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

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,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, Mr. [redacted] visited our office on April 9, 2015 seeking tax preparation with the expectation that his fees would be half what he paid for tax preparation in the previous year, as a new client to H&R Block, per the promotion we ran from February 15, 2015 to March 15, 2015. After Mr. [redacted] expressed displeasure at the fee that he was given after tax preparation completed, we listened and did discount his return down to $280.00 as a client service gesture, as he did not qualify for the promotional price since that program had closed. We assure you that the proper office procedures were followed in this case.  In light of our above-referenced good-faith action to discount the return at the time the service was provided, we respectfully request that this case be closed by the Revdex.com. Should you have any 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, 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

Dear Revdex.com,In resolution of this matter, Ms. [redacted]’s claim has been approved for the amount of tax preparation she paid..  The check will be sent out on Thursday, June 1, 2017 by [redacted] Next Day delivery. 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 U[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 of this matter, H&R Block is currently in the process of assisting Ms. [redacted]. At her request, we are mailing requested documents to her and have advised her to contact us regarding the notices recieved. 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,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 will accept the tax refund.  I find your comment about how I misunderstood the Peace of Mind unacceptable.  YOUR tax preparation specialist was the one who brought up that I should qualify for Peace of Mind, so clearly, despite boasting about her years of experience doing taxes, she does not understand her own company's Peace of Mind Policy.  The tax preparation specialist, [redacted], assured me that not only did I qualify for the Child Care tax credit, but also that I deserved the Peace of Mind reimbursement, so it is in no way my fault or misunderstanding of the policy; it is her fault and she represents H&R Block. She also promised to research more into this issue with the IRS, but every time I sought out an update, she told me that she was busy and did not speak with the IRS yet.  The only thing that she offered, which I'm sure does not coincide with H&R Block's policies, was to do my future taxes for free until it added up to the $1,200 tax credit amount that she thought I should've received.  Not only did she make the mistake of filing for a Child Care Tax credit, but a local CPA verified that she also had other mistakes on mine and my husband's 2015 taxes.  Now, I have to go back in to H&R Block to get a second look at these taxes next week.I am convinced that had I not filed with the Revdex.com, that I never would've received any correspondence or refund.  I blame this entirely on the District Manager.  He should be meeting with his tax specialists on what the Peace of Mind policy actually covers as well as customer service because [redacted], the summer office manager, was beyond rude and disrespectful.  Please know that I will also be pursuing how she handled herself when meeting with me and my husband as well. Disgusting.
Danielle [redacted]

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 to this matter, our records reflect that,On January 20, 2016 our Emerald Financial Services Fraud Intelligence Unit was notified of possible fraudulent activity in result from Mr. [redacted]’s bill pay account being setup. Due to the...

suspicious fraudulent activity the account was closed on January 20, 2016 and will not be reopened. Should Mr. [redacted] have additional questions concerning this matter we recommend he contact our fraud department directly at ###-###-#### Monday through Sunday, 7:00am-8:00pm.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 Analy

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

[redacted]'s complaint. 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 with H&R Block products and services. While we regret Mr. [redacted] appears to be dissatisfied with his experience at H&R Block, we stand by our original response dated 8/14/2017 and we refer your office back to that response.Sincerely, Quintina M[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In response to this complaint, our digital team has attempted to reach Mr. [redacted] to address matters directly but have been unsuccessful. If Mr. [redacted] is still in need of assistance, we ask that he contact our office at the number referenced on his voicemail....

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: As I stated before, I agreed for them to review the [redacted] claims when I went to my local H&R office in March. I agreed all three times I visited the office. Once again, H&R Block is lying by stating that I refused for them to amend the taxes. I was contacted Saturday, May 7th and asked to come into the office, because the representative wanted me to provide her with the documents. I refused to come into the office, because I had already come in three times and provided them with the documentation. Additionally, I have yet to receive an explanation of charges. I have yet to receive documentation stating as to how I was given only a $50 refund for the H&R block error. My case is not concerning H&R reviewing or amending the [redacted] discrepancy, my case is involving my charges and refund. My case needs to stay open until the issue of charges is resolved.
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, In resolution of this matter, Ms. [redacted]' refund has been approved for the full amount requested in her complaint. The check will be sent out on Wednesday, March 16, 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 AnalystH&R Block

Dear Revdex.com, In resolution of this matter, our District General Manager, [redacted], contacted Ms. [redacted] directly to request a copy of the CPA invoice as well as the amendment that was prepared. As of today, March 10th, 2017 we have not received the requested...

documents. As a gesture of good faith, we would like to reimburse the cost she paid to have the amended return prepared but are unable to do so until the documents are provided by Ms. [redacted]. We ask that the Bureau note our current efforts to resolve Ms. [redacted]'s complaint.Sincerely,[redacted]Associate Business Analyst

[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:
As for the situation the result was satisfactory. I will NOT be using the services of H&R Block ever again so the "gift" certificate is superfluous. Instead I'd rather like the same amount on a card that would be compensation enough for the lack of professionalism and mishandling of my tax return and for waiting as long as I have for any response from said company. Thank you Revdex.com for the assistance in resolving 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: They are still responsible for their mistake. It's too bad that they have taken this position of not ratifying their mistake. I will have no choice but to write a negative review of how they handled this situation and report the employee to the IRS for filing fraudulent returns. 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Ms. [redacted]' claim has been approved for the amount of penalty on the IRS notice dated 12/28/15.   The check will be sent out on Thursday, July 21, 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

Dear Revdex.com,While we regret any confusions or misunderstanding of our tax preparation services that Ms. [redacted] has regarding our Online product, our review of this matter reflects that e-filing returns is not guaranteed and the price charged for the service is for use of the...

program to create tax documents that can be printed and mailed when efile is not an option. Although H&R Block is not at liberty to refund the state program fee to Ms. [redacted] for this issue, as a gesture of good faith we have refunded the entire fee she paid to have her State tax return prepared. As a result, we consider this matter resolved. We respectfully ask the Revdex.com to close this case. Sincerely,[redacted]Associate Business AnalystH&R Block