[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 As I mentioned in my letter, Ms [redacted] told me that the end of the [redacted] end of the year statement that my husband submitted was not sufficient even though the earned dividends for were disclosed She said that I needed the 1099-DIV Forms for She gave me the account numbers and her fax numbers so that [redacted] could send her the information immediately I had them fax to her the same day in a matter of an hour or so If Ms [redacted] needed the 1099-DIV Forms, she could have asked my husband to have [redacted] fax them to her in the same manner she had me do it I know my husband would have done that right away He was very responsible and careful about these thingsBut unfortunately, he is not alive to defend himself Furthermore why did Ms [redacted] process those forms as completed if she knew that dividends earned had not been declaredMy husband trusted that these tax forms had been completed correctly And for added protection, he had purchased a "peace of mind" contract A mistake concerning the same dividends was also made in Even thought the dividend forms were submitted to HR Block They neglected to report the dividends I had to pay $2,which included penalties Now, I have to wait at least weeks for HR Block to reimburse me The person who completed these taxes is no longer with them My husband and I have been HR Block customers for years We have recommend quite a few customers to them, including our sons I guess a few less customers means nothing to them Sincerely, [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 review of this matter, our records reflect that Mrs [redacted] applied for the H&R Block Emerald Advance line of credit offered by H&R Block Bank and was approved on 1/05/Emerald Advance payments are due on or before the payment due date; atleast the minimum payment must be paid every month until the balance is completely payed down by the required date of February 15th of each yearAs per the terms and conditions of the H&R Block Emerald Advance line of credit, interest accrues daily and post monthlyIn this case, we confirm that Mrs [redacted] was charged the amount of interest applicable to the Emerald Advance line of credit of which she was approvedIn further research of this matter, our records reflect that Mrs [redacted] chose to file her return using the online version that best fit her specific tax needs, the H&R Block Basic for $ As with any of our online products or H&R Block Software, once a tax return is complete, our clients are given the option to elect how they prefer to receive their tax refund if/when applicableOur records show that the Emerald Card option was elected during the online preparation and filing of Mrs***’s tax return We sincerely apologize for any misinformation or misunderstandings that Mrs [redacted] may have about the Emerald Advance line of creditHowever, at this time we must respectfully decline Mrs***’s request for a refund of interest in the amount of $and $which she paid to file her taxes as it is our belief that the interest was accessed to the account appropriately and that the online product used to prepare the return was filed accordinglyShould Mrs [redacted] remain interested in removing her funds from the Emerald Card, she may contact our Emerald Card team at ###-###-#### and request to transfer her funds to an outside banking institution without accruing any additional fees and upon completing a transfer formWe 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, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In resolution to this matter, our records reflect that Mr [redacted] 's online return was in a pending status after being submitted to the IRS through the e-file processAs such, an email has been verified as sent to Mr [redacted] 's correct e-mail address on February 25, 2016, which advised Mr [redacted] to contact us for further verification about his returnFurther, records indicate that we did not receive a callback from Mr [redacted] .However, in response to this complaint, Mr [redacted] 's return was released and submitted to the IRS on April 28, and records show that the IRS accepted the return and has released the refund dueIn an effort to make amends, and as gesture of good faith for any inconvenience, we refunded the entire tax preparation fee to Mr [redacted] While we sincerely regret that Mr [redacted] is dissatisfied with our services, H&R Block did notify Mr [redacted] regarding the status of the return by emailIn light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request that this case be closedHowever, 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 meRegards, [redacted]
Dear Revdex.com, In resolution of this matter, Mr [redacted] 's refund has been approved for the full amount requested in his complaintThe refund will process back to the same card that was used in 3-business daysAs 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 fairlyWe respectfully ask the Revdex.com to close this caseHowever, if you should have any questions or concerns, please do not hesitate to contact meSincerely, Michelle B***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, Ms [redacted] request for the additional tax preparation refund has been approvedThe check was mailed on Wednesday, June 8, 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 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 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 Administratively Resolved] Complaint: [redacted] I am rejecting this response because: HelloWhen I went to H & R Block to discuss my refund request I was told that they offer a 100% satisfaction guarantee I was told that the local office would submit a return request form and that a copy of my new refund, which I brought with me wouldn't be necessary I then left and was later contacted by a district manager ( [redacted] ) She requested a copy of my new refund, which I provided her I then made called to follow up with her and left her a voice message After a week of no response I called her and she offered no reason why I wouldn't get a refund.I called 800HRBLOCK and nobody will call me back 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: Regar [redacted] ATTENTION : Better Business Administration Regard this matter of refundTo date 07/29/a refund has not been receivedThis matter isn’t resolved No refund received
