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 Find Local Branches.

close

Find a Location

H & R Block Inc., U.S. Headquarters has 12660 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

BBB accredited

Near

Country

USUnited States

Please enter a valid location.

Filter

• 

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

  1 H And R Block Way Kansas City, MO 64105-1905

• 

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

  11900 Industry Way Ste 5 Anchorage, AK 99515-3592

• 

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

  11401 Old Glenn Hwy Ste 110C Eagle River, AK 99577-7747

• 

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

  11312 Kenai Spur Hwy Kenai, AK 99611-9106

• 

  H&R Block

  116 Market Center Dr Alabaster Market Center Alabaster, AL 35007-8610

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:03/30/2023

  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.

  Mar. 11th, 2023
  To whom it may concern:
  The letter for case # 14893274 (below) was sent on February 23rd to the online H&R Block customer service address: [email protected] As of today (3-11) not only have we not heard back from the manager of the H&R block here in town (as promised by her on Feb. 21st), we have also not heard anything from the customer support address. After all the years that we have dealt with your company, we are appalled at how we have been ignored. If I do not receive a timely response to this letter, I will be filing a complaint with the appropriate agency.
  p.s. as of March 30th we have not received anything in response to this letter, which was mailed to and received by, H&R Block Corporate on March 16th
  ______________________________________________________________
  Feb. 23, 2023
  H&R case # 14893274
  This section is abbreviated due to BBB space requirements. Our tax preparer did not know how to operate the computer tax program. It took two and one half hours to prepare a statement which consisted of W-2's, one dependent, no itemization and standard deduction. We were charged $145 more than the previous year's identical return. We were not advised, upfront per their advertising, of our fee. We phoned in our initial complaint within 15 min. on Feb. 18 to customer service. We have been ignored by the local H&R office, the online complaints site, and the Corporate Headquarters in Kansas City, MO. We would like a refund of $145 due to their false advertising and a formal apology for being ignored.
  ________________________________________________________________
  March 11, 2023: p.s.
  Imagine our surprise seeing the following:
  H&R Block® Book Appointment - Upfront Pricing, No Surprises *
  H&R Block
  https://www.hrblock.com › official-site
  * I have underlined the relevant portion from your online listing

• Initial Complaint

  Date:03/17/2023

  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.

  On January 27, 2023 (first appointment) my spouse and I filed our taxes with H&R Block. On March 14, 2023 (second appointment) we had to file an amended return because included the 1098-T for the AOTC for our daughter. We are owed an additional $2,416.00. During the first appointment the preparer asked us about our two dependents and their colleges, but never asked anything about loans or tuition. This should have been part of his knowledge to ask us in order to receive our maximum refund thus avoiding the need to file the amendment. During the second interview H&R Block originally wanted to charge us the $270.00 fee again, but did not, they charged us $29.00. They also denied the refund from the tax prep fee from the first appointment. Their Max Refund Guarantee states " If you discover an H&R Block error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the tax prep fee for that return and file an amended return at no additional charge. To qualify for the H&R Block Maximum Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2022." Based on their Max Refund Guarantee we should receive a refund the tax prep fee from the first appointment and should have been able to file the amendment for free.

  Business Response

  Date: 03/27/2023

  Dear Better Business Bureau,
  In regards to Ms. ******'s complaint we apologize for any inconvenience. After the district manger's investigation of the matter he determined that a refund of the client's amendment fees was the appropriate resolution.
  At this time we consider this matter to be resolved. We respectfully ask that this case be closed.
  
  Sincerely,
  Kayla ********
  H&R Block

  Customer Answer

  Date: 03/27/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because: H&R Block did not refund the tax prep fee. The tax preparer did not ask us the proper questions and did not get us the total maximum refund possible. We had to file an amended return, and we get back a couple thousand more!  Based on the company's own website if this happens they file the amendment for free and we get the tax prep fee refunded (almost $300.00) H&R Block did not honor this and did not return that fee, just the $29.00 to file the amendment, which they obviously shouldn't have charged that either. As a tax professional you are supposed to know questions to ask based on previous answers to questions. We have been filing jointly since we got married, but will never return. We wonder how many times they have made errors that we did not know about. 0/10 do not recommend to anyone. 
  
