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My experience at H&R Block was so outrageous I have to share it. I have never written a review before like this, so I will briefly explain my situation. I have always done my taxes on my own because I am a single guy with 1 job. In 2016 I had sold a house, and had a death of a parent. So I thought I would take my taxes to H&R Block assuming they would be able to handle a situation like this. I went to the H&R Block in East Peoria, IL on Washington St. I spoke with a rep, which clearly had no idea how to do my taxes. I showed up at 4:15 and didn’t leave until 9:30PM. During that visit, the rep made numerous excuses on why she had to take breaks and clearly did not know how to handle my situation. So she asked her manager, who then got in an argument with her, and he stormed off. I observed this behavior and shortly lost confidence after that.
At the end of the encounter, I purchased the peace of mind insurance. I walked out that day thinking my taxes were filed, yet maybe filed incorrectly. Well I was right about half of that, they were done incorrectly… I then called the 800 number and asked for feedback on whether or not these taxes were done correctly. They sent me to another office in Bloomington, IL to have them reviewed. We found that the exemptions were done wrong, so they were corrected and an amended return was sent in. A few months later I get a letter stating my taxes have not been received! I checked my account, and no payment was taken for the services on my initial visit and H&R Block never paid the federal or state what I owed! I was livid, and called the 800 number and got nowhere.
Went back to the Bloomington, IL office and the rep “re-submitted” my taxes again. I have asked for an explanation and nothing! I asked for escalation and only after a week of calling and sending emails, did I get a call from the manager in the Peoria office, who asked me a bunch of questions and then never took any action and never got back to me. Now I have a fine from the IRS for not filing or paying my taxes. I have reached out to both the rep that helped me and the manager of the Peoria office and still no explanation on the peace of mind insurance, no explanation as to why they did not take my payment or pay the govt what I owed. The 800 number is worthless, and the reps I talk to keep pushing me off to others who take no action. This is the worse service I have received for taxes, and I will never use either office again, nor will I ever use H&R Block again.
How would you feel if 100% of your nearly completed tax return was just deleted without warning? My 2016 taxes were nearly done, admittedly a few months late, but not a big deal since I did not owe. I logged in this month to complete filing to discover that 100% of my tax info had been deleted. Support was incredibly hard to find, and on day 2 of no apparent online support option and a robot over the phone who did not answer my question, I finally found a Twitter account called H&R Block Answers. I was told by support that I would have to start all over again since they are preparing 2017 tax forms currently. There was absolutely NO email or any notifying me that this was happening. How do you just delete extensive tax info without warning?? How is that any way to run an accounting business? What an enormous waste of time.
I tried H&R Block for two years now. The first years I had to pay almost $2,500 to the IRS. The second year I re-calculated with them last year’s return and sure enough I had to file a addendum to the first year as I was found to be inaccurate. I would get back an extra $500 for their mistake. I completed the second year’s tax estimate and now shows I owe $2,000 to the IRS. All this to find out at the end H&R Block is charging me over $600.00 for the preparation of the taxes. I will never return to H&R Block ever. Now they are already calling to set up next year’s appointment. No way!!! Blood sucking bandits.
This was my first time doing taxes with someone other than my family accountant. I wish I would have read all of the other complaints about H&R. I put everything into spreadsheets and lists and had it completely organized before coming to H&R. I calculated everything and essentially all the accountant needed to do was copy everything into the system. Which she did. That is ALL she did. Something I realized I could have easily done on my own. Then AFTER the lady was done she informed me it would be about $300 "because you had more than 1 W-2 and it was complicated". I was told it would probably be about $100 before then so I was very upset. I still can't believe how bad of a scam this place is. I would never recommend them to anyone. Please don't get scammed by this sad excuse for a company. Hopefully I can get some of my money back from putting them on this year's write off.
