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

Dear Revdex.com,In resolution of this matter, Mr. [redacted]'s request for a refund is being granted for the amount of $214.75 as requested in this complaint. This is the full paid price for the tax services provided to Mr. [redacted]. Refund claim ([redacted]) has been approved for Mr. [redacted]'s...

refund and he will receive a check for the amount in approximately 7-10 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 S[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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: I still have not received a refund, in addition I gained new knowledge today of the responsibility the [redacted] H&R block office had for our returns.  Our business met with a new CPA today who has been forced to take over because of the incompetence of H&R block in completing our business returns.  We were forced to pull the paperwork from the NEW H&R Block office because of the extreme extended timeline given for completion. H&R Block corporate had our taxes transferred from the [redacted] MD office to the "new" office in Waynesboro PA.  Both offices were unable to complete the job.  We had no choice but to pick up incomplete returns and have a CPA complete them.  Since the [redacted] MD office had our taxes since March, they had a responsibility to file for an extension if they were not completed on time.  They failed to do this.  We were informed today from the CPA that we possibly could be billed by the IRS for the business taxes being filed months late up to $194 per month, per partner.  I will expect that H&R Block pay this bill in addition to the original refund requested and ALSO the CPA's bill.  The incompetence of H&R Block has not only been extremely stressful, it is going to result in excessive costs because of penalties and interest that could have been avoided had H&R Block filed the proper forms and communicated with us.  We will be forced to take other action if H&R Block does not step up and resolve the issues they created. P.S.  The tax officer [redacted] from the [redacted] office who neglected our business taxes informed us, when asked, that there is no penalties or fees associated with filing business tax form 1065 late.  We were worried about this when he informed us at 9:30pm on tax date due (4/18) that he still had not completed our business taxes!  He filed our personal returns that evening(before informing us the business taxes were not completed), without the business taxes being filed, which is against IRS standard rules. 
Regards,
[redacted]

Dear Revdex.com,In response to this complaint our records reflect that in accordance with the H&R Block’s Peace of Mind® Extended Service Plan Ms. [redacted] purchased in combination with the tax preparation services of her 2012 tax return, a claim was submitted and approved.Our records...

further reflect that Ms. [redacted] received a 1099 per the terms and conditions of the H&R Block’s Peace of Mind® Extended Service Plan which states in part:  Federal law states that if your tax liability is paid by someone else, the amount of that payment becomes taxable income to you. Therefore, you will need to include your Peace of Mind payment on your tax return next year. If the payment is $600 or more, you will receive form 1099-MISC from H&R Block next year. H&R Block is not responsible for the payment of any taxes you may owe on such income. In this case, the additional income was never reported and per tax law it became necessary for Ms. [redacted] to amend her 2012 tax return to report the additional income. We refer Ms. [redacted] to the H&R Block’s Peace of Mind® Extended Service Plan Terms, Conditions and Limitations form which she agreed to and signed.We sincerely regret Ms. [redacted] dissatisfaction and as a customer service gesture have refunded the preparation fees for which she paid to have her 2012 tax return prepared, a check has been mailed to the address on record. However, we respectfully decline Ms. [redacted] request for reimbursement of her 2014 tax preparation fees and her request for the difference of which she must now pay to the IRS, as it is our belief that Ms. [redacted] 2014 tax return was prepared correctly with the information provided and does not have any bearing on the 2012 tax return.  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,While we regret any confusions or misunderstanding of the tax preparation services Mrs. [redacted] may have experienced, your review of this matter reflects that the State of [redacted] requires the taxpayer to timely pay for the taxes either through withholding or estimated...

payments. Our records reflect that the tax return was paid for and filed on the filing deadline of April 15, 2014 and the client could not reasonably expect the refund from [redacted] to be available to pay [redacted]'s balance due on the same date. All the penalties and interest are due to not timely paying estimated taxes, none of which is H&R Block error. Regarding the additional concerns, there was a letter left our of the address, however the taxing authority notices were sent to the address as listed on the return and they were received by the client, without issue. It is standard operating procedure for clients to be given the return, payment voucher and envelopes to mail not only payments, but any other documentation the IRS may require. H&R Block does e-file the return for clients but we do not mail any additional documents, as this is the taxpayer responsibility. We respectfully ask 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

