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

Unfortunately, that is inaccurate. I did receive correspondence from the State and [redacted], however, I revised my tax return myself, and worked with the various tax departments to resolve the issues. [redacted] did send me his revised version but I had already worked with the State before anyone from HR Block contacted me.  I did later speak with [redacted] because I wanted my tax documents back. I could not receive them at the time of completion because Ms. [redacted] did not know how to work the copier by simply adding paper to it. [redacted] then mailed the documents to my employer, at my request, and I am in receipt of these documents. This lack of organization is further evidence that the company is not in tune with its own employees. I have worked with the State and [redacted] myself to ensure my 2014 and 2015 taxes came out properly - after my experience with Ms. [redacted] and [redacted]. 
Complaint: [redacted]
I am rejecting this response because:
Regards,
[redacted]

Dear Revdex.com,In response to this matter, our investigation reflects that Ms. [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. I resolution of this matter, the Franchisee...

[redacted], spoke with Ms. [redacted] on July 13, 2014 and apologized for the inconvenience that was cause to her and expressed his appreciation for her feedback regarding the appointment setting system. Mr. [redacted] assured her that improvements to the client experience will be made based on her feedback. Due to the inconvenience caused to Ms. [redacted] and as a client service gesture, the Franchisee thanked her for her business and will be sending her a gift certificate for a free return, in hopes that she will allow H&R Block to serve her in the future. 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 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 complaint, our records reflect that our district office has attempted to reach Ms. [redacted] by phone but have been unsuccessful. Ms. [redacted] is alleging that an error occurred on her original tax return prepared by H&R Block. We have advised Ms. [redacted]...

it would be necessary that she returns to the tax office and allow us to review her tax documents; if an error was made we are committed to making the situation right. Therefore, if Ms. [redacted] remains interested in moving forward we ask that she contact the district office at [redacted] and schedule an appointment.   We ask that the Bureau note our current efforts to address Ms. [redacted] complaint. Sincerely, [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 compliant. The check has been sent today, February 26, 2015 by regular mail. As a result, we consider this matter resovled. 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. Sincerely,[redacted]Associate Business AnalystH&R Block

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

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

Dear Revdex.com,In resolution of this matter, District General Manager, [redacted], contacted Ms. [redacted] directly and reached a mutually acceptable resolution of amending the return at no cost to Ms. [redacted]. 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

[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.
H&R Block took full responsibility for total 2015 tax liability and sent check for lien amount of $2,681.00. Payment was sent overnight mail on 11/10/2017. I was also reimbursed for filing fees, accrued Penalties and Interest. I am very satisfied.
Regards,
Michael S[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:
I appreciate your help in this matter. [redacted] is lying!!!! he told me he would get the ladies at the office to use a coupon (which they did not have any). I was not going to leave my paperwork for someone I did not know to screw around with. He never offered a "discount" on next years taxes. [redacted] never suggested that I come back 2 hours later. I understand this is he said/she said and I am fighting a losing battle. the ladies at the office offered me a discount at the register IF I paid cash. I was not comfortable doing that. so I know this is going nowhere cause [redacted] is lying to the owner who has to beleive him. thanks again for your help
Regards,
[redacted]

Dear Revdex.com,In resolution to this complaint, we sincerely regret Mr. and Mrs. [redacted]'s experience with us this past tax season and agree to refund the client's tax preparation fees for the service provided. Mr. [redacted] suggest he would be willing to return the $150...

check in exchange for a full refund of his tax preparation fees. In our efforts to make our client whole in this case, we recommend Mr. [redacted] keep the check that he already has in his possession. We are processing a second check for $133 which is the difference of his tax preparation fees. We ask that our client allow atleast 3 to 5 business days for processing.  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 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 response. If no reason is received your complaint will be closed as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: I [redacted] did business H&R Block not the bank u need to resolve this with the bank and get me my [redacted] refund the game is over u have the nerve to tell me I need to work it out with the bank spoke to bank multiple times and there tellin me that H&R Block is the one that needs to work with bank to release these funds back for some reason u think it's ok to tell customers what u want to well u ain't gonna tell me what u want to and think is ok one way or another I will get my refund from H&R Block it might not be today or tomorrow but I promise u I will get My money pay attention                                                                   JG ????
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:
The district manager and I did not come to a mutual agreement.  He only refunded me 125.00 of the orginal amount I had requested, which was the full amount of my tax prep fees.  He felt that was was fair enough, I did not.I went through so much unnecessary stress to attempt to get my taxes done correctly.  The ** only refunded the 125.00 because he said that "h&r block is standing behind the federal return that was done correctly."  Yes, it was...after I basically walked my tax professional where to put what number where on the computer, along with many other customer service issues.  I never should have been told it was my fault.  Ever. I was told by the DM that he did not know that I had contacted the b.b.b, and he said that his refund decisions usually stand, but he has never dealt with a b.b.b complaint, and corporate may decide to do more. So I am still asking for the whole refund amount.
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter and in accordance with H&R Block's Standard Guarantee which is complimentary with every tax return we prepare, our records reflect that Mr. [redacted] received interest on both the federal and state 2014 and 2015 tax years respectively. Per...

