Business Profile

Tax Return Preparation

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

This business is NOT BBB Accredited.

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Important information

Customer Complaint:
This business profile reflects national complaint activity. All complaints concerning H&R Block, Inc. and H&R Block Mortgage is sent to the Kansas City Better Business Bureau for processing.

Complaints

This profile includes complaints for H & R Block Inc., U.S. Headquarters's headquarters and its corporate-owned locations. To view all corporate locations, see

Customer Complaints Summary

1,185 total complaints in the last 3 years.
396 complaints closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

Initial Complaint
Date:04/03/2024
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I WILL NEVER USE THEM AGAIN! THEY DO NOT STAND BEHIND THEIR GUARANTEE OR WORK! FIRST OF I WAS CHARGED TO USE SOCALLED "FREE SOFTWARE" IT WASN'T FREE! $104 I PAID $62 I HAD A 40% I WAS NOT ABLE TO E-FILE BECAUSE I WOULD NOT PAY EXTRA AN $65 ON TOP OF THE FIRST FEE TO HAVE AN EXPERT RELOOK OVER MY TAX FORMS AGAIN. IF YOU'VE LOOKED OVER THEM MORE THAN 3 TIMES EVERYTHING IS CORRECT THE FIRST FEW TIMES. IT TOLD ME THAT IT'S READY TO FILE THEN WHEN I TRY TO E-FILE IT KEEPS SENDING ME TO TAKE A 2ND, 3RD & 4TH RELOOK BECAUSE I REFUSED TO PAY MORE MONEY. I AM THEN TOLD THAT I HAVE TO PAPER FILE BECAUSE OF THIS EVERYTIME I TRY TO PRINT THE FORMS RIGHT ON TOP OF FORMS IS PRINTED "CUSTOMER COPY, DO NOT FILE" EVERYTIME THAT I TRY TO PRINT I CALL THE 1880 NUMBER AND I AM TOLD BY A CUSTOMER SERVICE REP TO GO INTO AN ONSIGHT LOCATION HAVE IT PRINTED OUT FOR FREE. I DO AND THEY TRY PRINT &THE SAME THING KEEPS PRINTING ACROSS THE PAPER. FINALLY ALMOST 2 HOURS LATER OF INCLUDING SIGNING IN AT A DESK ALSO DOWNLOADING THE APP. I AM LEAVING WITH PAPER FILES /COPY FOR MY RECORDS/ MAIL TO THE IRS AND 3 WEEKS LATER. I CHECK THE WHERE'S MY REFUND WITH THE IRS WEBSITE AND IM TOLD THAT MY INFO DOES NOT MATCH WHAT ON FILE.IM CONFUSED. SO I JUST WAIT FOR DIRECT DEPOSIT & IT'S OVER $300 LESS THAN IS DUE PER MYTAX FORMS & THEIR VERY OWN PAPERWORK/IT STILL MATCHES THE SAME IN MY ONLINE ACCOUNT WITH THEM. I CONTACTED THEM TODAY 04/03/24 ABOUT MY MISSING MONEY AND REFUNDED FOR THE MONEY THAT I SPENT ON "FREE SOFTWARE" BECAUSE 1ST OF ALL IT WAS NOT FREE, MOST IMPORTANTLY IT DIDN'T MATCH MY FILED PAPERS& BANK DEPOSIT. NOW IM SUPPOS TO SIT AROUND AND" WAIT FOR THEM TO CONTACT ME.I NEED TO ANSWER WHEN THEY CALL.THEY WILL ONLY TRY TO CONTACT ME ONCE". I DON'T DESERVE A REFUND FOR USING THEIR "FREE SOFTWARE", BECAUSE NOMATTER THE OUTCOME I STILL USED THE SOFTWARE. I HOPE THE BBB TO INVESTORGATE IM SEEKING A REFUND OF MY MONEY/REMINBERSMENT OF THE $300.71 OWED FROM MY FEDERAL INCOME TAX.
Customer Answer
Date: 04/09/2024
I authorize
H & R Block Inc., U.S. Headquarters
to disclose to BBB personal/client information related to the BBB complaint I have filed so
that BBB, at my request, may assist in the resolution of my complaint. Personal/client
information may include the following if applicable: (a) information about a transaction or
payment, (b) student records, (c) information about an alleged debt, and (d) information
covered by an attorney/client privilege. If applicable, I waive the attorney/client privilege to
the extent reasonably necessary for the attorney to communicate with BBB about my
complaint.