[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: I still have not been reimbursed for my international phone calls to H&R Block and it is a clear faller on their part to take any action to help me in my audit. Also I requested that I should be given a free tax return with all the benefits from H&R Block for 2017 tax season. This matter will not be closed until I have received tax payment, reimbursement for international phone calls and a free tax filing year!
Regards,
[redacted]

[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: As I have expressed in the past my business soley runs on donations and fund raising. Due to all of the errors from H&R block I was unable to do any fundraising our except any donations. It was due to their error not mine that I lost 8 months of income and had to resort to many loans to keep our doors open and prevent 62 people from becoming homeless. I do not understand how H&R block could ever feel they have resolved this by refunding the tax preparer fee and the $850.00 reinstatement fee. They took 3 months to do that, It is a good thing I borrowed the $850.00 3 months ago and paid it or I would just now be sending in my paperwork trying to be reinstated and have 90-120 days more to wait to be reinstated. In no way has H&R block made right what they have taken from me and all of the debt I am in due to their MANY MISTAKES. I have worked countless hours fixing what they messed up. I had to make sure everything was paid and borrow money while I was waiting for my 501c3 reinstatement. They have done nothing to make good on what they destroyed. I will not settle for what they have NOT DONE. Thank you.Sincerely, [redacted] [redacted]
Regards,
[redacted]

Dear Revdex.com,
We have been working with Ms.[redacted] to resolve this case. We have approved a claim for the client, and will be filing her return for free this year.
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 clos this case. However, if you should need anything further or have any questions, please do not hesitate to contact me.
Sincerely,
Natalie M[redacted]
Associate Business Analyst
H & R Block

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted].  I  find that the resolution they agreed upon via our phone conversation, to take care of the amount in full, is satisfactory to me.
Regards,
[redacted] [redacted]

Dear Revdex.com,In resolution of this matter, the Office Manager [redacted], contacted Mr. [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 question 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 the Revdex.com complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. A letter was forwarded to Ms. [redacted]'s mailing address advising her to contact our office toll free ###-###-####. 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, Destini C[redacted] Associate Business Analyst

We respectfully request that this case be closed AJR, 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 Analyst
H&R Block

Dear Revdex.com, In response to this complaint, our records reflect that Ms. [redacted] was provided the requested breakdown of fees for the charges on the return in mid-September. I have attached a copy of the response by Mr. Erick L[redacted]. Additionally, the office and/or Mr. Lans do not...

have any records of contact attempts from Ms. [redacted] after September. Should she have additional concerns or questions, she is advised to District General Manager, Nicole D[redacted], directly at ###-###-####.  As a gesture of good faith for any inconvenience, we refunded $50.00 to Ms. [redacted]. While we sincerely regret that Ms. [redacted]. is dissatisfied with our services, H&R Block's tax preparation work was correct based on the information Mr. Adams provided during the tax preparation interview. 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, Michelle B[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,In response to the Revdex.com complaint, we recently tried to contact Mr. [redacted] but were unsuccessful. We are responding to advise that Mr. [redacted] contact us via our toll free number at ###-###-####. If Mr. [redacted] should contact us via this information, we will be...

happy to further assist him and address any concerns he might have. Otherwise, we are unable to further investigate 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,In response to the Revdex.com complaint, we recently tried to contact Ms. [redacted] but were unsuccessful. A letter was forwarded to Ms. [redacted] on 6/25/15 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 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, In resolution to this matter, we sincerely regret that Ms. [redacted] feels that she was “overcharged” for the services provided. It is truly our belief that at H&R Block we find our fees to be reasonable and highly competitive among tax institutions. Fees are based on...

