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

[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,
*** ***

[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 resolution of this matter, H&R Block is currently in the process of assisting Mrand Mrs*** We have scheduled an appointment for Friday, June 2, Upon the completion of the meeting and having an understanding of our next steps, we will continue to correspond with Mrand Mrs*** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve the ***'s complaintSincerely,Michelle U***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, our records reflect that Ms*** has been contacted and a mutually acceptable resolution was reachedAs 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 fairlySincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, the Regional Director contacted Ms*** directly and reached a mutually acceptable resolutionMs***'s claim has been approved and a check was sent on Friday, October 27, 2017. 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

Dear Revdex.com,In response to this matter, I have spoken with Ms*** to review the details of the Fraud Claim denialH&R Block thoroughly investigated the allegation and our findings provide support to stand behind the original decision. As such, Ms*** is being
provided with the disclosures and consent forms as well as phone records that H&R Block used as a part of our investigation into her claimThe package will be sent via next day delivery on Thursday May 12, 2016.After reviewing the documents, should Ms*** wish to further dispute her claim, she must contact H&R Block's Disputes/Fraud department directlyThe phone number is ***, Monday - Friday: 8am - 5pm CST (excluding holidays) and select option 5.Ms*** has also been provided with the next steps needed should she wish to have her attorney contact H&R Block in regards to this matter. We respectfully request 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,*** ***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 matter, our investigation reflects that Mr*** complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientThe franchisee has agreed to refund the remainder
of Mr*** tax preparation fees as a client service gestureHowever, records reflect that Mr*** federal return was prepared accurately and filed timely but due to an error discovered on the state return, an amended return was filed and the fees associated with this return were refundedIf Mr*** requires assistance with the filing of his original state return, the franchisee states this his office is more than happy to assist as he was unaware the original state return had not been filedMr*** can expect to receive a check for the reimbursement of his tax preparation fees within business daysSincerely, Quintina M*** Associate Business Analyst H&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***' mailing address on June 1, 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 investigate this matter further. 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 response to Ms***' complaint we have reviewed the Peace of Mind claim that was submitted to our claims department as well as the events that may have led up to her issue.We were able to see that the Ms***' tax return was started on 3/25/and was not
electronically submitted due to office error in not processing the return and sending to the IRS and StateWe show a completion date of 12/15/with paper mailing listed for filing option We can see that there were two claims submitted for Ms***The first was to refund tax preparation fees, which was approved with check #*** dated 12/16/being issued to her for the late filing errorThe second claim was entered for Penalties and Interest The claims department issued a check for $because that is the amount of the Failure to File penaltyThe additional penalties and interest are due to the fact that Ms*** did not pay the amount owed to the state by the April due date H&R Block believes we have fulfilled our Standard Guarantee Policy by paying the penalty that is associated with the error made by our tax professional in regards to Ms***' returnWe would like to provide our claims department contact number for Ms*** if she would like further explanation of the claim detailsThey can be reached at ###-###-#### option #4.As a result we consider this matter resolvedWe assure that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly Should you have additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely, *** ***Associate Business Analyst H&R Block

Dear Revdex.com: H&R Block has reviewed Mr***'s rebuttal to our prior responseThis response contains H&R Block’s final position In response to Mr***'s rebuttal, our review determines the rebuttal raises no new issuesIn order for us to investigate his concern, he must contact our Digital Tier department by phone. While we regret that he appears dissatisfied with his experience at H&R Block, we stand by our original response dated 4/1/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,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,While we sincerely regret Mrs***'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. As it relates to this situation, our records reflect that District Manager, Sunny Kokol, contacted Mrs*** to provide a full explanation of the fees that were charged to prepare the tax return In our efforts to show appreciation to a loyal customer, the District Manager offered a gift certificate towards the preparation of the Wellmarker's return which she respectfully declinedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, if you should need anything further or have any questions, please do not hesitate to contact me.Sincerely,*** ***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,
*** ***
Associate Business Analyst

