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

Dear Revdex.com,In response to Ms. [redacted]' rebuttal, our review determines the rebuttal raises no new issues. While we regret that she appears dissatisfied with her experience at H&R Block, we stand by our original response dated February 22, 2016 and we refer your office back tot hat 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

[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:
HRB was notified by the IRS in 2011 within days of my 2010 tax return being rejected.  HRB NEVER informed me of the rejection.  My2010 income taxes were NEVER properly filed by HRB as contracted.  HRB received my full payment for services to be rendered and none were rendered.  If HRB's final reason for not paying me ONLY the actual tax consequences incurred is that I did not reply to them within 60 days 3 years after I was informed by THE IRS and NOT HRB of HRB's failure to file my taxes as contracted 3 years earlier, then this is a truly criminal company.  I will not stop here and if HRB cannot own their EXTREME NEGLIGENCE and reimburse me for ONLY the remaining amount of their negligent mistake then I will take further action to receive further damages in a court of law.  I will also take this issue to the ** State Attorney General and all elected officials in state, local and US government.  I was a loyal customer of HRB for years prior to this egregious error and your treatment of a customer whom you have obviously harmed and wronged is appalling and shocking.  This is your last chance to correct your mistake and make good on only what you fairly, ethically, morally and legally owe me for your errors.
Regards,
[redacted]s

Dear Revdex.com,In resposne to this matter, records reflect that we have been trying to reach Ms. [redacted] by phone and email but have been unsuccessful. It is our belief that two way communication is necessary in this case to address matters thoroughly. Therefore, if Ms. [redacted] remains...

interested in resolving matters, we ask that she contact our office at the number referenced on her voicemail and email as soon as possible. We ask that the Bureau note our current efforts to address and resolve Ms. [redacted]'s concerns.  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 do not fault H&R Block as a company, but their field office in [redacted] was certainly negligent in the handling of my tax preparation and I hope they have taken action to correct the deficiency.
Regards,
[redacted]

Dear Revdex.com,In resolution to this matter, our records reflect that Ms. [redacted]' claim has been approved and as of 11/13/2015 a check for assessed penalty and interest was mailed to the address on record. As a result, we consider this matter resolved. We sincerely regret any...

frustrations Ms. [redacted]'s may have experienced with our company. Sincerely, [redacted]Associate Business Analyst H&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 opened the Complaint ID: [redacted] on: 2/24/2016 at 11:24 PM. HRBlock contacted me to try to find a solution but all of a sudden they went silent and no resolution has been offered. Revdex.com closed the case since they didn't hear from me after 14 days of idle activity but I was still waiting to hear from HRBLOCK. I am really trying to avoid legal action and try to work something out with HRBLOCK and settle this the easiest way possible for both sides. They also made me realize that they messed up my tax return not by $2,768.25 but by more than $5,000. I'm attaching the original complaint on a PDF file. Desired Outcome:Same as the original complaint.
Regards,
[redacted]

Dear Revdex.com, In response to Mr. [redacted] complaint, it is important to us at H & R Block to give each of our clients the best service possible. Unfortunately, we are having difficulty contacting Mr.[redacted] by phone regarding his concerns. It is important for us to attend to any requests...

our clients may have to ensure their concerns are addressed. We look forward to speaking with Mr. [redacted]. Sincerely Natalie M[redacted] Associate Business Analyst H & 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 called Sunny on Tuesday and left a message on her voicemail - I received no call back as of Thursday, March 17 afternoon. 
Regards,
[redacted]

Dear Revdex.com,In resolution to this complaint, on 2/15/2016 Ms. Porter attempted to withdraw monies from an ATM and although transaction reduced her card balance, allegedly the ATM  did not dispense funds. Ms. [redacted] contacted our Emerald Card customer service and we...

began an investigation into her complaint. Our records reflect that on 2/25/2016 Ms. [redacted] was provided a Provisional Credit and on that same day those funds were withdrawn from an ATM. Please be advised that the ATM owner have until 3/25/2016 to contact our office and advise if whether the ATM balanced or not. As of date, we have not received any disputes from the ATM owner that would suggest otherwise.  We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly. 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, Ms. [redacted] was using one of H&R Block's digital filing products. We have had a Senior Support Specialist, [redacted]. reach out to Ms. [redacted] regarding her concerns. Because the product was not paid for, none of Ms. [redacted]'s information that...

was input could be saved due to information being purged from unpaid for systems for H&R Block server space. We apologize for any inconvenience this has caused for her. When [redacted] spoke with Ms. [redacted] on 11/21/2016 he informed her that we would be happy to extend an offer for complimentary tax filing product for the next filing season (2016). Ms. [redacted] had to cut the call with him short, so he emailed her the contact information to his department for her to call (###-###-####) and activate the offer for the complimentary product as well as case number [redacted].We would like to encourage Ms. [redacted] to call back in for us to further assist. If she chooses not to contact us, we cannot further assist. 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 on 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 as Assumed Answered]
Complaint: [redacted]
I am rejecting this response because:
Mrs. [redacted] called me a day after I send out the form (Injured Spouse) that it was wrong and told me "PLEASE DO NOT SEND THE FORM OUT"IT  IS WRONG"SO I STILL H & R BLOCK TO CONTACT IMMEDIATELY TO IRS AND FIX OUR INCOME TAX RETURN FOR 2015Regards,
[redacted]

