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

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Ms. [redacted]. We have prepared an amended return and submitted it as well as an insolvency worksheet. We are currently waiting a response from the IRS prior to moving forward. We will...

continue to correspond with Ms. [redacted] in attempt to reach a mutually acceptable resolution. We ask that the Bureau note our current efforts to resolve Ms. [redacted]'s complaint. 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,assuming that I do receive the check as indicated.
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 their response is acceptable. However they have assigned other employees to assist in the past and after a short time, they stop assisting. That is precisely the reason that nearly a year later we still going through this. The person this time seems to be assisting me well, however they can't accept that they lost some of my paperwork. As of now they have been helpful but the matter is far from over. To be contined. 
Regards,
[redacted]

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. A letter was forwarded to Ms. [redacted]'s mailing address on Friday, June 23, 2017 advising her to contact our office toll free ###-###-####. If Ms. [redacted] should...

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

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 on Wednesday, March 4, 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

Dear Revdex.com,In response to Mr. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues. While we regret Mr. [redacted]'s experience, we stand by our original response dated 3/13/2017 and refer your office back to that response. 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: They are rejecting it because there are no new developments to my case! I am not the type to make things up. I don't see anything new that should be brought up. All the proof and facts are still the very same. I was charged for services I never received.
Regards,
[redacted]

Dear Revdex.com: In response to this matter, our records indicate that Mr. [redacted] attempted to file his state tax return using H&R Block’s Deluxe  State program. In review of this matter, we have determined that this error was a direct result of user entry and not an...

error caused by H&R Block Deluxe Software Program.  As for any client’s who are having difficulties with preparing their own tax return , they have the option of utilizing the services at any of our tax offices. However, any service rendered would be the responsibility of that client. As it relates to this case, it is our belief that a service was provided by the tax office, and we must respectfully decline Mr. [redacted]’s request for a refund of tax preparation fees. As a result, we consider this matter resolved. We respectfully ask the Bureau to close this case. However, if you should need anything further or have any questions, please do not hesitate to contact me. [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:
When Ms. [redacted] called me (on Wednesday, January 13th) and requested I bring in the other clients paperwork, she basically gave me a timeline to bring it in - thursday, the 14th or friday, the 15th.  I was prompt in bringing in the paperwork, the 13th (which was the 2nd trip to [redacted] that day).  Again, I am paying the price for H & R's mistake.  Regardless, of whether the paperwork contained "sensitive data" is irrelevant.  So what if it did - would it change anything? It should but if you ask H & R Block - obviously not! When I brought in the paperwork to the office an hour after receiving the call from Ms. [redacted] I was not greeted or introduced to the lady who helped me.  It wasn't until after she looked through my tax return to retrieve the other clients paperwork that I asked if Ms. [redacted] was available.  Without hesitation and with obvious annoyance, she stated she was Ms. [redacted].  The treatment I have received after filing the complaint has been less than pleasant.  Ms. [redacted] stated that she has apologized for this incident many times.  Apologies mean nothing when your attitude towards the person you're apologizing to is so transparent - in that Ms. [redacted] was not sympathetic and was obviously annoyed that I have been wasting her time.  Ms. [redacted] stated that H&R Block should be paid for the services they provided as I received my tax return.  I DID receive my return but only after I paid my [redacted] taxes - over $200, just to have them turn around and state that actually I was supposed to get a refund of $8 from the State of [redacted].  Therefore, I had to wait several more weeks for a paper check and have my money refunded.According to H & R's website - they state this:"Satisfaction Guarantee: We guarantee 100% Satisfaction on our tax prep services at Block – you only pay us if you accept your return."I'm not satisfied in the least but accepted my return prior to this incident as I didn't think it would take 9 months for H & R to realize that they hadn't received payment.  Since this incident occurred after I accepted my return, where is the guarantee now?    
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Mr. [redacted]’s claim has been approved for the full amount requested in his complaint.  The check was sent out on Thursday, October 19th, 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,Michelle B[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]

Dear Revdex.com, While we sincerely regret Mr. [redacted]’s dissatisfaction with our service pricing, we find our fees to be reasonable and highly competitive among tax institutions. H&R Block has knowledgeable tax professionals and has several guarantees that come with the tax...