Dear Revdex.com, In resolution to this matter, Mr***'s Peace of Mind claim has been approved for the additional tax owed and interestThe check was mailed to client via UPS on 10/4/ At this time the client is scheduled to meet with the office on 10/6/to
complete an Abatement form to request the IRS forgive the penalties. As a result, we consider this matter resolvedWe assure you the we take the concerns of our clients seriously and make every effort to resolve matter 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

Tell us why here...Dear Revdex.com,H&R Block has reviewed Ms***'s rebuttal to our prior responseThis response contains H&R Block's final position.In response to Ms***'s rebuttal, I contacted her directly to discover if the ***'s have ever held a *** ** *** account that could have been on file with H&R Block in prior years and approved for use on the returnMrs*** responded that they have not had a *** ** *** account have have used *** ** *** for several yearsHowever, upon further investigation, the same banking account information has been used for the direct deposit of the IRS refund for the years 2012, and 2014, which is the *** ** *** information. Therefore, H&R Block maintains that the information provided for the direct deposit account on the return belonged to the ***'s and was approved for use, as our office protocol is to have the client verify the account information prior to the return being submittedWe maintain that the office protocol was followed during the tax filing appointment. Further, H&R Block encourages the ***'s to work with the *** ** *** regarding the deposit that was made to their account on February 23rd, 2015.We respectfully request that this case be closed judged administratively resolved, as we do not believe further response on our part would be beneficial. Sincerely,*** ***H&R Block Associate Business Analyst

Dear Revdex.com,In resolution of this matter, the Bank contacted Ms*** directly and reached a mutually acceptable agreementAs 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,*** ***Associate Business AnalystH&R Block

Dear Revdex.com,In repsone to this complaint, we sincerely regret that Mr*** feels that he has been “taken advantage of”It is truly our belief that at H&R Block we find our fees to be reasonable and highly competitive among tax institutionsFees are based on the number and
complexity of the forms used and for the service that is provided to a clientIf at any time a client is not satisfied with the price of a return, they have the option to gather their documents and leave without incurring any cost whatsoever pursuant to our guarantee. H&R Block has knowledgeable tax professionals and has several guarantees that come with the tax preparation that many other institutions do not offerThe standard H&R Block Guarantee is included with every tax return we prepareThis guarantee states 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 auditorOther guarantees and products offered include the Maximum Refund Guarantee, Peace of Mind Extended Service Plan, Second Look Review, and Tax audit supportAs it relates to this case, our review determined that Mr***’s tax return was prepared accurately and charged appropriately for the services providedAlthough, we respectfully decline Mr***’s request for reimbursement, as a client service gesture we are providing certificate that can be used towards tax preparation services next tax seasonThe certificate has been sent overnight with a delivery date of 4/30/2015. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyHowever, if you should need anything further or have any questions, please do not hesitate to contact me.Sincerely,*** ***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

[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: H&R Block never offered to complete the injured spouse form for us, she told us that the form could not be completed in tell after we received a notice of offset from the I.R.S, she sent us home with the form to fill out, she also sent us home with the form and said that she wasn't sure which one we needed to fileWhy in the world would we not accept her offer to file the form if she truly offered? I find it very insulting that H&R Block are such liar's, take responsibility for your mistake and own up to it, why would we waste our money on having our taxes filed electronically to get them back as soon as possible to then deny the injured spouse form, makes no sense because it is not true
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:It was not satisfactory handled,especially since we were never told to take off reimbursed gasoline charges from vehicle mileage from when we started seeing their tax professionals,and they claim that IRS did not allow business expenses which is totally false,it shows this on our amended returns! So to say that it was not allowed according to IRS is totally Untrue! What would satisfy us is to be reimbursed on all the monies we put out to Federal and State, as we were originally told by their Tax Advisors, and Managers and quit getting a total run around by their Headquarters, we feel sorry and would not reccommend them to anyone,this is very misleading,and We would definitely advise any future buyers not to bother with there Peace of Mind Guarantee because it is Not worth the paper it is printed on.Buyers Beware!!!!!!!!!
Regards,
*** ***