Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Mrs [redacted] but were unsuccessfulAn email was sent to Mrs [redacted] advising her to contact the District General Manager, [redacted] , directly at ###-###-####Mr [redacted] would like to speak to Mrs [redacted] regarding the pricing of the return as well as offer a good faith resolution.Should Mrs [redacted] contact Mr [redacted] , we will be happy to further assistOtherwise, we are unable to further resolve this matterWe ask that the Bureau note our above-referenced efforts to contact Mrs [redacted] to discuss her complaint.Sincerely,Michelle U***Associate Business AnalystH&R Block
Dear Revdex.com, In review of this matter, our records reflect that Ms [redacted] applied for the H&R Block Emerald Advance line of credit offered by H&R Block Bank and was approved for the amount of $on 11/21/Emerald Advance payments are due on or before the payment due date; at least 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 Ms [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 using our RAC productRefund Anticipation Check (RAC) is a service offered for an additional fee plus the cost of preparation that allow our client to pay all applicable fees through their tax refund rather than having to pay out of pocketOur client is also given the option to direct deposit their tax refund in an external bank account or on the H&R Block Emerald Card (EC)If the RAC is not chosen then the other option offered to our client is the IRS Direct Deposit (IRS DD) to an Emerald CardBy choosing IRS DD to EC, all applicable fees associated with the preparation of our clients tax return must be paid upon e-filing the returnThis option also authorizes H&R Block to automatically sweep the Emerald Card and pay down the Emerald Advance balance After which all remaining funds are deposited to the Emerald Card on record.We have provided attachments for Ms [redacted] 's review: (1) The Emerald Advance Application showing the amount she was approved for; (2) Transaction history for the Emerald Advance accountWe sincerely apologize for any misunderstandings our client has as it relates to the Emerald Advance Line of creditHowever, the debt is valid and for that reason we must respectfully decline Ms [redacted] 's request to return the funds.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, Michelle U [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,While we regret any confusions or misunderstandings of our tax preparation services that Ms [redacted] may have, our review of this matter reflects that her situation was handled in accordance with the product terms and conditions she agreed to and the application materials that she signed at the time Our records show the the user of the DIY product chooses the option to place refund proceeds on the e-gift card and in this case, Ms [redacted] chose to allocate $to the retailer [redacted] ; see the attachmentThe allocation of funds to the retailer happens after the IRS releases the refund amountThe user is notified by email that the funds are available and then they are able to choose which retailers they would like to use and direct the amount of funds to be loaded on a cardWhile we regret Ms***'s dissatisfaction with her decision to load her refund on a e-card, neither H&R Block nor Tango holds any funds to return to Ms***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 meSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com:In response to this matter, our investigation reflects Ms***’s complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the client.However, in response to this complaint the Franchisee contacted Ms [redacted] and scheduled an appointment Monday, June 8thMs [redacted] thanked him for calling to address her concernsThe Franchisee advised me that he would be providing Ms [redacted] with a breakdown of tax preparation fees and to discuss her expectations of the tax professional verses H&R Block's software.We ask that the Bureau note our efforts to resolve this issueIf 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: While we regret any confusions or misunderstandings of our tax preparation services that Ms [redacted] may have, our review of this matter reflects that the IRS Notice which Ms [redacted] received was due to missing income that was not reported on her returnAdditionally, records reflect that Mr [redacted] 's IRS Notice was dated 4/14/It was 3/19/when Ms [redacted] contacted her local H&R Block office concerning the noticePer the terms and conditions of H&R Block’s Peace of Mind contract which states in part: “Before such payment, you must: (a) notify Block of any government notice regarding such taxes within days from the date of such notice (b) promptly provide Block with copies of such notices and other documents relating to or substantiating such additional taxes Records further reflect that Ms [redacted] did not provide this information at the time of the tax interviewThe client’s Peace of Mind claim was denied due to the following reasons: HRB not notified within days, and information not available at the time of preparation We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyIf 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,H&R Block has reviewed Ms [redacted] ' rebuttal to our prior responseThis response contains H&R Block's final position.In response to Ms [redacted] ' rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and