Dear Revdex.com: In response to this matter, our investigation reflects Mrs***’s complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, in response to this complaint, our records reflect that Mrs***’s filed her taxes in the office 1/30/Toward the end of February Mrs [redacted] contacted the office requesting an amended tax return to add additional deductions to the Schedule E formMrs***’s tax professional requested verification of deductions and figures neededMrs [redacted] did not provide the tax office with the requested documentationAt this time, it is the Franchisee’s belief that this issue does not warrant a refund of tax preparation fees 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 [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: they never mailed the check and it seems I am not the only one this happen tooI call my post office and went their and they said mail from h&r block has been received I have received everything in mail but that is strange specially check 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:Ms***:I received a notice today that the Revdex.com is closing my complaint due to lack of my responseBe advised, I never was informed that H&R Block had responded to the complaint in any fashion, ergo, did not provide a response to the complaint.However, MsM [redacted] made reference to a one, Mrs [redacted] , in her response; I'm unfamiliar with any 'Mrs [redacted] ' and am not understanding the point that MsM [redacted] is attempting to makeFurthermore, MsM [redacted] states that H&R Block deemed that the tax return was prepared correctly; I stand by my reasoning that that statement is both a blatant lie and a circumvention of ethical business practicesHad the return been filed correctly, this complaint wouldn't exist, and amendments to the return would not have been filed.Let it be known that I do not accept the response from the business or the Revdex.com, and will move to recoup my losses via any means necessaryI will not allow this organization to bamboozle customers out of hundreds of dollars and provide a service that is borderline unlawful.Please forward this email to Quintina Majors, and inform her that if she would like to discuss this matter personally, I'm available anytime at her convenience.Regards, [redacted]
Dear Revdex.com, In resolution to this matter, we sincerely regret any misunderstandings Ms [redacted] may have as it relates to the term and conditions of H&R Block’s Peace of Mind® Extended Service PlanOur records reflect that the Internal Revenue Service (IRS) denied the Earned Income Tax Credit that was claimed on the original returnThis decision was based on IRS regulations and has nothing to do with the accuracy of our client’s tax return as it is our belief the return was prepared correctly with the information provided by our clientHowever, as a client service gesture we are refunding Ms [redacted] ’s tax preparation feesMs [redacted] can expect to receive the reimbursement checks within to business daysWe 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: H&R Block disagrees with Mr [redacted] ’s allegationsOur investigation reflects that, Mr [redacted] came to the H&R Block office on March 6, to have his tax returnWe refute that Mr [redacted] was told he would get his refund amount to the Emerald Card within 24-hoursH&R Block no longer offers the Refund Anticipation Loans as we did in 2009/Further, Mr [redacted] did not mention being unhappy with the pricing for the service rendered at the time of paymentHowever, he did return to the office with a friend and requested that H&R Block complete his friends return for no chargeOffice Manager, Nicole Perkins, did advise that she’d be happy to set an appointment with him for the next dayWhen Nicole called to speak to Mr [redacted] about his concerns, and a message was left with the person that answeredAdditional contact attempts have been made by Nicole Perkins, however those attempts have been unsuccessfulWhile we sincerely regret Mr [redacted] ’s dissatisfaction with our service pricing, we find our fees to be reasonable and highly competitive among tax institutionsH&R Block has knowledgeable tax professionals and has several guarantees that come with the tax preparation that many other institutions or accountants do not offerAdditionally, H&R Block Fees are based on the number and complexity of the forms used and for the service that is provided We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely,Michelle U***Associate Business AnalystH&R Block
Dear Revdex.com: In response to Mr [redacted] ’s Revdex.com complaint, this issue was addressed and resolvedPlease refer to his prior complaint, ID [redacted] Mr [redacted] rejected H&R Block’s audit assistance during the process of resolving his original complaintAny documents the IRS sent to H&R Block, they would have also mailed to Mr [redacted] As requested, all documents on file were mailed to Mr [redacted] ’s address of recordTracking information shows the package was delivered May, at 11:26amMr [redacted] has received every other correspondence, including checks, sent to him from H&R Block We are not responsible for Mr [redacted] ’s tax liabilityMr [redacted] was issued checks to pay penalties and interest owed to the IRSIt was made clear to Mr [redacted] that once he received payment from us, he would need to pay the IRSWe cannot offer Identity Protection because we did not lose or mishandle Mr [redacted] ’s documentsIf the package was not received, this matter should be discussed with his local Post Office [redacted] Business Analyst H&R Block
