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

Dear Revdex.com,In response to Mr. [redacted]' rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 01/19/2015 and refer your office back to that response. We respectfully request that this case be closed judged administratively judged resolves, as we do not believe that any further response on our part would be beneficial. 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 response to Mr. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues. While we regret he appears dissatisfied with his experience at H&R Block, we stand by our original response dated 4/27/15 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 beneficial. 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

[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:thank you so much for your help in this matter .please do not close the case yet as I have not recieved the check and need to make sure they covered all the additional amounts I was forced  to pay and should be covered by them also ,you guys are awesome 
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Ms. [redacted]'s claim has been approved for the amount she paid to have her tax return prepared.  The check will be sent out on Wednesday, April 5, 2017. 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

[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:I spoke to her in person. She said to me I just don't know how that could have happened. All of our paperwork was still in the envelope provided by H&R Block.She then told me I could have purchased a Peace of Mind Policy, I thought that was why I hired a professional.
She is not telling the truth at all. Must be nice to lie your way out of a blatant mistake that she made.
Regards,
[redacted]

Dear Revdex.com, In resolution of this matter, our Master Tax Advisor, [redacted], reached Mr. [redacted] directly to assist. During that conversation, Mr. [redacted] informed that he went to the IRS office location in [redacted] approximately 2-3 weeks ago and the IRS agent...

completed and submitted a new ITIN for his wife. [redacted] advised Mr. [redacted] that it can take up to 8 weeks to receive a response from the IRS and that if he receives any letters requesting additional information to process the ITIN request, she would be able to assist him at an office location that is convenient for him. [redacted] will follow up with Mr. [redacted] in three weeks to see how we may be able to assist at that time. 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

[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 the only satisfaction the company will offer. Their resolution does not address the larger issue of the software being marketed not being the software I got, but from my conversation I feel I will not see any further offer of assistance from this company. therefore, I will take the purchase price refund they offered me, and take my business elsewhere in the future.
Regards,
[redacted]

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 Thursday, April 9, 2015. 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

[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. I appreciate the support received by both parties to quickly resolve this dispute.
Regards,
[redacted]

Dear Revdex.com,In response to the Revdex.com complaint, our investigation reflects that the IRS Notice which Mr. [redacted] recieved was due to missing income that was not reported on his 2014 return. Our records reflect that Mr. [redacted] did not provide this information at the time of the tax...

interview. Attached is the Peace of Mind page presented during Mr. [redacted] tax interview and it shows that he agreed that only two W-2's were provided as income documents at the interview. Per the IRS Notice, the missing income items are from 1099 income. This page also shows that Mr. [redacted] declined to purchase the optional Peace of Mind Extended Service Plan for the 2014 return.However, in attempts to make a good faith effort at resolving this issue, the office at [redacted] has made several requests to Mr. [redacted] for him to provide the tax packet he was given so that we can determine if in fact the 1099's were provided by Mr. [redacted], as we will submit a H&R Block Guarantee claim for any penalties and interest assessed as a result of the income not being reported by H&R Block. Unfortunately, Mr. [redacted] has yet to agree to provide the requested information to H&R Block. We are unable to proceed with our investigation without Mr. [redacted] providing his tax packet to the office for review. As a result, it is H&R Block's belief that the return was prepared accurately with the information provided at the time of the tax interview. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. We ask that the Bureau note our above-referenced efforts to resolve Mr. [redacted]' complaint. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com:In response to this matter, our investigation reflects Mr. [redacted] 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 has contacted the client to discuss this issue. It was determined that the state of ** is required to file 3 tax returns, federal, state and local. ** local state taxes are determined according to the district the client lives in. Mr. [redacted] provided the Franchisee with an inaccurate district which caused the percentage rate for the local tax return to change. Mr. [redacted] local tax return was also reviewed before it was mailed. The local PA department determined Mr. [redacted] was due a refund, and this did not result in an error of H&R Block. As a client service gesture, the Franchisee has agreed to refund Mr. [redacted] tax preparation fees.As a result, we consider this matter resolved. We respectfully ask the Bureau to close this case. However, if you should need anything further or have any questions, please do not hesitate to contact me.[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Ms. [redacted], per her request to contact her attorney to gain Power of Attorney in order to investigate on her behalf with the State of [redacted] directly.  We will continue to...

correspond with Ms. [redacted] in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Ms. [redacted]’s complaint. Sincerely,Michelle B[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, H&R Block has recieved this complaint and has reached out to Mr. [redacted] in order to get the corrected check to him. We have recieved the paperwork Mr. [redacted] faxed on Saturday, August 8, 2015, however the paperwork is missing a notary...