servicesWhile we regret that she appears dissatisfied with her experience with H&R Block, we stand by our original response dated 4/13/and we refer your office back to that response.We respectfully request that this case be closed, as we do not believe that any further response on our part would be beneficialSincerely, Jennifer S [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:Forgive me for emailing myResponse but, as I have said before, I am unable to enlarge the space on my phone in order to read what needs to be done with form that is sent to meI'm sorry to keep putting you thru this but I am once again rejecting H & R's offer of settlement I have already contacted an attorney and went over the consequences that has occurred due to H & R's mistakeI truly don't believe that the person (s) making the decisions on H & R Blocks behalf realize the consequences of their mistakes, especially not only not sending the I.R.SThe paperwork they requested in order to expedite my refund, hence not getting desperately needed surgery but they actually LOST the documents and never even notified meOnly when I called about a month later to check on my refund did an H & R Block representative tell me that they never sent the IRS the needed paperwork but actually LOST themHow much negligence do you need ? I filed my EZ form with H & R Block on January 21, and I still have not received my refund In the meantime,I've missed copious days of work due to being in excruciating pain, unable to have sexual intercourse, not being able to help my mother financially, who lost her husband months ago along with half her monthly income, his Social security, the , and adjective escapes me to describe the mental anguish The attorney I spoke to actually was able to list almost a dozen other consequences due to H & R Blocks negligence I can go on and onI can assure you of this, I've spoken to of the local media stations in our areaThey are very interested in doing a story on their news channels about the hell H & R Block has put me thruAt the bare minimum, I can assure you of this, my experience with H & R Block will be on the local news and with any luck, the national news You have my sworn promise that the public will know every unbelievable and unethical part of this storyThis I promise youThere is no need for H & R Block to respond to thisI'll handle all this by myself and with a little help from some friendsRegards, [redacted]
Dear Revdex.com,In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 8/12/and refer your office back to that responseShould Mr [redacted] 's remain interested in addressing matters further, we ask that he contact Dwayne Henderson with the district office at ###-###-####We ask that the Bureau note our current efforts to address and resolve Mr [redacted] ’s complaint.Sincerely, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, H&R Block is currently int he process of assisting Mr***Mr [redacted] has spoken with our representative, [redacted] , and has been informed that once we receive the notices from both the Federal and State, we will further review to determine if a reimbursement of penalties and interest is warrantedMr***'s Calculation Claim will remain open with our Digital Support team until this matter is resolved.Additionally, Mr [redacted] was promised three years of complimentary product and two of those years have already been grantedMr [redacted] has been assured that the third year of product will be granted to him as wellWe ask that the Bureau note our current efforts to resolve Mr***'s 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 as Assumed Answered] Complaint: [redacted] I am rejecting this response because: I filed my Tax Return online on HRblock.com following the link from [redacted] and I never went to any H&R Block office as wrongly stated by the business Regards, [redacted] ***
Dear Revdex.com,In response to this complaint, records reflect that our district office contacted Ms [redacted] directly and reached a mutually acceptable resolutionAs 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
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] I find that the resolution they agreed upon via our phone conversation, to take care of the amount in full, is satisfactory to me Regards, [redacted] ***
Dear Revdex.com,In response to this matter, the Refund Bonus Promotion that was offered this year was an option for our online or software clientsIf a client filed using one of those methods then they are able to delegate a portion of their tax refund onto a gift card with a participating retailer and H&R Block will add up to an additional 10% to their gift card.Ms [redacted] filed her tax return in one of our tax offices and the tax offices do not offer the refund bonus promotion While we regret any confusion or misunderstanding Ms [redacted] may have experienced regarding our tax preparation services or promotions, our review reflects that Ms [redacted] did not meet the criteria required for the Refund Bonus Promotion.We have reached out to Ms [redacted] and offered a gift certificate toward her tax preparation fees for next tax seasonWe mailed this gift certificate regular mail on 5/26/2016.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 meSincerely,Jennifer [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 followed all the steps needed to file a claim with H&R block the have not provided anything tangible to support their response Regards, [redacted] ***