Dear Revdex.com: H&R Block has reviewed Mr [redacted] 's rebuttal to our prior responseThis response contains H&R Block's final position In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new issues with the service he was provided While we regret that he appears dissatisfied with her experience at H&R Block, we stand by our original response dated 08/05/and we refer your office back to that response We respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me Sincerely, [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 as Assumed Answered] Complaint: [redacted] I am rejecting this response because: I called Sunny on Tuesday and left a message on her voicemail - I received no call back as of Thursday, March afternoon Regards, [redacted]
Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr [redacted] We will continue to correspond with Mr [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] ' complaintSincerely, [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:I spoke with the H&R Block representative, Mr [redacted] , and he did explain that the price of my tax preparation had been reviewed, and that it was within H&R Block guidelines He did offer a credit towards future tax preparation However, the H&R response fails to address my original complaint - that I went to H&R Block with an offer of $for tax preparation which increased to $after we had gone through all of my tax information I could accept that increase but the bill increased to $after they finalized the taxes and I returned to sign the completed forms This is the part I have trouble with - there was no reason for the increase from $to $550, only the fact that the tax filing deadline was 2-days away and I had no other option at that point 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 Administratively Resolved] Complaint: [redacted] I am rejecting this response because: [redacted] lied when she stated "The return in question was prepared and signed by our tax professional, [redacted] ***, and given to Ms [redacted] directlyAt the time the return was given to Ms [redacted] , there was no signature of [redacted] on the return." [redacted] didn't give me my tax return in February 2014, [redacted] ***, then Manager of the [redacted] facility, gave me the tax package in When I received the package, I went over it with [redacted] and the signature was already there when she gave it to meI asked who [redacted] was and she said she would ask [redacted] ***, who was at another facilityAt a later date, Ms [redacted] informed me that Ms [redacted] didn't know a [redacted] ***.I picked up my return sometime in February and mailed it out the same dayThe return which was signed by [redacted] was signed in I believe March I never saw [redacted] again after picking up my return in February until approximately April 2014, when I received a letter from IRS about the [redacted] Family Trust taxes(NOTE: I was going to send a copy of the [redacted] Family Trust signature page but I gave my originals to [redacted] to make copies to accompany her reason for filing a Peace of Mind claimShe stated since she was no longer at that facility, she needed a copy for her file at her [redacted] facilityI had to leave and left her the originals to make a copy and mail my set to me, which was a week ago and I haven't received the package.)There is no justification for me to sign [redacted] on a tax return when my name is Terri [redacted] There is no need for me to lie about who signed as taxpayerH&R Block has failed to live up to their reputation, which is fine but to provide my return to someone else who had access to confidential information is unacceptableInstead of them accepting accountability for their lack of proper handling in this situation, they seek to close this case.This case hasn't been resolved because I have asked for assurance that my return was not provided to another customer, namely [redacted] ***If [redacted] signed as [redacted] ***, then that is forgery, in addition to it not being the client's name, which is [redacted] .Further evidence of H&R Block's lack of discretion in dealing with confidential matters, please find attached a copy of an envelope I received today through FedEx and a copy of a "Confidential Release and Waiver of All Claims." Note that the name of the Taxpayer is Tyler LynchI don't know a Tyler Lynch and since the document is CONFIDENTIAL, why do I have an original notarized document? I understand mistakes are made but be accountable! In this day of identity theft, I am concerned about my information floating aroundThis Q&A was taken from H&R Block's website:"How do we secure your information?The security of your personal information is important to usWe maintain appropriate