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

[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:Hi [redacted]! I thought this was resolved, but H&R Block never refunded my money and then the IRS charged me $100 for late fees! I called H & R Block last November and spoke to a man there who said they would refund me, and that the check would take several weeks - it never came. I just called H & R Block and waited on hold for exactly one hour before hanging up. Do I need to start a complaint file all over again from the beginning, or is there a way to tag it to this closed file?
Regards,
[redacted]

Dear Revdex.com, In resolution to 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. 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,In resolution of this matter, the office contacted Ms. [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 to this matter, Ms. [redacted] has been contacted and a mutually acceptable resolution has been reached. As a result, we consider this matter resolved. We assure you that we take the concerns of our client's seriously and make every effort to resolve...

matters thoroughly and fairly. Sincerely, Quintina M[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: they are still undecided about what they plan to do about the issue.
Regards,
[redacted]

Dear Revdex.com, In resolution of this matter, records reflect that our district office contacted Ms. [redacted] and have reached a mutually acceptable resolution. As such we consider matters resolved. Ms. [redacted]'s tax preparation fees will be refunded and she can expect her check within 7...

to 10 days. Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

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 resolution to this matter, our H&H Block Disputes/Fraud department has reviewed Ms. [redacted]’s concerns about possible Emerald Card fraud very closely.  The amount of funds disputed by Ms. [redacted] have been loaded back onto her Emerald Card as of 4/18/2016....

Also, $18.00 in fees that were assessed on the account have been refunded as well. 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

Dear Revdex.com, In response to this matter, our investigation has determined that Ms. [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. The...

franchise owner, [redacted], recently tried to contact Ms. [redacted] by telephone and email but was 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,[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 Ms. [redacted]. Our records indicate that Ms. [redacted] meet with Mary [redacted] on January 24, 2017 regarding the tax preparation fee refund. The check for the amount of the tax preparation fee Ms....

[redacted] paid to have her taxes prepared was sent on January 27, 2017.In addition, Ms. [redacted] and Ms. [redacted] discussed, Ms. [redacted] requests that Ms. [redacted] supplies H&R Block with a notice from the IRS indicating penalties and interest. Ms. [redacted] has also requested that when and if Ms. [redacted] receives a notice from the State of Missouri, she will need to provide that to Ms. [redacted] to review as well.  Ms. [redacted] also fulfilled Ms. [redacted]'s request to have their discussion topics provided to her in written form. .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 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 as it stands at this point.  I was informed by [redacted], from the corporate office of H & R Block, that I would be receiving a check in the mail from the [redacted] H & R Block.  I have not received it as of yet but it may come in next week.  Also the matter will not be completely solved until the IRS issues penalties on the late filing of the federal income tax for 2014.  [redacted] assured me that H & R Block would pay any and all penalties that I may incur due to the [redacted] H & R Block's failure to file our taxes.  Until that time, I consider the case not to be fully resolved.
Regards,
[redacted]

Dear Revdex.com,After review of Mr. [redacted]'s 2016 tax return, we firmly stand by our preparation of the tax returns as it is our belief the returns were prepared correctly with the information provided by Mr. [redacted]. Mr. [redacted]'s tax preparation fees were $405.75 and was provided a...

discount while at his appointment of $50, bringing his total down to $355.75. While in the office, Mr. [redacted] paid for his preparation fees after they were presented to him and his return was filed. Mr. [redacted] needed to file a 1040 form, Schedule A, 8283 Non-cash Contributions, 3903 Moving Expenses as well as Arizona and Colorado state returns. Mr. [redacted]'s pricing for these services is correct. Therefore, we must respectfully decline Mr. [redacted]'s request for tax preparation reimbursement.  As a result, we consider this matter resolved. 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. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly.  We 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, 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: One of the first reasons why we want to reject this response is because we have not heard from H&R Block and tomorrow is the 14th day, in which they stated that they would contact us if the funds were not returned or if they  did not receive a response from [redacted]. Another reason why we want to reject the response is because the mistake was made by one of their tax associates and [redacted] will not accept any blame for the mistake. Instead, they now say that if they cannot resolve the issue within 14 days, that we will have to deal with [redacted] ourselves to get the money. However, when we were in the process of trying to receive the funds by going to the IRS as H&R Block directed us, even the IRS stated that they could not help us and that the money was in the "H & R Block bank." Also, when we talked to an H&R Block regional manager he told us that the funds were in the "H&R Block bank" as well.  We feel that this cannot be the banks mistake because the bank only processed the routing numbers that H &R Block provided them, but they were the wrong routing numbers. We knew of this issue because the associate's fellow coworkers found that she had used the old routing numbers to process our tax returns. We are trying very hard to be patient with H&R Block. We never thought H&R Block and their services would become this difficult. We really hope that you can continue to help us and give us guidance at the very least. (Attached is the letter H&R Block provided us)
Regards,
[redacted] and [redacted]

Dear Revdex.com,In resolution to this matter, our district office is currently in the 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

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 will be sent out on Friday, October 30, 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 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 Friday, September 25, 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&RBlock

[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: H & R Block has not contacted me at all. I have not had any missed calls or emails from them.
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 the client. After further review of this matter, records reflect that the tax professional was not made aware that the property was sold in 2014 at a loss and that the property had been converted to a rental property until after the amended return, completed free of charge, was submitted to the IRS.  Additionally, records reflect that the partial refund check for $50.00 was sent to 2423 Annadale Drive, [redacted], SC 29621 and was cashed on June 21, 2016.It is the Franchise Associate, [redacted]'s belief return was prepared correctly with the information provided by Ms. [redacted] and that the partial refund was a client service, good faith effort to resolve this matter. However, if Ms. [redacted] has any further questions or concerns regarding the fees that were charged she may contact her local H&R Block office directly. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. However, we do not feel that any further response on our part would be beneficial.  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 to this matter, we sincerely apologize for Mr. and Mrs. [redacted] experience with our company this past tax season. Our records reflect that a full refund of fees have been granted per our client's request and a check was mailed to the address on record. As...

such, 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.  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]