Dear Revdex.com, In response to this rebuttal and as previously stated, we recently tried to contact Ms [redacted] on several occasions but were unsuccessfulThe correct email address has been provided to Ms [redacted] and emails have also been sent to her to reach out to our Digital Tier team in regards to this matter Jonathon Kimbrell from our Digital Tier team has attempted to call Ms [redacted] and left several voicemail's at the number listed on the Revdex.com complaint and has yet to receive a return call We ask that the Bureau note our above-referenced efforts to contact Ms [redacted] to discuss her complaint Sincerely, Destini C [redacted] Associate Business Analyst
Dear Revdex.com, While we regret any confusion or misunderstanding Ms [redacted] may have experienced regarding our tax preparation services, our review reflect that Ms [redacted] selected an H&R Block do-it-yourself ("DIY") tax preparation product to prepare her own return Within the DIY product, Ms [redacted] also selected a Refund Deposit Account ("RDA")A RDA is a bank deposit product that enables those who select it to direct the payment of the tax preparation, software, outstanding debt and other fees from their income tax refund In accepting the RDA terms and conditions, Ms [redacted] directed and agreed that amounts received from her tax refund would be used to pay debt owed to usMs [redacted] also checked a box indicating that she had read and understood the RDA terms and conditionsOther disclosures provided within our DIY system informed Ms [redacted] that: (i) she was not required to select a RDA, and (ii) other options were available to her; including, she could have chosen to receive her refund directly from the IRSI have attached an example of the consent form that is presented to any client who selects and RDA as well as an example of the RDA Disclosure Ms [redacted] would have received when she completed her returns We trust that this response will allow your office to close this file as this debt is valid However, should you have additional questions or concerns, please do not hesitate to contact meSincerely, Quintina M [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In response to Mrs [redacted] complaint, based on our findings, and letter/s she received from the IRS mistake was only for tax year We have done our due diligence, and sent a check for the amount H & R Block is liable for, which will need to be picked up at officeAs far, as any refund of fees we will not be refunding, the mistake and correction was made for 2015, which Mrs [redacted] did not payAs 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 Sincerely, Natalie M [redacted] Associate Business Analyst H & R Block
In response to this matter, our investigation has determined that Ms [redacted] complaint is against an independently owned and operated franchise office, which has the responsibility to resolve matters directly with your office and with the client H&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 H&R Block Franchisee, David Steven's belief that he has done so in this case by amending Ms [redacted] tax return to accurately reflect the appropriate information as she was mistakenly recorded as an [redacted] residentMrS [redacted] also corrected a typo on a prior year return and paid penalty and interest assessed for the error (explained below) and he offered a free return to be prepared for Ms [redacted] In Ms [redacted] had another company discover a mistake with a typo on real estate tax deduction on one of her rentalsMs [redacted] informed MrS [redacted] of the errors and he corrected it, resulting in Ms [redacted] having to pay $as a correction of the tax assessed for [redacted] When Ms [redacted] received the interest and penalty assessment from [redacted] , it was mailed to MrS [redacted] who issued payment per the H&R Block GuaranteeAt that time, MrS [redacted] states he also offered to prepare a return for free for the coming year, however, Ms [redacted] informed him that it was already being doneAll of these instances occurred within the same calendar year that the return was paid for MrS [redacted] believes he has assisted Ms [redacted] to the fullest and at this time is declining her request for a refund of preparation fees, as all return matters brought to his attention were corrected and Ms [redacted] declined the offer for a free return next season 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, Destini [redacted]
Dear Revdex.com, In resolution of this matter, Ms [redacted] s' request for a refund is being granted for the amount of $as requested in this complaintThe check will print today, 5/17/17, and Ms [redacted] s' should receive the check within business days 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 [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In resolution of this matter, Mrs [redacted] 's claims have been approved for partial payment for the H&R Block portion of the errors onlyThe checks will be sent out on Thursday, September 29, Should the [redacted] s desire to have a through explanation of the calculation of the payment, we urge the [redacted] 's to contact the Office Leader, [redacted] ***, at ###-###-#### directlyAs 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 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 the Revdex.com complaint, we recently tried to contact Mrs [redacted] but were unsuccessfulAn email was sent to Mrs [redacted] advising her to contact the District General Manager, [redacted] , directly at ###-###-####Mr [redacted] would like to speak to Mrs [redacted] regarding the pricing of the return as well as offer a good faith resolution.Should Mrs [redacted] contact Mr [redacted] , we will be happy to further assistOtherwise, we are unable to further resolve this matterWe ask that the Bureau note our above-referenced efforts to contact Mrs [redacted] to discuss her complaint.Sincerely,Michelle U***Associate Business AnalystH&R Block