safeguards to protect your information" Based upon my situation, this is not true(See Privacy Law below) I am amending my request to include H&R Block paying for a year of Credit Protection since it has failed to assure me that the confidential information was not provided to another person, which could subject the [redacted] to identity theftFYI: I will be pursuing this issue with the [redacted] 's office because of the forged document which is poor business practice and ILLEGALI will also be notifying the [redacted] on what appears to be a company that has faulty safeguards covering the protection of consumer privacyLastly I will be contacting the media because H&R Block has refused accountabilityIssuing a check is not hush money but instead per their guarantee, money I was entitled to receive for faulty tax preparationMy acceptance of the check sent to me by H&R Block is not me saying I'm satisfied with the outcome of this issue.EXCUSES ARE USELESS, RESULTS ARE PRICELESS!Privacy Law For many companies, collecting sensitive consumer and employee information is an essential part of doing businessIt is your legal responsibility to take steps to properly secure or dispose of it Financial data, personal information from children, and material derived from credit reports may raise additional compliance considerationsIn addition, you may have legal responsibilities to victims of identity theftThe [redacted] regulates and oversees business privacy laws and policies that impact consumersCheck out the following guides from more information on how you can ensure you are compliant.Protecting Consumer Privacy – In general, your online and offline privacy policy is your company’s pledge to your customers about how you will collect, use, share, and protect the consumer data you collect from themWhile not required by law, the FTC prohibits deceptive practices.Regards, [redacted]
Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the full amount requested in her compliantThe check has been sent today, February 26, by regular mailAs a result, we consider this matter resovledWe 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 caseSincerely, [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 unsuccessfulA letter was forwarded to Ms [redacted] 's mailing address advising her to contact our office toll free ###-###-####If Ms [redacted] should contact us via this information, we will be happy to further assist her and address any concerns she might haveOtherwise, we are unable to further investigate this matterWe ask that the Bureau note our above-referenced efforts to contact Ms [redacted] to discuss her complaint Sincerely, Destini C [redacted] Associate Business Analyst
To revert back to the beginning of the complaint, H&R Block had ***'s w-and then by the next morning the w-was gone [redacted] and I signed the paperwork that stated H&R Block received the w-the night of our appointment [redacted] and I reported this within the allotted time that H&R Block requires under the protection agreement, when the mistake was made and was stated to us from the State of [redacted] H&R Block is violating their own policy and to take responsibility for their actions Sincerely, [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: 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 repsonsibility to resolve this matter directly with your office and directly with the client However, it is our understanding that the Franchisee sincerely regrets any errors that may have been caused and has asked for Ms [redacted] to provide a copy of the State letter referencing the penalties and interest to be reimbursed in accordance with H&R Block's standard guaranteeIf Ms [redacted] remains interested in further addressing matters she may contact the office or Franchisee directly at ###-###-####.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 review of our client’s rebuttal to our prior response, we refute Mrs [redacted] statement: “Again H&R BLOCK HAS NOT COMMUNICATED WITH US IN ANY WAY WHATSOEVER”We hope this last and final response provides further clarity of H&R Block’s positionOur district representative contacted Mr [redacted] on September 2nd to follow up on the Revdex.com complaint as well as address any additional concerns our clients may have had as it relates to this matterIt is our understanding during that conversation Mr [redacted] was reminded of the additional coverage and benefits offered under H&R Block’s Peace of Mind Extended Service Plan (POM) which our client’s elected on their tax returnAlso during this call Mrand Mrs [redacted] requested assurance that H&R Block would stand behind our work should something come up later concerning their tax returnOur research has determined that Mrand Mrs [redacted] declined POM on their tax return and as such, the level of coverage on the return will differ than that of their returnHowever, H&R Block offers several other guarantees that are automatically included with every tax return we prepare and as it relates to coverage on the tax return, our Standard Guarantee would applyOur clients can be assured that if H&R Block makes an error on your return, we’ll pay