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

Dear Revdex.com, In response to Ms. [redacted]’s rebuttal and further review by the franchisee, records show that Ms. [redacted] was provided a client folder which contained her own personal tax documents that had been stapled together. However, when Ms. [redacted] returned to the office with her folder and placed it on the counter, it appeared that the staples had been removed. The franchisee insists that during this visit the folder had not been handled by anyone at the office and it is believed that the form in question is Ms. [redacted]’s [redacted] unemployment statement of which only a copy was ever provided to the preparer. The Franchisee has conducted a physical walk through of the office and have confirmed that none of Ms. [redacted]’s original documents were left at the office. Sincerely,Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution of this matter, Ms. [redacted]'s claim has been approved for the full amount request in her complaint. The check will be sent out on Monday, February 8, 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,[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to this matter, our investigation reflects that Ms. [redacted]’ complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the client. 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. According to the Franchisee, Ms. [redacted] and the Tax professional discussed tax preparation fees before the tax interview and once the return was completed. During both discussions Ms. Morse was given the opportunity to request her documents back and to not proceed with filing the tax return. Although, Ms. [redacted] continued to express discontent concerning the fees she chose to complete the return. It is the franchisee’s belief that the return was prepared correctly and charged appropriately for the services provided.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, [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.
Regards,
[redacted] Thank you very much for your assistance in this matter! !!!!

Dear Revdex.com,   H&R Block has reviewed Ms. [redacted]’s rebuttal to our prior response.   In response to Ms. [redacted]’s rebuttal, our review determines that Robert Blades has completed her Tax Returns years 2009-2016 as requested, and they have been completed since 11/07/2017. Since that date, Robert has had very limited communication with Ms. [redacted]. Both had agreed to meet 11/19/2017 to finalize the paperwork, and unfortunately Ms. [redacted] did not show up.    It is our belief that in order to proceed, we need Ms. [redacted] to come in and meet with Robert Blades to finalize her returns. The cost to have these returns prepared came to $1, 874.74. District General Manager Bernard Owusu-boadi is prepared to give Ms. [redacted] a discount of $500, bringing it to $1,374.74.    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,   Destini Copeland Associate Business Analyst H&R Block

Dear Revdex.com,In response to this matter our records reflect that Mr. [redacted]'s tax preparation fees were refunded and a check was mailed on 3/30/2015. As a result we consider this matter resolved. 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

I will accept this case as closed as soon as I receive my refund check and refund from what I paid H&R Block to prepare my taxes. I also will call the IRS myself to check to make sure that I was provided with the correct reason as to why I did not receive my refund. Along with my tax refund, I requested for a refund of $392.50 that I paid H&R block to complete my taxes. I am requesting this be refunded due to the fact of the hoops I had to jump through to get an answer in regards to where my refund was. It was not until I contacted the Revdex.com that I actually got somewhat of an answer. Sad that it takes filing with the Revdex.com to get an answer and H&R blocks customers are not taken seriously when requesting this information on their own. I would not have gotten any answers if I wouldn't have contacted the Revdex.com. I have spent so much time in contacting H&R Block, and going to their location per their request to sign a form, and received no answers in return. I want a refund of the money I paid them to prepare my taxes.
Complaint: [redacted]
I am rejecting this response because:
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:
Regards,
[redacted] we totally submitted every statement that was supposed to be submitted, this was the initial complaint, they were supposed to have made copies and they did not!  Ms. f** said she had every piece of paper but she did not, I even tried to give her one in paticulair  witch was my income, and she told me barbadume1 that she did not need it! they are totally at fault!! No question about it!!

