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 [redacted], and find that this resolution is satisfactory to me.
Regards,
[redacted]

n response to Ms. [redacted]’s rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our ori[redacted]l response dated 7/27/2015 and we refer your office back to that response.  If Ms. [redacted]’s  has any other questions or concerns, she will need to contact the Franchisee directly to further discuss this matter. We respectfully request that this case be closed AJR, as we do not believe that any further response on our part would be beneficial. Sincerely,[redacted]Associate Business Analyst

[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 this resolution is satisfactory to me. Thank you to the district manager for her quick corteous assistance.
Regards,
[redacted]

Dear Revdex.com,In response to the rebuttal, we have attempted to reach Ms. [redacted] by phone and advise that as of date we have yet to receive the documents needed to further research this matter. A message was left on Ms. [redacted]'s voicemail but the call has not been returned. We are asking that Ms. [redacted] return our call as well as submit the requested documents as soon as possible. Documents may be faxed to ###-###-#### or emailed directly to [redacted]. We ask the bureau to note our current efforts to address and resolve Ms. [redacted]'s complaint.  Respectfully,Quintina [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 response. If no reason is received your complaint will be closed Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because:
Because I Was verbally told hrblock was going to pay all taxes and penalties because of how long this has taken ..I feel they lied to me. And delayed the first federal taxes and they are responcable  for the state taxes also from the same year 2012 also .I feel. They took advantage of a single parent .the whole reason I went to them was because I trusted them 
Regards,
[redacted]

Dear Revdex.com,   H&R Block has reviewed Mr. [redacted] rebuttal, our review determines the rebuttal raises no new issues with H & R Block products or services. While we regret he appears dissatisfied with his experience with H&R Block, we stand by our original response, and we refer your office back to that response. As a client service gesture, we are mailing Mr. [redacted] a $50.00 coupon for next year.   We respectfully request this case be closed, we do not believe that any further response on our part would be beneficial. Sincerely, Natalie M[redacted] Associate Business Analyst H & R Block

Dear Revdex.com,   In resolution of this matter, Ms. [redacted]s' request for a refund is being granted for the amount of $320.25 as requested in this complaint. The check will print today, 5/17/17, and Ms. [redacted]s' should receive the check within 10 business days.  As a...

result, we consider this matter resolved. We 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 file. However, 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 response to the Revdex.com complaint, a thorough review has been completed; and as a result Mr. [redacted]’s claim has been approved for the full amount requested in his complaint. As a result, today 03/18/2016 a check has been processed and is scheduled to be mailed to the...

