Dear Revdex.com,In resolution of this matter, the Office Manager, [redacted] contacted Mr [redacted] directly on 4/13/and reached a mutually acceptable resolutionAs a result, we consider this matter resolved.We respectfully ask the Revdex.com to close this case However, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution to this matter, our records show that Mr [redacted] attempted to make payments on 1/26, 2/14, and 2/before the payment was accepted on 3/The debit card was declined because the billing address entered did not match what Mr [redacted] financial institution had on fileH&R Block did not charge Mr***'s however, $for each attempted transaction was assessedThose fees have since dropped offAdditionally, late fees and the interest for the last months has been waived as wellMr [redacted] will receive a credit to his debit card in 1-business daysAs a result we consider this matter resolved.Sincerely, Quinitina M***Associate Business AnalystH&R Block
Complaint: [redacted] I am rejecting this response because; I wasnt notififed of the amending of the taxeswe found out after we got our refundi am requesting the full amont I paid, there is no break down on the receipt on federal vsstatei have contacted the compliant department at h&r block several time, getting the rum around being transfered all the time, people telling me someone will contact me and no one ever doesi have been yelled at by there managersi feel a full reund is necessary with the amount of time ive lost from worki will have to pay someone else to check my taxes to make sure they are correct 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: Finally today I received the check from HR BlockHowever, the amount is not what we agreed onI claimed two tax amendment services and that are both not got processed from IRSAnd after I reported to Revdex.com, one manager called me and she clearly said they are going to refund me $+ $in the voice messageI still have the voice record nowToday I only received $ Can you please pass my questions to hr block since I never find the right person to talk to when I call themI am wondering where is the rest refund ?I expect another refund another check $When can I receive it? very appreciated!Thanks, [redacted] Regards, [redacted] **
Dear Revdex.com,In response to this matter, our investigation reflects that Mrand Mrs [redacted] 's complaint is against an independently owned and operated franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, please be advised that the Franchise owner, [redacted] ***, is ready to move forward with the penalties and interest claim for payment but must be in contact with the clients to do so [redacted] states she has left a message for the clients and will attempt to reach back out to the client in hopes of settling this matterthe clients are encouraged to contact [redacted] at ###-###-#### at their convenienceIf 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 disagrees with Mr [redacted] allegationsAfter researching the e-filed return, it appears that Mr [redacted] chose to print and mail his state returnThe e-file pdf, dated 01/26/gave Mr[redacted] instruction on how to print and mail his return to the DOR of Missouri.When e-filing, state and or federal returns; a confirmation email is sent to the email address on file confirming that the returns were successfully e-filedMr [redacted] would have received a confirmation email, confirming the e-filing of his state returnWhile we regret any confusion or misunderstanding of the DIY product, there was nothing found indicating that our system failed to e-file Mr [redacted] state returnWe 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 meSincerely, Steana [redacted] Associate Business Analyst
[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 have the tax return that shows HR block listed both of us as deceased and the other mistakesI can provide a copy at any timeLet me know if you would like it please Regards, [redacted] ***
Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the full amount request in her complaintThe check will be sent out on Monday, February 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 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 me.Sincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com, H&R Block prepares millions of tax returns each year, and if we do make an error, we are committed to making the situation rightUnder our Peace of Mind® Extended Service Plan, clients are reimbursed a limited amount of their tax underpayment owed to a tax authority, if we make a mistake on a tax return, subject to certain other terms and conditions Because Mr [redacted] did not elect this added level of protection, he is entitled to reimbursement of interest and penalties, but H&R Block is not liable for any additional taxes assessed to our client by the IRS or other tax authorityTo date, Mr [redacted] has not supplied any notices to H&R BlockHowever, once Mr [redacted] receives the notices(s), we remain committed to paying the penalties and interest assessed In an effort to further make amends, and as a gesture of good faith for any inconvenience, Mr [redacted] ’s tax preparation fees have been refundedThe check will be sent on Monday, September 25, We sincerely regret Mr [redacted] ’s experience and trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, Michelle B [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In response to Mr [redacted] ’s rebuttal our review determines the rebuttal raises no new issues Therefore, we stand by our original response dated 03/29/and refer your office back to that responseWhile we regret that Mr [redacted] appears to be dissatisfied with his experience, H&R Block does not control when the IRS releases funds, and we cannot send a check for the amount he is to receive from the IRS We have sent out a check for the Tax Preparation Fee’s for Mr [redacted] , and he can choose not to cash it if he would likeH&R Block refunded the Tax Preparation Fee’s to make things whole because of the mistake on the return 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 C [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 was never given that number and furthermore when I called the emerald card number to ask why the amount was taken out they could find nothingI have contacted the attorney general in Indiana and they will be contacting your officeYou have yet to produce anything signed by myself or my husband with all of this information you are giving meThis supposed debt is from years ago prior to our marriage and the tax return you took it from belonged to me as wellI would assume the attorney general's office will let me know the legality of your debt collection practices Regards, [redacted]
[A default letter is provided here which indicates your acceptance of the business's response If you wish, you may update it before sending it.] Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that their response is acceptableHowever they have assigned other employees to assist in the past and after a short time, they stop assistingThat is precisely the reason that nearly a year later we still going through thisThe person this time seems to be assisting me well, however they can't accept that they lost some of my paperworkAs of now they have been helpful but the matter is far from overTo be contined Regards, [redacted]
Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Mr [redacted] but were unsuccessfulAn email was forwarded to Mr [redacted] advising him to contact our Digital Tier III agent, [redacted] directly at ###-###-####If Mr [redacted] should contact us via this information, we will be happy to further assist him and address any concerns he might haveOtherwise, we are unable to further investigate this matter.We ask that the Bureau note our above-referenced efforts to contact Ms [redacted] to discuss his complaint.Sincerely, [redacted] ***Associate Business AnalystH&R Block
In resolution of this matter, the District General Manager contacted Ms [redacted] directly and reached a mutually acceptable resolutionWe would also like to apologize to Ms [redacted] for any confusion concerning this matterWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyAs a result, we consider this matter resolved We respectfully ask the Revdex.com to close this caseHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, [redacted] ***Associate Business Analyst
Dear Revdex.com, In response to this matter, the District General Manager Charles [redacted] has been in contact with Mr [redacted] several times regarding this complaintIn the first conversation MrSimpson had with Mr [redacted] , Mr [redacted] stated that he forgot that he had marketplace coverage for a few weeks in January and failed to relay that information to his tax professional at the time of filingMrS [redacted] informed Mr [redacted] that is why he received the IRS Letter, and we have followed the IRS rules to report his marketplace coverageIn the second conversation MrS [redacted] told Mr [redacted] that we do not have any control over when the IRS releases fundsHe also kindly reminded Mr [redacted] that he had additional documentation needed, that was not provided at the time of filing, and we have done everything that the IRS allows to report the marketplace coverageIn MrS [redacted] third conversation with Mr [redacted] , Mr [redacted] stated he needed his refund money as a down payment for an operation he was to haveMr [redacted] stated that he expected H&R Block to personally issue his refund and that we can then take his refund from the IRSMrS [redacted] mentioned we have nothing in place with the IRS to facilitate such a request Because H & R Block does not control when the IRS releases funds, we will not be able to fulfill Mr [redacted] ’s request of paying out the refund he is to receive from the IRS in the amount of $However, at this time DGM Charles S [redacted] has approved a refund for Tax Preparation fee’s in the amount of $I have sent this check out via UPS 2nd Day Air and should arrive by end of day 03/28/Tracking number: [redacted] 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 C [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] I am rejecting this response because:Complaint: [redacted] I regret not being able to simply "accept" H&R Block's self-defined "due diligence".As I previously stated, there is a basic structural problem in what H&R Block proposes to individuals needing to file Schedule CIn my opinion, tax-filers need to be able to see and review what they've declared and the details of their expenses even once they've finished