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 responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because:Hi Jessica. My name is *** ***My case I.Dnumber is ***I called and spoke to you this morning. I am rejecting H & R Blocks resolution. First off, all this trouble began when I first went to H & R Block, I believe on January 21, The tax preparer only asked me if I had health insurance thru out the whole year, which I replied yes toShe did not ask for a form a1045A or 1045BThese forms prove whether or not you had health insurance thru out the year and if so was it private health insurance, thru your company or Obama CareI called the I.R.SOne of their specialist, I believe her name was Nancy told me that when a person's taxes are filed, whether E-Filed or mailed in, your 1045A or 1045B must be sent to the I.R.S. with all the other required documents in order for your taxes to be processed properly and a refund issuedThe tax preparer at H & R Block did not ask for these documents. As a matter of fact, I didn't even have them at the time she was preparing my taxesI received both a 1045A and a 1045B days laterI called H & R Block immediately and I was told to bring them in thar dayThe rest of the story you already know.Plus, I called the I.R.SYesterday and got an agent on the phoneShe told me that when H & R Block finally did send in the 1045A and 1045B, they filled out the form incorrectly that goes with the 1045A and 1045B further lengthening me getting my refund, which by the way, I still have not received my refund nor does she know when I will receive itOn January 21, 2018, the H & R Block specialist told me I should be receiving my refund via automatic deposit in approximately weeks, which has usually always turned out to be true for the past years , give or take a year or that I have been going to H & R Block, which I will never go back to againI have spoken to the I.R.Sas well as many tax specialist. They all agree that what H & R Block has done to me and the way they handled it is to say the least, agregous and unheard of. I don't not accept their resolution. I adamantly reject itI have received the refund checkI will not be cashing itThey can't even take the time to call the I.R.Sto see if their is a way to speed up my refund or, and this by far is the worst....They could have EASILY written me a check for my refund and had me sign a document saying that when my refund comes in, they could keep itI personally called Jackson Hewett and many tax attorneys and specialistsThey all agree that a check should have been issued to me by H & R Block WEEKS ago, considering that all of this is completely their faultOne of the tax preparers at H & R Block told me that not only did they not send the IRS my forms but they lost themThey never even called to tell me thisI only found out when I called H & R Block a month after bringing them my 1045A and 1045B and I'm supposed to accept a refund for what they put me thru ? I've had to cancel surgery twice for an EXTREMELY painful condition due to the fact that I dont have the deductible, which is my refund. If something is not done to satisfy this unbelievable and completely unethical situation EXTREMELY quickly, I will be taking much harsher acrions against H & R Block. But for the fact of their negligence, I would have had this surgery a long time ago and been out of painI have missed many days of work due to this pain
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, H&R Block is currently in the process of assisting Mr***We have scheduled an appointment with him for September 12, 2017.We ask that the Bureau note our current efforts to resolve Mr***'s complaintSincerely,Michelle B***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 responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because:The amended taxes from *** state I received that no one would answer after dropping letter off the 2nd time as *** *** originally told me ** hadn't received the 1099r yet so just disregard itWhen it came the 2nd time I owed.more dueto interest and late feesI kept trying to get an answer from the branch office but was referred to legal, whom I was refused the number** Dept of Revenue advised the additional taxes owed was because my preparer had placed the pension funds withdrawn on the wrong line, the ones for social security, military pensions,and private pensions for people over 65.It's funny on they're complaints on your site this is their usual response in matters like mine. Dear Revdex.com,In response to this complaint, our records reflect that our District General Manager, *** ***, has engaged in conversations directly with Mrs***, explaining that H&R Block is not responsible for tax returns that are completed outside of H&R...In regards to the return that H&R Block prepared incorrectly, H&R Block has completed our due diligence to the ***'s per the Peace of Mind Extended Warranty by reimbursing for the additional tax liability as a result of our mistake as well as the interest amount mentioned in the complaintThe tax liability check was issues in and the interest check in the amount of $was issued on February 10, Although the and returns were not affected with additional tax liability due, we have issued refunds for the fees paid to prepare the 2012, 2013, and returns in the amount of $2,as a good-faith gesture
Regards,
*** ***

