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
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:Hi [redacted] ! I thought this was resolved, but H&R Block never refunded my money and then the IRS charged me $for late fees! I called H & R Block last November and spoke to a man there who said they would refund me, and that the check would take several weeks - it never cameI just called H & R Block and waited on hold for exactly one hour before hanging upDo I need to start a complaint file all over again from the beginning, or is there a way to tag it to this closed file? 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]
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:I would like to reserve my acceptance until the commitment is metThe initial answers I received from the local representative, Lisa Fox, made me uncomfortable that this issue would be resolved.The response indicates that a check for the refund will be sent on September 25thIt has not arrived at my home yetI have contacted the IRS who stated that the letters are on the wayI also called the Tax Department in Maine and they are sending letters as wellNew York sent my refund but has not sent a letter so I am assuming there will not be one from them but will call anyway to check.It's not that I am rejecting the responseI would feel much more comfortable seeing the whole process through before I officially accept it Regards, [redacted]
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:I reject this response because they are not attempting to correct this issueI was offered a check of $The correct amount would be $I will accept nothing less and I am willing to take this as far as I need toI am not the only one with a complaint against this companyIf there would have not been a mistake by H&R Block the IRS would have been released my moneyBevBeca H&R Block made a mistake, my refund has been delayed; solely because of H&R BlockThey are responsible and should refund my fess in the amount of $Nothing less than that will be acceptedI will be paying reviews everywhere I see H&R Block online and will submit my complaint to my local news station so they can investigate why H&R Block is overcharging customers and messing up refundsThis has caused a financial hardships and I have had to request a Tax AdvocateH&R Blocks refusal and blatant denial of THEIR mistake has caused me this hardship and I request my fees of $returned to me and I will not stop until they areRegards, [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 acceptable compensation for the tax preparer's error of the taxesHowever, any additional findings or any matters brought through civil suits due to new information or additional errors found on taxes for year taxes or any other year by State or Federal government or IRS will not be included in this acceptance dated Jul and HR Block, or corrected spelling as necessary, can and may still be held liable to pay damages Regards, [redacted]
Dear Revdex.com:In resolution of this matter, H&R Block is currently in the process of assisting Ms***Our records indicate that Ms [redacted] meet with Mary [redacted] on January 24, regarding the tax preparation fee refundThe check for the amount of the tax preparation fee Ms [redacted] paid to have her taxes prepared was sent on January 27, 2017.In addition, Ms [redacted] and Ms [redacted] discussed, Ms [redacted] requests that Ms [redacted] supplies H&R Block with a notice from the IRS indicating penalties and interestMs [redacted] has also requested that when and if Ms [redacted] receives a notice from the State of Missouri, she will need to provide that to Ms [redacted] to review as well Ms [redacted] also fulfilled Ms***'s request to have their discussion topics provided to her in written form.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***'s complaint.Sincerely, [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.] 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 The payment should be sent to: [redacted] 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, our records reflect that Ms***'s return was assigned to the Tax Professional of her choice and she was able to submit her return for review on February 16, While we regret Ms***'s dissatisfaction with the Best of Both process, which was a known system issue on H&R Block's side, we have refunded the total she already paid to use the serviceThe refund will be processed back to the same card used to make the purchase within 3-business daysAs for Ms***'s request for additional monetary compensation, H&R Block must respectfully decline this requestWe respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, Ms***’s refund is being granted for the full amount requested in this complaint of $ This check was mailed out to the client today, 4/7/2016.As a result, we consider this matter resolvedWe 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 fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely,Jennifer S [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In response to this matter, I contacted directly with Mrs [redacted] We sincerely regret and apologize for the experience and understand Mrs [redacted] 's remaining dissatisfaction with H&R Block.We trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely,Michelle B***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 responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because: Regards, [redacted] I am still very unsatisfied how H and R block handled this situationI feel as if I was taken advantage of They very unprofessional and I will take this further if I have toEven the representative that called me yesterday was rudeBlaming the IRS not Hand R block taking my returnI realize I am only one person but I will make sure I relay all this to anyone that needs any Tax helpI will never go the ANY H and R Block and will tell everyone I can in any way I canI have a email stating from the IRS that nothing was applied to my Federal tax debt from which I was supposed to get back which again disappeared Just horrible business practicesThank you [redacted]