  
  
  Regards,
  
  
  
  ******* ******

  Business Response

  Date: 03/29/2023

  Dear Better Business Bureau,

  While we regret Mrs. ******'s dissatisfaction with our service our final resolution stands. Per our district general manager's investigation of the complaint, it was found that the documents in question were discussed at the time of filing, but the client could not provide them at that time and chose to move forward with filing. As a result, we stand by our final resolution and consider the matter to be resolved.

  At this time we respectfully ask that the case be closed.

   

  Sincerely,

  Kayla ********

  H&R Block

  Customer Answer

  Date: 03/29/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because: H&R Block's previous response is a complete lie. The documents in question were NOT discussed at the time of filing whatsoever, and we could most definitely have provided them if the tax preparer asked us for it. We chose to move forward with filing our taxes because we thought it was correct and complete. Why would we move forward with an incomplete filing? I believe further
  discussion will be be unproductive with this corporation, but I do suggest people find a local tax professional who cares about their clients, not just a company who want people in and out of their seats.  Thanks. 

  
  
  
  Regards,
  
  
  
  ******* ******

• Initial Complaint

  Date:03/14/2023

  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 am writing to you after several unsuccessful attempts to resolve an issue I’m having with H&R Block Online Tax Pro Service. I entered my tax information on H&R Block website on 2/4/2023 and paid $204 (Premium federal return=$75, Premium state return (CA and IL state-$45 each), and Tax Pro Review for Premium=$90 with Early season saving and Key Code (discounts) of $51). I was assigned Bonnie P. to help me file the tax. Bonnie sent me a message on 2/19/23 that my tax returns were ready for review before filing. However, when I clicked on the link, the H&R system was saying that I owed $219 (Federal=$145, 2-State returns=$74). When I informed Bonnie of the issue, she told me that it was because I owe $37 for one of the State returns. I told Bonnie that I had already paid, not $37/state BUT $45/state. She stated that this is what her system showed, (all this time and even now H&R system shows $219 as amount owed). Bonnie checked with the technical team, and they said the same thing. However, the customer service agent stated that their side shows that I do not owe any money to H&R Block.
  I have talked to multiple customer service agents and an H&R supervisor, Brendan W. and also went to my local H&R Block office to talk to a supervisor. Although the supervisors I have been working with are very friendly, they are unable to solve the issue with the H&R Block server. And after waiting for one month, I am still not able to review whatever updates Bonnie has made to my tax return and file my online tax. I feel that H&R is keeping me hostage and NOT willing to help.
  I have been having VERY bad experiences with the H&R Block online team; they are not competent and/or willing to help. Please help me resolve this issue with H&R Block (if they are not able to resolve their own system issue then they must refund my money and release the hold on my file, so that I can take my business to someone more competent and who is willing to help).

  Business Response

  Date: 03/20/2023

  Dear Better Business Bureau,
  
  In response to Mr. *****'s complaint, we have reached out to the leadership team and they have scheduled an appt with him for this afternoon.  They are directly assisting Mr. *****, therefore we consider this matter addressed.  
  
  As a result, we ask that you close this case as resolved. 
  
  Sincerely,
  Judy *****
  Associate Business Analyst
  H&R Block
  
  

  Customer Answer

  Date: 03/21/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: 19592361
  
  
  
  I am rejecting this response because:

  This issue is not resolved as of yet. I have an appointment for this Thursday (3/23/23) but issue is still open. I will email you once my issue is resolved by H&R Block.
  
  
  
  Regards,
  
  
  
  ****** *****

• Initial Complaint

  Date:03/11/2023

  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.