I authorize BBB to use and disclose to the business personal/client information related to
the BBB complaint I have filed to the extent necessary to assist in the resolution of my
complaint. I also authorize BBB to use information about my experience for research on
marketplace practices, which may lead to publication of aggregate and demographical data
but will not result in the publication of personal/client information.

Complaint ID: ********
Name: ********** ********
Business Response
Date: 04/15/2024
Dear Better Business Bureau,

Regarding *** ********* complaint, we sincerely apologize for the inconvenience this has caused you. We have researched this issue and found that the $300 that was not refunded to you, the IRS took for past due obligations. We cannot refund you for this however, as a courtesy, we did refund you for your fees paid $62 back to your Visa ending ****. Please allow 3-5 buysiness days to see this credit.

As a result, we consider this matter resolved,

**** *****
Associate Business Analyst
H&R Block
Initial Complaint
Date:04/03/2024
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
My card was stolen. Upon checking balance in account there were several fraudulent **** app transactions and I do not have a **** app account. I had over $2500 dollars taken from my account and reported it as soon as I was aware. This card does not allow you to lock it and I at the time did not use card often because I was looking to purchase a vehicle. I was never notified the status of the dispute but when I called I was told it had been denied and it was not even 10 days from reporting it. I am seeking help before I take legal action because this was a lot of money and I feel just because of the amount no thorough investigation was completed just denied!
Business Response
Date: 04/11/2024
Dear Better Business Bureau,
However, after extensive research, we respectfully decline the client’s request. We are denying the claim for the reasons that follow:
We gave the case a second look and decided it will remain
a denial primarily for the following reasons:

Client states that she
is not familiar with any names listed under the **** APP transactions.
Based on CLEAR report, the client is associated to the names listed on
unauthorized CASH APP transactions: first person name is the clients relative 2) second person's name shares address with the client 3) third person's name shares
same address and co-owns vehicle with client.
Card was claimed to be
lost-stolen. There are multiple valid card present transactions in between
including ATM withdrawals.
Client is enrolled in receiving
mobile alerts matching CH number of record. Fraud was reported 2 months
after first unauthorized transaction.

While we regret any inconvenience, we stand behind the denial.
At this time, we consider this matter resolved.

******* ******** | Executive Escalations | Client Retention Specialist
One H&R Block Way, Kansas City, MO 64105

Customer Answer
Date: 04/12/2024

Complaint: ********

I am rejecting this response because: I in fact did not have mobile alerts set until AFTER this and I still do not get alerts however I have already seeked legal action I will be handling this in court.

Sincerely,

****** ****
Business Response
Date: 04/15/2024
Dear Better Business Bureau
In response to ***** ****** rebuttal, our review determines the rebuttal raises no new issues with H&R Block products and services. We stand by our original response dated 04/11/24and we refer your office back to that response.
We have reached out to the client by phone and left an email to the client with a full detailed report on the reasons for the claim denial and have asked her to reach out if she has any questions or concerns.

We respectfully request that this case be closed, as we do not believe that any further response on our part would be beneficial.
As a result, we consider this matter addressed.
Initial Complaint
Date:04/01/2024
Type:Service or Repair Issues
Status:
ResolvedMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
Paid $497 for H&R Block to file taxes for tax year 2021. I was notified in the fall of 2023 that the tax documents were not sent from H&R Block to the IRS. H&R Block recognized this and submitted the documents. I then received penalties for the taxes not being filed. I notified H&R Block on December 15th of 2023 and sent them the necessary documents to rectify and pay the past due penalties for not transmitting the tax documents. H&R Block did refund my tax prep fees but they have yet to reimburse me for the $1000+ dollars in penalties accrued due to failing to transmit my tax documents. The business has all necessary documents, I have confirmed again this afternoon before posting. In addition, communication from the management team has been lackluster. All updates have been me seeking information from them.
Business Response
Date: 04/10/2024
Dear Better Business Bureau,

In response to ******** ****** complaint, we apologize for any inconveniences. Per the client's request we will be refunding him $900.48.
Please allow 10-14 business days for the client to receive a check via snail mail.
As a result, we consider this matter resolved.