Dear Revdex.com, In review of this matter, our records reflect that Ms [redacted] applied for the H&R Block Emerald Advance line of credit offered by H&R Block Bank and was approved for the amount of $on 11/21/Emerald Advance payments are due on or before the payment due date; at least 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 Ms [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 using our RAC productRefund Anticipation Check (RAC) is a service offered for an additional fee plus the cost of preparation that allow our client to pay all applicable fees through their tax refund rather than having to pay out of pocketOur client is also given the option to direct deposit their tax refund in an external bank account or on the H&R Block Emerald Card (EC)If the RAC is not chosen then the other option offered to our client is the IRS Direct Deposit (IRS DD) to an Emerald CardBy choosing IRS DD to EC, all applicable fees associated with the preparation of our clients tax return must be paid upon e-filing the returnThis option also authorizes H&R Block to automatically sweep the Emerald Card and pay down the Emerald Advance balance After which all remaining funds are deposited to the Emerald Card on record.We have provided attachments for Ms [redacted] 's review: (1) The Emerald Advance Application showing the amount she was approved for; (2) Transaction history for the Emerald Advance accountWe sincerely apologize for any misunderstandings our client has as it relates to the Emerald Advance Line of creditHowever, the debt is valid and for that reason we must respectfully decline Ms [redacted] 's request to return the funds.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, Michelle U [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,While we regret any confusions or misunderstandings of our tax preparation services that Ms [redacted] may have, our review of this matter reflects that her situation was handled in accordance with the product terms and conditions she agreed to and the application materials that she signed at the time Our records show the the user of the DIY product chooses the option to place refund proceeds on the e-gift card and in this case, Ms [redacted] chose to allocate $to the retailer [redacted] ; see the attachmentThe allocation of funds to the retailer happens after the IRS releases the refund amountThe user is notified by email that the funds are available and then they are able to choose which retailers they would like to use and direct the amount of funds to be loaded on a cardWhile we regret Ms***'s dissatisfaction with her decision to load her refund on a e-card, neither H&R Block nor Tango holds any funds to return to Ms***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 meSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com:In response to this matter, our investigation reflects Ms***’s complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the client.However, in response to this complaint the Franchisee contacted Ms [redacted] and scheduled an appointment Monday, June 8thMs [redacted] thanked him for calling to address her concernsThe Franchisee advised me that he would be providing Ms [redacted] with a breakdown of tax preparation fees and to discuss her expectations of the tax professional verses H&R Block's software.We ask that the Bureau note our efforts to resolve this issueIf 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: While we regret any confusions or misunderstandings of our tax preparation services that Ms [redacted] may have, our review of this matter reflects that the IRS Notice which Ms [redacted] received was due to missing income that was not reported on her returnAdditionally, records reflect that Mr [redacted] 's IRS Notice was dated 4/14/It was 3/19/when Ms [redacted] contacted her local H&R Block office concerning the noticePer the terms and conditions of H&R Block’s Peace of Mind contract which states in part: “Before such payment, you must: (a) notify Block of any government notice regarding such taxes within days from the date of such notice (b) promptly provide Block with copies of such notices and other documents relating to or substantiating such additional taxes Records further reflect that Ms [redacted] did not provide this information at the time of the tax interviewThe client’s Peace of Mind claim was denied due to the following reasons: HRB not notified within days, and information not available at the time of preparation We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyIf 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,H&R Block has reviewed Ms [redacted] ' rebuttal to our prior responseThis response contains H&R Block's final position.In response to Ms [redacted] ' rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and servicesWhile we regret that