Dear Revdex.com,H&R Block is in receipt of your correspondence regarding this matterOur review has determined that Ms [redacted] 's complaint is against an independently owned and operated franchise office, which has the responsibility to resolve matters directly with your office and directly with the clientAs it relates to this situation, our records reflect that the office prepared an amended return at no charge to the client in order to correct the mistake that will allow the IRS to reimburse the clients for the tax liability along with the interest and penalties previously paidAs H&R Block is not at liberty to refund the full fees under the Maximum Refund Guarantee, which states that a claim can be made within the current tax year which was 2013, the client was offered a partial refund as a client service gestureMs [redacted] respectfully declined the offerWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, 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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: H & R Block has not contacted me at allI have not had any missed calls or emails from them Regards, [redacted]
Dear Revdex.com: In response to this matter, our investigation reflects that Ms***'s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with the clientAfter further review of this matter, records reflect that the tax professional was not made aware that the property was sold in at a loss and that the property had been converted to a rental property until after the amended return, completed free of charge, was submitted to the IRS Additionally, records reflect that the partial refund check for $was sent to Annadale Drive, [redacted] , SC and was cashed on June 21, 2016.It is the Franchise Associate, [redacted] 's belief return was prepared correctly with the information provided by Ms [redacted] and that the partial refund was a client service, good faith effort to resolve this matterHowever, if Ms [redacted] has any further questions or concerns regarding the fees that were charged she may contact her local H&R Block office directlyWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, we do not feel that any further response on our part would be beneficial If you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response As I mentioned in my letter, Ms [redacted] told me that the end of the [redacted] end of the year statement that my husband submitted was not sufficient even though the earned dividends for were disclosed She said that I needed the 1099-DIV Forms for She gave me the account numbers and her fax numbers so that [redacted] could send her the information immediately I had them fax to her the same day in a matter of an hour or so If Ms [redacted] needed the 1099-DIV Forms, she could have asked my husband to have [redacted] fax them to her in the same manner she had me do it I know my husband would have done that right away He was very responsible and careful about these thingsBut unfortunately, he is not alive to defend himself Furthermore why did Ms [redacted] process those forms as completed if she knew that dividends earned had not been declaredMy husband trusted that these tax forms had been completed correctly And for added protection, he had purchased a "peace of mind" contract A mistake concerning the same dividends was also made in Even thought the dividend forms were submitted to HR Block They neglected to report the dividends I had to pay $2,which included penalties Now, I have to wait at least weeks for HR Block to reimburse me The person who completed these taxes is no longer with them My husband and I have been HR Block customers for years We have recommend quite a few customers to them, including our sons I guess a few less customers means nothing to them Sincerely, [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 review of this matter, our records reflect that Mrs [redacted] applied for the H&R Block Emerald Advance line of credit offered by H&R Block Bank and was approved on 1/05/Emerald Advance payments are due on or before the payment due date; atleast the minimum payment must be paid every month until the balance is completely payed down by the required date of February 15th of each yearAs per the terms and conditions of the H&R Block Emerald Advance line of credit, interest accrues daily and post monthlyIn this case, we confirm that Mrs [redacted] was charged the amount of interest applicable to the Emerald Advance line of credit of which she was approvedIn further research of this matter, our records reflect that Mrs [redacted] chose to file her return using the online version that best fit her specific tax needs, the H&R Block Basic for $ As with any of our online products or H&R Block Software, once a tax return is complete, our clients are given the option to elect how they prefer to receive their tax refund if/when applicableOur records show that the Emerald Card option was elected during the online preparation and filing of Mrs***’s tax return We sincerely apologize for any misinformation or misunderstandings that Mrs [redacted] may have about the Emerald Advance line of creditHowever, at this time we must respectfully decline Mrs***’s request for a