[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 ***, and find that this resolution is satisfactory to me
Regards,
*** ***

Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved for the amount due to NY StateThe check was sent on Monday, May 4, 2015.As a result, we consider this matter resolvedWe 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 caseHowever if you should need anything further or have any questions, please do not hesitate to contact me. Sincerely,*** ***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 responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Regards,
*** *** ***
H&R Block Tax Pro *** *** still has my other Wform which still has to be Filed and Amended and need to be sent to IRSIn order for it to be process by IRS I need to go to the Branch of H&R Block and pick up the documents to be sent to IRS, unfortunately for some reason I am a bit afraid to go to that location because of how we have been personally treatedRegardless I will still try to visit the location to pick the paperworks this Friday.Another question I have, which I feel that have not been truthfully answered is that why is it I was quoted $on my tax yet on my H&R Block account says $8015.00?

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because: I was told by each H&R Block employees on several contacts that funds CAN be transferred FROM the emerald card to my personal checking accountBefore opting for the card after the taxpayer completed my taxes she conferred and confirmed with the office manager that it COULD be done When my refund posted to that card I called emerald card's customer service to yet reconfirm again that this process can occur and again I was told it was and even received instructions! Their lack of training, communication, and filtering changes of policies, procedures, and updates; excuse me the filtering of CORRECT information is not the fault of the consumer, therefore the consumer should not be penalized for their lack of communication and follow through
Regards,
*** ***

[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 ***, and find that this resolution
is satisfactory to me The office manager at the location I went to was extremely helpful, nice, and really made me feel good I very much appreciated Laura's call and her follwith me
Regards,
*** ***

Dear Revdex.com,In resolution to this matter, records reflect that Ms*** was contacted and a mutually acceptable resolution has been reachedAs a result, we consider this matter resolved Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com , While we sincerely regret Mrs.*** inconvenience with our Refund Advance, we are not able to change the amount she is eligible forIn our efforts to show appreciation for filing her taxes with H & R Block the District Manager has approved a refund of fees for
he tax preparationAs a result, we consider this matter resolvedWe assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyWe respectfully ask that the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, Natalie M*** 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 responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: it is unacceptableH&R Block says they know they made a mistake and believe they have sufficiently reimbursed meThis is not trueHow is $a fair reimbursement when I received a bill for over $1000? I was also told repeatedly for three months that a manager will call me and still to this date no one has called meIf you admit that you have made a mistake I believe that you should reimburse that moneyThe interest is not sufficient eitherThis has dragged on for three yearsAnd we paid you for your services which were not handled correctly whatsoeverI request again that our reimbursement includes what we had to pay due to your mistakeWe had to pay all of this money out of pocket because of your accountant's incompetence
Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***I am rejecting this offer because H & R Block's response is not clear. Just because they are submitting the claim for review does not mean that it will be approved. Why else would they be saying "we will continue to correspond with Mrs*** to reach a MUTUALLY acceptable resolution." If what they mean is that they agree to refund me in full for the money I paid the IRS for their mistake then I would have accepted their offer. Let them state it clearly! They may be very courteous but vague.
Regards,
*** ***

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Assumed Answered]
Complaint: ***
I am rejecting this response because:
Regards,
*** *** I am dissatisfiedafter I emailed *** to let her know all the paperwork was signed and sent to the IRS I never heard backI left messages and emails for her and her supervisor to follow up to resolve and no one responded or fixed the situationYou may think I am being unreasonable but you all are suppose to be tax EXPERTS and no one is willing to get my refund backIt's really sad to seeI don't understand why a supervisor can't get this taken care of? Instead it's basically sorry about your luckI am also writing to the attorney general I hope there isn't more customers like me getting ignored after trusting H&R Block with all our tax needs