resulting penalties and interestIf you are audited, we’ll explain your IRS tax audit notice and the documentation you should provide to the auditorWe encourage Mrand Mrs [redacted] to notify the tax office immediately with any correspondence they may receive as a result of the preparation of either tax returns filed by H&R BlockWe will assess the situation at that time and determine next stepsSincerely, [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In resolution of this matter, Ms [redacted] 's claim for tax preparation fee refund has been approved for the full amount requested in her complaint The check will be sent out on Thursday, July 14, 2016.In regards to Ms [redacted] 's IRS refund for 2013, H&R Block called the IRS on behalf of Ms [redacted] on July 24, and the IRS agent informed H&R Block that the refund was on hold for reasons unrelated to H&R Block and that the agent at the IRS would release the refund that dayThe IRS states that checks being mailed directly to clients can take up to to weeks 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 fairlyWe respectfully ask the Revdex.com to close this case, due to the above referenced good faith efforts on H&R Block's partHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, [redacted] Associate Business Analyst H&R Block
Dear Revdex.com,In response to this matter, records reflect that our district manager is currently in the process of assisting Mr***We will continue to correspond with Mr [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr***'s complaint Sincerely, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,H&R Block has reviewed Mr [redacted] 's rebuttal to our prior responseThis response contain's H&R Block's final positionIn response to this matter, our office reached out to Mr [redacted] directly and have explained that his bank rejected funds back at H&R Block due to a frozen account statusWhile we are not at liberty to refund his entire tax preparation fee for services rendered, in an effort to make amends, and as a gesture of good-faith, we issued a partial refund to Mr [redacted] While we sincerely regret that Mr [redacted] is dissatisfied, H&R Block's tax preparation work was correct based on the information Mr [redacted] provided during the tax preparation interviewIn light of H&R Block's above-reference 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
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 resolutionWe ask the Bureau note our current efforts to resolve Mr [redacted] complaint.Sincerely, Quintina M***Associate Business AnalystH&R Block
Dear Revdex.com: In response to this matter, our investigation reflects Mrs***’s complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, in response to this complaint, our records reflect that Mrs***’s filed her taxes in the office 1/30/Toward the end of February Mrs [redacted] contacted the office requesting an amended tax return to add additional deductions to the Schedule E formMrs***’s tax professional requested verification of deductions and figures neededMrs [redacted] did not provide the tax office with the requested documentationAt this time, it is the Franchisee’s belief that this issue does not warrant a refund of tax preparation fees 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 [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: they never mailed the check and it seems I am not the only one this happen tooI call my post office and went their and they said mail from h&r block has been received I have received everything in mail but that is strange specially check 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:Ms***:I received a notice today that the Revdex.com is closing my complaint due to lack of my responseBe advised, I never was informed that H&R Block had responded to the complaint in any fashion, ergo, did not provide a response to the complaint.However, MsM [redacted] made reference to a one, Mrs [redacted] , in her response; I'm unfamiliar with any 'Mrs [redacted] ' and am not understanding the point that MsM [redacted] is attempting to makeFurthermore, MsM [redacted] states that H&R Block deemed that the tax return was prepared correctly; I stand by my reasoning that that statement is both a blatant lie and a circumvention of ethical business practicesHad the return been filed correctly, this complaint wouldn't exist, and amendments to the return would not have been filed.Let it be known that I do not accept the response from the business or the Revdex.com, and will move to recoup my losses via any means necessaryI will not allow this organization to bamboozle customers out of hundreds of dollars and provide a service that is borderline unlawful.Please forward this email to Quintina Majors, and inform her that if she would like to discuss this matter personally, I'm available anytime at her convenience.Regards, [redacted]