stamp that is required in order to be processed. We recently tried to contact Mr. [redacted] but were unsuccessful. A letter was forwarded to Mr. [redacted] today, Monday August 10, 2015 to his mailing address advising him to contact us our office toll free at ###-###-####. If Mr. [redacted] should contact us via this information, we will be happy to instruct him that a notary stamp is needed on the Client Check Replacement Request Form. Mr. [redacted] should obtain that notary stamp and fax the form again to ###-###-####. Otherwise, we are unable to further assist in this matter.We ask that the Bureau note our above-referenced efforts to contact Mr. [redacted] to discuss his complaint. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com: H&R Block disagrees with Ms. [redacted]'s allegations. Our investigation reflects that, Ms. [redacted] came to the H&R Block office and stated she had a child that was disabled and that she supported. She was able to supply a social security number for the...

dependent, who is 36 years old. After meeting with and interviewing Ms. [redacted] twice and doing further research, we found that the child she was trying to claim was not a qualifying dependent and was deported for a crime back in 2010, back to his country.  Ms. [redacted] provided a social security number willingly knowing that this person was deported in 2010. Furthermore, the original claim that she supported that dependent more than 50% was found to be untrue, as she reported support of up to $4000.00 a year to the tax professional but then stated it was $200.00 per month to Thomas Nagorski, the District General Manager. When asked again what level of support she provided to the dependent, Ms. [redacted] was unable to provide any proof of any support.   The state denied the dependent though a letter and we removed the dependent from the MIPR return, at no cost to Ms. [redacted].   This return was originally done as a hardship return and was prepared at a substantially discounted price to help the family. Based on the large inconsistencies of truth and the supporting information Ms. [redacted] supplied to us for the preparation of the return, we are unable to assist her any further at this time.In light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request that this case be closed. 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 to this matter, Mr. [redacted]'s claim has been approved for the full amount requested in his complaint and he has received the refund. 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 should you need anything further or have questions, please do not hesitate to contact me. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this complaint, our records reflect that the district office has attempted to reach Mr. [redacted] by phone but have been unsuccessful. We will continue to correspond with Mr. [redacted] in attempts to address his concerns. We ask that the Bureau note our...

current efforts to resolve Mr. [redacted]'s complaint.  Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,As a one time courtesy, we have waived all finance charges incurred on Mr. [redacted]'s Emerald Advance Line of Credit. This action will be reflected on Mr. [redacted]'s statement that is scheduled to be mailed on March 20, 2015.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 response to the complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. A letter was forwarded to Ms. [redacted] on 5/21/15 advising her to contact our office toll free at ###-###-####. If Ms. [redacted] should contact us via this information, we will be happy to further assist her and address any concerns she might have. Otherwise, we are unable to further investigate this matter. We ask that the Bureau note our above-referenced efforts to contact Ms. [redacted] to discuss her complaint. Sincerely,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com:H&R Block has reviewed Mrs.[redacted]’s rebuttal to our prior response. This response contains H&R Block’s final position.In response to Mrs.[redacted]’s rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and services. The POM was denied based off the IRS’s disallowance of the business expenses on both the 2013 and 2014 Tax returns. While we regret that Mrs. [redacted] is dissatisfied with her experience with H&R Block, we stand by our original response dated 03/04/2016 and we refer your office back to that response.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,Steana W[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:
In response to HR Block reply response to Peace of Mind claim #[redacted]:Failure to allow HRB to Assist-HRB was notified of their failure to file my taxes as contracted, I submitted an IRS tax Abatement form that HRB filled out for me and I was instructed to wait until it was answered By the IRS.  I called HRB dozens of times regarding this failure to file my income taxes for TY 2010.Failed to cooperate w/ HRB-I cooperated to the fullest extent of my knowledge.  The simple fact that my taxes were rejected by the IRS and the rejection was communicated to HRB promptly by the IRS within a month of "electronically filing" my taxes was unbelievable to me when I found out 4 years later.  Breach of contract, opening an HRB branch and closing it immediately after April 15 2011 was negligent and their failure to notify me of rejection by the IRS was negligent.Return correct with info provided-The return was filed with all information asked of me.  It was negligent for HRB to file my "married filing separately" without my wife's SSN was a gross error in the first place.  Not notifying me at all was also gross negligence on HRB's part.HRB not notified within 60 days-I notified HRB IMMEDIATELY  upon notification from the IRS that HRB had been notified in 2011 that my tax return was rejected.  Had I known HRB was in the practice of not notifying its customers of tax filing rejections, and that they were indeed responsible IN FULL for the rejection, I would have contacted them.  It took me hours of waiting on hold and more than 2 dozen phone calls in MY FREE TIME to find out that HRB was notified by the IRS, not me, and NEVER told me of the rejection.
Regards,
[redacted]