the number and complexity of the forms used and for the service that is provided to a client. If 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 offer. The standard H&R Block Guarantee is included with every tax return we prepare. This guarantee states if H&R Block makes an error on your return, we’ll pay resulting penalties and interest. If you are audited, we’ll explain your IRS tax audit notice and the documentation you should provide to the auditor. Other guarantees and products offered include the Maximum Refund Guarantee, Peace of Mind Extended Service Plan, Second Look Review, and Tax audit support. As it relates to this case, our review determined that Ms. [redacted] tax return required the preparation and filing of additional tax forms this year than that of last year. As such it is our belief the tax return was charged appropriately for the services provided. However, as a client service gesture we are providing Ms. [redacted] with a partial refund of her tax preparation fees in addition to what she has already received. We assure you that we take the concern so 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 hesitiate to contact me.Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Ms. [redacted]’s refund is being granted for the full amount requested in this complaint of $165.00.  This check was mailed out to the client today, 4/7/2016.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 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 S[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:The information in the response is entirely fabricated. This whole scenario outlined as to a discussion and offer to hold my taxes while I checked on the mileage is entirely untrue - it NEVER happened.   I am incensed that the Owner would make up a bold-faced lie and call my integrity into question.   I have been fighting for this refund for months - it is not only for the money but for the principle of the matter.   To make up a lie such as this and state it as fact to the Revdex.com where it may be published for the public to see puts me in mind to contact my Attorney about what rights I have at this point.   I am more than angry - I am furious!   I never stated that I knew anything about my how my mileage was reported on my W2 at the time I was in the office initially. The only question regarding my mileage came up when we were listing my husband's expenses and [redacted], the preparer, asked if I had any business expenses to which I replied that I also had mileage, but my employer reimbursed me and it was left at that.  I only questioned my mileage after the fact because I was researching if employers had to reimburse at the same rate as the IRS allows and ran across an article that made me wonder if I could have deducted my mileage.  Had I not found that article, I would have never known there was any issue with mileage to be questioned.  Nothing was mentioned at the time the taxes were prepared about the fact that I may be able to deduct my mileage - NOTHING.It is unconscionable to me that the Owner of this office can be allowed to behave the way he has toward me and about this issue with no recourse from the Corporate enterprise.  If Corporate will fully review the case, it will be seen that he has made ever-changing arguments as to why I am not entitled to a refund (at least five by my count - 1. since I used a coupon I was not entitiled to a refund ; 2. they cannot know everyting about my taxes, it was my responsibility to know that the mileage could have been deducted and tell them; 3. since the error was fixed for free I was not entitled to a refund; 4. that the error had to be found by another tax preparer after 4/15/15; and now 5. this crazy assertion that I knew about my mileage issue while I was there and wanted to file anyway!).  All of these arguments are patently false.  Based upon his revolving reasons to deny my request for a refund it is apparent that he is grasping at straws and will say anything he can to avoid adhering to the H&R Block guarantee.  I am very disappointed that H&R Block would allow a customer to be disrespected in this manner.  I feel that someone from H&R Block Corporate Management should actually speak to me and Ms. [redacted], NOT the Owner or Office Manager, about what transpired at the time my taxes were prepared as this most recent attempt to besmirch me, my integrity, and my claim are wholly unacceptable and if this is not handled by someone in authority at the Corporate Management level I will seek council.
Regards,
[redacted]

Dear Revdex.com, In response to this matter, our investigation reflects that Ms. [redacted]'s complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our client. However, records reflect that the franchise...

office contacted Ms. [redacted] directly and reached a mutually acceptable resolution. As a result, we consider this matter resolved. 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, H&R Block is currently int he process of assisting Ms. [redacted]. 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,[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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because: I have now followed all steps given to me by Hr block. They told me that all I had to do is fill out a check replacement form and fax it in. This will be the third time I have done this. Now they are saying it is an IRS issue. I spoke with the IRS and they literally said they stole my money Please someone help me! I have been trying to get my money for over a year and they are fighting me every step of the way. When I try to explain my situation to their customer service, they just hang up on me. I am at my wits end. This company is stealing from me, after I paid for the services
Regards,
[redacted]