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: On February 2015, I filed both State and Federal income taxes with H&R Block in [redacted] , [redacted] .After about days of waiting, I called the [redacted] Department of Revenue to inquire about my refundI was told that they needed my W2’s or 1099R’s to complete the filing of my taxes as they did not receive them from H&R Block.I explained to her that my [redacted] refund could not be finalized because they did not receive my W2’s or 1099R’s to complete my taxes I am retired and most of my statements are 1099R’s She stated that she would check on itLater when she called me back, she then told me that I had to do this myself as it was not their jobShe was very rude and belligerent about the matter.This is the third time that I have demonstrated their error, however they do not seem to understand the complaint nor do they wish to It seems like H & R Block is not sincere in trying to resolve this matterI would like to file formal complaint against this company and post it on your website that this is a bad company Regards, [redacted]
Dear Revdex.com,In resolution to this matter, records reflect that Ms [redacted] was contacted and a mutually acceptable resolution has been reachedAs a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve maters thoroughly and fairlySincerely, Quintina M***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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: I haven't heard back from their franchise office yetIt has been more than days since H&R block told me that their franchise office will contact me.H&R block should realize that their customers' time is important and they cannot wait so long (>days) to hear back from a franchise office Regards, [redacted] ***
Dear Revdex.com,In response to this complaint, we regret any confusion or misunderstanding that Ms [redacted] may have as it relates to this matterHowever our records show that Ms [redacted] did not purchase H&R Block’s Peace of Mind® Extended Service Plan and therefore the Warranty does not apply in this caseH&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 Ms [redacted] case by reimbursing interest and penalties that was assessed for both State and Federal tax returns.Our records reflect that Ms [redacted] has received a total of three checksTax preparation fees were paid on 1/27/Penalties and Interest assessed on the Federal return was paid on 1/27/Interest assessed on the [redacted] State return was paid on 12/12/Records show that on several different occasions we requested the original tax notice from Ms [redacted] in which she failed to provideThe claim was eventually closed until the requested documents and/or information was receivedThe alternative to not having the document was that we contact the Baltimore [redacted] Controller’s Office directly on Ms [redacted] behalf to verify the assessed amountIt was then we were able to obtain the correct amount of interest only that was due from the tax payer’s original tax notice as there had been no penalties assessed at that timePlease be advised that penalty and interest is paid from the initial date of discoveryIt is our belief that Ms [redacted] has been made whole in this case and that there is no further due diligence on our partAs such, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyWe respectfully ask the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, [redacted] Associate Business AnalystH&R Block
Dear RevDex.com,In response to this matter, the District General Manager contact Mr. [redacted] directly and reached a mutual 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
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because: The W-information for myself was clearly entered using my name and social security numberMy spouse's W-informationwas clearly entered using her name and her social security numberAny calculations using W-information should be based on the name and social security numberused to enter the data.The H & R Block response states " When Mr [redacted] was submitting information for his spouse’s W-2, he left his name selected and checked the box stating “Name doesn’t match W-2”, then entered the W-information for his spouse."After I entered the W-information for myself there was not an option to change to my spouse's nameThe only logical action when entering her W-informationwas to select the box stating "name doesn't match W-2", which I did.I reiterate, my W-information and my spouse's W-information was clearly entered using the appropriate names and social security numbers.For H & R Block to say that the W-information was entered incorrectly is without merit and they seem to be hiding behind a flaw in the way theycreated the design of the W-data entry.If H & R Block truly stands behind their tax preparation software they should reimburse me the extra $1,I paid the IRS due to the interminglingof my and my spouse's W-data.Regards, [redacted]
Dear Revdex.com,In further review of this matter, we have made an executive decision to refund Mr [redacted] ’s tax preparation fees as a client service gestureThe check will be mailed via UPS overnight with a delivery date of 11/3/2017.Additionally, please note that the mention of one, Mrs [redacted] was a typo and should not have been referenced in this complaint We sincerely apologize for Mr [redacted] ’s experience and hope that our efforts to resolve this matter will restore his faith in our companySincerely, Quintina M***Associate Business AnalystH&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