******* ******** | Executive Escalations | Client Retention Specialist
One H&R Block Way, Kansas City, MO 64105

Customer Answer
Date: 04/17/2024

Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********* and find that this resolution is satisfactory to me.

Sincerely,

******** ****
Initial Complaint
Date:04/01/2024
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
Last year, before the tax deadline, I dropped off my 2022 tax documents for preparation and filing with *** ******* Despite several attempts to reach her, my taxes were never completed and filed, resulting in severe penalties and legal issues with the ******** ******* *******. H&R Block is solely responsible for these penalities due to their gross negligence. These 2022 taxes need to be prepared and filed immediately, with H&R Block taking any and all necessary steps to resolve any penalties and/or other issues resulting from this situation. If this is not done to my complete satisfaction, I will be forced to escalate this matter further using any and all available avenues.
Customer Answer
Date: 04/02/2024
I authorize
H & R Block Inc., U.S. Headquarters
to disclose to BBB personal/client information related to the BBB complaint I have filed so
that BBB, at my request, may assist in the resolution of my complaint. Personal/client
information may include the following if applicable: (a) information about a transaction or
payment, (b) student records, (c) information about an alleged debt, and (d) information
covered by an attorney/client privilege. If applicable, I waive the attorney/client privilege to
the extent reasonably necessary for the attorney to communicate with BBB about my
complaint.

I authorize BBB to use and disclose to the business personal/client information related to
the BBB complaint I have filed to the extent necessary to assist in the resolution of my
complaint. I also authorize BBB to use information about my experience for research on
marketplace practices, which may lead to publication of aggregate and demographical data
but will not result in the publication of personal/client information.

Complaint ID: ********
Name: ******* ****** **
Business Response
Date: 04/11/2024
Dear Better Business Bureau,

Regarding Mr. Wilder's complaint, we extend our sincere apologies for any inconvenience he experienced. We have reached out to the leadership team about this, the return has been completed for some time now. We have offered for him to come to the office at his choice of time and date to sign, pay for and file the return. As of this notice, we have not heard from him.

As a result we consider this matter resolved.

**** *****
Associate Business Analyst
H&R Block
Initial Complaint
Date:04/01/2024
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
After speaking with the IRS and hrblock emerald card as well as hrblock customer service I learned that fees were wrongfully taking out of my refund the detailed are as such 2021 account number 7055213141 routing?
Needs 101089742
Metabank hrblock
605-782-0740 green dot emerald card
February 24 2022
$3026.00: // $2019
360 tax prep fees only received payment fee $608 tax prep repayment + 39
As of the US statute of limitations this so called debt shouldn’t have been taken nor taking and I wasn’t told nor advised of these extra fees until now! I am a disabled single divorced parent and I need these fees on top of numerous calls to branch and manager regarding charging me and the tax preparer filed taxes incorrectly causing me to amend and suffer financial loss. Hrblock has let this go unaddressed
Business Response
Date: 04/11/2024
Dear Better Business Bureau,
In response to ******* ************ complaint, we sincerely apologize for any inconveniences.
We have conducted a thorough investigation and found that we charged the client the exact fees as stated in the document that we emailed to them as part of their tax packet. We believe that the client has given their consent to these fees by accepting the document, which clearly outlines the exact paydown amount from their ******* ******* **** balance that was due. The information can be found on the second page of their tax return copy, which they received and signed on January 29, 2022.
01/29/22
******* ******* ******* : $608.00
Tax preparation: $360.00
******* ****** ********* $39.00
----------------------------------------------------
As a result, we consider this matter addressed.