she appears dissatisfied with her experience with H&R Block, we stand by our original response dated 4/13/and we refer your office back to that response.We respectfully request that this case be closed, as we do not believe that any further response on our part would be beneficialSincerely, Jennifer S [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:Forgive me for emailing myResponse but, as I have said before, I am unable to enlarge the space on my phone in order to read what needs to be done with form that is sent to meI'm sorry to keep putting you thru this but I am once again rejecting H & R's offer of settlement I have already contacted an attorney and went over the consequences that has occurred due to H & R's mistakeI truly don't believe that the person (s) making the decisions on H & R Blocks behalf realize the consequences of their mistakes, especially not only not sending the I.R.SThe paperwork they requested in order to expedite my refund, hence not getting desperately needed surgery but they actually LOST the documents and never even notified meOnly when I called about a month later to check on my refund did an H & R Block representative tell me that they never sent the IRS the needed paperwork but actually LOST themHow much negligence do you need ? I filed my EZ form with H & R Block on January 21, and I still have not received my refund In the meantime,I've missed copious days of work due to being in excruciating pain, unable to have sexual intercourse, not being able to help my mother financially, who lost her husband months ago along with half her monthly income, his Social security, the , and adjective escapes me to describe the mental anguish The attorney I spoke to actually was able to list almost a dozen other consequences due to H & R Blocks negligence I can go on and onI can assure you of this, I've spoken to of the local media stations in our areaThey are very interested in doing a story on their news channels about the hell H & R Block has put me thruAt the bare minimum, I can assure you of this, my experience with H & R Block will be on the local news and with any luck, the national news You have my sworn promise that the public will know every unbelievable and unethical part of this storyThis I promise youThere is no need for H & R Block to respond to thisI'll handle all this by myself and with a little help from some friendsRegards, [redacted]
Dear Revdex.com,In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 8/12/and refer your office back to that responseShould Mr [redacted] 's remain interested in addressing matters further, we ask that he contact Dwayne Henderson with the district office at ###-###-####We ask that the Bureau note our current efforts to address and resolve Mr [redacted] ’s complaint.Sincerely, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, H&R Block is currently int he process of assisting Mr***Mr [redacted] has spoken with our representative, [redacted] , and has been informed that once we receive the notices from both the Federal and State, we will further review to determine if a reimbursement of penalties and interest is warrantedMr***'s Calculation Claim will remain open with our Digital Support team until this matter is resolved.Additionally, Mr [redacted] was promised three years of complimentary product and two of those years have already been grantedMr [redacted] has been assured that the third year of product will be granted to him as wellWe ask that the Bureau note our current efforts to resolve Mr***'s 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 as Assumed Answered] Complaint: [redacted] I am rejecting this response because: I filed my Tax Return online on HRblock.com following the link from [redacted] and I never went to any H&R Block office as wrongly stated by the business Regards, [redacted] ***
Dear Revdex.com,In response to this complaint, records reflect that our district office contacted Ms [redacted] directly and reached a mutually acceptable resolutionAs 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
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] I find that the resolution they agreed upon via our phone conversation, to take care of the amount in full, is satisfactory to me Regards, [redacted] ***
Dear Revdex.com,In response to this matter, the Refund Bonus Promotion that was offered this year was an option for our online or software clientsIf a client filed using one of those methods then they are able to delegate a portion of their tax refund onto a gift card with a participating retailer and H&R Block will add up to an additional 10% to their gift card.Ms [redacted] filed her tax return in one of our tax offices and the tax offices do not offer the refund bonus promotion While we regret any confusion or misunderstanding Ms [redacted] may have experienced regarding our tax preparation services or promotions, our review reflects that Ms [redacted] did not meet the criteria required for the Refund Bonus Promotion.We have reached out to Ms [redacted] and offered a gift certificate toward her tax preparation fees for next tax seasonWe mailed this gift certificate regular mail on 5/26/2016.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 meSincerely,Jennifer [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 followed all the steps needed to file a claim with H&R block the have not provided anything tangible to support their response Regards, [redacted] ***
