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

[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 was told by each H&R Block employees on several contacts that funds CAN be transferred FROM the emerald card to my personal checking accountBefore opting for the card after the taxpayer completed my taxes she conferred and confirmed with the office manager that it COULD be done When my refund posted to that card I called emerald card's customer service to yet reconfirm again that this process can occur and again I was told it was and even received instructions! Their lack of training, communication, and filtering changes of policies, procedures, and updates; excuse me the filtering of CORRECT information is not the fault of the consumer, therefore the consumer should not be penalized for their lack of communication and follow through
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the amount due to NY StateThe check was sent on Monday, May 4, 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 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

[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 amended taxes from *** state I received that no one would answer after dropping letter off the 2nd time as *** *** originally told me ** hadn't received the 1099r yet so just disregard itWhen it came the 2nd time I owed.more dueto interest and late feesI kept trying to get an answer from the branch office but was referred to legal, whom I was refused the number** Dept of Revenue advised the additional taxes owed was because my preparer had placed the pension funds withdrawn on the wrong line, the ones for social security, military pensions,and private pensions for people over 65.It's funny on they're complaints on your site this is their usual response in matters like mine. Dear Revdex.com,In response to this complaint, our records reflect that our District General Manager, *** ***, has engaged in conversations directly with Mrs***, explaining that H&R Block is not responsible for tax returns that are completed outside of H&R...In regards to the return that H&R Block prepared incorrectly, H&R Block has completed our due diligence to the ***'s per the Peace of Mind Extended Warranty by reimbursing for the additional tax liability as a result of our mistake as well as the interest amount mentioned in the complaintThe tax liability check was issues in and the interest check in the amount of $was issued on February 10, Although the and returns were not affected with additional tax liability due, we have issued refunds for the fees paid to prepare the 2012, 2013, and returns in the amount of $2,as a good-faith gesture
Regards,
*** ***

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

[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 The office manager at the location I went to was extremely helpful, nice, and really made me feel good I very much appreciated Laura's call and her follwith me
Regards,
*** ***

Dear Revdex.com,In resolution to this matter, records reflect that Ms*** was contacted and a mutually acceptable resolution has been reachedAs a result, we consider this matter resolved 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:
Regards,
*** *** I am dissatisfiedafter I emailed *** to let her know all the paperwork was signed and sent to the IRS I never heard backI left messages and emails for her and her supervisor to follow up to resolve and no one responded or fixed the situationYou may think I am being unreasonable but you all are suppose to be tax EXPERTS and no one is willing to get my refund backIt's really sad to seeI don't understand why a supervisor can't get this taken care of? Instead it's basically sorry about your luckI am also writing to the attorney general I hope there isn't more customers like me getting ignored after trusting H&R Block with all our tax needs

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 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

[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 Administratively Resolved]
Complaint: ***
I am rejecting this response because: it is unacceptableH&R Block says they know they made a mistake and believe they have sufficiently reimbursed meThis is not trueHow is $a fair reimbursement when I received a bill for over $1000? I was also told repeatedly for three months that a manager will call me and still to this date no one has called meIf you admit that you have made a mistake I believe that you should reimburse that moneyThe interest is not sufficient eitherThis has dragged on for three yearsAnd we paid you for your services which were not handled correctly whatsoeverI request again that our reimbursement includes what we had to pay due to your mistakeWe had to pay all of this money out of pocket because of your accountant's incompetence
Regards,
*** ***

Dear Revdex.com , While we sincerely regret Mrs.*** inconvenience with our Refund Advance, we are not able to change the amount she is eligible forIn our efforts to show appreciation for filing her taxes with H & R Block the District Manager has approved a refund of fees for
he tax preparationAs 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 that the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, Natalie M*** 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:
Regards,
*** *** ***
H&R Block Tax Pro *** *** still has my other Wform which still has to be Filed and Amended and need to be sent to IRSIn order for it to be process by IRS I need to go to the Branch of H&R Block and pick up the documents to be sent to IRS, unfortunately for some reason I am a bit afraid to go to that location because of how we have been personally treatedRegardless I will still try to visit the location to pick the paperworks this Friday.Another question I have, which I feel that have not been truthfully answered is that why is it I was quoted $on my tax yet on my H&R Block account says $8015.00?

Dear Revdex.com, In resolution of this matter, H&R Block has contacted Mrs*** directly and will remain open to correspondence should Mrs*** encounter further issues. We ask that the Bureau note our current efforts to resolve Mrs***'s complaintSincerely, Michelle B*** Associate Business Analyst H&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 resolutionWe ask that the Bureau note our current efforts to resolve Mr***’s complaint Sincerely, Michelle B*** Associate Business Analyst H&R Block

Dear Revdex.com,H&R Block has reviewed Mr***'s rebuttal to our prior responseThis response contains H&R Block's final position. Mr*** has spoken to our Financial Support team and has been directed to send a Client Check Replacement Form submitted and to also provide a voided check or a letter on bank stationary that lists his name, routing and account number and what type of account it is to our Financial team via fax number ###-###-####At this time, no documents from Mr*** have been received for processing. Once documents have been received it will take approximately 3-business days to processMr*** can choose to have a new check sent or direct deposit. Until Mr*** provides the needed documents by fax to the number provided, we are unable to further assist.We ask that the Bureau note our attempts to provide Mr*** with the correct process and that we have yet to received the needed information to proceedThank you. Sincerely, Jennifer S*Associate Business AnalystH&R Block

Dear Revdex.com: In response to Mr***’s rebuttal, While I regret the dissatisfaction with my response; my intentions were to inform Mr*** that we were in the final stages of getting his issue resolvedAfter receiving the rebuttal, I contacted Mr*** and addressed his concerns associated with my responseMr*** has been advised of what our resolution will beAs of today, March 23, a check has been issued and overnighted to Mr*** for the amount requested in his complaintWe ask that the Bureau note our current efforts to resolve Mr***’s complaintWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, *** *** Associate Business Analyst H&R Block

Dear Revdex.com, In response to this matter, we have contacted both the original office as well as the second office that the Ms*** visitedBoth district managers have had office managers reach out to Ms*** to further explain the details of the original tax return that was
prepared for her. Our investigation has shown that the original return was prepared accurately without mistakes and this information has been relayed to Ms*** as wellOur understanding is that Ms*** believed some of her income was being taxed to New YorkWhile her name and her income are pulled from the federal return and appears on the front page, there is a section where the income is split between what is taxed by New York and what is not taxed by New YorkMs***’ income is not being taxedAfter further review of the 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 reimbursementAs 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, *** *** Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter H&R Block is currently in the process of assisting Mrs***We will continue to correspond with Ms*** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Mrs***'s
complaint. Sincerely, *** ***Associate Business AnalystH&R Block

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 the clientWe regret any misunderstanding’s that Ms***
may have had as it relates to H&R Block’s Free Federal 1040EZ promotion as well as H&R Block’s Refund Advance loan to which Ms*** did not qualifyThe Free EZ offer applied only to the Federal Form 1040EZIf additional forms are filed such as Earned Income Credit (EIC), State & local tax forms, Affordable Care Act form health coverage exemptions, these forms are billed at ratesRecords reflect that Ms*** filed the Earned Income Tax Credit and as such the appropriate fees were appliedIt is the franchisee’s belief that a service was provided which resulted in an accurate and timely filed tax return and therefore does not approve Ms***’s request for a refund of tax preparation fees at this timeIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, Quintina M*** Associate Business Analyst H&R Block