Dear Revdex.com, In resolution to this matter, we sincerely regret any misunderstandings Ms [redacted] may have as it relates to the term and conditions of H&R Block’s Peace of Mind® Extended Service PlanOur records reflect that the Internal Revenue Service (IRS) denied the Earned Income Tax Credit that was claimed on the original returnThis decision was based on IRS regulations and has nothing to do with the accuracy of our client’s tax return as it is our belief the return was prepared correctly with the information provided by our clientHowever, as a client service gesture we are refunding Ms [redacted] ’s tax preparation feesMs [redacted] can expect to receive the reimbursement checks within to business daysWe 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: H&R Block disagrees with Mr [redacted] ’s allegationsOur investigation reflects that, Mr [redacted] came to the H&R Block office on March 6, to have his tax returnWe refute that Mr [redacted] was told he would get his refund amount to the Emerald Card within 24-hoursH&R Block no longer offers the Refund Anticipation Loans as we did in 2009/Further, Mr [redacted] did not mention being unhappy with the pricing for the service rendered at the time of paymentHowever, he did return to the office with a friend and requested that H&R Block complete his friends return for no chargeOffice Manager, Nicole Perkins, did advise that she’d be happy to set an appointment with him for the next dayWhen Nicole called to speak to Mr [redacted] about his concerns, and a message was left with the person that answeredAdditional contact attempts have been made by Nicole Perkins, however those attempts have been unsuccessfulWhile we sincerely regret Mr [redacted] ’s dissatisfaction with our service pricing, we find our fees to be reasonable and highly competitive among tax institutionsH&R Block has knowledgeable tax professionals and has several guarantees that come with the tax preparation that many other institutions or accountants do not offerAdditionally, H&R Block Fees are based on the number and complexity of the forms used and for the service that is provided We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely,Michelle U***Associate Business AnalystH&R Block
Dear Revdex.com: In response to Mr [redacted] ’s Revdex.com complaint, this issue was addressed and resolvedPlease refer to his prior complaint, ID [redacted] Mr [redacted] rejected H&R Block’s audit assistance during the process of resolving his original complaintAny documents the IRS sent to H&R Block, they would have also mailed to Mr [redacted] As requested, all documents on file were mailed to Mr [redacted] ’s address of recordTracking information shows the package was delivered May, at 11:26amMr [redacted] has received every other correspondence, including checks, sent to him from H&R Block We are not responsible for Mr [redacted] ’s tax liabilityMr [redacted] was issued checks to pay penalties and interest owed to the IRSIt was made clear to Mr [redacted] that once he received payment from us, he would need to pay the IRSWe cannot offer Identity Protection because we did not lose or mishandle Mr [redacted] ’s documentsIf the package was not received, this matter should be discussed with his local Post Office [redacted] Business Analyst H&R Block
Dear Revdex.com: H&R Block has reviewed Mr [redacted] 's rebuttal to our prior responseThis response contains H&R Block's final position In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new issues with the service he was provided While we regret that he appears dissatisfied with her experience at H&R Block, we stand by our original response dated 08/05/and we refer your office back to that response We respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me Sincerely, [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 as Assumed Answered] Complaint: [redacted] I am rejecting this response because: I called Sunny on Tuesday and left a message on her voicemail - I received no call back as of Thursday, March afternoon Regards, [redacted]
Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr [redacted] We will continue to correspond with Mr [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] ' complaintSincerely, [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:I spoke with the H&R Block representative, Mr [redacted] , and he did explain that the price of my tax preparation had been reviewed, and that it was within H&R Block guidelines He did offer a credit towards future tax preparation However, the H&R response fails to address my original complaint - that I went to H&R Block with an offer of $for tax preparation which increased to $after we had gone through all of my tax information I could accept that increase but the bill increased to $after they finalized the taxes and I returned to sign the completed forms This is the part I have trouble with - there was no reason for the increase from $to $550, only the fact that the tax filing deadline was 2-days away and I had no other option at that point 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 Administratively Resolved] Complaint: [redacted] I am rejecting this response because: [redacted] lied when she stated "The return in question was prepared and signed by our tax professional, [redacted] ***, and given to Ms [redacted] directlyAt the time the return was given to Ms [redacted] , there was no signature of [redacted] on the return." [redacted] didn't