the documents and sent them to the Tax Pro for reviewWhat happens in fact is that there is no way to review the original declaration once the tax pro gets the informationIn my case, the Tax Pro looked at the data she received, re-declared the information differently than the H&R Block computer program did, and established that I owed money to the Federal government, rather than my expecting a refundThe Schedule A also showed that my tax-deductible contributions had disappeared.Intrigued by such a change, I needed to check my figuresBut it's impossible to do so with the Block system; the computer program is devised in such a manner that you can't go back without cancelling the Tax Pro's review and basically starting over againSo in order to access the original data, I asked Block then to cancel the Tax Pro and re-calculated;, using the Block computer program again, I found the "lost" tax-deductible contributions and re-calculated with an even-higher refund due to meI didn't even bother with another Tax Pro's review as I wouldn't be able to discuss or modify anything without access to the original data again.This is not a healthy, respectful business practiceI spent many more hours than neededYes, Block reimbursed the sums, but this doesn't cover the time spent, nor excuses or corrects a faulty systemSchedule C filers should at least be made aware that once they've filled in the questionnaire, there's no turning back, not even when some of the data might go amiss.The public deserves to know about this Regards, [redacted]
Dear Revdex.com,In resolution to this matter, Ms [redacted] 's request for a reduced tax preparation fee has been approved and a partial refund check was sent to her on Friday, February 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 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
The 1099r was not lose in my folder, it was stapled behind my wwhen I found my tax packet to bring in [redacted] was having difficulties with her stapler that year and had made multiple attempts to staple the packet which can be seen by the several staple holes and half stapled staples on the outside of my copyShe had to leave the room to finally borrow someone else's staplerWhen I looked in my packet for the 1099r, it fell out from behind the w2, the staple didn't catch it and fully attach itWhen I called to ask about my denial with claims I was first advised Per the terms of the peace of mind contract each client is responsible for ensuring their taxes are prepared correctly before they sign off on themThis call I have recorded for the investigator to hear, play on YouTube or whoever needs to hearMy second call which is also recorded where I asked for the actual reason other than this tax issue is not covered by your peace of mind contract in writing, I was advised that the date I had my taxes done 1099's aren't usually mailed out yetFurther explanation in writing was refused It should be noted that two days prior to the accepting tax returns being filed this year, I received a form for taxes to file this yearThese recordings can be made available to anyone who needs to hear themAn attorney if necessary if you refuse this appeal as [redacted] admitted her missing filing this document and advising claims with same information yet they still deny the claim, siting my fault for not knowing she had not filed them correctly which is what the policy states it is for Complaint: [redacted] I am rejecting this response because: Regards, [redacted]
Dear Revdex.com,In resolution to this matter, our investigation reflects that Mr***’s complaint is against a franchise office which has the responsibility to resolve this matter with your office and directly with the clientRecords reflect that Mrand Mrs [redacted] withdrew money from their retirement account to pay for education expensesDuring the tax interview, Mrs [redacted] advised the tax professional that the funds were used towards private school tuitionAs such the tax return was prepared based on this information and a % penalty was accessed as the client’s are under ½.According to the franchise office, it was later suggested by Mr [redacted] that in addition to private school tuition the monies were also used towards college tuition which is a qualifying educational expense that is deductableAt which point, the return was amended at no charge and the additional information was added to the tax returnAs a result of the amended return, the ***’s received their penalty amount back from the IRSIt is the franchisee’s belief that reimbursement of tax preparation fees are not warranted in this case as the return was prepared correctly with the information provided during the initial tax interviewWe 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 response to this matter, Ms [redacted] received debt collection phone calls & mail in error Our records indicate that Ms [redacted] paid her tax preparation fees in the tax office, and tax preparation debt has been removed from our systemMs [redacted] was also mailed a letter confirming the debt was removed from our system and she should receive it within 7-daysH&R Block would also like to apologize to Ms [redacted] for any confusion this issue has causedAs a result, we consider this matter resolved and 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 