address on file; Via UPS overnight delivery. Mr. [redacted] should expect to receive his funds no later than Monday March 21, 2016. We consider this matter resolved. We 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 case. However, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely, [redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr. [redacted]. We will continue to correspond with Mr. [redacted] in attempts to reach a mutually acceptable resolution once the IRS has responded. We ask the Bureau to note our current efforts to resolve Mr. [redacted]' complaint.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com, In resolution of this matter, the Franchisee contacted Mrs. [redacted] directly and reached a mutually acceptable resolution. As 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 me.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com, In resolution of this matter, Mr. [redacted]'s claim has been approved for the full amount requested in his complaint.  The check will be sent out on Monday, May 16, 2016. As a result, we consider this matter resolved. We 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 case. However, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely, Michelle U[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 response. If no reason is received your complaint will be closed as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: In my conversation with [redacted] yesterday, HR Block agreed to pay the penalties and fees that have been since assessed by both the state and federal tax authorities. From our conversation there was no question of whether they would not not, it was an agreement to do so. Also in the subsequent email I received [redacted] mentions this. "Further in order to approve a reimbursement of Penalties and Interest that is being assessed by the State and Federal Tax Authority we will need you to send in the letters that you receive from them." This makes the second time now that what your organization is telling the Revdex.com does not match what I had been offered. Please revisit the recorded call or [redacted]'s email to me before attempting to put uncertainty in your resolution statement. 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr. [redacted].   We will continue to correspond with Mr. [redacted] in attempts to fully resolve his concerns with the MyBlock account and the work being done with our tax professional, Anacani. In addition, H&R Block is reimbursing the fee Mr. [redacted] paid for a copy of his return as well as a partial tax preparation fee refund as a good-faith client service gesture. We ask that the Bureau note our current efforts to resolve Mr. [redacted]’s complaint. Sincerely, Michelle B[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mrs. [redacted]. She has an appointment for Friday, July 7, 2017 to meet with tax professionals in the office. We will continue to correspond with Mrs. [redacted] in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Mrs. [redacted]'s complaint. Sincerely,Michelle B[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,H&R Block has reviewed [redacted]. [redacted]'s rebuttal to our prior response. This response contains H&R Block's final position. In response to [redacted]. [redacted]'s rebuttal, our review determines that the Refund Transfer Disclosure advises that a client should determine whether they have any unpaid debt to H&R Block by contacting 1-877-934-1328 prior to filing the return. Although agreeing to the Refund Transfer authorizes and directs BOFI through it's service providers, including H&R Block and Emerald Financial Services, LLC to deduct any amount necessary to repay such outstanding debts, I have attached a debt dispute form to this response. Should the [redacted]'s choose to utilize the form to dispute the validity of the debt, H&R Block is committed to researching and responding to the [redacted]'s with the findings of their investigation.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly.However, if you should need anything further or have any questions, please do not hesitate to contact me.Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, the Office Manager, [redacted] contacted Mr. [redacted] directly on 4/13/16 and reached a mutually acceptable resolution. As 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 me. Sincerely,[redacted]Associate Business AnalystH&R Block

In response to Mr. [redacted]’s rebuttal, our review determines the rebuttal raises no new issues. I have included screen shots of the terms and conditions you must agree to before creating an account and filing a tax return. It is our clients responsibility to read all terms and conditions before using a product or service H&R Block may provide.  Therefore, we stand by our original response dated 03/20/2015 and refer your office back to that response. We respectfully ask the Revdex.com to close this case. However, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com, In resolution of this matter, Mrs. [redacted]'s claims have been approved for partial payment for the H&R Block portion of the errors only. The checks will be sent out on Thursday, September 29, 2016. 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 ###-###-#### directly. As a result, we consider this matter resolved. We 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 case. However, if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, our records reflect that in 2014 Mr. [redacted] came into the office to complete his 2013 tax return and although some documents were dropped off there were additional documents that would be required to complete the return. The tax...

professional working with Mr. [redacted] at that time, made several attempts to reach our client and have him return to the office with the additional information but when contact was finally made, we were told that Mr. [redacted] had been involved in a major automobile accident and would require extensive rehab. It wasn’t until February 2016 that Mr. [redacted] returned to the tax office and completed both the 2013 and 2014 tax returns at which point payment for both returns were settled. Please note that the 2013 and 2014 returns were prior year tax returns and had to be mailed to the taxing authorities. As such, Mr. [redacted] was provided his client copy, envelopes and the appropriate addresses to mail the returns. We sincerely regret Mr. [redacted] dissatisfaction with our company.  However, it is our belief that once all relevant documents were provided to the tax professional the return was prepared accordingly. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. If you should need anything further or have any questions, please do not hesitate to contact me. Sincerely, [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 response. If no reason is received your complaint will be closed Administratively Resolved]
Complaint: [redacted]
I am rejecting this response because: again I do not think that you just paying $35 resolves the matter at hand. Your employee made a mistake there for you should have to cover the WHOLE amount due. I have called [redacted] twice now and have also emailed him but he hasn't returned my phone calls. I did not make this mistake so I should be punished for it. Offering to file my taxes after you already incorrectly filled them once is not a way to resolve your mistake. Also only paying $35 out of $1264 is not resolving this issue either. I was really hoping H&R Block would make a mistake like this right by paying the amount due not saying so sorry we screwed up but here is $35.
Regards,
[redacted]