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.

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H & R Block Inc., U.S. Headquarters has 12659 locations, listed below.

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• 

  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

  680 S Main St Ste 202 Cheshire, CT 06410-3190

• 

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

  3550 Airport Way Ste 1 Fairbanks, AK 99709-4772

• 

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

  9105 Mendenhall Mall Rd Ste 357 Juneau, AK 99801-7156

• 

  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:05/23/2024

  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 received the ******* Advance Loan that I agreed to pay back with my tax refund. My refund was put under review by the IRS so I paid my advance loan out of my own money so it wouldn’t be reported against my credit as the loan payment was due by 3/31/24. My refund just got approved last week (5/14/24) and H&R Block charged me again for the ******* Loan that I already paid, $1300 worth, which has now created an overpayment due to their oversight and error. I have been getting the run around for over a week now to get my money back on my card. No one can transfer me to the proper place to escalate the issue. I am a single mother who needs this money for rent and it is being unlawfully withheld from me.

  Customer Answer

  Date: 05/23/2024

  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: 05/31/2024

  Dear Better Business Bureau,
  
  In response to ******* ********  complaint:
  
  *** ****** paid the original loan amount of $1300 in April, but that did not pay 
  the account in full, as there was accrued interest. We are refunding $1234.87 to her
  ******* Card within 3-5 business days.
  
  We apologize for the inconvenience and frustration it has caused.
  
  Sincerely
  ****** **** - Executive Escalations Specialist
  H&R Block

• Initial Complaint

  Date:05/22/2024

  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.

  We hired H&R Block to do our taxes and gave them all of the necessary information, including our bank account information so that they could set up payment to the IRS. The bank account information was apparently adequate, as they were able to withdraw $405 from my wife's bank account to pay themselves. They filed our return and told us that our taxes would be paid. Unfortunately, we received a notice from the IRS shortly after that saying that our taxes had NOT been paid and were overdue. We are now being charged a late fee and interest. When we called H&R Block, they told us, essentially, "Oh yeah, just pay it online. Maybe you gave us the wrong bank account info." We countered that we had paid them so as not to have to use the IRS website, which we find confusing, but to no avail. We paid online, but this took a long time as the IRS website was a little complicated. We then got a CP60 form from the IRS, telling us in complicated terms that our payment was "misapplied" and we still owe thousands of dollars, even though that amount is still missing from our bank account. We have spent hours online and hours on hold with the IRS trying to sort this out, with no end in sight yet. Meanwhile we are accumulating interest and late fees. H&R Block has not returned messages and has inconsistently returned phone calls (or dropped our call after a long hold). The line that they call from is very scratchy and very hard to hear. At no point has anyone at H&R Block been able to explain why they did not provide the service they said they would, or been able to help us decipher this issue with the IRS. We paid H&R Block $405 for absolutely nothing. It would have been quicker for us to do our own taxes at this point.

  Customer Answer

  Date: 05/23/2024

  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: 05/31/2024

  Dear Better Business Bureau,
  
  Regarding Mr. Lange's complaint, we apologize for the inconvenience this has caused the client. Office leadership has contacted the client and a refund has been approved. The client will receive a link to their phone and also their computer within the next 3 business days. The client will need to verify the email address and their zip code within the link, and then choose their method of direct deposit.
  
  We consider this matter closed.