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:Hi [redacted] ! I thought this was resolved, but H&R Block never refunded my money and then the IRS charged me $for late fees! I called H & R Block last November and spoke to a man there who said they would refund me, and that the check would take several weeks - it never cameI just called H & R Block and waited on hold for exactly one hour before hanging upDo I need to start a complaint file all over again from the beginning, or is there a way to tag it to this closed file? 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]
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:I would like to reserve my acceptance until the commitment is metThe initial answers I received from the local representative, Lisa Fox, made me uncomfortable that this issue would be resolved.The response indicates that a check for the refund will be sent on September 25thIt has not arrived at my home yetI have contacted the IRS who stated that the letters are on the wayI also called the Tax Department in Maine and they are sending letters as wellNew York sent my refund but has not sent a letter so I am assuming there will not be one from them but will call anyway to check.It's not that I am rejecting the responseI would feel much more comfortable seeing the whole process through before I officially accept it Regards, [redacted]
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:I reject this response because they are not attempting to correct this issueI was offered a check of $The correct amount would be $I will accept nothing less and I am willing to take this as far as I need toI am not the only one with a complaint against this companyIf there would have not been a mistake by H&R Block the IRS would have been released my moneyBevBeca H&R Block made a mistake, my refund has been delayed; solely because of H&R BlockThey are responsible and should refund my fess in the amount of $Nothing less than that will be acceptedI will be paying reviews everywhere I see H&R Block online and will submit my complaint to my local news station so they can investigate why H&R Block is overcharging customers and messing up refundsThis has caused a financial hardships and I have had to request a Tax AdvocateH&R Blocks refusal and blatant denial of THEIR mistake has caused me this hardship and I request my fees of $returned to me and I will not stop until they areRegards, [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 acceptable compensation for the tax preparer's error of the taxesHowever, any additional findings or any matters brought through civil suits due to new information or additional errors found on taxes for year taxes or any other year by State or Federal government or IRS will not be included in this acceptance dated Jul and HR Block, or corrected spelling as necessary, can and may still be held liable to pay damages Regards, [redacted]
Dear Revdex.com:In resolution of this matter, H&R Block is currently in the process of assisting Ms***Our records indicate that Ms [redacted] meet with Mary [redacted] on January 24, regarding the tax preparation fee refundThe check for the amount of the tax preparation fee Ms [redacted] paid to have her taxes prepared was sent on January 27, 2017.In addition, Ms [redacted] and Ms [redacted] discussed, Ms [redacted] requests that Ms [redacted] supplies H&R Block with a notice from the IRS indicating penalties and interestMs [redacted] has also requested that when and if Ms [redacted] receives a notice from the State of Missouri, she will need to provide that to Ms [redacted] to review as well Ms [redacted] also fulfilled Ms***'s request to have their discussion topics provided to her in written form.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***'s complaint.Sincerely, [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.] 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 The payment should be sent to: [redacted] 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, our records reflect that Ms***'s return was assigned to the Tax Professional of her choice and she was able to submit her return for review on February 16, While we regret Ms***'s dissatisfaction with the Best of Both process, which was a known system issue on H&R Block's side, we have refunded the total she already paid to use the serviceThe refund will be processed back to the same card used to make the purchase within 3-business daysAs for Ms***'s request for additional monetary compensation, H&R Block must respectfully decline this requestWe respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, Ms***’s refund is being granted for the full amount requested in this complaint of $ This check was mailed out to the client today, 4/7/2016.As a result, we consider this matter resolvedWe 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 fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely,Jennifer S [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In response to this matter, I contacted directly with Mrs [redacted] We sincerely regret and apologize for the experience and understand Mrs [redacted] 's remaining dissatisfaction with H&R Block.We trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely,Michelle B***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 responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because: Regards, [redacted] I am still very unsatisfied how H and R block handled this situationI feel as if I was taken advantage of They very unprofessional and I will take this further if I have toEven the representative that called me yesterday was rudeBlaming the IRS not Hand R block taking my returnI realize I am only one person but I will make sure I relay all this to anyone that needs any Tax helpI will never go the ANY H and R Block and will tell everyone I can in any way I canI have a email stating from the IRS that nothing was applied to my Federal tax debt from which I was supposed to get back which again disappeared Just horrible business practicesThank you [redacted]