Dear Revdex.com,In response to Mr. [redacted]'s rebuttal, our review determines the rebuttal raises no new issues. Therefore, we stand by our original response dated 4/6/2017 and refer your office back to that response.  Sincerely, Quintina M[redacted]Associate Business AnalystH&R Block

Dear Revdex.com,In resolution to this matter, the district 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

[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: The Business indicated they have sent me an email to respond to, but I have not received any correspondence.I will call the representative back, as I have been unable to take a phone call during my work hours.It's important to me that this issue gets resolved with my ideal outcome of a refund. I will speak with the appropriate person for this matter and hope they are willing to accommodate me.
Regards,
[redacted]

Dear Revdex.com,H&R Block is in receipt of your correspondence regarding this matter. Our review 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...

directly with the client. As it relates to this situation, our records reflect that the office prepared an amended 2013 return at no charge to the client in order to correct the mistake that will allow the IRS to reimburse the clients for the tax liability along with the interest and penalties previously paid. As H&R Block is not at liberty to refund the full fees under the Maximum Refund Guarantee, which states that a claim can be made within the current tax year which was 2013, the client was offered a partial refund as a client service gesture. Ms. [redacted] respectfully declined the offer. 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, In resolution of this matter, Ms. [redacted]’s request for a refund is being granted for the amount of $119.98 as requested in this complaint. The credit should appear on the [redacted] she used to make the purchase in 3-5 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

Dear Revdex.com, While we sincerely regret Ms. [redacted]'s dissatisfaction as it relates to this situation, our records reflect that both the Federal and NY state returns were prepared and filed on January 29, 2018. There was a delay in submitting the VT state return, which was...

submitted on March 1, 2018. In efforts to show good-faith, we have refunded $50.00 to Ms. [redacted] for the delay in filing. The overall delay did not affect the timing of any tax refunds that Ms. [redacted] was entitled to. 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. We respectfully ask that this case be closed with your office. However, if you have additional questions or concerns, please do not hesitate to reach out to me.Sincerely,Michelle B[redacted]Associate Business AnalystH&R Block

In resolution to this matter, The Office Manager has been in communication with Ms. [redacted].  At the time of Mrs. [redacted]’s  tax office appointment, she did not bring in supporting documents to claim student loans she may have paid. As a result, an amended return was later...

prepared. The District Manager does not believe a tax preparation refund is warranted in this case, because the tax professional did file all documents that Mrs. [redacted] provided.  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 Analyst

[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:Michelle From the H&R Block Advisors escalation office contacted me on the 24th and addressed the issues I have encountered. Currently the myblock website has some issues as my files are dispersed between 2 accounts. I was instructed by the cs technical department to set up a second account as the first account could not verify my id. Now the the second account as of the 24th has my ID verified but only has tax records from 2013 and 2015. The first account I was told holds rest of my previous years tax records, but as I am not able to verify my id for that account. Michelle has contacted online technical department to have those accounts and previous years tax records merged. I was told it may take a some time but that I will be contacted when finished, hopefully soon. Anacani has been helpful in pursuing with me an explanation as to my tax increase of 2016. As the increase I was told resulted from investments with my financial institution. Anacani and my Bank are currently investigating this as to specifically define what caused the tax increase. So to prevent such occurrences from occurring in future years.I appreciate being compensated the $20 for the copy of my 2015 taxes I needed to obtain. As well as being credited back half of my preparation fees. As this tax year was rather strange as was my initial and subsequent visit's to the [redacted] office. And Block phone support for both technical and tax issues took some time as well and are still being looked at. As I stated earlier Anacani has been helpful and Michelle has provided good assurance that my tax and myblock issues are nearing completion, she also spoke highly of Anacani. So I feel at this time accepting the business's response is the reasonable action to take.
Regards,
[redacted]p.s. The Revdex.com has been of great help and is appreciated.

In response to this matter, our investigation has determined that Ms. [redacted] 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.   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, David Steven's belief that he has done so in this case by amending Ms. [redacted] tax return to accurately reflect the appropriate information as she was mistakenly recorded as an [redacted] resident. Mr. S[redacted] also corrected a typo on a prior year return and paid penalty and interest assessed for the error (explained below) and he offered a free return to be prepared for Ms. [redacted].   In 2016 Ms. [redacted] had another company discover a mistake with a typo on real estate tax deduction on one of her rentals. Ms. [redacted] informed Mr. S[redacted] of the errors and he corrected it, resulting in Ms. [redacted] having to pay $867 as a correction of the tax assessed for [redacted]. When Ms. [redacted] received the interest and penalty assessment from [redacted], it was mailed to Mr. S[redacted] who issued payment per the H&R Block Guarantee. At that time, Mr. S[redacted] states he also offered to prepare a return for free for the coming year, however, Ms. [redacted] informed him that it was already being done. All of these instances occurred within the same calendar year that the return was paid for.   Mr. S[redacted] believes he has assisted Ms. [redacted] to the fullest and at this time is declining her request for a refund of preparation fees, as all return matters brought to his attention were corrected and Ms. [redacted] declined the offer for a free return next season.   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 [redacted]