resolution of this matter, the Office Manager, [redacted] contacted Mr [redacted] directly on 4/13/and reached a mutually acceptable resolutionAs a result, we consider this matter resolved.We respectfully ask the Revdex.com to close this case However, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution to this matter, our records show that Mr [redacted] attempted to make payments on 1/26, 2/14, and 2/before the payment was accepted on 3/The debit card was declined because the billing address entered did not match what Mr [redacted] financial institution had on fileH&R Block did not charge Mr***'s however, $for each attempted transaction was assessedThose fees have since dropped offAdditionally, late fees and the interest for the last months has been waived as wellMr [redacted] will receive a credit to his debit card in 1-business daysAs a result we consider this matter resolved.Sincerely, Quinitina M***Associate Business AnalystH&R Block
Complaint: [redacted] I am rejecting this response because; I wasnt notififed of the amending of the taxeswe found out after we got our refundi am requesting the full amont I paid, there is no break down on the receipt on federal vsstatei have contacted the compliant department at h&r block several time, getting the rum around being transfered all the time, people telling me someone will contact me and no one ever doesi have been yelled at by there managersi feel a full reund is necessary with the amount of time ive lost from worki will have to pay someone else to check my taxes to make sure they are correct 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: Finally today I received the check from HR BlockHowever, the amount is not what we agreed onI claimed two tax amendment services and that are both not got processed from IRSAnd after I reported to Revdex.com, one manager called me and she clearly said they are going to refund me $+ $in the voice messageI still have the voice record nowToday I only received $ Can you please pass my questions to hr block since I never find the right person to talk to when I call themI am wondering where is the rest refund ?I expect another refund another check $When can I receive it? very appreciated!Thanks, [redacted] Regards, [redacted] **
Dear Revdex.com,In response to this matter, our investigation reflects that Mrand Mrs [redacted] 's complaint is against an independently owned and operated franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, please be advised that the Franchise owner, [redacted] ***, is ready to move forward with the penalties and interest claim for payment but must be in contact with the clients to do so [redacted] states she has left a message for the clients and will attempt to reach back out to the client in hopes of settling this matterthe clients are encouraged to contact [redacted] at ###-###-#### at their convenienceIf 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 disagrees with Mr [redacted] allegationsAfter researching the e-filed return, it appears that Mr [redacted] chose to print and mail his state returnThe e-file pdf, dated 01/26/gave Mr[redacted] instruction on how to print and mail his return to the DOR of Missouri.When e-filing, state and or federal returns; a confirmation email is sent to the email address on file confirming that the returns were successfully e-filedMr [redacted] would have received a confirmation email, confirming the e-filing of his state returnWhile we regret any confusion or misunderstanding of the DIY product, there was nothing found indicating that our system failed to e-file Mr [redacted] state returnWe 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 meSincerely, Steana [redacted] Associate Business Analyst
[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 have the tax return that shows HR block listed both of us as deceased and the other mistakesI can provide a copy at any timeLet me know if you would like it please Regards, [redacted] ***
Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the full amount request in her complaintThe check will be sent out on Monday, February 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 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 me.Sincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com, H&R Block prepares millions of tax returns each year, and if we do make an error, we are committed to making the situation rightUnder our Peace of Mind® Extended Service Plan, clients are reimbursed a limited amount of their tax underpayment owed to a tax authority, if we make a mistake on a tax return, subject to certain other terms and conditions Because Mr [redacted] did not elect this added level of protection, he is entitled to reimbursement of interest and penalties, but H&R Block is not liable for any additional taxes assessed to our client by the IRS or other tax authorityTo date, Mr [redacted] has not supplied any notices to H&R BlockHowever, once Mr [redacted] receives the notices(s), we remain committed to paying the penalties and interest assessed In an effort to further make amends, and as a gesture of good faith for any inconvenience, Mr [redacted] ’s tax preparation fees have been refundedThe check will be sent on Monday, September 25, We sincerely regret Mr [redacted] ’s experience and trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, Michelle B [redacted] Associate Business Analyst H&R Block
