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

Dear Revdex.com, In response to this matter, we have worked with the local district manager, [redacted], to ensure that all H&R Block policies and procedures are followed to best compensate Ms. [redacted] based on her situation. At this time we are issuing one check to Ms....

[redacted] for the other 50% of her preparation fees as well as one check for a penalty and/or interest amount assessed because of the error made by H&R Block tax professional. These two checks have been mailed out today 9/27/16 via UPS overnight mail to the address provided by Ms. [redacted] 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 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, Jennifer S[redacted]Associate Business AnalystH&R Block

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

compliant. 
Sincerely,
[redacted]
Associate Business Analyst
H&R Block

Dear Revdex.com,In review of this matter, it is our belief that a full reimbursement of tax preparation fees are warranted in this case. We are in the process of refunding the difference of what Ms. [redacted] has yet to receive. We ask that the Bureau note our current efforts to...

resolve Ms. [redacted]’s complaint.  Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, we sincerely apologize for Mr. [redacted] experience with our company this past tax season and agree that a full fee reimbursement is warranted in this case. Mr. [redacted] can expect to receive a check for the remainder of his tax preparation fees...

in 7 to 10 days. We hope that our efforts to address this situation will restore Mr. [redacted] faith in our company. 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 Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because:
Hello, I apologize for not responding regarding my complaint with H & R Block. I did receive a phone call from them. The man I spoke with took down some notes from me on the situation. Then told me he would contact me within a couple days. He called me back three days later. He then told me that the money that had been stolen from my account was never supposed to be there anyway, because they accidentally reimbursed me twice. So I called them back the next day and asked that they mail me all of my transactions so I can take a look at everything. I have yet to receive anything from them. I even told the gentlemen that they never even credited all of what had been stolen from me the first time I had this happen. But it looks like I won't get anywhere with this. It has become a very stressful and overwhelming fight. Also, I don't know if you would be able to help me on this, but I figured it's worth a shot. When my card was stolen, and money was taken out from an atm machine. It was done so at a casino from one of their key bank atm machines. The detectives who worked on my case are telling me that those atm machines do not have surveillance cameras so they can't charge the person responsible with anything. So I contacted key bank in hopes that they could verify this for me. The person I spoke with would not tell me because I do not bank with them and said he would only further look into it if a police officer or detective had asked for this information. So that wouldn't help because the detectives are saying they don't. Could I set up a complaint on key bank or would it be pointless? I just don't believe that an atm machine wouldn't have a surveillance camera, especially at a casino. Thank you, and sorry if all this information is hard to understand, or is off subject. I'm just really upset with how everything happened.
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 Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because: business has not yet replied to my complaint. Called today and they have no records of my complain. After talking with Jim from H&R block he said will investigate again. I am still waiting H&R block to return my money for a job never done
Regards,
[redacted]

Dear Revdex.com,In research of this matter, our records reflect that Mr. [redacted] was unable to produce a receipt as proof of payment which is required per the terms and conditions of the "Pay us half what you paid them" promotion. Mr. [redacted] did not qualify for the promotion and therefore,...

it is our belief that the client was charged appropriately for the services provided. We sincerely regret any misunderstandings that Mr. [redacted] may have had as it relates to the promotion. 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,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our investigation reflects that Mr. [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.However, after a review of this matter, records...

reflect Mr. [redacted] spoke to [redacted] by phone and during the conversation, Mr. [redacted] offered the following to Mr. [redacted]: 1.) Mr. [redacted] could drop off his paperwork so that Mr. [redacted] could complete the return; 2.) Mr. [redacted] offered to drive to [redacted] and complete the return if Mr. [redacted] could return to the office in approximately two hours and 3.) Mr. [redacted] could complete the return with another tax professional with a discounted rate, but not a free return. Mr. [redacted] respectfully declined all of the options provided by Mr. [redacted].As the return did not get discounted at the time of preparation, Mr. [redacted] further offered a discount on next year's return but Mr. [redacted] also declined that offer. While we regret Mr. [redacted]'s dissatisfaction with the services that were provided, it is the Franchisee Associate, [redacted], belief that Mr. [redacted]'s appointment time was honored by another highly qualified tax professional on time and without error and therefore does not qualify for a refund of the tax preparation fee due to the service provided. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. 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: 11872774
I am rejecting this response because:As stated in their response: There are two years we are complaining about: (A 2011 complaint for a 2010 issue) and                                                                                                               (A 2016 complaint for 2013 's issue)2010's Fees were refunded in 2011. But, the $1,100 I paid for their mistake was not refunded. In 2016 I was notified about a 2013 issue! One of the scheduled calls was on the 31st of August. I came out of the movie theater to get reception. I also downloaded the file to request conciliation conference documents to bring to the appointment as suggested in our second scheduled phone call. There is a $315. fee for filing  that I am due since the error is/ was valid. They made the mistake!A membered rep. was called! Mr. [redacted]ory [redacted] . He attempted to reimburse the fees after reviewing this issue and was stopped by Ms. [redacted].This woman put a teenager on the phone, posing as a manager to give the final decision to pay nothing! No fees or the cost of the fine; Which at that time was $491.00 for the state. The application fees for Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, Mr. [redacted]'s request for his rebate amount to be honored is being fulfilled. Mr. [redacted] should receive a check within 7-10 business days in the amount of $10.To further investigate the issue, we have engaged our Knowledge & Process...

