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

[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]

[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]

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, 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 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

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

[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]

[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,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

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

[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 got told the only thing H&R Block will do for me is pay the $35 interest fee. They did admit they were at fault and incorrectly filed my tax return but refuse to help pay the $1264 that is owed. I did not file my taxes incorrectly they did so why is it now my responsibility to pay the full amount due. I paid for a service costing me $236 and they didn't enter in one off my W-2's. I have been told by a manager and General manager that yes they did forget to enter in my W-2 but the best they could do for me was to pay the $35 and offer to do this years taxes for free.  I have already filed my taxes for this year and I do not feel comfortable with H&R Block filing since they failed to do their job last time. I DO NOT feel like this a fare offer they should have to pay the $1264 since it is their mistake.
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, Our records reflect that in accordance with H&R Block’s Peace of Mind® Extended Service Plan, a claim was submitted on our client’s behalf for both the 2013 and 2014 tax years. Mrs. [redacted] received an Audit Tax Authority Notice for Tax year 2013 stating that...

student loan interest deduction and employee business expenses were being audited. We assisted Mrs. [redacted] with the audit and as a result the IRS disallowed business expenses on both the 2013 and 2014 tax returns suggesting that the tax payer was unable to support whether the expenses were paid during the tax year or whether the expenses were ordinary and necessary for the job. However, further review of the 2013 tax return reflects overly stated student interest that resulted in a balance due. This was not an issue on the 2014 return. As such, the 2013 claim for tax liability, interest and penalty as it relates to the overly stated interest, has been approved. Mrs. [redacted] can expect to receive payment via UPS Next Day delivery Saturday March 5, 2016. Tracking number is as follows: [redacted] 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, Steana W[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

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

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

[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]

[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 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

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