Dear Revdex.com, In response to Mr [redacted] ’s rebuttal our review determines the rebuttal raises no new issues Therefore, we stand by our original response dated 03/29/and refer your office back to that responseWhile we regret that Mr [redacted] appears to be dissatisfied with his experience, H&R Block does not control when the IRS releases funds, and we cannot send a check for the amount he is to receive from the IRS We have sent out a check for the Tax Preparation Fee’s for Mr [redacted] , and he can choose not to cash it if he would likeH&R Block refunded the Tax Preparation Fee’s to make things whole because of the mistake on the return 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 C [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 was never given that number and furthermore when I called the emerald card number to ask why the amount was taken out they could find nothingI have contacted the attorney general in Indiana and they will be contacting your officeYou have yet to produce anything signed by myself or my husband with all of this information you are giving meThis supposed debt is from years ago prior to our marriage and the tax return you took it from belonged to me as wellI would assume the attorney general's office will let me know the legality of your debt collection practices Regards, [redacted]
[A default letter is provided here which indicates your acceptance of the business's response If you wish, you may update it before sending it.] Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that their response is acceptableHowever they have assigned other employees to assist in the past and after a short time, they stop assistingThat is precisely the reason that nearly a year later we still going through thisThe person this time seems to be assisting me well, however they can't accept that they lost some of my paperworkAs of now they have been helpful but the matter is far from overTo be contined Regards, [redacted]
Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Mr [redacted] but were unsuccessfulAn email was forwarded to Mr [redacted] advising him to contact our Digital Tier III agent, [redacted] directly at ###-###-####If Mr [redacted] should contact us via this information, we will be happy to further assist him and address any concerns he might haveOtherwise, we are unable to further investigate this matter.We ask that the Bureau note our above-referenced efforts to contact Ms [redacted] to discuss his complaint.Sincerely, [redacted] ***Associate Business AnalystH&R Block
In resolution of this matter, the District General Manager contacted Ms [redacted] directly and reached a mutually acceptable resolutionWe would also like to apologize to Ms [redacted] for any confusion concerning this matterWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyAs a result, we consider this matter resolved We respectfully ask the Revdex.com to close this caseHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, [redacted] ***Associate Business Analyst
Dear Revdex.com, In response to this matter, the District General Manager Charles [redacted] has been in contact with Mr [redacted] several times regarding this complaintIn the first conversation MrSimpson had with Mr [redacted] , Mr [redacted] stated that he forgot that he had marketplace coverage for a few weeks in January and failed to relay that information to his tax professional at the time of filingMrS [redacted] informed Mr [redacted] that is why he received the IRS Letter, and we have followed the IRS rules to report his marketplace coverageIn the second conversation MrS [redacted] told Mr [redacted] that we do not have any control over when the IRS releases fundsHe also kindly reminded Mr [redacted] that he had additional documentation needed, that was not provided at the time of filing, and we have done everything that the IRS allows to report the marketplace coverageIn MrS [redacted] third conversation with Mr [redacted] , Mr [redacted] stated he needed his refund money as a down payment for an operation he was to haveMr [redacted] stated that he expected H&R Block to personally issue his refund and that we can then take his refund from the IRSMrS [redacted] mentioned we have nothing in place with the IRS to facilitate such a request Because H & R Block does not control when the IRS releases funds, we will not be able to fulfill Mr [redacted] ’s request of paying out the refund he is to receive from the IRS in the amount of $However, at this time DGM Charles S [redacted] has approved a refund for Tax Preparation fee’s in the amount of $I have sent this check out via UPS 2nd Day Air and should arrive by end of day 03/28/Tracking number: [redacted] 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 C [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] I am rejecting this response because:Complaint: [redacted] I regret not being able to simply "accept" H&R Block's self-defined "due diligence".As I previously stated, there is a basic structural problem in what H&R Block proposes to individuals needing to file Schedule CIn my opinion, tax-filers need to be able to see and review what they've declared and the details of their expenses even once they've finished the