[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: [redacted] I am rejecting this response because: Regards, [redacted] I will forward copy of irs statement which charged me $penalty for non-payment of taxesthe h&r office I went to was givin the statement before they tried to fix the mistake they made-----regardless that they think they corrected the mistake( I have proof that they did not) I still had to pay penalty
Dear Revdex.com,In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new is***sMr [redacted] was not charged for nor paid the fee for Peace of MindTherefore, we stand by our original response dated August 5, and we refer your office back to that responseWe respectfully request that this case be closed, as we do not believe that any further response on our part would be beneficialHowever, 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] 's E- Gift Card has been forwarded to our client's email address accordinglyAs such, we consider this matter resolvedSincerely, Quintina M***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: [redacted] I am rejecting this response because: I appreciate your help in this matter [redacted] is lying!!!! he told me he would get the ladies at the office to use a coupon (which they did not have any)I was not going to leave my paperwork for someone I did not know to screw around withHe never offered a "discount" on next years taxes [redacted] never suggested that I come back hours lateri understand this is he said/she said and I am fighting a losing battlethe ladies at the office offered me a discount at the register IF I paid cashi was not comfortable doing thatso I know this is going nowhere cause [redacted] is lying to the owner who has to beleive himthanks again for your help Regards, [redacted]
Dear Revdex.com,In resolution to this matter, our district office is currently in the process of assisting Mr [redacted] We continue to correspond with Mr [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] 's complaint.Sincerely,Quintina M***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved The check will be sent out on Thursday, March 27, 20173As 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,Michelle U***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] . Our tax professional, Svetlana G***, is working directly with Mr. [redacted] and is in current contact with him regarding his Grandmother’s situation. We will continue to... remain actively engaged 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, Michelle B [redacted] Associate Business Analyst H&R Block
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 resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] 's complaintSincerely, [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 responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:The issue has not yet been solvedH&R Block says that they are working to solve it, but this is also what they said months ago, and not a year later, I am still dealing with this hassleI expect the complain to remain open until there is a resolution and the State of NY agres that I do not owe them any moneyKindly ask that H&R Block reply to let me know once this has been resolved, and I would like this in writing to show a zero balance Regards, [redacted]
Dear Revdex.com,In response to this matter, our investigation reflects that Mr [redacted] 's complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our clientIt is the franchisee's belief that the return was prepared based on the information that was provided to the tax preparer at the time of the interview and that it's unreasonable to assume that the tax preparer would be omniscient of documents that are not otherwise provided by the clientTherefore, the franchisee has respectfully declined Mr [redacted] 's request for compensationWe trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, [redacted] Associate Business AnalystH&R Block ?
Dear Revdex.com,?Dear Revdex.com,In response to this complaint, our records reflect that our district office contacted Mr [redacted] and reached a mutually acceptable resolutionAn amended return was prepared and a claim has been entered to refund Mr***'s tax preparation fees We sincerely regret Mr***'s office experience this tax season.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 However, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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 [redacted] from H&R Block wasvery helpful in gaining understanding of the issue, and forwarding on a generous offer to my mother to resolve our complaintThank you to the Revdex.com, and H&R Block for taking our complaint seriously, and helping with this very satisfactory outcome! Regards, [redacted]
[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, Our records reflect that Mr [redacted] ’s Federal returns for and had errors in regards to reimbursable expenses by Mr [redacted] ’s employer 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 our belief that we have done so in this case by amending the tax return to accurately reflect the appropriate information, as well as paid the tax liability and resulting penalties and interest in accordance with H&R Block’s Peace of Mind Extended Warranty AgreementWe have mailed checks to Mr [redacted] , sent [redacted] overnight on 5/10/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 fairlyWe 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, [redacted] Associate Business Analyst H&R Block
Dear Revdex.com,In response to this matter, our investigation reflects that Mrs [redacted] 's complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, in response to this complaint, records reflect that the Peace of Mind Extended Warranty was not purchased at the time of the tax interview and therefore, would not apply in this situation 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 [redacted] , H&R Block Franchisee Associates belief that H&R Block can pay the penalty and interest assessed once the clients provide the required documentsMrs [redacted] was emailed at the address provided and asked for the information necessary to file the claimShe may also contact [redacted] directly by phone at ###-###-####, as H&R Block cannot proceed with the claim until she does soWe ask that the Bureau note our current efforts to resolve Mrs [redacted] 's complaintSincerely, [redacted] ***Associate Business Analyst H&R Block