  Had our taxes done by ****** ****** in the Pocomoke Maryland office for the last 12 years using their "Peace Of Mind" Insurance to which means as stated on the H&R Block website, "you’ll receive protection for the life of your tax return. This means that if you get a letter from the IRS, send it to us to handle, so you don’t have to." Well, we never had an issue, until 2021 when we received our stimulus check, and not but a few days later we received a tax assessment for over $2800. We immediately contacted ****** via email and he replied he'll get on it right away. We hadn't heard from him in weeks even though we contacted him several times via phone calls and emails. When it was 3 days away from the deadline, we finally got up with him via phone and he stated, "You might as well just pay it, it's not covered under the Peace Of Mind coverage. Needless to say we were shocked. So we used our stimulus check and paid it. Fast forward to Feb 2023 and we get yet another assessment for just over $400 for 2019. So we called the 1-800 number for HRBlock and they put us in touch with Tiffany Blackwell in the Onley Va office. We scheduled an appointment as soon as we could. We had a sit down with her and she assured us she'd take care of it the very next day and we should hear back no later than 2 days after we sat with her. We also allowed her to do our 2022 taxes. She assured us she'd get it all rectified via contacting the owners and we would at least receive half of our assessment money back within a weeks time. When we questioned her repeatedly, she reassured us repeatedly. For days, we heard nothing from her, and we had to contact her multiple times a week hearing many excuses as to why we hadn't. Everything from the computers were down for days to her owners were busy. When it came down to the last 6 days until the due date we became loud and put pressure for them to stick to their word of taking care of it. Hence the reason why we're contacting BBB.

  Business Response

  Date: 03/20/2023

  Dear BBB,
  The Franchise Associate has been in touch with Mr. ****. A
  refund of tax preparation fees in the amount of $1400 has been issued. In
  addition, Mr. **** has also been offered $500 off his tax preparation for the
  year 2023. As this time, we consider the complaint resolved.
  Thank you,
  Executive Escalations
  H&R Block

  Customer Answer

  Date: 03/20/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:The amount of $3217.50 was what we're supposed to be receiving ($2811 & $406 for both assessments) according to not only what their Peace of Mind Insurance states was to cover in which ***** admitted. He also admitted his accountants (****** and Tiffany) made multiple mistakes all the way around. This conversation took place over the phone Friday the 17th.and it was pulling teeth to have them reimburse anything. The most they offered was $1400. There's still an outstanding balance owed to us of $1817 to which is 56% of the total amount. They offered $500 of our next visit. We feel if they're willing to offer that amount, they should have no issue paying the $1817 balance still owed.
  
  
  
  Regards,
  
  
  
  **** ****

  Business Response

  Date: 03/27/2023

  Dear BBB,

  On Friday, March 17, 2023,
  Mr. **** accepted our offer of the $1,400 over the telephone as a remedy for
  the situation.  In fact, the amount was a suggestion made by Mr. **** at
  the beginning of our conversation.  At the end of our call, the client
  stated that he was happy, that he would continue to be a client of H&R
  Block and, because of our actions, would be seeing our preparer Tiffany
  Blackwell in our Onley, VA office next year.  The check on which the $1,400
  was disbursed, cleared our account on 3/21/2023. 
  
  At the time of the issuance
  of the $1,400 check, Mr. **** had already received a refund of $681 for the
  2019 tax preparation fees.  The total amount received by Mr. **** directly
  from the franchise is $2,081.  As a further gesture of good will, we
  decided to also offer a $500.00 voucher to be used toward future tax
  preparation services next year.  The voucher, a letter to Mr. **** and the
  $1,400 check were all sent by UPS next day delivery to Mr. & Mrs. ****. 
  
  During the Franchise owner’s
  conversation with Mr. ****, he did admit to the fact that the Peace of Mind
  claim should have been submitted to be processed immediately upon the receipt
  of the IRS letter by our Pocomoke City Office.  However, it was never once
  stated that Peace of Mind would or should reimburse Mr. **** anything.    
  