******* ******** | Executive Escalations | Client Retention Specialist
One H&R Block Way, Kansas City, MO 64105

Customer Answer
Date: 04/11/2024

Complaint: ********

I am rejecting this response because:

For one the tax preparer messed up on my tax return causing me to have to amend on my own she shouldn’t have been paid and due to law statue of limitations that loan was from 12 years ago they shouldn’t collected on for that years return as if been cleared bankruptcy and collections.

Sincerely,

******* **********
Business Response
Date: 04/18/2024
Dear Better Business Bureau,
In response to ******* ************ rebuttal, after extensive research with our financial services team manager, we can confirm that on 04/12/22, we refunded this payment to her ******* Card on
4/12/2022 in the amount of $608.00, the client then spent the money. We do not owe the client anything.
******* **** transaction -

04/12/2022 - *** ****** ******** ***** $608.00
We have contacted the client with this detailed information and transaction history and we do consider this case resolved.

******* ******** | Executive Escalations | Client Retention Specialist
One H&R Block Way, Kansas City, MO 64105

Customer Answer
Date: 04/18/2024
For many of years, H&R Block has offered to replay their clients if a mistake had happened or they were dissatisfied with their tax refund. At the time it was $100. I have not received that due to request with the local office manager and voicemails and messages going unanswered so now that we have the retention specialist involved, I’ve made several complaints regarding me having to amend on my own due to the mistakes made by the tax preparer so those fees also should be returned as you state return the $608 into that, but we have not talked about the tax preparation fees and guarantee !
Initial Complaint
Date:03/31/2024
Type:Service or Repair Issues
Status:
ResolvedMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
H & R Block filed my 2019 federal and state taxes incorrectly, and tried to amend them, but never called or followed up with the IRS to resolve my tax issue and their mistake. I sold my house that year and made under 40K from the sale. It was my primary residence and I should have been exempt from taxes as I lived there for most of my life and have never owned any other properties. Because of the filing error the IRS is demanding $209,000 from me and the CA Franchise Tax Board wants $49,000 from me. These figures are INCORRECT; how could I possible owe this much from the sale of my home in 2019 when I only netted less than 40K and should be exempt? I work at the Goodwill and have $300 in my bank account. I have spoken to my real estate agent at the time and he put me in touch with a CPA that said this could be fixed with a one-hour conversation with the IRS—well, H&R Block needs to make that call and fix this as I cannot get anyone to help me because it is now tax season and I am scared to death that the IRS and FTB will garnish my wages. H&R Block is the reason I am in this predicament and I implore H&R Block to please help me fix it. I cannot sleep over this and it is causing me serious mental and physical anguish. All pertinent documents are attached. Please have someone at H&R Block review this, contact me, and help me resolve this clerical error before it is too late. I have all documents but can't upload them all to this complaint as the file size is too large. This is ruining my life and I desperately need help to get this fixed. I do not owe $260,000 in taxes for selling my home I lived in by myself for most of my life. I was in foreclosure and had to sell—luckily, I made a little bit of money. H&R Block needs to clear this up with the IRS and the FTB. I am a senior citizen—this is not right. Thank you, Andrea Hamilton.
Business Response
Date: 04/10/2024
Dear Better Business Bureau,

In response to ****** ********** complaint:

The District Manager has contacted *** ******** by email. She will be amending, the amendment that was prepared incorrectly.
She will also refund the fees as requested.
*** ******** will be going to the office to pick up the corrected 2019 amended returns, that will need to be mailed.
We do apologize for any inconvenience this might have caused.

Sincerely,
****** **** - Executive Escalation Specialist
H&R Block
Customer Answer
Date: 04/11/2024

Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********* and find that this resolution is satisfactory to me.