• Initial Complaint

  Date:05/20/2024

  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 submitted my tax return on January 25th. I set an appointment with *****, I presented all my documents since my taxes are very simple, only one employer and a single mother. ***** submitted my taxes right in that moment. He told me in a few weeks I should have it back. I always do. I normally have my tax return with in two weeks. It was February and no taxes back. I check on "Where is my return?" in IRS. It showed no results. I visited H&R Block I talked to the manager. She said IRS was slow and it was going to take longer. She said it showed on their and that it was being processed. I checked back in March, still same result nothing showed up in IRS. I called H&R Block, they never returned my phone call. I called H&R Block headquarters. ****** responded me and asked her to help me with this situation. She said that on her data appears that taxes were never submitted. She didn't even try to solve the problem. I went again to their office. ***** set up a phone call appointment on March 19th. He game same answer, taxes were in process. It was middle April and still no taxes back in my account. I called again ******, she opened a case #****. She said they were going to contact me. Nobody did. I got a notification from them that my taxes were submitted on March 30th. I called ****** the reason they just submitted my taxes. She said unknown. I asked her if someone was taking care of my case. She said the same again, she was going to have someone call me. Nobody did. I received my federal taxes in April. I requested direct deposit for both federal and state. I did not receive my state taxes. I contacted them again; they had no answer. I set up appointments but they never call me back. Nobody explains me this situation. I called IRS. They said my state taxes were returned on April 18th to the way it was set up. But I never received them. They told me to check with the tax preparation team to fix the method. I called them and still no answer. I need them to figure out all this situation. I need my state tax to be fixed. I am requesting $2,000 for compensation and the $450.00 I paid for their service. Plus my state tax $3,375.00. I hope you can help me to have an answer or solution from this company. I have been trying to fix things directly with them but the communication it's not their best skill. Thank you so much! *****

  Business Response

  Date: 05/28/2024

  Dear Better Business Bureau, 
  
  Regarding *** ********* complaint, our office leadership has contacted the client twice, left voicemails, and has not heard back from her. The IRS website shows that the refund was sent to the client. At this time we will not be submitting a refund for her tax preparation fees. 
  
  We consider this matter resolved. 

  Customer Answer

  Date: 05/30/2024

  
  Complaint: ********
  
  I am rejecting this response because:

  Respondent only called ONCE May 22nd, left a voice mail with the same answer than all of the agents. During the past months February to May that I have been calling numerous times (which I provided evidence), its starting all over again. I repeated every time the situation, I was told they were going to call me back. Nothing, they didn't, I received no answer. The voice mail respondent left was the same. He was asking me for the situation. H&R Block has not follow ups for clients, no return calls. They opened a case that was never addressed. He called me after I submitted the complaint to BBB (May 20th). I asked for an intervention from BBB to see if there could be any solution since the unresponsiveness of H&R Block. Again the voicemail was the same question, and it was four months later after the first call I gave them. It seems like they are not aware of the entire situation happening during these months. The lack of communication and the lack of follow up is outrageous.

  There is still no answer to the entire complaint. I am attaching again the complaint for respondent to go thru. 

  "I submitted my tax return on January 25th. I set an appointment with *****, I presented all my documents since my taxes are very simple, only one employer and a single mother. ***** submitted my taxes right in that moment. He told me in a few weeks I should have it back. I always do. I normally have my tax return with in two weeks. I was February and no taxes back. I check on "Where is my return?" in IRS. It showed no results. I visited H&R Block. They said IRS was slow and it was going to take longer. They said it showed on their and that it was being processed. I checked back in March, still same result nothing showed up in IRS. I called H&R Block, they never returned my phone call. I called H&R Block headsquarters. ****** responded me and asked her to help me with this situation. She said that on her data appears that taxes were never submitted. She didn't even try to solve the problem. I went again to their office. They game their same answer. I called again ******, she opened a case #****. She said they were going to contact me. Nobody did. I got a notification from them that my taxes were submitted on March 30th. I called ****** the reason they just submitted my taxes. She said unknown. I asked her if someone was taking care of my case. She said the same again, she was going to have someone call me. Nobody did. I received my federal taxes two weeks later in April. I requested direct deposit for both federal and state. I did not received my state taxes. I contacted them again, they had no answer. Nobody explain me this situation. I called IRS. They said my state taxes were returned on April 18th to the way it was set up. But I never received them. They told me to check with the tax preparation team to fix the method. I called them and still no answer. I need them to figure out all this situation. I need my state tax to be fixed. I am requesting $1,000 for compensation and the $450.00 I paid for their service. Plus my state tax $3,375.00.
  I hope you can help me to have an answer or solution from this company. I have been trying to fix things directly with them but the communication it's not their best skill.
  Thank you so much!
  ******
  

  
  Sincerely,
  
  ***** *******

  Business Response

  Date: 06/04/2024

  Dear Better Business Bureau,
  
  Regarding *** ********* complaint, office leadership has contacted the client and a refund has been approved. 
  