Dear Revdex.com, In response to this rebuttal and as previously stated, we recently tried to contact Ms [redacted] on several occasions but were unsuccessfulThe correct email address has been provided to Ms [redacted] and emails have also been sent to her to reach out to our Digital Tier team in regards to this matter Jonathon Kimbrell from our Digital Tier team has attempted to call Ms [redacted] and left several voicemail's at the number listed on the Revdex.com complaint and has yet to receive a return call We ask that the Bureau note our above-referenced efforts to contact Ms [redacted] to discuss her complaint Sincerely, Destini C [redacted] Associate Business Analyst
Dear Revdex.com, While we regret any confusion or misunderstanding Ms [redacted] may have experienced regarding our tax preparation services, our review reflect that Ms [redacted] selected an H&R Block do-it-yourself ("DIY") tax preparation product to prepare her own return Within the DIY product, Ms [redacted] also selected a Refund Deposit Account ("RDA")A RDA is a bank deposit product that enables those who select it to direct the payment of the tax preparation, software, outstanding debt and other fees from their income tax refund In accepting the RDA terms and conditions, Ms [redacted] directed and agreed that amounts received from her tax refund would be used to pay debt owed to usMs [redacted] also checked a box indicating that she had read and understood the RDA terms and conditionsOther disclosures provided within our DIY system informed Ms [redacted] that: (i) she was not required to select a RDA, and (ii) other options were available to her; including, she could have chosen to receive her refund directly from the IRSI have attached an example of the consent form that is presented to any client who selects and RDA as well as an example of the RDA Disclosure Ms [redacted] would have received when she completed her returns We trust that this response will allow your office to close this file as this debt is valid However, should you have additional questions or concerns, please do not hesitate to contact meSincerely, Quintina M [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In response to Mrs [redacted] complaint, based on our findings, and letter/s she received from the IRS mistake was only for tax year We have done our due diligence, and sent a check for the amount H & R Block is liable for, which will need to be picked up at officeAs far, as any refund of fees we will not be refunding, the mistake and correction was made for 2015, which Mrs [redacted] did not payAs 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 Sincerely, Natalie M [redacted] Associate Business Analyst H & R Block
In response to this matter, our investigation has determined that Ms [redacted] complaint is against an independently owned and operated franchise office, which has the responsibility to resolve matters directly with your office and with the client H&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 H&R Block Franchisee, David Steven's belief that he has done so in this case by amending Ms [redacted] tax return to accurately reflect the appropriate information as she was mistakenly recorded as an [redacted] residentMrS [redacted] also corrected a typo on a prior year return and paid penalty and interest assessed for the error (explained below) and he offered a free return to be prepared for Ms [redacted] In Ms [redacted] had another company discover a mistake with a typo on real estate tax deduction on one of her rentalsMs [redacted] informed MrS [redacted] of the errors and he corrected it, resulting in Ms [redacted] having to pay $as a correction of the tax assessed for [redacted] When Ms [redacted] received the interest and penalty assessment from [redacted] , it was mailed to MrS [redacted] who issued payment per the H&R Block GuaranteeAt that time, MrS [redacted] states he also offered to prepare a return for free for the coming year, however, Ms [redacted] informed him that it was already being doneAll of these instances occurred within the same calendar year that the return was paid for MrS [redacted] believes he has assisted Ms [redacted] to the fullest and at this time is declining her request for a refund of preparation fees, as all return matters brought to his attention were corrected and Ms [redacted] declined the offer for a free return next season 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, Destini [redacted]
Dear Revdex.com, In resolution of this matter, Ms [redacted] s' request for a refund is being granted for the amount of $as requested in this complaintThe check will print today, 5/17/17, and Ms [redacted] s' should receive the check within business days 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 [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In resolution of this matter, Mrs [redacted] 's claims have been approved for partial payment for the H&R Block portion of the errors onlyThe checks will be sent out on Thursday, September 29, Should the [redacted] s desire to have a through explanation of the calculation of the payment, we urge the [redacted] 's to contact the Office Leader, [redacted] ***, at ###-###-#### directlyAs 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 need anything further or have any questions, please do not hesitate to contact meSincerely, [redacted] ***Associate Business AnalystH&R Block