Sincerely,

****** ********
Initial Complaint
Date:03/31/2024
Type:Service or Repair Issues
Status:
ResolvedMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I opted for an in-person appointment in my taxes at the H&R Block office in Denver, because I had some questions about planning. The price listed on the website was "starting at $211." I sent in all my info to the tax preparer, and then went to the in person appointment. When it time to pay, she announced that the return would cost $693. I almost fell off my chair. That's an individual return with a schedule C, I've had other preparers do it, and it's never cost more than $300. There was no estimate sent to me or any indication that the fees would be higher than advertised on the website. When I called H&R Block customer service, they offered me a 20% off coupon, which still seemed like way too much. I did accept that offer, however, the discount was never applied to my credit card. I really think this is a horrible and unfair practice, and that H&R Block needs to be WAY more transparent with their pricing rather than trapping the client when the refund is already done. I request a partial refund of this outrageous fee. A final price of $300-350 seems reasonable.
Business Response
Date: 04/11/2024
Dear Better Business Bureau,

Regarding *** ******** complaint, we extend our sincere apologies for any inconvenience she experienced. We have reached out to the leadership team about this and have come to an amicable resolution.

As a result, we consider this matter resolved.

**** *****
Associate Business Analyst
H&R Block
Customer Answer
Date: 04/12/2024

Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********* and find that this resolution is satisfactory to me.

Sincerely,

***** ******
Initial Complaint
Date:03/29/2024
Type:Service or Repair Issues
Status:
ResolvedMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
3/17/2024 Appt was made to see an H&R Block rep ***** in the Palatka, FL office. She took the information needed, otherwise all documents were uploaded. She was to follow up online since I do not drive. My niece was with me and I ask ***** to follow up with my niece if there were any questions, otherwise will proceed online. ***** advised cost to be determined. I received an email that my taxes were ready for review and approval. On 3/17 I sent messages to address direct deposit and why nothing was showing if it was ready but also showed multiple returns. No response. After multiple calls and still showing it was being worked on I heard nothing. Next email was that my return was accepted by the IRS. I didn't review, approved anything, had no idea of the cost that shows H&R was charging me $304 and processed the return for a paper check to a street address which will be returned to the IRS because my residence is in a rural area and mail goes to a PO Box.

***** reached out over a week later to my niece as I ask her to and said someone handled this in her absence. She suggest a zoom appointment for them to correct the mailing with the IRS and would figure out how to refund the fees in full.

I am not certain the tax return is accurate, fees were never approved and overcharging had it been direct deposit and how long will this mailing of the check be resolved.
Business Response
Date: 04/10/2024
Dear Better Business Bureau,

In response to ******* ******** complaint:

We do apologize for any inconvenience this might have caused.

The District Manager has spoke with ******* ****** and has also left a message for her niece, **** **** *******.

We are processing a fee refund for *** ****** today, 4/10. It will be delayed until the Refund Transfer pays out.

We are also obtaining a completed replacement check request form, to have the remaining refund direct-deposited to *** ******** checking account.

*** ****** was advised that both the fee refund and deposit of her tax refund will take several business days to process.

*** ****** also has the District Manager business cell number for further assistance.

Sincerely,
****** **** - Executive Escalation Specialist
H&R Block
Business Response
Date: 04/19/2024
Dear Better Business Bureau,

In response to *** ******** rebuttal:

I apologize for the delay.

The District Manager states that moving forward *** ****** has been
contacted. They are in contact with *** *******, as well.

We are working to resolve this issue.

Sincerely,
****** **** - Executive Escalation Specialist
H&R Block
Customer Answer
Date: 04/25/2024

Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********* and find that this resolution is satisfactory to me.
After many phone calls and correspondence H&R Block says it has no authority to refund all fees incurred. One of the fees called Piece Of Mind. At this point, I'm not confident that the Federal or State taxes are correct but want to believe their intent was to correct this gross negligence.