give me my tax return in February 2014, [redacted] ***, then Manager of the [redacted] facility, gave me the tax package in When I received the package, I went over it with [redacted] and the signature was already there when she gave it to meI asked who [redacted] was and she said she would ask [redacted] ***, who was at another facilityAt a later date, Ms [redacted] informed me that Ms [redacted] didn't know a [redacted] ***.I picked up my return sometime in February and mailed it out the same dayThe return which was signed by [redacted] was signed in I believe March I never saw [redacted] again after picking up my return in February until approximately April 2014, when I received a letter from IRS about the [redacted] Family Trust taxes(NOTE: I was going to send a copy of the [redacted] Family Trust signature page but I gave my originals to [redacted] to make copies to accompany her reason for filing a Peace of Mind claimShe stated since she was no longer at that facility, she needed a copy for her file at her [redacted] facilityI had to leave and left her the originals to make a copy and mail my set to me, which was a week ago and I haven't received the package.)There is no justification for me to sign [redacted] on a tax return when my name is Terri [redacted] There is no need for me to lie about who signed as taxpayerH&R Block has failed to live up to their reputation, which is fine but to provide my return to someone else who had access to confidential information is unacceptableInstead of them accepting accountability for their lack of proper handling in this situation, they seek to close this case.This case hasn't been resolved because I have asked for assurance that my return was not provided to another customer, namely [redacted] ***If [redacted] signed as [redacted] ***, then that is forgery, in addition to it not being the client's name, which is [redacted] .Further evidence of H&R Block's lack of discretion in dealing with confidential matters, please find attached a copy of an envelope I received today through FedEx and a copy of a "Confidential Release and Waiver of All Claims." Note that the name of the Taxpayer is Tyler LynchI don't know a Tyler Lynch and since the document is CONFIDENTIAL, why do I have an original notarized document? I understand mistakes are made but be accountable! In this day of identity theft, I am concerned about my information floating aroundThis Q&A was taken from H&R Block's website:"How do we secure your information?The security of your personal information is important to usWe maintain appropriate safeguards to protect your information" Based upon my situation, this is not true(See Privacy Law below) I am amending my request to include H&R Block paying for a year of Credit Protection since it has failed to assure me that the confidential information was not provided to another person, which could subject the [redacted] to identity theftFYI: I will be pursuing this issue with the [redacted] 's office because of the forged document which is poor business practice and ILLEGALI will also be notifying the [redacted] on what appears to be a company that has faulty safeguards covering the protection of consumer privacyLastly I will be contacting the media because H&R Block has refused accountabilityIssuing a check is not hush money but instead per their guarantee, money I was entitled to receive for faulty tax preparationMy acceptance of the check sent to me by H&R Block is not me saying I'm satisfied with the outcome of this issue.EXCUSES ARE USELESS, RESULTS ARE PRICELESS!Privacy Law For many companies, collecting sensitive consumer and employee information is an essential part of doing businessIt is your legal responsibility to take steps to properly secure or dispose of it Financial data, personal information from children, and material derived from credit reports may raise additional compliance considerationsIn addition, you may have legal responsibilities to victims of identity theftThe [redacted] regulates and oversees business privacy laws and policies that impact consumersCheck out the following guides from more information on how you can ensure you are compliant.Protecting Consumer Privacy – In general, your online and offline privacy policy is your company’s pledge to your customers about how you will collect, use, share, and protect the consumer data you collect from themWhile not required by law, the FTC prohibits deceptive practices.Regards, [redacted]
Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the full amount requested in her compliantThe check has been sent today, February 26, by regular mailAs a result, we consider this matter resovledWe 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 caseSincerely, [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 unsuccessfulA letter was forwarded to Ms [redacted] 's mailing address advising her to contact our office toll free ###-###-####If Ms [redacted] should contact us via this information, we will be happy to further assist her and address any concerns she might haveOtherwise, we are unable to further investigate this matterWe ask that the Bureau note our above-referenced efforts to contact Ms [redacted] to discuss her complaint Sincerely, Destini C [redacted] Associate Business Analyst
