Dear Revdex.com,In resolution to this matter, our records reflect that we contacted Mr [redacted] directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedWe 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 meSincerely, [redacted] Associate Business AnalystH&R Block
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 Mrs [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mrs***' complaintSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 3/17/and refer your office back to that responseWe respectfully request that this case be closed AJR, as we do not believe that any further response on our part would be beneficialSincerely,Quintina M***Associate Business Analyst H&R Block
Dear Revdex.com,As stated, this complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientIn further reveiw by the franchisee, she is in agreement that the right thing to do in this case is to refund the client's tax preparation feesWe ask that Mr [redacted] allows to days for processingAdditionally, we were able to confirm that a check for federal interest was mailed and has since cleared the franchisee's account on December 21stAs 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 as Assumed Answered] Complaint: [redacted] I am rejecting this response because: Regards, [redacted] we totally submitted every statement that was supposed to be submitted, this was the initial complaint, they were supposed to have made copies and they did not! Msf [redacted] said she had every piece of paper but she did not, I even tried to give her one in paticulair witch was my income, and she told me barbadumethat she did not need it! they are totally at fault!! No question about it!!
Dear Revdex.com: In response to this matter, please note that, H&R Block is not at liberty to discuss the particulars of a tax return except with the tax payers themselves unless we have the proper consent form on fileWhile the consent form Ms [redacted] has indicated to have provided to the Revdex.com, it provides no authority under federal law for H&R Block to disclose tax return information pursuant to U.S.C§ Therefore, if Ms [redacted] remains interested in obtaining information and/or to discuss this matter in detail, then she must provide our office with the following: Copy of Death Certificate Order of Probate of Will and/or Appointment of Personal Representative, file-stamped by the court -or- Power of Attorney documentsH&R Block must receive the above mentioned forms before we can further communicate to Ms [redacted] The documents can be mailed to: Executive Escalations ATTN: [redacted] H&R Block Way, Kansas City, MO We ask that the Bureau note our current efforts to investigate this 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: Dear KC-Revdex.com, This is my positive reply in response to the positive resolution at the table offered by H&R BlockH&R Block’s proactive approach to my complaint’s resolve will be met by my agreeing to consider the matter closed once the proposed action taken by H&R Block can be verified in the next few days by seeing their refundedThanks to all at the KC-Revdex.com for your awesome performance in bringing these results to fruitionOnce again, I will close this immediately after my refund is confirmed 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 Administratively Resolved] Complaint: [redacted] I am rejecting this response because: The entire point of this complaint is that the H&R block "professional" that completed my taxes, completed the taxes incorrectly and are lying that I provided information or an amount for estimated taxes I live overseas and completed all transaction via email and or uploading documents to the website I would like H&R block to provide any documents to prove that I paid estimated taxes In addition to the information submitted by H&R block reference estimate taxes, they also did not carry forward loses from my return, which I actually did provide I've had to expend money and time to consult a real financial professional to determine the mistakes I was notified of the additional error after submitting the original dispute Since H&R block does nothing more than use Turbo Tax to fill in lines in an inaccurate manner, then they should refund the fee for preparation and reimburse me for the IRS penalty Moreover, the H&R block office in [redacted] refuses to respond to any of my inquires Regards, [redacted] ***
In resolution of this matter, H&R Block contacted Mr [redacted] and apologized for the mis communication he receivedWe have settled this matter with Mr [redacted] and as a result, we consider this matter resolved We respectfully ask the Revdex.com to close this caseHowever, 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, In resolution to this matter, we regret any misunderstanding’s that Mr [redacted] ’s may have had as it relates to H&R Block’s Free Federal 1040EZ promotionThe Free EZ offer applied only to the Federal Form 1040EZIf additional forms are filed such as Earned Income Credit (EIC), State & local tax forms, Affordable Care Act form health coverage exemptions, these forms are billed at ratesOur records show that additional forms were filed in addition to the Federal FormAs for any tax return completed at H&R Block by one of our tax professional’s and before the return is e-filed or manually filed, our clients are given an opportunity to review their return before signing in agreement to the preparation services providedIt is our belief a service was provided which resulted in an accurate and timely filed tax return and therefore we must deny Mr [redacted] ’s request for a tax preparation refundIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: They are rejecting it because there are no new developments to my case! I am not the type to make things upI don't see anything new that should be brought upAll the proof and facts are still the very sameI was charged for services I never received Regards, [redacted] ***
Dear Revdex.com,H&R Block disagrees with Ms [redacted] 's allegationsOur investigation reflect that Ms [redacted] was advised in advance by The Office Leader that taking the tax return to a different office is a process when a specific tax professional is required to complete the return and most frequently is as a result of the [redacted] state registration requirements for tax professionalsAdditionally, we refute Ms [redacted] 's statement that her taxes were done wrong, as our records reflect that issue on the return was that it required a [redacted] address, which was not provided at the time of preparationThe delay with submitting the [redacted] return resulted in awaiting return calls from Ms [redacted] to get the [redacted] address needed for the return, which was obtained on the second attempt to contact Ms [redacted] In effort to make amends and as a gesture of good faith for any inconvenience, we have refunded $of tax preparation fees to Ms [redacted] and the check was sent on Wednesday, March 11, While we sincerely regret that Ms [redacted] is dissatisfied with our services, H&R Block's tax preparation work was correct based on the information Ms [redacted] provided at during the tax preparation interviewIn light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request that this case be closedHowever, 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