  The IRS, and subsequent VA
  letters that Mr. **** received were in relation to unreported cancellation of
  debt in excess of $9,000 and an underreporting of his business income of
  approximately $2,000 for the 2019 tax year.  We have proof of the business
  profit and loss report with which he provided at the time of tax
  preparation.  No entries were made for
  the cancellation of debt in BlockWorks, no notes on the topic were found, nor
  were any 1099-Cs found in the client files or paperwork. We firmly believe that
  we were never made aware of these items at the time of tax preparation.   
  
  Our fault,
  to which we admit, is the untimely responses to Mr. **** regarding his taxing
  authority letters and the delays in processing of the POM claim.  When the
  client emailed his IRS letter to the original preparer, it was not addressed
  until the client called back some time later to ask the preparer what was going
  on.  From what we were told, the response the client received from the
  preparer was to pay the amount owed to the IRS, which we believe the client
  did.  Virginia sent a letter well after this seeking their portion of the
  tax on the income from the cancellation of debt and underreported income.
  
  We did advise the client
  that by working with us to complete an insolvency worksheet, there might be a
  possibility that the IRS and VA assessments would not be correct, as
  cancellation of debt would not be taxable to individuals who were deemed
  insolvent.  Although Peace of Mind requested the completion of this
  worksheet, Mr. **** did not want to spend any effort to do this and furthermore
  did not think that it was the business of the IRS or anyone to know what his
  assets or liabilities were. Nonetheless,
  the POM claim for both the IRS and VA assessments has been recently processed
  and I am told that the claim has been denied. 
  
  In closing, although POM has
  denied his claim, there is still an opportunity for Mr. **** to be possibly
  absolved of the 2019 IRS and VA insolvency debts by completing the insolvency
  worksheet.  We believe that there is a high likelihood of it being successful
  if the insolvency can be proved.  Outside
  of that, we believe that we have been generous in our most recent dealings with
  Mr. **** and will not be discussing any additional monetary suggestions he may
  have. 
  

  Customer Answer

  Date: 04/03/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because: It was admitted to my wife and I on a number of occasions from Mr ****** that he not only admitted "We made several mistakes, 4 to be exact." Yet was only willing to offer $1400 check for our troubles just to make us go away.

  We also noticed that with a multitude of complaints filed on H&R Block from both the BBB and several rating sites including google and yelp, they stated they would make good on their clients complaints with their taxes not filed improperly but the client had failed to purchase the Peace of Mind Coverage. Had they done so according to the H&R Block, they would reimburse the entire amount of tax assessment. My wife and I were only offered at the most after going round and round with the ******'s a $1400 check and a $500 discount off of our next visit (we were assessed $2811 for federal and $406 for state). After the $1400 we're still owed $1817.50!!!!! My wife and I will never again return to any H&R Block! For their peace of mind coverage is worthless. It should say, "Peace of Mind Coverage is for only those mistakes we admit to making and are willing to refund. We did give ****** the proper paperwork as well as told him verbally all the tax documents as we have done for the last 12 years. And Mr ****** admitted to us the mistake was theirs, not ours.

   

  Please help us make the ******'s (H&R Block) honor their Peace of Mind coverage.

  
  
  
  Regards,
  
  
  
  **** ****

• Initial Complaint

  Date:03/07/2023

  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.

  So after getting my taxes load to my card from HR Block my card was taken forever to come and then when my card came all my funds were gone. After calling and reporting my card missing and my account was used without my permission and all my taxes were taken and Hr sent me an email on 03/07/2023 my case was denied and no one seems to help and doesn’t want to help me getting my funds back. I worked and to have this money stolen from me and hr seems to not want to help or try too. All I want is my money back please. I can’t believe someone took my card

  Business Response

  Date: 03/23/2023

  Dear Better Business Bureau,

  In response to Mr. *****-******'s complaint, we have asked the fraud department to take a second look at his case for re-evaluation. After the fraud department's investigation into the matter, they determined that the denial stands. 

  The client has been advised that if he can present H&R Block with new information or documents their case can be re-evaluated. At this time the denial of the fraud claim stands. 

  Due to our fraud department doing a second investigation into the matter and coming to the same determination, we would respectfully ask that this case be closed.