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: On February 2015, I filed both State and Federal income taxes with H&R Block in [redacted] , [redacted] .After about days of waiting, I called the [redacted] Department of Revenue to inquire about my refundI was told that they needed my W2’s or 1099R’s to complete the filing of my taxes as they did not receive them from H&R Block.I explained to her that my [redacted] refund could not be finalized because they did not receive my W2’s or 1099R’s to complete my taxes I am retired and most of my statements are 1099R’s She stated that she would check on itLater when she called me back, she then told me that I had to do this myself as it was not their jobShe was very rude and belligerent about the matter.This is the third time that I have demonstrated their error, however they do not seem to understand the complaint nor do they wish to It seems like H & R Block is not sincere in trying to resolve this matterI would like to file formal complaint against this company and post it on your website that this is a bad company Regards, [redacted]
Dear Revdex.com,In resolution to this matter, records reflect that Ms [redacted] was contacted and a mutually acceptable resolution has been reachedAs a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve maters thoroughly and fairlySincerely, Quintina M***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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: I haven't heard back from their franchise office yetIt has been more than days since H&R block told me that their franchise office will contact me.H&R block should realize that their customers' time is important and they cannot wait so long (>days) to hear back from a franchise office Regards, [redacted] ***
Dear Revdex.com,In response to this complaint, we regret any confusion or misunderstanding that Ms [redacted] may have as it relates to this matterHowever our records show that Ms [redacted] did not purchase H&R Block’s Peace of Mind® Extended Service Plan and therefore the Warranty does not apply in this caseH&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 Ms [redacted] case by reimbursing interest and penalties that was assessed for both State and Federal tax returns.Our records reflect that Ms [redacted] has received a total of three checksTax preparation fees were paid on 1/27/Penalties and Interest assessed on the Federal return was paid on 1/27/Interest assessed on the [redacted] State return was paid on 12/12/Records show that on several different occasions we requested the original tax notice from Ms [redacted] in which she failed to provideThe claim was eventually closed until the requested documents and/or information was receivedThe alternative to not having the document was that we contact the Baltimore [redacted] Controller’s Office directly on Ms [redacted] behalf to verify the assessed amountIt was then we were able to obtain the correct amount of interest only that was due from the tax payer’s original tax notice as there had been no penalties assessed at that timePlease be advised that penalty and interest is paid from the initial date of discoveryIt is our belief that Ms [redacted] has been made whole in this case and that there is no further due diligence on our partAs such, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyWe respectfully ask the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, [redacted] Associate Business AnalystH&R Block
Dear RevDex.com,In response to this matter, the District General Manager contact Mr. [redacted] directly and reached a mutual 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
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because: The W-information for myself was clearly entered using my name and social security numberMy spouse's W-informationwas clearly entered using her name and her social security numberAny calculations using W-information should be based on the name and social security numberused to enter the data.The H & R Block response states " When Mr [redacted] was submitting information for his spouse’s W-2, he left his name selected and checked the box stating “Name doesn’t match W-2”, then entered the W-information for his spouse."After I entered the W-information for myself there was not an option to change to my spouse's nameThe only logical action when entering her W-informationwas to select the box stating "name doesn't match W-2", which I did.I reiterate, my W-information and my spouse's W-information was clearly entered using the appropriate names and social security numbers.For H & R Block to say that the W-information was entered incorrectly is without merit and they seem to be hiding behind a flaw in the way theycreated the design of the W-data entry.If H & R Block truly stands behind their tax preparation software they should reimburse me the extra $1,I paid the IRS due to the interminglingof my and my spouse's W-data.Regards, [redacted]
Dear Revdex.com,In further review of this matter, we have made an executive decision to refund Mr [redacted] ’s tax preparation fees as a client service gestureThe check will be mailed via UPS overnight with a delivery date of 11/3/2017.Additionally, please note that the mention of one, Mrs [redacted] was a typo and should not have been referenced in this complaint We sincerely apologize for Mr [redacted] ’s experience and hope that our efforts to resolve this matter will restore his faith in our companySincerely, Quintina M***Associate Business AnalystH&R Block