[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 meOn June 14th I declined the resolution from H&R Block because they indicated to you that a check was sent on June 3rdAfter days and no check I didn't think it was sentThe check did arrive on June 15th via UPS Next Day AirI found the timing very interesting to say the leastAt this point I accept the resolution offered and will no longer conduct business or refer anyone to H&R Block for any service they offerI appreciate Revdex.com and the assistance provided to resolve the claim Regards, [redacted] ***
Dear Revdex.com,In response to this matter, our records reflect that Mr [redacted] received an IRS letter dated 2/concerning his tax return and contacted his local H&R Block office sometime around 3/The IRS notice implied that his 1099R and Wincomes were understated on the original returnUpon review of this information, Mr [redacted] tax return was amended to include the missing information which resulted in a balance due for federal as there was no return for the stateThe review also showed that the tax professional inadvertently duplicated one stock sale and omitted one stock sale and once the amended return was prepared we confirmed the oversight did not affect the balance due and/or cause any additional tax liabilityMrWlodarksi purchased H&R Block's Peace of Mind® Extended Service Plan (POM) and as such a claim has been submitted for reviewPlease be advised that a POM review can take up to to weeks for reviewOnce a decision has been determined Mr [redacted] will be notifiedWe ask the Bureau note our current efforts to address Mr [redacted] ’s complaintSincerely, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In response to this matter, our investigation reflects that Mr [redacted] 's complaint is with a Franchise office, which has the responsibility to resolve this matter with you and directly with the client.However, in resolution to this matter, the Franchisee contacted Mr [redacted] and reached a mutually acceptable resolutionAs a result, we consider this matter resolved.We respectfully ask the Revdex.com to close this caseHowever, 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,In resolution of this matter, Mr***'s request for tax preparation fee refund has been approved, less any additional product feesThe check will be sent out on Friday, March 18, 2016.As a result, we consider this matter resolvedWe assure you 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.sSincerely,Michelle ***Associate Business AnalystH&R Block
Dear Revdex.com,In response to the Revdex.com complaint, our investigation reflects that the 1095-A form was not presented at the initial tax preparation appointment and therefore, the information from it was not included on the returnHowever, once the Mrand Mrs [redacted] recieved notice from the IRS, H&R Block prepared an amended return for the ***s and it was submitted the IRSAs the IRS requested verification of the identity of the tax payers, H&R Block reached out to the ***s in attempts to reach them in order for our tax professional to contact the IRS on their behalfOnce Mr [redacted] came into the office, our tax preparer contacted the IRS with Mr [redacted] present and the IRS stated that they needed to further verify his identity prior to issuing a refund and that he would have to go to a local IRS office to verify his identityWhile we regret that Mrand Mrs [redacted] appear dissatisfied with their experience at H&R Block, we are not at liberty to release their expected IRS refund, as H&R Block has caused no delay in the process However, in an effort to make amends, and as gesture of good faith for any inconvenience, we refunded the client's tax preparation fee, and the check was mailed on June 14, 2016.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 meSincerely, [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: their response is incorrect I was charged$for tax preparation as you can see by this photo of the bill Regards, [redacted] ***
Dear Revdex.com, In response to this matter, the District Manager contacted Mr [redacted] prior to this complaint being filed and addressed his concerns regarding the cost of serviceH&R Block would like to apologize to Mr***e regarding his experience with the call centerAs a client service gesture a gift certificate was issued and valid towards next year’s tax preparation service As a result, we consider this matter resolved and 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, [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 resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] 's complaintSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In resolution to this matter, our records reflect that we contacted Mr [redacted] directly and reached a mutually acceptable resolutionAs a result, we consider this matter resolvedWe 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 meSincerely, [redacted] Associate Business AnalystH&R Block
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 Mrs [redacted] in attempts to reach a mutually acceptable resolutionWe ask that the Bureau note our current efforts to resolve Mrs***' complaintSincerely, [redacted] ***Associate Business AnalystH&R Block
Dear Revdex.com,In response to Mr [redacted] 's rebuttal, our review determines the rebuttal raises no new issuesTherefore, we stand by our original response dated 3/17/and refer your office back to that responseWe respectfully request that this case be closed AJR, as we do not believe that any further response on our part would be beneficialSincerely,Quintina M***Associate Business Analyst H&R Block
Dear Revdex.com,As stated, this complaint is against a franchise office, which has the responsibility to resolve this matter directly with your office and directly with the clientIn further reveiw by the franchisee, she is in agreement that the right thing to do in this case is to refund the client's tax preparation feesWe ask that Mr [redacted] allows to days for processingAdditionally, we were able to confirm that a check for federal interest was mailed and has since cleared the franchisee's account on December 21stAs 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 as Assumed Answered] Complaint: [redacted] I am rejecting this response because: Regards, [redacted] we totally submitted every statement that was supposed to be submitted, this was the initial complaint, they were supposed to have made copies and they did not! Msf [redacted] said she had every piece of paper but she did not, I even tried to give her one in paticulair witch was my income, and she told me barbadumethat she did not need it! they are totally at fault!! No question about it!!