Management team to assist in researching why this may have happened so that this error with processing of rebates does not occur in the future. We are hoping to have a fix in place for tax season 2018. 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

[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: H&R Block is lying.  I have responded to every e-mail H&R Block has sent me, but H&R never replies.This is a simple issue.  They just need to answer one question.  Did H&R Block fix my taxes or not?  
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, Ms. [redacted]'s E- Gift Card has been forwarded to our client's email address accordingly. As such, we consider this matter resolved. Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com:   In response to the complaint, we recently tried to call Mr. [redacted] at the numbers provided in the complaint, but were unable to make contact and were advised that no one by his name lived at the residence.  If Mr. [redacted] could please contact our District...

General Manager, [redacted] directly at ###-###-####, we would be happy to further assist him and hear any concerns he may have. Otherwise, we are unable to further investigate this matter.   We ask that the Bureau note our above-referenced efforts to contact Mr, [redacted] to discuss his complaint.   Sincerely, Michelle U[redacted] Associate Business Analyst H&R Block

Dear Revdex.com, Our records reflect that Mr. [redacted]’s Federal returns for 2012 and 2013 had errors in regards to reimbursable expenses by Mr. [redacted]’s employer.  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.  It is our belief that we have done so in this case by amending the tax return to accurately reflect the appropriate information, as well as paid the tax liability and resulting penalties and interest in accordance with H&R Block’s Peace of Mind Extended Warranty Agreement. We have mailed checks to Mr. [redacted], sent [redacted] overnight on 5/10/16. 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,In response 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 our client.Records reflect that the franchise office...

contacted Mrs. [redacted] directly to address her concerns. It was explained to Mrs. [redacted] that H&R Block cannot be held liable in a domestic dispute and therefore, must be settled between the Taxpayer and Spouse.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,[redacted]Associate Business AnalystH&R Block ?

Dear Revdex.com,In resolution 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]...

complaint. Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, the District General 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 resolution of this matter, Mr. [redacted]’s claim has been approved for the overdraft amount requested in his complaint as the tax preparation fees have .  The check will be sent out for delivery to the H&R Block District office located at:[redacted]...

[redacted]Mr. [redacted] is advised to contact the office directly at ###-###-#### to schedule a date and time that works best for him to come in to pickup the check and sign the Release of Claim form. 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, Mr. [redacted]'s claim has been approved for the full amount requested in his complaint. The check was sent on Friday, May 29, 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 this matter, our investigation reflects that Ms. [redacted] complaint is against a franchise office which has the responsibility to resolve this matter with your office and directly with the client.   Records reflect that the franchise...

office had been working closely with Ms. [redacted] on this matter but as of late last year it was determined that they had exhausted all steps to assist Ms. [redacted].  Ms. [redacted] had her 2013 tax return prepared in April 2014.  At that time, Ms. [redacted] elected to have her anticipated refund from both the IRS and the State of [redacted] directly deposited into her bank account. Records reflect that Ms. [redacted] gave her tax professional the bank account information (routing number and account number) and confirmed it when she signed the paperwork associated with the tax return.   When Ms. [redacted] made her tax professional aware of the delay in her getting her refund her tax professional contacted the IRS and the State of [redacted], and also researched what bank the funds might have been sent to in error.  Due to the involvement of multiple government agencies and banks the situation had become time consuming and very complicated. The franchise office had been working on Ms. [redacted]’ behalf to trace the whereabouts of the funds for over a year, including researching the Code of Federal Regulations.  Ms. [redacted] is aware of the steps that were taken on her behalf, and has also been advised on other steps that she could take on her own.  According to the franchisee, there is nothing more that his office can do at this point as this matter is now in the hands of the governmental agencies and once the investigation is complete Ms. [redacted] will be notified.  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, [redacted]Associate Business AnalystH&R Block