   

  Sincerely,

  Kayla

  Customer Answer

  Date: 03/23/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because: because I feel like they’re not doing their diligence and not helping me out, knowing the fact that I’m providing all the documents that I did not resign in the city of Whittier someone used my information and took all my money
  
  
  
  Regards,
  
  
  
  ****** *****-******

  Business Response

  Date: 03/29/2023

  Dear Better Business Bureau,

  While we regret the client's dissatisfaction with the outcome of his fraud claim, at this time, the decision stands. The client did not provide sufficient evidence to substantiate his fraud claim. 

  The client was made aware that if he provided new evidence that the case could be re-evaluated. The client stated he had a police report to provide that would give our fraud department new evidence to review, but has not provided us with the documents at this

  time. Once the client provides us with the police report the case can be reviewed again, but at this time the denial of the client's fraud claim stands.

  We respectfully ask that this case be closed.

   

  Sincerely,

  Kayla ********

  H&R Block

  Customer Answer

  Date: 03/29/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because: I have provided enough evidence to defy claim. I also provided the incident report which they have a full copy of. Also, I provided my bank statements, indicating that I was not where they’re indicating I was, I feel like they’re not cooperating. I feel like the adjuster is not even cooperating. All I’m asking is for my money to be returned to me or what other steps I need to do in order to return my money.
  
  
  
  Regards,
  
  
  
  ****** *****-******

• Initial Complaint

  Date:03/03/2023

  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.

  My wife and I filed our taxes at HR Block located on **** ** in ********, ** like normal on February 10, 2023.
  Our federal tax return was accepted by the IRS no problems and refund sent to hr block February23, 2023 to be disbursed to my wife and I to a debit card provided by HR Block.
  According to the tax preparers at the HR Block office, as well as their phone customer representatives, the refund was submitted to our account and was supposed to be available on our provided debit card on Thursday, February 23rd, 2023.
  The problem is that there aren’t any funds available on our debit card. The federal refund was never deposited into our account. We haven’t received our refund of $5,135.
  We’ve spoken to the customer representatives a dozen times without any proper explanation as to why we haven’t been paid. We’ve physically walked into the 23rd street location to get answers. They never gave us a straight answer, they only said we would be paid on our debit card by today March 3, 2023.
  We haven’t received any money.
  Please help, this is extremely urgent.

  Business Response

  Date: 03/07/2023

  Dear Better Business Bureau,

  In regards to Mr. *******'s complaint, we have looked into the issue, and the clients tax refund has now been funded to his Emerald Card. 

  As a result we consider this matter resolved. 

   

  Sincerely,

  Kayla ********

  H&R Block

  Customer Answer

  Date: 03/07/2023

  [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.]
  
  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID 19536148, and find that this resolution is satisfactory to me.
  

   

  Thank you very much for all your help at the BBB. 
  we are extremely grateful!
  
  
  
  Regards,
  
  
  
  ***** *******

   

   

• Initial Complaint

  Date:02/21/2023

  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 went to the only location of HR block that actually seem to be open at 115 Tremont st Boston ,MA . When I walked in the location I was approached by Angela M. .She stated she does business taxes and could complete my taxes . I left my 2020 /2019 to get started because she said my 2019 just need to be filed it will be quick . But I explained to her the woman never finished nor started because covid closed the west Roxbury office and it took me a year to locate the taxes documents .
  Angela M. made an appointment for me to come back November 6 2022 to complete 2020 taxes . We completed the process and she told me to open my computer and sign the documents . The paid screen came up for me to pay the $404.00 and she told me I could see everything in my MyBlock . Walked me to the door . 30 days later I did not received my funds and IRS had not excepted the efile . So I called HRBlock and the customer service rep could not see the efile . She said I should escalate by putting in a complaint. After the escalation I was reached out by the regional manager Marcus richardson who stated I was going to receive a refund for the tax services. He stated I would receive a check in the amount of the $404.00 . I stated that I would like my fund refunded back to my card. He stated they can only submit a refund check . Because I to come back into the office on December 6, 2022 to have her finish filing the return . Because Angela M. never pressed the button to file the return . I had to mail my return into the IRS and they red flagged my return.
  It is now 2 months and I have yet to receive my the refund check for my tax return service . Now I have a letter from the IRS stating I owe due to Angela M put in the wrong job code and deductions 1099 . I was informed by the IRS I need to have my 2020 taxes amended because this error was not my fault .