Dear Revdex.com: In response to this matter, please note that, H&R Block is not at liberty to discuss the particulars of a tax return except with the tax payers themselves unless we have the proper consent form on fileWhile the consent form Ms [redacted] has indicated to have provided to the Revdex.com, it provides no authority under federal law for H&R Block to disclose tax return information pursuant to U.S.C§ Therefore, if Ms [redacted] remains interested in obtaining information and/or to discuss this matter in detail, then she must provide our office with the following: Copy of Death Certificate Order of Probate of Will and/or Appointment of Personal Representative, file-stamped by the court -or- Power of Attorney documentsH&R Block must receive the above mentioned forms before we can further communicate to Ms [redacted] The documents can be mailed to: Executive Escalations ATTN: [redacted] H&R Block Way, Kansas City, MO We ask that the Bureau note our current efforts to investigate this 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: Dear KC-Revdex.com, This is my positive reply in response to the positive resolution at the table offered by H&R BlockH&R Block’s proactive approach to my complaint’s resolve will be met by my agreeing to consider the matter closed once the proposed action taken by H&R Block can be verified in the next few days by seeing their refundedThanks to all at the KC-Revdex.com for your awesome performance in bringing these results to fruitionOnce again, I will close this immediately after my refund is confirmed 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 Administratively Resolved] Complaint: [redacted] I am rejecting this response because: The entire point of this complaint is that the H&R block "professional" that completed my taxes, completed the taxes incorrectly and are lying that I provided information or an amount for estimated taxes I live overseas and completed all transaction via email and or uploading documents to the website I would like H&R block to provide any documents to prove that I paid estimated taxes In addition to the information submitted by H&R block reference estimate taxes, they also did not carry forward loses from my return, which I actually did provide I've had to expend money and time to consult a real financial professional to determine the mistakes I was notified of the additional error after submitting the original dispute Since H&R block does nothing more than use Turbo Tax to fill in lines in an inaccurate manner, then they should refund the fee for preparation and reimburse me for the IRS penalty Moreover, the H&R block office in [redacted] refuses to respond to any of my inquires Regards, [redacted] ***
In resolution of this matter, H&R Block contacted Mr [redacted] and apologized for the mis communication he receivedWe have settled this matter with Mr [redacted] and as a result, we consider this matter resolved We respectfully ask the Revdex.com to close this caseHowever, 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, In resolution to this matter, we regret any misunderstanding’s that Mr [redacted] ’s may have had as it relates to H&R Block’s Free Federal 1040EZ promotionThe Free EZ offer applied only to the Federal Form 1040EZIf additional forms are filed such as Earned Income Credit (EIC), State & local tax forms, Affordable Care Act form health coverage exemptions, these forms are billed at ratesOur records show that additional forms were filed in addition to the Federal FormAs for any tax return completed at H&R Block by one of our tax professional’s and before the return is e-filed or manually filed, our clients are given an opportunity to review their return before signing in agreement to the preparation services providedIt is our belief a service was provided which resulted in an accurate and timely filed tax return and therefore we must deny Mr [redacted] ’s request for a tax preparation refundIf you should need anything further or have any questions, please do not hesitate to contact meSincerely, [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 responseIf no reason is received your complaint will be closed Administratively Resolved] Complaint: [redacted] I am rejecting this response because: They are rejecting it because there are no new developments to my case! I am not the type to make things upI don't see anything new that should be brought upAll the proof and facts are still the very sameI was charged for services I never received Regards, [redacted] ***
Dear Revdex.com,H&R Block disagrees with Ms [redacted] 's allegationsOur investigation reflect that Ms [redacted] was advised in advance by The Office Leader that taking the tax return to a different office is a process when a specific tax professional is required to complete the return and most frequently is as a result of the [redacted] state registration requirements for tax professionalsAdditionally, we refute Ms [redacted] 's statement that her taxes were done wrong, as our records reflect that issue on the return was that it required a [redacted] address, which was not provided at the time of preparationThe delay with submitting the [redacted] return resulted in awaiting return calls from Ms [redacted] to get the [redacted] address needed for the return, which was obtained on the second attempt to contact Ms [redacted] In effort to make amends and as a gesture of good faith for any inconvenience, we have refunded $of tax preparation fees to Ms [redacted] and the check was sent on Wednesday, March 11, While we sincerely regret that Ms [redacted] is dissatisfied with our services, H&R Block's tax preparation work was correct based on the information Ms [redacted] provided at during the tax preparation interviewIn light of H&R Block's above-referenced good-faith actions to resolve this matter, we respectfully request that this case be closedHowever, 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
