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

[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 assuming that H&R Block stays true to their word (if amended IRS tax return is denied, H&R Block will fully reimburse us for the amount owed - Michelle U[redacted] via phone conversation), I 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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: After I was informed I owed the IRS over $13,000.00 I searched the internet for help trying to get the amount either reduced or find a payment plan. When I found [redacted] who I contracted with for $2600.00, to assist me in resolving the matter, I was contacted by [redacted] who discovered numerous errors in the tax forms completed by H & R Block. If not for Mr. [redacted]'s determination that there were in fact errors, I would have ended up dealing with the IRS. He was polite enough to take the information to the local H & R Block office and "let" them correct the errors and file an amended tax return showing a return of over $1500.00 due my wife and I. I still had to pay Federal Tax Resolution $2600.00 to have H & R Block's errors corrected and feel they owe for that fee as the mistakes would not have been found and I would have paid the IRS way too much.
Regards,
[redacted]

Dear Revdex.com, In response to the Revdex.com complaint, our review determines that Mrs. [redacted] signed up for the refund bonus this year believing she could get another Wal-Mart card just as she did last year. However, in order to receive a Wal-Mart gift card you must have purchased the...

software from Wal-Mart. Ms. [redacted] did not, which disqualifies her from getting a Wal-Mart gift card. When Ms. [redacted] contacted our tier 1 department she was advised by an agent that she must purchase a gift card from the available retailers, since the Wal-Mart card was not an option for her; Mrs. [redacted] chose the Amazon gift card and placed the full amount of their current year refund bonus on an Amazon gift card. In spite of H&R Block’s continuous efforts to resolve this matter with our Tango vendor, we were advised that the transaction could not be reversed. Unfortunately, once a funds are allocated to a specific retailer, the funds are no longer available to reverse. If Mrs. [redacted] wishes to use the funds allocated to the refund bonus then she would have to use the Amazon gift card. We sincerely apologize for any inconvenience this may have caused however, the transaction stands as valued. 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, Steana [redacted] Associate Business Analyst

Dear Revdex.com:In response to this matter, records reflect that the Tax Pro, [redacted], maintains that she did not advise Ms.[redacted] that there is no credit check for the Refund Advance and has been consistent in letting all clients know that there are certain criteria that...

[redacted] looks at in deciding the approval or denied for the Refund Advance product.   However, due to the misunderstanding and as a gesture of [redacted]-faith and to show our appreciation of Ms. [redacted]' business with H&R Block, the District General Manager, [redacted], as approved a partial refund of tax preparation fees in the amount of $100.00. The check was sent on February 25, 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. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com:In resolution of this matter, the District Manager contacted Mr. [redacted] directly and reached a mutually acceptable resolution. We would also like to apologize to Mr. [redacted] for any confusion concerning this issue. We assure you that we take the concerns of our clients...

seriously and make every effort to resolve matters thoroughly and fairly. 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 Analyst

Dear Revdex.com:   H&R Block has reviewed Ms. [redacted]’s rebuttal to our prior response. This response contains H&R Block’s final position.   We respectfully decline the request for the Peace of Mind fee refund, as the request to rescind the coverage was not made within the 7-day period allowed by the terms and conditions Mr. Heath and Ms. [redacted] signed. The recession must be specifically requested, even when a tax preparation complaint is made.   Additionally, if the fee is requested back within the 7-day period for the product, the Peace of Mind plan no longer covers the return should the IRS contact the clients regarding an issue with their return. The check for the remainder of fees was delivered to the updated address today, November 30th, 2017. We apologize for the delay, as the check was previously sent to an old address which has now been updated in our database. While we regret Ms. [redacted]’s dissatisfaction with our company, we consider all issues addressed and this matter closed. We ask that the Revdex.com note our efforts to resolve this matter thoroughly and fairly. However, if you should need anything further or have any questions, 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’s Online Support Team contacted Ms. [redacted] to further discuss this issue. Ms. [redacted] informed the representative that the issue was resolved and that her case could be closed. 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 Analyst

[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:Our tax preparer did not ask us to bring in those papers!! We did not know the insurance broker put my insurance through the market place, the taxes were prepared and sent in. The irs then asked for a new form to be returned, I had insurance for the entire year but when the tax preparer sent over the papers for us(not mentioning a fee was expected or even saying because we would be getting back almost $700 less on our taxes that H&R blocks fee would be lowered)they said we were being fined!! This lead me to believe the taxes were prepared wrong, and I just heard back from the irs finally today by letter stating that was the case and they are sending me a check for the almost $700 because of error in preparations by H&R block. So I am simply asking for the preparation fee back due to our taxes being wrong. I received a letter from H&R block stating that we owed nothing, and that was it. Like I said I have been using H&R block for years and years and I am extremely disappointed not only that our taxes were prepared wrong, then the papers the IRS requested were done wrong, we were never asked to bring in those papers and never told we may encounter extra fees for simply sending papers to the irs! And also that it took longer than 21 days it took 6 weeks to receive our taxes and now will take another 4-6 weeks to receive the almost $700 owed to us because of H&R block. If you do not issue the full refund for services rendered , I will have to take further actions myself because it is not right or fair to the customer for all of the miscommunications and wrong filing of our taxes. 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, the Office Manager contacted Ms. [redacted] directly and reached a mutually acceptable resolution. 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 this matter, Ms. [redacted] received debt collection phone calls & mail in error.  Our records indicate that Ms. [redacted] paid her tax preparation fees in the tax office, and tax preparation debt has been removed from our system. Ms....