Dear Revdex.com, In resolution of this matter, H&R Block has contacted Mrs*** directly and will remain open to correspondence should Mrs*** encounter further issues. We ask that the Bureau note our current efforts to resolve Mrs***'s complaintSincerely, Michelle B*** Associate Business Analyst H&R Block

Dear Revdex.com,In response to Mrs***'s rebuttal, H&R Block has submitted a Peace of Mind claim for the returnThe review and processing of the claim may take 6-weeks to completeWe will continue to correspond with Mrs*** in attempts to reach a mutually acceptable resolution. We ask that the Bureau note our current efforts to resolve Mrs***'s complaint. Sincerely,*** ***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 responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: At this point their is no resolution to the complaintI went in to see an tax-preparer about a different issueWhen I left they realized who I was and I was called backI was asked for more documentation (these document have all been provided to H&R Block Agents ) beforeUp until this time I have heard nothing from the companyThis was January 4thI was able o meet a very nice guy, Mr*** who informed me that they required more paper workI provided what I hadHe also informed me that me may need to request original documents from the IRSI am concerned that this request comes such a long period of time after the submission of my claimWhen I received this emailI forwarded it to Mr*** telling him that I can not accept this as there is no closureHe informed me that at my appointment on Monday (for another matter) the lady would help me request documentation from the IRSWhile I have had contact with the company since Monday, the matter is not resolved nor do I know what the outcome will be at the endI provided documentation showing the first letter from the IRS informing me that I owed about $which the preparer said he fixed and that I owed $(more or less) and which I paid the IRSUpon this submission from H&R Block I received a new letter saying I owed $(about)They have all this documentation and now they are requesting more documents outside of their promised weeks handling of claimsI can only consider the case closed when I receive the outcome from the companyI do appreciate Mr***'s efforts to try and bring the matter to a close
Regards,
** *** ***

Dear Revdex.com,In resolution of this matter H&R Block is currently in the process of assisting Mrs***We will continue to correspond with Ms*** in attempts to reach a mutually acceptable resolution.We ask that the Bureau note our current efforts to resolve Mrs***'s
complaint. Sincerely, *** ***Associate Business AnalystH&R Block

Dear Revdex.com,H&R Block has reviewed Mr***'s rebuttal to our prior responseThis response contains H&R Block's final position. In response to Mr***'s rebuttal, our review determines the rebuttal raises no new issues with the services Mr*** receivedThe 100% Accuracy Guarantee is referring to penalties and interest assessed by taxing authorities. While we regret that Mr*** appears dissatisfied with his experience at H&R Block, we stand by our original response dated February 17, 2015, and we refer your office back to that response. We trust this response will allow you to close your file, judged administratively judged resolvedHowever, should you have additional questions or desire to discuss this matter, further, please do not hesitate to contact me. Sincerely,*** ***Associate Business AnalystH&R Block

Dear Revdex.com, In response to this matter, our research has shown that there were in fact errors on Ms***’s return At this time we have approved a *** for Ms*** in the amount of $for Tax preparation Fee’sThe check has been sent out to Ms
*** on 11/02/We will also be taking care of the Penalties and Interest accrued once an IRS letter is received H&R Block prepares millions of tax returns each year, and if we do make an error, we are committed to making the situation rightIt is our belief that we have done so in this case by reimbursing Ms***’s Tax Preparation Fee’s as well as taking care of the Penalties and Interest accrued We respectfully ask the Revdex.com to close this caseHowever, if you should need anything further or have any questions, please do not hesitate to contact me Sincerely, Destini C*** Associate Business Analyst H&R Block

Dear Revdex.com, In resolution of this matter, H&R Block is currently in the process of assisting Mr*** We will continue to correspond with Mr*** in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr***’s complaint Sincerely, Michelle B*** Associate Business Analyst H&R Block