refund of interest in the amount of $and $which she paid to file her taxes as it is our belief that the interest was accessed to the account appropriately and that the online product used to prepare the return was filed accordinglyShould Mrs [redacted] remain interested in removing her funds from the Emerald Card, she may contact our Emerald Card team at ###-###-#### and request to transfer her funds to an outside banking institution without accruing any additional fees and upon completing a transfer formWe 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, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In resolution to this matter, our records reflect that Mr [redacted] 's online return was in a pending status after being submitted to the IRS through the e-file processAs such, an email has been verified as sent to Mr [redacted] 's correct e-mail address on February 25, 2016, which advised Mr [redacted] to contact us for further verification about his returnFurther, records indicate that we did not receive a callback from Mr [redacted] .However, in response to this complaint, Mr [redacted] 's return was released and submitted to the IRS on April 28, and records show that the IRS accepted the return and has released the refund dueIn an effort to make amends, and as gesture of good faith for any inconvenience, we refunded the entire tax preparation fee to Mr [redacted] While we sincerely regret that Mr [redacted] is dissatisfied with our services, H&R Block did notify Mr [redacted] regarding the status of the return by emailIn light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request that this case be closedHowever, 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 meRegards, [redacted]
Dear Revdex.com, In resolution of this matter, Mr [redacted] 's refund has been approved for the full amount requested in his complaintThe refund will process back to the same card that was used in 3-business daysAs 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 fairlyWe respectfully ask the Revdex.com to close this caseHowever, if you should have any questions or concerns, please do not hesitate to contact meSincerely, Michelle B***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, Ms [redacted] request for the additional tax preparation refund has been approvedThe check was mailed on Wednesday, June 8, 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 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 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 Administratively Resolved] Complaint: [redacted] I am rejecting this response because: HelloWhen I went to H & R Block to discuss my refund request I was told that they offer a 100% satisfaction guarantee I was told that the local office would submit a return request form and that a copy of my new refund, which I brought with me wouldn't be necessary I then left and was later contacted by a district manager ( [redacted] ) She requested a copy of my new refund, which I provided her I then made called to follow up with her and left her a voice message After a week of no response I called her and she offered no reason why I wouldn't get a refund.I called 800HRBLOCK and nobody will call me back 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: Regar [redacted] ATTENTION : Better Business Administration Regard this matter of refundTo date 07/29/a refund has not been receivedThis matter isn’t resolved No refund received
Dear Revdex.com,H&R Block is in receipt of your correspondence regarding this matterOur review has determined that Ms [redacted] 's complaint is against an independently owned and operated franchise office, which has the responsibility to resolve matters directly with your office and directly with the clientAs it relates to this situation, our records reflect that the office prepared an amended return at no charge to the client in order to correct the mistake that will allow the IRS to reimburse the clients for the tax liability along with the interest and penalties previously paidAs H&R Block is not at liberty to refund the full fees under the Maximum Refund Guarantee, which states that a claim can be made within the current tax year which was 2013, the client was offered a partial refund as a client service gestureMs [redacted] respectfully declined the offerWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, 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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: H & R Block has not contacted me at allI have not had any missed calls or emails from them Regards, [redacted]
Dear Revdex.com: In response to this matter, our investigation reflects that Ms***'s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with the clientAfter further review of this matter, records reflect that the tax professional was not made aware that the property was sold in at a loss and that the property had been converted to a rental property until after the amended return, completed free of charge, was submitted to the IRS Additionally, records reflect that the partial refund check for $was sent to Annadale Drive, [redacted] , SC and was cashed on June 21, 2016.It is the Franchise Associate, [redacted] 's belief return was prepared correctly with the information provided by Ms [redacted] and that the partial refund was a client service, good faith effort to resolve this matterHowever, if Ms [redacted] has any further questions or concerns regarding the fees that were charged she may contact her local H&R Block office directlyWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, we do not feel that any further response on our part would be beneficial If you should need anything further or have any questions, please do not hesitate to contact meSincerely, [redacted] Associate Business Analyst H&R Block