  We consider this matter resolved. 

• Initial Complaint

  Date:05/20/2024

  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.

  1. My husband and I have been H&R Block clients for over 30 years that, until 2021 joint return, consisted of long-term relationships with only 3 tax pros. Despite very good experience with tax pro at 3337 Connecticut Ave, NW, Washington DC for 2022 return, the experience with same tax pro/office and with H&R Block Customer Service for 2023 return has been shocking. 2. After uploading docs on 2/24/24 and meeting with pro on 3/8/24, we paid $470 on 3/17/2024 for 2023 draft return containing multiple errors, including many that would have increased our tax due and/or resulted in penalties (e.g., under-reported estimated state tax paid; under-reported HSA contributions; miscategorized one income source; used disallowed investment fees to reduce income; and entered wrong address, incorrect health coverage status, incorrect country code). Accurate returns were not able to be submitted until 4/8 and 4/15. 3. Second look review scheduled for 3/25/24 by office manager never happened. This was offered to me during unsolicited call from H&R Block “team manager” Jaqueline McClerkin on approx. 3/22/24 (or 3/23/24) and confirmed directly with office manager the same day. 4. State return had to be submitted in person shortly before end of day on 4/15/24 largely because internal H&R Block software did not include key MD state tax provision for restoring exemption to account for portion of AGI that is not taxable by state. After eventually completing adjustment by hand, tax pro reported that IT team said I was the only MD filer who had ever needed this, which seems highly unlikely. 5. Gross mishandling of my 4/16/24 request to Customer Service for $470 fee refund based on accuracy/maximum refund guarantee that was supposed to take 3-5 business days to investigate (e.g., not started, false note that called and left VM, false note that no record of service or documents, recent call from manager of different office) with no resolution to date. Most recent case is #*********

  Business Response

  Date: 05/31/2024

  Dear Better Business Bureau,
  
  Regarding *** ********** complaint, we apologize for the inconvenience this has caused the client. Office leadership has contacted and spoken with the client, and all of the client's issues have been resolved. 
  
  We consider this matter closed. 

  Customer Answer

  Date: 05/31/2024

   
  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:05/17/2024

  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.

  An employee lied about filling my taxes and I’m not sure what is going on. I’ve been waiting since February for a tax filling an employee by the name of **** filled and messed up my taxes. Then told the manger he never helped me when I had proof he was the one to help me and I’ve yet to receive my taxes and also I cannot pull anything up on the irs website no set day or any information regarding my taxes!

  Business Response

  Date: 05/28/2024

  Dear Better Business Bureau, 
  
  Regarding *** ****** complaint, our office leadership investigated and found that both the 2022 and 2023 tax returns were completed. The 2022 return was completed on 1/31/2024 with a refund of $5,374.00. Per the IRS the refund was deposited on 2/22/2023. The 2023 return was started and finished on 1/30/2024 with a refund of 5,506.00 sent to direct deposit on 2/22/2024. At this time we will not be submitting a refund for the client's fees. 
  
  We consider this matter resolved. 

  Business Response

  Date: 05/31/2024

  Dear Better Business Bureau,
  
  Regarding *** ****** complaint, the IRS website shows both 2022 and 2023 tax returns were filed and refunds were issued to the client. 
  
  At this time, we suggest *** **** contact the IRS regarding her concerns. We ask the Better Business Bureau to close this case. 

  Customer Answer

  Date: 06/03/2024

  I have not received my taxes from Hr block!

• Initial Complaint

  Date:05/17/2024

  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.

  While filing my 92 year old mother-in-laws 2023 taxes this year on March 20, 2024 at the North Wales, PA. office we had issues from a 2021 tax situation. Our tax consultant ** ***** which we have gone to for the last 3 years was given a packet of personal information of this situation. We had tried to deal with H&R block the previous year at another location (Souderton PA.) about this but had no help. They never contacted us about any of the investigation. I had contacted ** about her looking into the situation 2x's and she had no time. She still had all the documentation we left with her. Now that most of the locations are closed I was forwarded again to the Souderton office and they told me that all document s were sent to Lansdale after the North Wales office had closed for the season. I tried calling the Lansdale office but no one answered and you needed to make an appt. So I made an appt. After that a district liason , *****, called me and said that the appt I booked was booked for the day. She said she would look into where my personal documents were and investigate the situation. It has been 3 weeks and after numerous phone calls to Carol I have not had one response. I don't even care about fixing the tax situation at this point I just want my personal documents back. The district liason ******* phone number is ###-###-####.