  Business Response

  Date: 03/02/2023

  Dear Better Business Bureau,

  In response to Ms. ******'s complaint, we apologize for any inconvenience. Per the client's request we will be refunding her tax preparation fees and made her aware that she can get a free amendment at an H&R Block office of her choosing. 

  As a result we consider this matter resolved. We assure you that we take the concerns of our clients seriously and make every effort to resolve matters thoroughly and fairly.

  We respectfully ask the Better Business Bureau to close this case.

   

  Sincerely,

  Kayla ********

  H&R Block

  Customer Answer

  Date: 03/03/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:This is the second time I have been told I will receive my refund and I have not received it.
  
  
  
  Regards,
  
  
  
  ******* ****** 

   

  Business Response

  Date: 03/08/2023

  Dear Better Business Bureau,

  In response to Ms. ******'s rejection, I have reviewed her refund of fees claim and verified that her check was sent on February 28,2023. We allow a 7 to 10 business day time frame for our client's to receive their refund of fees checks, and at this time, that time

  frame has not been met. I have confirmed Ms. ******'s address as being correct and made her aware of our time frame to receive checks as well. Ms. ****** has my direct contact to make me aware if she does not receive her check at the end of the 10 business

  days so that we can issue a new check. At this time we consider this matter resolved and respectfully ask that the Better Business Bureau close this case. 

   

  Sincerely,

  Kayla ********

  H&R Block

  Customer Answer

  Date: 03/08/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]
  
  I do not believe H&R Block is going my refund my payment since it been over 30 days . Today they contacted me to see if they had the correct address on file . This is strange because I was never asked that during any of the other email/calls. Which is  address that was on tax return filed in Dec 2002 . 
  
  Complaint: ********
  
  
  
  I am rejecting this response because:
  
  
  
  Regards,
  
  
  
  ******* ******

• Initial Complaint

  Date:02/21/2023

  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 filed my taxes online through H&R Block 2/9/2023. I opted to pay extra money to have a tax professional review my tax return to make sure everything was correct. I summited everything for review and got a response that everything was good and all I needed to do was sign to file my taxes. When attempting to esign I kept getting a error message that the date of birth was incorrect. Since you could only try 3 times I stopped after the 2nd try and contacted my tax pro regarding the issue. In the meantime I finished answering some additional questions to finish setting up my account. After I finished setting up my account my tax return documents disappeared and I once again contacted the tax pro. She attempted to resend them but I was still unable to see or sign to approve the tax return. I called the 800 number on 2/13/23 and was told I needed a case number. I reached out to my tax pro and she provided me with her personal phone number for technical issues(something I couldn't use because it is for tax pros only) I called the 800 number again on 2/15/23 the customer service rep provided me with a case number and got it escalated to have the issue resolved and was told to wait 72 hrs for a response. 2/20/23 I received a email that the issue was fixed and I should try reviewing/signing my tax documents. I logged into my account and nothing had changed. I reached out to my tax pro asking her to resend my documents again. I was still unable to view any tax documents after she resent them. I messaged her again asking that they just canceled the transaction and refund my money so I can file my taxes another way. I have not gotten a response from the tax pro. I called the 800 number again 2/21/23 only to have a customer service member tell me I did something wrong and it was my fault and then transferred me to another department where I was hung up on. I have attempted to call the office the tax pro works at several times through out the day 2/21/23 and can't get through.

