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

Dear Revdex.com,In response to this complaint, H&R Block is currently in the process of assisting Ms. [redacted]. We have requested documents for additional review and 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,Quintina [redacted]Associate Business AnalystH&R Block

Dear Revdex.com, In response to this complaint, the office manager has contacted Mrs. [redacted] directly to address her concerns. H&R Block would like to apologize to Mrs. [redacted] for any confusion or misunderstanding of our tax preparation service. Additionally,...

the office manager and Mrs. [redacted] have come to a mutual resolve. 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, 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

[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 was promised that I would receive the tax software for two years for free and also to submit proof of purchase to be refunded for the money that I paid for the Tax Software, I sent proof of purchase and sent it the email address provided by them but I have not received a confirmation as they said they would and I also tried to contact them to the number provided but again, they are not responding, it looks like they only respond to you.  I need something in writing assuring me that I will be receiving the program for free for two years and also the money I paid for the program as they said. Thank you, 
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, the District Manager contacted Ms. [redacted] and reached a mutually acceptable resolution. Ms. [redacted]'s request for a refund has been approved and a check will be mailed to her soon. As a result we consider this matter resolved.We respectfully...

ask the Revdex.com to close this case. However, should you have any additional questions or desire to discuss this matter further, please do not hesitate to contact me.Sincerely,[redacted]Associate Business AnalystH&R Block

H&R Block needs to do there job and not avoiding my incorrect Tax claim filed by them. I have tried and tried to make things right with management in regards to H&R Block. I wouldn't have went there if they were gonna charge me for my taxes. Seeing how it says that 1040ez federal filing is FREE! Never told me that income tax credit was charged a fee! So they need to give me a full Refund due to the fact that they messed up on my tax paperwork. I am trying to be civil here and human and having my legal rights violated is wrong and needs to be adressed. 100 percent accurate in filing taxes is what H&R Block stands by and its illegal to break the law on False advertising.
Complaint: [redacted]
I am rejecting this response because:
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, our records reflect that we 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, 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 Ms. [redacted]’s rebuttal and to provide further clarity, our records reflect that Ms. [redacted] filed her 2015 tax return online using H&R Block’s Best of Both product. The product allows our customers to file a tax return by partnering with an H&R Block tax professional. Please be advised that per the terms and conditions of H&R Block’s refund bonus promotion, Ms. [redacted] does not meet the criteria outlined under the “How The Program Works” section which states in part: Without limitation, you are not eligible to participate in the Program if any of the following apply to you: (a) you elect to print your completed return from one of our products and mail it to the IRS; (b) you use H&R Block Best of Both® and elect to file your return with an H&R Block tax professional; (c) you cannot or refuse to comply with all terms and conditions set forth in this document; or (d) you are not of the age of majority for your state of residence.We sincerely regret any misunderstandings that Ms. [redacted] may have had as it relates to our Refund Bonus Program. Sincerely, Quintina [redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In response to Mr. [redacted]’s rebuttal, the additional money and time Mr. [redacted] is referring to pertains to his 2012 and possibly his 2013 tax return in which neither returns were prepared by H&R Block. As for the 2010 tax return prepared at a franchise office, the tax authority notice presented to the office was dated 2/13/2012. A claim was submitted on the client’s behalf on 2/29/2012. The claim was approved and a check was sent on 3/20/2012 within the allotted timeframe per the terms and conditions of the Peace of Mind® Extended Service Plan warranty (“Warranty”) which states in part: Once the final determination has been made with the tax authority, and if additional taxes are owed due to H&R Block's error, the office will submit your claim to the Peace of Mind Claims Department where it will be reviewed and processed within four to six weeks.It is the franchisee’s belief that this matter has been addressed and that there is no further due diligence on their part concerning Mr. [redacted]’s 2010 tax return.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

Dear Revdex.com,In resolution to this matter, our disputes department 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 response to Mr. [redacted]’s complaint, our records indicate his Emerald Card was placed in a restriction status due to suspicious card activity and H&R Block Bank conducted a full investigation.
 
Per Mr. [redacted]’s request, a check was...

issued on 07/10/2014 to his address of record.
 
We ask that the Bureau note our current efforts to resolve Mr. [redacted]’s complaint.
 
Sincerely,
[redacted]
Associate Business Analyst
H&R Block

Dear Revdex.com,In response to this complaint, our records reflect that our district office contacted Ms. [redacted] directly and have 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 response to this matter, Mr. [redacted]'s request for $87 penalty amount is being granted per the request in this complaint. The check is expected to print on 4/21 and we will mail to Mr. [redacted]. He should have the check in approximately 7-10 business days from...

today.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 their statement is untrue. They spoke with me on February 20, 2017.  During this time, I spoke with someone named [redacted].  She told me that they refunded my money for the online product and that they would be willing to file my taxes again next year.  I declined. I told her I would like a refund for the costs of filing the amended return with the retail store as directed by the help desk. I will again reach out to H&R Block as requested.  However, untruthfulness on their part is not appreciated.
Regards,
[redacted]

Dear Revdex.com,In resolution of this matter, Ms. [redacted]’s claim has been approved for the full amount requested in her complaint, as the $35.00 overdraft fee check has been previously sent. The check for the remainder of fees will be sent out on Friday, March 28, 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, Michelle U[redacted] Associate Business Analyst H&R Block

Dear Revdex.com,   In response to this rebuttal and as previously stated, we recently tried to contact Ms. [redacted] on several occasions but were unsuccessful. The correct email address has been provided to Ms. [redacted] and emails have also been sent to her to reach out to our Digital Tier 3 team in regards to this matter.   Jonathon Kimbrell from our Digital Tier 3 team has attempted to call Ms. [redacted] and left several voicemail's at the number listed on the Revdex.com complaint and has yet to receive a return call.   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

In response to the Revdex.com complaint, we recently tried to contact Mr. [redacted] but were unsuccessful. A letter was forwarded to Mr. [redacted] mailing address advising him to contact our office toll free ###-###-####. 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 Ms. [redacted] to discuss his complaint. Sincerely,[redacted]Associate Business Analyst

Dear Revdex.com,In response to this matter, our investigation reflects that Mrs. [redacted]' compliant 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 owner, Michael Cominsky, contacted Mrs. [redacted] directly and reached a mutually acceptable resolution. 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

Thank you, Sandra for making this right for your customer. Thank you.
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 this matter, our records reflect that the Peace of Mind Extended Service Plan was declined during the wrap up process of tax return preparation. 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.  Although we cannot add Peace of Mind to an already filed tax return, our Tax Preparer, [redacted], reached Ms. [redacted] to offer assistance with any IRS or State tax authority letters as well as an Amended return if needed. Ms. [redacted] declined that request. To our knowledge at this time, there are no errors on the return as a letter indicating that has not been provided for our review. 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 B[redacted]Associate Business Analyst