  Customer Answer

  Date: 05/20/2024

  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: 05/24/2024

  Dear Better Business Bureau,
  
  In response to *** ******* complaint, we sincerely apologize for the time and trouble she has endured. We have researched this and are sorry to report that the documents she is looking for were all shredded.  We are going to print off the documents that were scanned in and present those to her next week.  
  
  Consequently, we consider this issue to be addressed.
  
  Sincerely, 
  **** *****
  Associate Business Analyst
  HR Block

• Initial Complaint

  Date:05/17/2024

  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 have been following the steps provided to me from my tax professional, their supervisor, and the ******* finance department to get my refund sent to me. Over the past 4 months this company has misplaced my client check replacement form over 10 times, which has my private information like my name, address, account number, routing number, and social security number. In addition to this I have been trying to receive my my federal tax return that was dispersed to them March 1st of 2024. I have spoken with several representatives and supervisors and have been given the run around for months. No one can tell me why they won’t send me my refund. My tax professionals are ignoring my calls emails. I would like to receive my money and close the issue as soon as possible. I have been going through this process every 3-5 days since March. .

  Business Response

  Date: 05/31/2024

  Dear Better Business Bureau,
  
  In response to ******* ********  complaint:
   
   *** ******** federal refund, sent in check form, for $2397 was mailed on 3/13/24. We do have a completed check replacement form on file; however, as indicated on the form, we will not reissue a check until either 90 days have passed since the issuance date or the check has been returned to us, whichever comes first. At this time, the check has not been cashed nor returned to us. The check is scheduled to be reissued to her ******* Card within 5 business days from 6/11/24.
  
  We apologize for this long process, and  the inconvenience and frustration it has caused.
  
  Sincerely
  ****** **** - Executive Escalations Specialist
  H&R Block

  Business Response

  Date: 06/06/2024

  Dear Better Business Bureau.

  Please delete the previous response.

  Thank you

  Customer Answer

  Date: 06/11/2024

  The refund amount was for 2,397

• Initial Complaint

  Date:05/16/2024

  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 filed my 2023 taxes with H&R Block and paid for tax review by Block Tax Pro (**** *******), and I also paid for the Peace of Mind guarantee. **** ******i received my tax return for review on 3/16/24. My taxes were filed several days later. On 4/9/24 I notified **** ******i that the submission of my tax return did not include my state tax return. She instructed me to call customer service (800) 472-5625 for further assistance, because she couldn't do anything on her end. I called customer service on 4/14/24 as instructed and explained my tax situation. The representative stated that there had to be some glitch in the system. I was assigned a case number and instructed to go to the nearest H&R Block. The representative told me that I would not have to pay for the state return because I had Peace of Mind guarantee. I went to the nearest H&R Block and met with *** ***** * *****, AFSP. He told me he could take care of my state return, but he was not able to access my file at the time. *** ***** said he would get the ok and would call me so I could come back in and have my state return done. 3 weeks passed and I never received a call from *** *****. I called customer service number again, and was assigned another number. I received a call from *** ****** on 5/6/24. *** ******** assisted me with getting an appointment scheduled for 5/11/24 12:00 noon with *** ***** ** *****, the same tax pro from earlier. Again, he told me he's not able to access my taxes. He called a supervisor. I stayed in the office 1 hour waiting for him to gain access. Again, *** ***** stated he would call me. Today is May 16, 2024 and I have yet to receive a call. I called *** ******* ******** back today (5/16/24) and left a voicemail message. I am filing this complaint through the BBB because of the unprofessionalism. In addition, I want my state tax return completed and I expect for the Peace of Mind guarantee I paid for to be fully used.