preparation that many other institutions or accountants do not offer. Additionally, H&R Block Fees are based on the number and complexity of the forms used and for the service that is provided.    As it relates to this situation, our records reflect that Mr. [redacted] was provided with the explanation of the fees on his 2015 return during his office visit on March 26, 2016 by the tax professional, Diane Speakman.  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,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, we sincerely regret Ms. [redacted] experience with our company and have refunded her tax preparation fees as a client service gesture. As such 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 Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, records reflect that we have addressed Mr. [redacted]'s concerns in it's entirety and have 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, [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:I was told by one of their workers not to worry about any penalties because they would cover them if it went past the due dates. I feel this is very wrong because if an employee tells your clients not to worry about the extra penalties. I just received a call yesterday telling me the original worker was still investagating the issue. this is just plain wrong, I did not make the mistake on my taxes, your employees did, and yet I am penalized becuase they did not do their job correctly, that is just BAD BUSINESS. If I had been told to pay the amount immediately from your employee, I would have done so to avoid the extra late fee because I was not gotten back to by your staff member in a timely manner. This is not fair to me because I was doing what I was told to do by your employee. I feel that this is injustice to me. I have been a client for over 20 plus years. This is just wrong. You make a mistake and tell me not to worry about it and now I am out money because of your lack of business ethic. 
Regards,
[redacted]

Dear Revdex.com,Distract Manager Sandra Newman reached out to Ms. [redacted] on Tuesday 8/16/16 directly to discuss this matter. Ms. [redacted]'s return was amended for her on August 2nd. The tax professional made significant errors resulting in a change of $2000 in her refund amount.In...

resolution to this matter, Ms. [redacted]'s refund of preparation fees is being granted for the full amount requested in this complaint of $490.50.  Ms. [redacted] was agreeable to this solution. 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 please do not hesitate to contact me. Sincerely,[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 have not received the promised check yet and will not acceptclosure until I do. Per the complaint it was mailed 10/7/16 andwe had a holiday so will respond when received.Thank you for your attention and assistance in this matter.
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 never once received an email from H&R Block, even though they stated in their statement that they emailed me. I still have yet to receive an email from them. I have however, received a phone call from Yolanda(here in Yakima) on Thursday, April 13, 2017, asking why I was an unsatisfied customer. I explained to her that I was over charged, as [redacted] filed unnecessary forms for me, and since H&R Block charges by the form, I was overcharged quite a bit, and I would like a refund for most of it. Also, I explained to her that [redacted], who filed my taxes for me, didn't go over and explain to me what the fees and charges were. Yolanda was going to call me back after asking [redacted], the store manager, what they could do for me. I have yet to hear back from her. Also, it seems to me like H&R Block lies about most everything. Yolanda told me that [redacted] had written on my file that they have for me, that he went through all the charges and fees with me, and that I seemed to be okay with it. I had no idea what any of the charges were, as he did not go into detail about what they were for. The only charge that he did explain to me was the Tax Identity Shield for $30. I thought that I would need that at the time, but later realized that I didn't. That one, I'm okay with, because that was my fault. Another example of them H&R Block lieing is, in their email response to the Revdex.com. I have not one single email from H&R Block. I don't understand why they would state that they had emailed me, to try to contact me, when they obviously didn't. Regards, [redacted] Regards, 
[redacted]

In response to Mrs. [redacted] rebuttal, my office has been advised that the office manager contacted her and scheduled an appointment for 5/13/2015.H&R Block takes this matter serious and the office is working with Mrs. [redacted] to resolve.We ask that the bureau note our efforts to address Mrs. [redacted] concerns. If you should need anything further or have any questions, please so not hesitate to contact me. Sincerely,[redacted] Associate Business AnalystH&R Block

Dear Better Business, In resolution of this matter, Ms. [redacted]'s claim has been approved for the full amount requested in her complaint less the amount that was previously refunded.  The check will be sent out on Thursday, December 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,Michelle B[redacted]Associate Business AnalystH&R Block