[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 meOn June 14th I declined the resolution from H&R Block because they indicated to you that a check was sent on June 3rdAfter days and no check I didn't think it was sentThe check did arrive on June 15th via UPS Next Day AirI found the timing very interesting to say the leastAt this point I accept the resolution offered and will no longer conduct business or refer anyone to H&R Block for any service they offerI appreciate Revdex.com and the assistance provided to resolve the claim Regards, [redacted] ***
Dear Revdex.com,In response to this matter, our records reflect that Mr [redacted] received an IRS letter dated 2/concerning his tax return and contacted his local H&R Block office sometime around 3/The IRS notice implied that his 1099R and Wincomes were understated on the original returnUpon review of this information, Mr [redacted] tax return was amended to include the missing information which resulted in a balance due for federal as there was no return for the stateThe review also showed that the tax professional inadvertently duplicated one stock sale and omitted one stock sale and once the amended return was prepared we confirmed the oversight did not affect the balance due and/or cause any additional tax liabilityMrWlodarksi purchased H&R Block's Peace of Mind® Extended Service Plan (POM) and as such a claim has been submitted for reviewPlease be advised that a POM review can take up to to weeks for reviewOnce a decision has been determined Mr [redacted] will be notifiedWe ask the Bureau note our current efforts to address Mr [redacted] ’s complaintSincerely, [redacted] Associate Business AnalystH&R Block
Dear Revdex.com,In response to this matter, our investigation reflects that Mr [redacted] 's complaint is with a Franchise office, which has the responsibility to resolve this matter with you and directly with the client.However, in resolution to this matter, the Franchisee contacted Mr [redacted] and reached a mutually acceptable resolutionAs a result, we consider this matter resolved.We respectfully ask the Revdex.com to close this caseHowever, 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,In resolution of this matter, Mr***'s request for tax preparation fee refund has been approved, less any additional product feesThe check will be sent out on Friday, March 18, 2016.As a result, we consider this matter resolvedWe assure you 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.sSincerely,Michelle ***Associate Business AnalystH&R Block
Dear Revdex.com,In response to the Revdex.com complaint, our investigation reflects that the 1095-A form was not presented at the initial tax preparation appointment and therefore, the information from it was not included on the returnHowever, once the Mrand Mrs [redacted] recieved notice from the IRS, H&R Block prepared an amended return for the ***s and it was submitted the IRSAs the IRS requested verification of the identity of the tax payers, H&R Block reached out to the ***s in attempts to reach them in order for our tax professional to contact the IRS on their behalfOnce Mr [redacted] came into the office, our tax preparer contacted the IRS with Mr [redacted] present and the IRS stated that they needed to further verify his identity prior to issuing a refund and that he would have to go to a local IRS office to verify his identityWhile we regret that Mrand Mrs [redacted] appear dissatisfied with their experience at H&R Block, we are not at liberty to release their expected IRS refund, as H&R Block has caused no delay in the process However, in an effort to make amends, and as gesture of good faith for any inconvenience, we refunded the client's tax preparation fee, and the check was mailed on June 14, 2016.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 meSincerely, [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: their response is incorrect I was charged$for tax preparation as you can see by this photo of the bill Regards, [redacted] ***
Dear Revdex.com, In response to this matter, the District Manager contacted Mr [redacted] prior to this complaint being filed and addressed his concerns regarding the cost of serviceH&R Block would like to apologize to Mr***e regarding his experience with the call centerAs a client service gesture a gift certificate was issued and valid towards next year’s tax preparation service As a result, we consider this matter resolved and 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, [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 resolutionWe ask that the Bureau note our current efforts to resolve Mr [redacted] 's complaintSincerely, [redacted] ***Associate Business AnalystH&R Block