Dear Revdex.com,In response to this matter, our investigation reflects that Mrs [redacted] complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, in response to the complaint, records show that Peace of Mind Extended Warranty Plan was purchased for the returnThe clients contacted H&R Block on December 19, regarding a letter they had received from the IRS regarding additional tax liability due to missing income not reported on the returnIn accordance with the Peace of Mind Extended Service Plan, a claim was entered regarding the IRS notice and researched thoroughly by our Claims expertsDue to our knowledge of the IRS’ notification schedule, when the claim was review, it was found that the letter provided by the clients in December of was not the original notification from the IRSAdditional research discovered that the IRS first notice to the clients was dated August 4, Per the terms and conditions of H&R Block’s Peace of Mind Extended Service Plan, a contract which states in part: “If your tax liability increases as a result of an error in tax preparation and the error is discovered by you, your representative or a tax authority, during the period of three years from the filing deadlines for such returns, not including extensions, Block will pay you for such taxes up to a cumulative total of $6,for all such returns, subject to the terms and conditions detailed below .Before such payment you must (a) notify Block of any government notice regarding such taxes within days from the date of such notice (B) promptly provide Block with copies of such notices and other documents relating to or substantiating such additional taxes It is our understanding that the IRS would have sent additional notifications, dated approximately 9/4/and 11/4/to the clients, after the initial notification dated August 8, 2014, with one of the notices being certifiedAfter this initial notification period, the notices would have been sent every days to the address on record with the IRS, which has been verified as being the correct address for the clientsMrs [redacted] contacted the IRS and her local post office not receiving approximately notices that would have been sent by the IRS regarding the returnUnfortunately, Mrs [redacted] has been unsuccessful in receiving any supporting documentation that the all of the notices sent prior to December 7, were returned to the IRS or her local post officeAs such, the Peace of Mind claim has been denied for the following reason: HRB not notified within days; Failed to allow HRB to assistIt is H&R Block Franchisee, J [redacted] belief that she has made a good-faith effort to resolve this complaint by reimbursing the client’s for the amount of the penalty and interest on the IRS’ initial notice from 8/4/and she has agreed to refund the tax preparation fee of $468.00, as the $Peace of Mind fee is not refundable, as a claim was filedThe check for the tax preparation fee refund will be sent on Tuesday, May 17, 2016.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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]
Dear Revdex.com:In resolution of this matter, H&R Block is currently in the process of assisting Ms***Our records indicate that Ms [redacted] meet with Mary [redacted] on January 24, regarding the tax preparation fee refundThe 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 interestMs [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***'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***'s complaint.Sincerely, [redacted] ***Associate Business Analyst H&R Block
Dear RevDex.com,In review of this matter, it is our belief that a full reimbursement of tax preparation fees are warranted in this case. We are in the process of refunding the difference of what Ms. [redacted] has yet to receive. We ask that the Bureau note our current efforts to... resolve Ms. [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 responseIf 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 $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 cameI just called H & R Block and waited on hold for exactly one hour before hanging upDo 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] ***
[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: [redacted] I am rejecting this response because: Regards, [redacted] I will forward copy of irs statement which charged me $penalty for non-payment of taxesthe h&r office I went to was givin the statement before they tried to fix the mistake they made-----regardless that they think they corrected the mistake( I have proof that they did not) I still had to pay penalty
Dear Revdex.com,In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new is***sMr [redacted] was not charged for nor paid the fee for Peace of MindTherefore, we stand by our original response dated August 5, and we refer your office back to that responseWe respectfully request that this case be closed, as we do not believe that any further response on our part would be beneficialHowever, 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] 's E- Gift Card has been forwarded to our client's email address accordinglyAs such, we consider this matter resolvedSincerely, Quintina M***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: [redacted] I am rejecting this response because: I appreciate your help in this matter [redacted] is lying!!!! he told me he would get the ladies at the office to use a coupon (which they did not have any)I was not going to leave my paperwork for someone I did not know to screw around withHe never offered a "discount" on next years taxes [redacted] never suggested that I come back hours lateri understand this is he said/she said and I am fighting a losing battlethe ladies at the office offered me a discount at the register IF I paid cashi was not comfortable doing thatso I know this is going nowhere cause [redacted] is lying to the owner who has to beleive himthanks again for your help Regards, [redacted]
Dear Revdex.com,In resolution to this matter, our district office is currently in the process of assisting Mr [redacted] We continue to correspond with Mr [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] 's complaint.Sincerely,Quintina M***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution of this matter, Ms***'s claim has been approved The check will be sent out on Thursday, March 27, 20173As 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,Michelle U***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] . Our tax professional, Svetlana G***, is working directly with Mr. [redacted] and is in current contact with him regarding his Grandmother’s situation. We will continue to... remain actively engaged 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, Michelle B [redacted] Associate Business Analyst H&R Block
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 resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] 's complaintSincerely, [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 responseIf no reason is received your complaint will be closed as Assumed Answered] Complaint: [redacted] I am rejecting this response because:The issue has not yet been solvedH&R Block says that they are working to solve it, but this is also what they said months ago, and not a year later, I am still dealing with this hassleI expect the complain to remain open until there is a resolution and the State of NY agres that I do not owe them any moneyKindly ask that H&R Block reply to let me know once this has been resolved, and I would like this in writing to show a zero balance Regards, [redacted]
Dear Revdex.com,In response to this matter, our investigation reflects that Mr [redacted] 's complaint is against a franchise office which has the responsibility to resolve this matter directly with your office and directly with our clientIt is the franchisee's belief that the return was prepared based on the information that was provided to the tax preparer at the time of the interview and that it's unreasonable to assume that the tax preparer would be omniscient of documents that are not otherwise provided by the clientTherefore, the franchisee has respectfully declined Mr [redacted] 's request for compensationWe trust this response will allow your office to close your fileHowever, should you have additional questions or desire to discuss this matter further, please do not hesitate to contact meSincerely, [redacted] Associate Business AnalystH&R Block ?