Sincerely,

******* ******
Initial Complaint
Date:03/28/2024
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I had filed my taxes online in January. I wasn’t aware that I would be charged $103 for my taxes. I never got a pop
Up for charges. I had called h and r block customer service and talked to them about the issue. One agent told me they would refund me.. never happened. I called again and they told me there is nothing they can do. I wasn’t informed about the tax fees and it was taken out of my federal. I would like to have my money back. My full $103.
Business Response
Date: 04/02/2024
Dear Better Business Bureau,

Regarding *** ******' complaint, we extend our sincere apologies for any inconvenience he experienced. *** ****** utilized our DIY product for filing his taxes, and the charges he encountered stemmed from the program usage and the Refund Transfer service he consented to. It's important to note that throughout the payment process, there are several pages where users must agree to these charges in order to proceed. Therefore, we regret to inform *** ****** that we will not be issuing any refunds for the fees incurred, as he consented to these charges before completing his filing.

As a result we consider this matter resolved.

**** *****
Associate Business Analyst
H&R Block
Customer Answer
Date: 04/02/2024

Complaint: ********

I am rejecting this response because:

Nothing popped up for fees. I filed with you guys because it said free. It wasn’t interpreted that fees would be taken out. I got help from a representative and they told me it was free. You guys lied about it took my money and when I call you guys out “you can’t refund it” false advertisement is a lawsuit.

Sincerely,

****** ******
Business Response
Date: 04/13/2024
Dear Better Business Bureau,

Regarding *** ******* rebuttal, we have researched this at great lengths. We found he purchased the product *********** ***** ******** which is a $30 fee plus he elected to pay for his fees with his refund. This is a non-refundable bank fee of $39, which he agreed to, as this comes up several times to explain this charge. As a courtesy, we will refund him $34 for his federal filing as he thought this was for FREE. Please allow 10-14 business days to receive the check in the mail.

As a result, we consider this matter resolved.

**** *****
Associate Business Analyst
H&R Block
Initial Complaint
Date:03/28/2024
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I dropped off my tax paperwork at that location on March 10, 2024. I had an appointment on that date but the tax preparer was out sick according to another employee in that office. So I left my paperwork with that employee. I was told that my preparer would work on my tax return in between her appointments. After several call, emails, etc with this offfice, the manager, etc, I was advised that they could not find my paperwork. The manager said he would look for it. He did not follow through on that. After several weeks I took things into my own hands, went back to the office, spoke to the woman that I left the paperwork with on the 10th of March. She said your paperwork was right where she had put it two weeks before. It was a very stressful few weeks because I didn't know who had my private information. And this office was not even trying to remedy this situation.
Business Response
Date: 04/09/2024
Dear Better Business Bureau,

In response to ***** ********* Complaint:

*** ********* paperwork was located and returned to her. She filed her returns in a different H&R Block office and her preparation fees were refunded on April 5, 2024.

The manager's actions were investigated and found to be reasonable. The manager promptly engaged with the client upon learning of her frustration on March 12, 2024. When the manager was unable to locate the documents, they tried to get additional information from the client regarding a description of the employee who took the documents. Several attempts were made to get a description of the employee, as this is important information. *** ******* could not provide any information.
H&R Block has resolved the client's concerns by refunding her tax preparation fees and further investigating the behavior and conduct of the manager.

We consider this complaint resolved, and respectfully, asked this compliant be closed.

Sincerely,
****** **** - Executive Escalation Specialist
H&R Block
Business Response
Date: 04/10/2024
Dear Better Business Bureau,

In response to ***** ********* rebuttal:

We are refunding the tax preparation fees and investigating the behavior and
conduct of the manager as asked by *** ********

We do apologize for any inconvenience this might have caused. At this time, we do consider this matter addressed.

We, respectfully, asked that this complaint be closed.
Sincerely,
****** **** * Executive Escalation Specialist
H&R Block
Customer Answer
Date: 04/17/2024
I think that it's VERY interesting that you go with what the business wants but not the customer!!VERY ONE SIDED!!
The business wants it closed. WHAT ABOUT THE CUSTOMER!!!
Like I said before you are in bed with the business.
Thank you for wasting my time!!
When there is a class action lawsuit against H & R Block, you will be listed as well. This is not over! You went with the wrong party
Best of luck because you will need it!!

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H & R Block Inc., U.S. Headquarters is NOT a BBB Accredited Business.