documents and sent them to the Tax Pro for reviewWhat happens in fact is that there is no way to review the original declaration once the tax pro gets the informationIn my case, the Tax Pro looked at the data she received, re-declared the information differently than the H&R Block computer program did, and established that I owed money to the Federal government, rather than my expecting a refundThe Schedule A also showed that my tax-deductible contributions had disappeared.Intrigued by such a change, I needed to check my figuresBut it's impossible to do so with the Block system; the computer program is devised in such a manner that you can't go back without cancelling the Tax Pro's review and basically starting over againSo in order to access the original data, I asked Block then to cancel the Tax Pro and re-calculated;, using the Block computer program again, I found the "lost" tax-deductible contributions and re-calculated with an even-higher refund due to meI didn't even bother with another Tax Pro's review as I wouldn't be able to discuss or modify anything without access to the original data again.This is not a healthy, respectful business practiceI spent many more hours than neededYes, Block reimbursed the sums, but this doesn't cover the time spent, nor excuses or corrects a faulty systemSchedule C filers should at least be made aware that once they've filled in the questionnaire, there's no turning back, not even when some of the data might go amiss.The public deserves to know about this Regards, [redacted]
Dear Revdex.com,In resolution to this matter, Ms [redacted] 's request for a reduced tax preparation fee has been approved and a partial refund check was sent to her on Friday, February 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 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
The 1099r was not lose in my folder, it was stapled behind my wwhen I found my tax packet to bring in [redacted] was having difficulties with her stapler that year and had made multiple attempts to staple the packet which can be seen by the several staple holes and half stapled staples on the outside of my copyShe had to leave the room to finally borrow someone else's staplerWhen I looked in my packet for the 1099r, it fell out from behind the w2, the staple didn't catch it and fully attach itWhen I called to ask about my denial with claims I was first advised Per the terms of the peace of mind contract each client is responsible for ensuring their taxes are prepared correctly before they sign off on themThis call I have recorded for the investigator to hear, play on YouTube or whoever needs to hearMy second call which is also recorded where I asked for the actual reason other than this tax issue is not covered by your peace of mind contract in writing, I was advised that the date I had my taxes done 1099's aren't usually mailed out yetFurther explanation in writing was refused It should be noted that two days prior to the accepting tax returns being filed this year, I received a form for taxes to file this yearThese recordings can be made available to anyone who needs to hear themAn attorney if necessary if you refuse this appeal as [redacted] admitted her missing filing this document and advising claims with same information yet they still deny the claim, siting my fault for not knowing she had not filed them correctly which is what the policy states it is for Complaint: [redacted] I am rejecting this response because: Regards, [redacted]
Dear Revdex.com,In resolution to this matter, our investigation reflects that Mr***’s complaint is against a franchise office which has the responsibility to resolve this matter with your office and directly with the clientRecords reflect that Mrand Mrs [redacted] withdrew money from their retirement account to pay for education expensesDuring the tax interview, Mrs [redacted] advised the tax professional that the funds were used towards private school tuitionAs such the tax return was prepared based on this information and a % penalty was accessed as the client’s are under ½.According to the franchise office, it was later suggested by Mr [redacted] that in addition to private school tuition the monies were also used towards college tuition which is a qualifying educational expense that is deductableAt which point, the return was amended at no charge and the additional information was added to the tax returnAs a result of the amended return, the ***’s received their penalty amount back from the IRSIt is the franchisee’s belief that reimbursement of tax preparation fees are not warranted in this case as the return was prepared correctly with the information provided during the initial tax interviewWe 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 response to this matter, Ms [redacted] received debt collection phone calls & mail in error Our records indicate that Ms [redacted] paid her tax preparation fees in the tax office, and tax preparation debt has been removed from our systemMs [redacted] was also mailed a letter confirming the debt was removed from our system and she should receive it within 7-daysH&R Block would also like to apologize to Ms [redacted] for any confusion this issue has causedAs a result, we consider this matter resolved and 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