[redacted] was also mailed a letter confirming the debt was removed from our system and she should receive it within 7-10 days. H&R Block would also like to apologize to Ms. [redacted] for any confusion this issue has caused. As a result, we consider this matter resolved and 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

[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 never received a break down on what I was charged for.  I did receive multiple calls with numerous apologies for the unprofessional conduct of their employees. I was scheduled a follow up appointment that I really didn't care for that I eventually had to cancel due to a conflict with another appointment.After a month of promises, I did receive a full refund of the amount I paid to H & R Block.  In that aspect, yes, I suppose my complaints have been resolved.Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, our investigation reflects that Mrs. [redacted]’s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with the client. Records show that Mrs. [redacted] returned...

to H&R block on 3/21/2014 with printed tax information/documents to prepare her 2013 tax return as she was previously advised during a visit on 3/10/2014 when attempting to present her personal flash drive to her tax professional, that due to compliance reasons, H&R Block could no longer pull information from the drive. The tax return was completed on 3/25/2014. Mrs. [redacted] was contacted and returned to the office on 3/28/2015 to review and sign the return. At that point, Mrs. [redacted] advised the tax professional that she thought there might be income missing. The tax professional suggested that Mrs. [redacted] hold off on filing the return to allow more time to look it over. Mrs. [redacted] did not agree and wanted to proceed with the filing of her return and indicated that if additional income was discovered at a later time then she would return to the office to have an amended return prepared. It was made clear to Mrs. [redacted], that if she returned to office to request an amended return, a fee would apply. On 3/28/2015, the first amended return was prepared to add income. Additionally, a second amended return was prepared on 7/5/2015 to add 1099-K information that was also not previously provided to the tax professional on the original return. The second amendment however, resulted in an IRS audit which the franchised office personnel attended with the client’s. The audit was conducted at the client’s place of business and revealed other income that the clients had failed to report. It was later determined that the rental income or activity from the two families that were living above the Mrs. [redacted]’s store where the audit took place, had not been included on the taxpayers returns.August of 2015, a third amended return was prepared as Mrs. [redacted] implied that the income from the 1099K was reported twice by HRB. It is the franchisees belief that the income was reported in the manner that it was provided to the tax professional and that any additional taxes, penalties or interest owed is a result of the client’s failure to report the additional income accurately and timely. If you should need anything further or have any questions, please do not hesitate to contact me. Sincerely, Quintina [redacted] Associate Business AnalystH&R Block

Dear Revdex.com, In response to Ms. [redacted] complaint, after further research although the state return was rejected it was not an H & R Block mistake. Indiana at the time of filing was not accepting electronic returns. Which was the reason why the return was flipped to paper. As a...

client service gesture, and for the inconvenience we offer the client a $75.00 discount for next year tax preparation. Ms. [redacted] should receive a coupon in the mail within the next 7-10 business days. 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] Associate Business Analyst H & R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of issuing a refund for the amount stated in the complaint. As a result, we ask that the Bureau not our current efforts to resolve Mrs. [redacted]' complaint.Sincerely,[redacted]Associate...

Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Mrs. [redacted]'s claim has been approved for the tax preparation fee requested in her complaint. The check will be sent Monday, June 15, 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 resolution to this complaint, records show that our District Office contacted Mr. [redacted] directly and have reached a mutually acceptable resolution. 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 response to Mr. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues.  Therefore, we stand by our original response dated 9/19/2017 and refer your office back to that response. While we regret that Mr. [redacted] appears to be dissatisfied with his experience, we feel our requests for additional documentation is reasonable and necessary to move forward. Sincerely, Destini *. C[redacted]Associate Business AnalystH&R Block

To revert back to the beginning of the complaint, H&R Block had [redacted]'s w-2 and then by the next morning the w-2 was gone.  [redacted] and I signed the paperwork that stated H&R Block received the w-2 the night of our appointment.  [redacted] and I reported this within the allotted time that H&R Block requires under the protection agreement, when the mistake was made and was stated to us from the State of [redacted].  H&R Block is violating their own policy and to take responsibility for their actions.
Sincerely,
[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:
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, the District Manager has contacted Mr. [redacted] to schedule a meeting to discuss the IRS letters recieved, as well as assist with contacting NY DOR to inquire about the status of the NY return. As a good-faith client service gesture, H&R Block is issuing the amount of the Child Tax Credits that would have been issued by the IRS had the initial ITIN application been accepted. The check will be sent on Friday, August 25, 2017.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyWe ask that the Bureau note our current efforts to fully resolve Mr. [redacted]'s complaint.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]