Dear Revdex.com,?Dear Revdex.com,In response to this complaint, our records reflect that our district office contacted Mr [redacted] and reached a mutually acceptable resolutionAn amended return was prepared and a claim has been entered to refund Mr***'s tax preparation fees We sincerely regret Mr***'s office experience this tax season.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 However, if you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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 [redacted] from H&R Block wasvery helpful in gaining understanding of the issue, and forwarding on a generous offer to my mother to resolve our complaintThank you to the Revdex.com, and H&R Block for taking our complaint seriously, and helping with this very satisfactory outcome! Regards, [redacted]
[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, Our records reflect that Mr [redacted] ’s Federal returns for and had errors in regards to reimbursable expenses by Mr [redacted] ’s employer 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 our belief that we have done so in this case by amending the tax return to accurately reflect the appropriate information, as well as paid the tax liability and resulting penalties and interest in accordance with H&R Block’s Peace of Mind Extended Warranty AgreementWe have mailed checks to Mr [redacted] , sent [redacted] overnight on 5/10/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 fairlyWe 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, [redacted] Associate Business Analyst H&R Block
Dear Revdex.com,In response to this matter, our investigation reflects that Mrs [redacted] 's complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, in response to this complaint, records reflect that the Peace of Mind Extended Warranty was not purchased at the time of the tax interview and therefore, would not apply in this situation 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 [redacted] , H&R Block Franchisee Associates belief that H&R Block can pay the penalty and interest assessed once the clients provide the required documentsMrs [redacted] was emailed at the address provided and asked for the information necessary to file the claimShe may also contact [redacted] directly by phone at ###-###-####, as H&R Block cannot proceed with the claim until she does soWe ask that the Bureau note our current efforts to resolve Mrs [redacted] 's complaintSincerely, [redacted] ***Associate Business Analyst H&R Block
Dear Revdex.com,In response to this matter, our investigation reflects that Mrs [redacted] complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientHowever, in response to the complaint, records show that Peace of Mind Extended Warranty Plan was purchased for the returnThe clients contacted H&R Block on December 19, regarding a letter they had received from the IRS regarding additional tax liability due to missing income not reported on the returnIn accordance with the Peace of Mind Extended Service Plan, a claim was entered regarding the IRS notice and researched thoroughly by our Claims expertsDue to our knowledge of the IRS’ notification schedule, when the claim was review, it was found that the letter provided by the clients in December of was not the original notification from the IRSAdditional research discovered that the IRS first notice to the clients was dated August 4, Per the terms and conditions of H&R Block’s Peace of Mind Extended Service Plan, a contract which states in part: “If your tax liability increases as a result of an error in tax preparation and the error is discovered by you, your representative or a tax authority, during the period of three years from the filing deadlines for such returns, not including extensions, Block will pay you for such taxes up to a cumulative total of $6,for all such returns, subject to the terms and conditions detailed below .Before such payment you must (a) notify Block of any government notice regarding such taxes within days from the date of such notice (B) promptly provide Block with copies of such notices and other documents relating to or substantiating such additional taxes It is our understanding that the IRS would have sent additional notifications, dated approximately 9/4/and 11/4/to the clients, after the initial notification dated August 8, 2014, with one of the notices being certifiedAfter this initial notification period, the notices would have been sent every days to the address on record with the IRS, which has been verified as being the correct address for the clientsMrs [redacted] contacted the IRS and her local post office not receiving approximately notices that would have been sent by the IRS regarding the returnUnfortunately, Mrs [redacted] has been unsuccessful in receiving any supporting documentation that the all of the notices sent prior to December 7, were returned to the IRS or her local post officeAs such, the Peace of Mind claim has been denied for the following reason: HRB not notified within days; Failed to allow HRB to assistIt is H&R Block Franchisee, J [redacted] belief that she has made a good-faith effort to resolve this complaint by reimbursing the client’s for the amount of the penalty and interest on the IRS’ initial notice from 8/4/and she has agreed to refund the tax preparation fee of $468.00, as the $Peace of Mind fee is not refundable, as a claim was filedThe check for the tax preparation fee refund will be sent on Tuesday, May 17, 2016.We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairlyIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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]
Dear Revdex.com:In resolution of this matter, H&R Block is currently in the process of assisting Ms***Our records indicate that Ms [redacted] meet with Mary [redacted] on January 24, regarding the tax preparation fee refundThe 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 interestMs [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***'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***'s complaint.Sincerely, [redacted] ***Associate Business Analyst H&R Block
Dear RevDex.com,In review of this matter, it is our belief that a full reimbursement of tax preparation fees are warranted in this case. We are in the process of refunding the difference of what Ms. [redacted] has yet to receive. We ask that the Bureau note our current efforts to... resolve Ms. [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 responseIf 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 $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 cameI just called H & R Block and waited on hold for exactly one hour before hanging upDo 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] ***