• Initial Complaint

  Date:02/21/2023

  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 filed my taxes on January 27, 2023. I had both **** and ** W2 because I lived in **** half the year. They didn't seem to know what they were doing when I was there but they assured me that they did everything correctly. ** has received my return, **** has no record of it. I have called h and r block office twice and both times no one could answer my question and would have a manager call me back, still no phone call. I paid 444.00 dollars for them to do my taxes and I can't even get a call back
  I want answers and I want my money back. I have dealt with h and r block for years and this is just ridiculous. I have never had such a problem until I came to this particular location.

  Business Response

  Date: 02/28/2023

  Dear Better Business Bureau,

  In response to Ms. ******'s complaint, we apologize for any inconvenience. Per the client's request we will be refunding her tax preparation fees.

  As a result we consider this matter resolved. We respectfully ask the Better Business Bureau to close this case. However, if you should need anything further or have any questions, please do not hesitate to contact me.

  Sincerely,

  Kayla ********

  H&R Block

  Customer Answer

  Date: 02/28/2023

  [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.]
  
  
  
  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.
  
  
  
  
  Regards,
  
  
  
  ******* ******

• Initial Complaint

  Date:02/16/2023

  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 went to H and R block to do my taxes 2020 and 2021 To when I Received a letter from IRS my taxes were done wrong for 2020 When tolled H and R block said they would amend my taxes and also refund me the money I paid to get my taxes done per their policy
  Now I'm being not responded to I talked to a operator they say someone will get back to me and I never received a call back
  
  Need help with this matter because it seems like there's no regulatory board over H&R block
  
  
  
  If the H&R Block tax preparation software makes an error on your return, we will reimburse you for any resulting penalties and interest up to a maximum of $10,000

  Business Response

  Date: 03/14/2023

  Dear BBB,
  Mr. ***** has been issued a check in the amount of $126.73.
  This amount is reimbursement for the interest paid to New York state. The check
  will arrive to Mr. ***** within 7-10 business days.
  Thank you,
  Kathleen *******
  Executive Escalations
  H&R Block

  Customer Answer

  Date: 03/14/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]

   
  
  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:
  
  It  is entirely H and R blocks fault. Their representative misfile my taxes I didn't put the paperwork in So how is a $126 acceptable? 1st they took more when thet prepared the taxes  that they did wrong .2nd I wouldn't have any penalties if they didn't do my taxes wrong. So it makes no sense only to pay the penalties. Like I stated in 1st letter I want them to fix all penalties that I owe the IRS that they caused. And also the money back form the taxes that they prepared wrong
  
  Regards,
  
  
  
  ****** *****

  Business Response

  Date: 03/27/2023

  Dear BBB,
  
  We apologize for any inconvenience. A claim has been processed
  and paid for Mr. ***** regarding the tax year 2020 return. Mr. ***** has been
  reimbursed the following amounts:
  Penalties and Interest in the amount of $300
  Tax preparations fees for tax year 2020 in the amount of $309
  
  An amendment for tax year 2021 can be prepared and the
  office is happy to assist. However, they would require any tax notices received
  by Mr. ***** for the tax year 2021. Unfortunately, Mr. ***** is unable to provide
  the notices. Once any of the notices are submitted, the office can move forward
  on the amendment. At this time, we consider this complaint resolved
  
  Thank you
  Executive Escalations
  H&R Block

  Customer Answer

  Date: 03/27/2023

  [To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed as Assumed Answered]

  
  

  Complaint: ********

  
  

  I am rejecting this response because:

  If u wanted 2021 taxes it should be on file with h&r block did my taxes that year, when I spoke to a representative they asked me for my 2019 that wasn't done by h&r block so I declined but let me know if need me to send 2021...

  Again I would not have any tax problems if your representative would of did my taxes incorrect so I'm ask again can you please fix the problem  

  As long as I don't owe IRS for what  h&r block did. Problem  solved that's my resolution

  
  

  Stop trying to close until correct what tax problem your representative created 

  Money 309 was for services not done and never received 300 ? 300 is for 2021 taxes?(DON'T GET IT)

  Question  is something  wrong with the 2021 taxes  u did?

  
  

  
  

  
  

  
  

  
  

  Regards,

  
  

  ****** *****