  Business Response

  Date: 05/24/2024

  Regarding *** ******* ********** a tax agent has contacted the client and the return has been completed.
  
  We consider this matter resolved. 

  Customer Answer

  Date: 05/26/2024

  
  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:05/16/2024

  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 chose H&R block tax pro service to file my 2023 tax with a payment of $505 service fee in March-23-2024. However, in Apr-28-2024, I was contacted by IRS in mail stating there was a mistake of estimated tax payment ($6267) in my 1040 form prepared by my tax pro. IRS is now charging me $5436.27 (with $35.27 penalty and interest). I called H&R block customer service several time regarding this issue (Case #********). The customer service team only asked me to wait and told me an investigation team will follow up with me in email or phone (I never received any communication for this imaginary investigation team until today May-16-2024). I also tried to follow up with the 'tax pro'. I was first connected with her colleagues (because this tax pro was out of office). Her colleague was extremely helpful. She apologized regarding the mistake and any inconvenience caused by it. She also helped me to figure out what was wrong in the calculation: 1. The tax pro requested me to upload my 2022 tax return. She saw there were 4 vouchers of estimated tax payment included in my 2022 tax return (each voucher of $1061), so she ASSUMED I made the payment without any communication. She never asked me if I actually made those payment to IRS but she just ASSUMED. 2. On top of the wrong assumption of vouchers, she accidentally threw a year number of '2023' in the calculation. This is ABSOLUTELY RIDICULOUS. 3. $1061 * 4 + $2023 = $6267 The person I talked to leave a message to my tax pro ********. She told me she will ask ******** to support me to get my full refund and penalty charge reimbursement. But ********, my tax pro, she never apologized. ******** gave me a phone call and questioned: "you are located in Virginia, but I am located at North Caroline. Did I prepare your tax?" This morning, the HR block sent me a link to only refund $300 without any explanation. I AM NOT SATISFIED with this solution. I request to have full refund and penalty reimbursed for total 540.27.

  Business Response

  Date: 05/24/2024

  Dear Better Business Bureau, 
  
  Regarding *** ******* Complaint, we apologize for the inconvenience this has caused the client. A refund for the remaining $240.27 has been submitted and approved. The client will receive a link by text or email to choose how she would like to receive the funds. 
  
  We consider this matter resolved. 

  Customer Answer

  Date: 05/27/2024

  
  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:05/15/2024

  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 recently needed my 2022 taxes (that Centerville, Utah H&R Block prepared) and when I opened them to scan them I saw that they gave me someone else’s return, which included her name, address, social security #, occupation, everything!!! My name was on the outside of the packet and my cover page was in the back. I went to the Bountiful office to try to find out who got my returns! When I got there they said they have been trying to figure it out by checking appointments that were around the same time, they said they contacted the woman ********** to see if she had mine, but turns out they were checking 2023 not 2022. Right as I sat down ***** snatched them out of my hands, I told him I do not feel comfortable giving the return to them and that I would rather put them in ********’s hands, because she needs to know about this SERIOUS SECURITY BREACH! He then put them under his keyboard and treated us like we were criminals taking them with him as he left the cubicle .***** said “oh I am sure they were left on the printer and shredded” but seriously if an employee saw them on the shredded they would call that person who’s name is on the documents! ***** said he would generously give me the tax shield for one year which is a whopping $35 value, but he still can’t tell me where mine went. I was getting angry and the receptionist came in and said “listen we have gone out of our way to try to help you” that’s when I left,, because I had had it!!!! I am livid that someone else could have all of my personal information and I need ******** to know too. I honestly don’t think they told her. I hate that my information is out there and could be on the Dark Web. They treated this like it was no big deal.

  Business Response

  Date: 05/31/2024

  Dear Better Business Bureau,
  
  In response to ***** ***********  complaint:
  
  The District Manager approved a refund for $250 for the 2022 tax returns.
  Please allow 2-4 weeks for processing and mailing.
  
  We apologize  the inconvenience and frustration it has caused.
  
  Sincerely
  ****** **** - Executive Escalations Specialist
  H&R Block
  

  Customer Answer

  Date: 06/03/2024

  
  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,
  
  ***** *********