To revert back to the beginning of the complaint, H&R Block had ***'s w-and then by the next morning the w-was gone [redacted] and I signed the paperwork that stated H&R Block received the w-the night of our appointment [redacted] and I reported this within the allotted time that H&R Block requires under the protection agreement, when the mistake was made and was stated to us from the State of [redacted] H&R Block is violating their own policy and to take responsibility for their actions Sincerely, [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: 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 repsonsibility to resolve this matter directly with your office and directly with the client However, it is our understanding that the Franchisee sincerely regrets any errors that may have been caused and has asked for Ms [redacted] to provide a copy of the State letter referencing the penalties and interest to be reimbursed in accordance with H&R Block's standard guaranteeIf Ms [redacted] remains interested in further addressing matters she may contact the office or Franchisee directly at ###-###-####.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 review of our client’s rebuttal to our prior response, we refute Mrs [redacted] statement: “Again H&R BLOCK HAS NOT COMMUNICATED WITH US IN ANY WAY WHATSOEVER”We hope this last and final response provides further clarity of H&R Block’s positionOur district representative contacted Mr [redacted] on September 2nd to follow up on the Revdex.com complaint as well as address any additional concerns our clients may have had as it relates to this matterIt is our understanding during that conversation Mr [redacted] was reminded of the additional coverage and benefits offered under H&R Block’s Peace of Mind Extended Service Plan (POM) which our client’s elected on their tax returnAlso during this call Mrand Mrs [redacted] requested assurance that H&R Block would stand behind our work should something come up later concerning their tax returnOur research has determined that Mrand Mrs [redacted] declined POM on their tax return and as such, the level of coverage on the return will differ than that of their returnHowever, H&R Block offers several other guarantees that are automatically included with every tax return we prepare and as it relates to coverage on the tax return, our Standard Guarantee would applyOur clients can be assured that if H&R Block makes an error on your return, we’ll pay resulting penalties and interestIf you are audited, we’ll explain your IRS tax audit notice and the documentation you should provide to the auditorWe encourage Mrand Mrs [redacted] to notify the tax office immediately with any correspondence they may receive as a result of the preparation of either tax returns filed by H&R BlockWe will assess the situation at that time and determine next stepsSincerely, [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In resolution of this matter, Ms [redacted] 's claim for tax preparation fee refund has been approved for the full amount requested in her complaint The check will be sent out on Thursday, July 14, 2016.In regards to Ms [redacted] 's IRS refund for 2013, H&R Block called the IRS on behalf of Ms [redacted] on July 24, and the IRS agent informed H&R Block that the refund was on hold for reasons unrelated to H&R Block and that the agent at the IRS would release the refund that dayThe IRS states that checks being mailed directly to clients can take up to to weeks 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 fairlyWe respectfully ask the Revdex.com to close this case, due to the above referenced good faith efforts on H&R Block's partHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, [redacted] Associate Business Analyst H&R Block
Dear Revdex.com,In response to this matter, records reflect that our district manager is currently in the process of assisting Mr***We will continue to correspond with Mr [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr***'s complaint Sincerely, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,H&R Block has reviewed Mr [redacted] 's rebuttal to our prior responseThis response contain's H&R Block's final positionIn response to this matter, our office reached out to Mr [redacted] directly and have explained that his bank rejected funds back at H&R Block due to a frozen account statusWhile we are not at liberty to refund his entire tax preparation fee for services rendered, in an effort to make amends, and as a gesture of good-faith, we issued a partial refund to Mr [redacted] While we sincerely regret that Mr [redacted] is dissatisfied, H&R Block's tax preparation work was correct based on the information Mr [redacted] provided during the tax preparation interviewIn light of H&R Block's above-reference 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
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 resolutionWe ask the Bureau note our current efforts to resolve Mr [redacted] complaint.Sincerely, Quintina M***Associate Business AnalystH&R Block