[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:   No, I do not have additional information. I want the initial complaint resolved. by H&R Block to pay the entire amount, I had to pay
the IRS $779.00 all because H&R Block has incompetent personnel working for them, costing tax payer's more money after they pay expensive filing fees.  
Regards,
[redacted]

Dear Revdex.com,In response to the Revdex.com complaint, we have reviewed Mr., [redacted]’s concerns and as a result a refund for the $5.00 rebate has been processed and mailed to the address on file. In an effort to further make amends and as a gesture of good faith for any inconvenience caused...

by our company we will be sending Mr. [redacted] complimentary software as it becomes available for the next three tax seasons. If Mr. [redacted] has questions regarding his rebate or software, we recommend he contact ###-###-#### and provide case number [redacted]. We ask that the Bureau note our current efforts to resolve Mr. [redacted]’s complaint. 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

[It is true that I approached HR block in their office in June of 2014, but way before that I engaged HR Block Expatriate services who assured me that they will file an extension and file a return ..once they failed to file a return I went to HR Block in MD. In regards to providing 2013 and 2014 records, I have not received any request from HR block to provide documentation. I beleive we have already provided all the records and documentations to HR Block... I would be happy to provide any additional documents to HandR block. I like to resolve this issue as well and would like HR Block to simply fix the mistakes and honour their warranty by compensating us for the amount I requested in my original complaint. The amount I requested is very reasonable since several serious mistakes and huge delay in filling the tax return caused the problems. ]
Complaint: [redacted]
I am rejecting this response because:
Regards,
[redacted]

Dear Revdex.com,Our review of this matter reflects that Mr. [redacted]'s complaint may warrant a review under our Accurate Calculations Guarantee. In order to review this claim and per our End User License Agreement, we require that a copy of Mr. [redacted]'s 2011 tax return data be supplied...

to us prior to completing our investigation of the claim. The default location of an H&R Block 2011 data file is in the \My Documents\HRBlock\ folder and will have the file extension .T11. We request that the file be copied onto a Flash Drive or writable CD using the Windows Explorer program in Windows XP, Vista, or Windows 7. The return can be scrubbed of any personally identifying data and if it is password protected, we request that the password is removed. We request that Mr. [redacted] mail this information to:H&R Block Research Team[redacted]We further request Mr. [redacted] use a padded envelope and include case number [redacted]. If Mr. [redacted] has further questions or concerns regarding this, we would appreciate if he could contact us by phone for the timeliest response. He may call us between the hours of 8:00am and 8:00pm CST, Monday through Friday at ###-###-####.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 the company has reached out to us.   We will continue to communicate with the company. 
Regards,
[redacted]

Dear Revdex.com, In response to this matter, our investigation has determined that Mr. [redacted]'s complaint is against an independently owned and operated franchise office, which has the responsibility to resolve matters directly with your office and with the client.In resolution of...

this matter, Mr. [redacted]'s refund is being granted for the full amount requested in this complaint of $324.00. H&R Block prepares millions of tax returns each year, and if we do make an error, we are committed to making the situation right. It is H&R Block Franchisee, [redacted]'s belief that he has done so in this case by refunding the tax preparation fee which Mr. [redacted] paid to have his taxes prepared. 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, Ms. [redacted]'s claim has been approved for the full amount requested in her complaint. The check was sent on Thursday, November 12, 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 this complaint, The District Manager has contacted Mrs. [redacted] directly to address her concerns.  The District Manager refunded Mrs. [redacted]’ tax preparation fees and will continue to assist Mrs. [redacted] with contacting the IRS. H&R Block...

would also like to apologize for the inconvenience this issue has caused.  We ask that the Bureau note our efforts to resolve this matter. 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:
H&R Block has reviewed Mr. [redacted]'s rebuttal to our prior response. This response contains H&R Block's final position. 
In response to Mr. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues with the service he was provided. 
While we regret that he appears dissatisfied with her experience at H&R Block, we stand by our original response dated 08/05/2014 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 Analyst
H&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.
Regards,
[redacted]

Dear Revdex.com,In response to Mrs. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues with H&R Block's product and services. While we regret that she appears dissatisfied with her experience at H&R Block, we stand by our original response dated 4/24/2017 and we refer your office back to that response.We respectfully request that this case be closed, 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,Michelle U[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,   In resolution to this matter, H&R Block has had a tax professional work with Ms. [redacted] to complete and efile her return.  In addition, Ms. [redacted]’s request for refund is being granted for the full amount requested in this complaint as a sign of good...

faith.  The check is being sent UPS overnight on 5/12/16 to the address listed in the client’s complaint.   The District Manager contacted Ms. [redacted] and reached a mutually acceptable resolution. 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,   [redacted]   Associate Business Analyst   H&R Block