was sent out on Saturday, April 2nd, 2016.Additionally, H&R Block prepared an amended return at no charge and the...

return was submitted to the IRS on April 2, 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, [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:Dear Revdex.com,Regarding the complaint referenced above made to the business that follows. I want to inform you that I HAVE NOT accepted any arrangements as non was offered by the business . All I did was accept the letter that they wrote in which they provided an 800 number . To this extent I wish to inform you that I dialed such number and I was able to obtain an email which I have attempted in 3 ocassion since yesterday without a response . Following is copy of such email .All this I tell you because I am afraid that I have made a mistake .Sincerely ,[redacted] e: [redacted]>Enviado: jueves, 26 de octubre de 2017 03:15 p. m.Para: [redacted]Asunto: COMPLAINT I recently put a complaint with the Revdex.com and received a response to call you and later to email you The complait has to do with your taxes webpage . This is in response to letter Ms.  Destiny C[redacted] wrote . sincerely , [redacted] 
Regards,
[redacted]

Dear Revdex.com,In response to the rebuttal, we have contacted Mr. [redacted] directly and this issue is now resolved. 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,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to Mr. [redacted]'s rebuttal, further review determines that the rebuttal raises no new issues. Therefore, we stand by our original response dated 12/02/2014 and refer your office back to that response. Additionally, please note that it is our understanding the original return prepared by the franchised office had been e-filed but due to an issue with the client’s ITIN (Individual Taxpayer Identification Number) caused the return reject. Upon discovery, the original tax return was printed and provided to the client to be mailed to the IRS as it could not be e-filed a second time. We encourage Mr. [redacted] to contact the franchised owner of this location with any further questions and our concerns he might have as it is the Franchisees belief that the return was prepared correctly and the reimbursement of fees are not warranted. Sincerely,[redacted]Associate Business AnalystH&RBlock

Dear Revdex.com,In response to Mr. [redacted]’s rebuttal we have agreed to issue the client a refund of $200.00 as requested.  We have also confirmed that Mr. [redacted] has met with the tax office at this time and returns have been completed and provided to the client to sign and mail at no additional cost.  As a result, we consider this matter resolved.We respectfully ask the Revdex.com to close this case. If you should have any questions, please do not hesitate to contact me.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com, 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. Under our Peace of Mind® Extended Service Plan, clients are reimbursed a limited amount of their tax underpayment owed to a tax...

authority, if we make a mistake on a tax return, subject to certain other terms and conditions.  Because Mr. [redacted] did not elect this added level of protection, he is entitled to reimbursement of interest and penalties, but H&R Block is not liable for any additional taxes assessed to our client by the IRS or other tax authority. To date, Mr. [redacted] has not supplied any notices to H&R Block. However, once Mr. [redacted] receives the notices(s), we remain committed to paying the penalties and interest assessed.  In an effort to further make amends, and as a gesture of good faith for any inconvenience, Mr. [redacted]’s  tax preparation fees have been refunded. The check will be sent on Monday, September 25, 2017. We sincerely regret Mr. [redacted]’s experience and 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, Michelle B[redacted] Associate Business Analyst H&R Block

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

complaint. 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:
This is still in process and H & R Block is still working on the claim.
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:Hello,                I was contacted by H&R block on Thursday the 3rd around 3:30 pm, as it was not an ideal time to converse and I needed to obtain my 2015 K1 from my bank, we had set up a time to speak on Monday the 7th at 10 am.  Unfortunately she was ill this past Monday but she had her office call to inform me of that and when she is back in the office we could continue resolving my complaint issues. I look forward to finishing our discussion and putting most if not all issues to rest. I had thought that I had spoken to a Coleen, but the message received from the business says I was contacted by Anacani M[redacted], perhaps I am just mistaken.  Also it is very important to note that I have had a case open with H&R's digital dept regarding my inability to verify my identity and gain access to my tax records for the past 2 years as promised by H&R block when filing my taxes, case id# [redacted]. This resulted in my being charged to to gain a copy of my 2015 taxes. These records are needed to provide my bank with specific information about how my trust possibly made a stock trade resulting in an $819 tax increase this year. This is not supposed to occur with the way this trust is set up. So having to deal with physical records has complicated and lengthened this process. The digital department never responded to my case nor have they given an eta. H&R Block's digital department has not delivered on their company's promise to provide access to ones tax records free for the past 2 years, and even after filing a case there department has not provided any response. 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Ms. [redacted]'s request for a refund is being granted for the amount of $330.25 as requested in this complaint.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,Jennifer S[redacted]Associate Business AnalystH&R Block