our company's policy to reimburse upon receipt of the 1st notice from the taxing authority, it was explained to Mr. Nordich that if the tax liability was not paid in full by the date of that notice, he would be responsible for any additional penalties and interest assessed. In addition to the reimbursement of interest, the client’s tax preparation fees were also refunded as a client service gesture. As such, we consider this matter resolved. We deeply regret Mr. [redacted]'s dissatisfaction with our service and sincerely apologize for any inconvenience or frustration he may have experienced.Sincerely, Quintina M[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.]
I also tried to cancel this. I wrote the Revdex.com saying it had been resolved! Sorry 
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 response to Mr. [redacted]’s rebuttal, our records reflect that the client’s ITIN issue was corrected and has been mailed to the Internal Revenue Service (IRS) for processing. If there are any further concerns relating to the ITIN application, we encourage Mr. [redacted] to contact his local H&R Block office for assistance. Otherwise, it can take several months for the IRS to review and issue an ITIN. In our efforts to make amends in this situation, we have reimbursed tax preparation fees and approved Mr. [redacted]’s request to be compensated for the Child Tax Credit that was not granted by the IRS due to the ITIN issue. As for Mr. [redacted]’s request to receive compensation for time and efforts spent addressing this matter, we must respectfully deny that request.  Sincerely, Quintina M[redacted] Associate Business Analyst H&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 will be mailed out on Wednesday, January 19, 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

[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]. The resolution (a full refund) is satisfactory to me --only when the business actually sends me the refund that was verbally promised during my telephone conversation on March 27, 2015. As of today, April 3, 2015 a refund has not been received from the business.I reserve the right to reopen this complaint if the refund from the business is not received by April 17, 2015.
Regards,
[redacted]

Dear Revdex.com, While we regret any confusion or misunderstanding Ms. [redacted] may have experienced regarding our tax preparation services, our review reflect that Ms. Shaputie selected a Refund Deposit Account ("RDA"). A RDA is a bank deposit product that enables those who select it to...

direct the payment of the tax preparation, software, outstanding debt and other fees from their income tax refund. In accepting the RDA terms and conditions, Ms. [redacted] directed and agreed that amounts received from her tax refund would be used to pay debt owed to us. As such, we applied the [redacted] State refund amount to the fees owed for tax preparation. I have attached the application form that is presented to any client who selects and RDA as well as the RDA Disclosure Ms. [redacted] would have received when she completed her returns. However, should you have additional questions or concerns, please do not hesitate to contact me.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. As of March 14, 2017 a letter was forwarded to Ms. [redacted]' mailing address advising her to contact our District General Manager Tammy Olson directly at ###-###-####. Should...

Ms. [redacted] contact Ms. Olson via this information, we will be happy to further assist her and address any concerns she may 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 UrieAssociate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our investigation reflects that Ms. [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. However, records reflect that the franchise...

office contacted Ms. [redacted] directly to address the complaint in detail. It was explained to Ms. [redacted] that the H&R Block promotion “Pay us half of what you paid them" does not apply in this case. Ms. [redacted] went into the tax office to have her taxes prepared on February 11, 2015 however; the promotion did not begin until February 15, 2015.We sincerely regret any misunderstandings that Ms. [redacted] has as it relates to the promotion but must respectfully deny her request for a 50% refund. 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 of this matter, the District Manager contact Mr. [redacted] directly and reached a mutually acceptable resolution. The check for the amount discussed with the District Manager will be sent on Thursday, May 14, 2015. 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