H & R Block Inc., U.S. Headquarters

Dear Revdex.com,In further review of this matter, records reflect that our district office contacted Mr*** directly and are addressing his concernsA claim for penalties and interest has been initiatedOnce a determination has been made Mr*** will be notified of our final resolve to this matter. In the meantime, should Mr*** have any further questions or concerns we ask that he contact his local H&R Block office or our office directlyWe ask that the Bureau note our above-referenced efforts to address Mr***'s complaint. Sincerely,*** ***Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Regards,
*** ***

[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: ***
I am rejecting this response because the check mentioned in the response from H&R Block was not received Their response stated that I would receive a check for $by March I did receive a tracking number from UPS and it appears that a label was created but the check never sent Once I receive the check from them, I will consider the issue resolved.I also wanted to make a point of clarification as a follow up to the email from H&R Block I did reach out to *** on March to discuss further with her I informed her that I was not phoned or emailed as they had previously indicated She apologized for this miscommunication on her part After speaking with her, she had *** from the online team call me He stated that I would not get a refund because of the issues as stated in the response email However, I reminded *** that their help desk told me that they could see the issue but could not fix it In addition, the help desk told me to take the printed copies to the local H&R Block office to be corrected since they couldn't do so over the phone Taking the items to the local office as directed was the reason for the charge After hearing this, he reached out to his supervisor for approval and the supervisor approved my refund
Regards,
*** ***

Dear Revdex.com: In resolution to this matter, I contacted Ms*** directly to discuss this matter I apologized to Ms*** for the call center support she receivedI also advised Ms*** that I could not refund her tax preparation fees because she chose to file in an
office Although H&R Block offers clients to file in a tax office or through our online/software, these services are unrelated. As client service gesture, Ms*** will receive free tax software for next year’s return. 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. *** ***Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I reviewed the response made by the business in reference to complaint ID *** and you may close the complaint
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr***Our Senior Tax Analyst, Anacani M*** has been in contact with Mr*** regarding his concern and has a scheduled phone call for Monday, August 7, at 10:a.m.We
will continue to correspond with Mr*** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Mr***’s complaintSincerely,Michelle B***Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution
is satisfactory to me
Regards,
*** ***

Dear Revdex.com,In response to this complaint, our review has shown that there were errors made on the schedule A and the schedule E on Ms***'s return prepared by H&R BlockThis error was discovered by a CPA (not employed with H&R Block) while preparing her return
Ms*** had her CPA correct the return and prepare an amended return for tax year that resulted in a refund of $2398.While we regret any confusions or misunderstandings of our tax preparation services that Ms*** may have, our review of this matter reflects that her situation was handled in accordance with standard H&R Block processesI have reached out to the District General Manager of the office where the return was originally filed to discuss this matterShe states that Ms*** had a CPA correct the return for her, instead of allowing H&R Block to correct the returnUnder the H&R Block Guarantee, we will cover any penalties and interest that result from errors we cause on a tax return and in addition to that we will correct the return at no cost to the client. Although H&R Block is not at liberty to refund Ms***'s tax preparation fees in full, as a gesture of good faith the tax office offered to refund Ms*** a portion of her fees, $Ms*** refused this offer. 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, *** ***Associate Business AnalystH&R Block

Dear Revdex.com: H&R Block has reviewed Ms***'s rebuttal to our prior responseThis response contains H&R Block’s final positionIn response to Ms.***'s rebuttal, our review determines the rebuttal raises no new issues with H&R Block..The return was prepared correctly with the information provided at the time of the tax appointmentWhile we regret that she appears dissatisfied with her experience with H&R Block, we stand by our original response dated 04/06/2016 and we refer your office back to that responseWe respectfully request that this case be closed administratively judged resolved, as we do not believe that any further response on our part would be beneficialSincerely, Michelle U*** 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: ***
I am rejecting this response because:
April 2,
As I stated in my original
complaint, I am retired and most of my statements are 1099R’s not W2’s
The office manager *** ** ***
did not offer me an appointment to resolve this matter, instead she yelled at
me that I had to do this myself that it was not their job and then proceeded to
hang up on me
Since I had to resolve this
matter with the State myself, I believe this matter is NOT RESOLVED with
H&R Block because they did not
follow the *** State Income Tax Filing Guide Booklet #
I also feel that I am due a
refund of $due to the errors on their part and the behavior of the
office manager *** ** ***
Regards,
*** *** *** ***

Dear Revdex.com,In resolution of this **tter, H&R Block is currently in the process of assisting Ms**We will continue to correspond with Ms** in attempts to reach a mutually acceptable resolution. We ask that the Bureau note our current efforts to resolve Ms**'s
complaint.Sincerely,*** ***Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Regards,
*** ***

[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: ***
I am rejecting this response because:I was not informed upfront about the structure of their chargesThe preparer also used forms that were not necessary and had to be corrected by me for using them without a purposeHe was also corrected several times for making mistakes that if I had not caught them, they would've been submitted to the IRSI was also not told to bring in last years tax formI told them I had it with me and was told they don't need to see itThey would have seen the charges attached I told them I had it with me and was told they don't need to see itThey would have seen the charges attached Therefore that is a lie that I refused to bring in last year's taxesIf I do not receive some sort of discount for this astronomical charge, I will be contacting Channel On Your Side, a local news channel, and they also will provide me with other agencies to contact to complain about thisAt worst their particular business will be damagedI really don't want to go that far but I willI am a senior and I should be respected and should receive a substantial discount just for thatI have been taken advantage of and I plan on advising others about this if they will not work with me to reduce this absurd Bill! Regards,
*** * ***

Dear Revdex.com, In resolution of this matter, Ms*** ***’s claim has been approved for the full tax preparation fee. The check was sent out on Wednesday, November 8, The Peace of Mind fee has not been refunded, as the fee rescinding period expires days after the purchase of the product. 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,Michelle B***Associate Business AnalystH&R Block

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Regards,
Bradley W***

[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 ***, and find that this resolution is satisfactory to me upon receipt of the checkI've received great service from HR Block in the past and with a fair and timely resolution here I expect to continue my relationship with themI understand mistakes happen and I appreciate their willingness to identify these mistakes and correct themThank you for your help in this matter
Regards,
*** ***

Dear Revdex.com,In review of this matter, our records reflect that Mr*** applied for the H&R Block *** Advance line of credit offered by our H&R Block Bank and was approved on ***. Mr*** agreed to pay all amounts owed in accordance with the terms of
the agreement*** Advance payments are due on or before the payment due date; atleast the minimum payment must be paid every month until the balance is completely payed down by the required date of February 15th of each year.In further review of this matter please be advised that H&R Block did not report Mr*** to the credit bureau and there has been no late fees accessed to Mr***’s *** Advance line of credit account.We sincerely apologize, for any misinformation that was provided to Mr*** previously, however, we refer Mr*** to the Terms and Conditions of the *** Advance line of credit of which he agreed and signed for additional information.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, *** ***Associate Business AnalystH&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Ms*** but were unsuccessfulA letter was forwarded to Ms*** on May 13, 2015, advising her to contact our office toll free at ###-###-####If Ms*** 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 matter. We ask that the Bureau note our above-referenced efforts to contact Ms*** to discuss her complaint. Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr*** We will continue to correspond with Mr. *** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to
resolve Mr***’s complaint Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, the District Manager contacted Ms*** directly and reached a mutually acceptable resolutionAs 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 me.Sincerely,Michelle B***Associate Business AnalystH&R Block