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

on Ms. [redacted]'s behalf under H&R Block's Peace of Mind® Extended Service Plan. The claim was approved and a check has been mailed to the address on record. As a result we consider this matter resolved. 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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because:My name is [redacted] and I am contacting you about the complaint below. HR Block promised to cover penalties and fees for both state and Federal as well as 3 years of free tax software. The gentleman that was working with me never sent me his contact information and never reached out like he said he would after having the tax paperwork completed by the local office. He was supposed to contact me to find out what the fees were and the penalties that way we could resolve this issue completely. I see now that you have closed the issue as resolved, when in fact it has not been resolved. They have not reached back out as explained above and have instead wiped their hands clean of the case. I wish to have them contact me again so that I can get those fees and penalties covered as well as the information for my three free years of tax software. 
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]

Dear Revdex.com: H&R Block has reviewed Mr. [redacted]’s rebuttal to our prior response. This response contains H&R Block’s final position. In response to Mr. [redacted]’s rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and services. While we regret that he appears dissatisfied with his experience with H&R Block, we stand by our original response dated 04/05/2016 and we refer your office back to that response. We respectfully request that this case be closed AJR, as we do not believe that any further response on our part would be beneficial. Sincerely, Jennifer S[redacted] Associate Business Analyst H&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]

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact [redacted] but were unsuccessful. A letter was forwarded to [redacted]'s mailing address advising to contact our office toll free ###-###-####. If [redacted] should contact us via...

this information, we will be happy to further assist him and address any concerns. Otherwise, we are unable to further investigate this matter.We ask that the Bureau note our above-referenced efforts to contact [redacted] to discuss this complaint.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, records reflect that our district office contacted **. [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. Sincerely, Quintina M[redacted]Associate Busness AnalystH&R Block

Dear Revdex.com, In review of our client’s rebuttal to our prior response, we refute Mrs. [redacted] statement: “Again H&R BLOCK HAS NOT COMMUNICATED WITH US IN ANY WAY WHATSOEVER”. We hope this last and final response provides further clarity of H&R Block’s position. Our district representative contacted Mr. [redacted] on September 2nd to follow up on the Revdex.com complaint as well as address any additional concerns our clients may have had as it relates to this matter. It is our understanding during that conversation Mr. [redacted] was reminded of the additional coverage and benefits offered under H&R Block’s Peace of Mind Extended Service Plan (POM) which our client’s elected on their 2015 tax return. Also during this call Mr. and Mrs. [redacted] requested assurance that H&R Block would stand behind our work should something come up later concerning their 2014 tax return. Our research has determined that Mr. and Mrs. [redacted] declined POM on their 2014 tax return and as such, the level of coverage on the 2014 return will differ than that of their 2015 return. However, H&R Block offers several other guarantees that are automatically included with every tax return we prepare and as it relates to coverage on the 2014 tax return, our Standard Guarantee would apply. Our clients can be assured that if H&R Block makes an error on your return, we’ll pay resulting penalties and interest. If you are audited, we’ll explain your IRS tax audit notice and the documentation you should provide to the auditor. We encourage Mr. and Mrs. [redacted] to notify the tax office immediately with any correspondence they may receive as a result of the preparation of either tax returns filed by H&R Block. We will assess the situation at that time and determine next steps. Sincerely, [redacted] Associate Business Analyst H&R Block

Dear Revdex.com, In response to this complaint, The District Manager has contacted Ms. [redacted] directly to address her concerns. H&R Block would like to apologize to Ms. [redacted] for any confusion or misunderstanding of our tax preparation service. Additionally,...

the District Manager and Ms. [redacted] have come to a mutual resolve. 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,[redacted]Associate Business AnalystH&R Block