I had attempted to complete my own taxes this year without success. Contacted H&R Block. I'm a 1099 employee, and had a cash out of 401K, expenses for 1099 business. Was quoted on the phone approximately 300 for this level. Upon completion was over $600 and I had no choice. I looked at itemized sheet, and identified that each and every form that was used was charged additional charge. I have gone to an actual accountant for years prior and never paid over $250.00. The gentleman who assisted me was kind and thorough but was the only one there and another client had been scheduled 30 minutes after me for some reason. She had to wait an hour and a half. I sadly won't be back due to the outrageous and unjustified cost.
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After moving to GA from TN in September, 2016, I had my taxes prepared by H&R Block. They stated that my state refund would be 510. However, the state found an error and said my refund would only be 167. After receiving a letter from the state showing what lines the errors were made, I contacted H&R Block. The so called expert in Decatur claimed the error was on the part of the state, and the state said the opposite. After listening to the back and forth, I requested a refund. They claim to have a guaranteed refund, yeah right.
The H&R rep was argumentative and did not want to give me a refund. While on the phone with the state about my return, she had someone else's return on the screen. I could see all of this person's information. When the state rep asked about my return, the H&R Block rep began to exit out the other return she was working on. I should have never been able to view someone else's return. She was terribly unprofessional and attempted to talk her way out of giving me a refund. However, I am planning an interview about the so-called guaranteed refund of fees. H&R Block are well aware that they made an error but are playing the blame game in order to deny refunds.
Moved from PA to MD in 2016 and was concerned about filing correctly because it involved 2 states. Also, one of my employers mistakenly kept paying PA taxes from my paycheck. Went to the H&R office and had an appointment with Keiko in Three Notch Road office in California, MD. The appointment was an hour and I explained the situation and had all documentation. I never received my refund from PA. Emailed numerous times, called numerous times, called the 800 number numerous times for them to get this office to call me back. NO RESPONSE EVER.
I called the PA tax office and found out that my taxes were never filed. I needed to do the tax work myself and it is September and I still haven't received my refund NOR even gotten a response from Keiko at H&R Block. What a complete waste of my time and money to use this tax preparation. Horrible customer service on top of it. Return phone calls and emails! Oh, and after tax season the office is only open 4 hours a week. There are many military families in this area, transient, so I would like to warn them not to use this service. It simply creates more aggravation during tax season. Learn from my aggravation and go to a more reputable service.
My wife and I had our taxes prepared by H&R Block's New Holland, PA office - the most important part of the information (our length of time as a resident) was not checked properly. We were waiting our tax refund so my wife called the PA income tax hotline and we were told that the form was not prepared correctly, so we tried to contact the New Holland office and they were "closed". We were then advised to drive to the Oxford, PA office and the tax preparation found the error and re-did our taxes and we were told that our new refund amount changed from just over $200 to over $900.
We then waited for this new refund. We contacted the New Holland office and they called the PA income tax hotline and were told that they had not processed the amended form. So again we waited patiently. In the mean time we received a letter from the PA income tax department stating that we were only going to receive a refund of just over $200. We then, once again, contacted the New Holland office and left our entire file with a preparer there and were told that it would be no more than a week for her to get back to us. After 2 weeks we went again to the New Holland office and were told 2 things, The office was closing and we would have to go to the Ephrata PA office and she could not find out files in the New Holland Office and she had no idea where the person that we had left our file with was.
I then called the Ephrata office and made an appointment with the person that we had left our file with. Once we arrived at the office it took a long time for them to finally locate our files that were transferred from New Holland to Ephrata. And at that time is when she had a chance to look once again at our tax files. It took our demanding that she call the PA income tax line and ask them what the error was. It seems that 3 different tax preparers ALL missed that they filled out the detailed portion incorrectly so our original amount of just over $200 was correct. Do not have your taxes done by this office in PA, they are totally incompetent and just want to rush you out of the door to get the next victim. My wife has always done our taxes and will in the future. The one time we decide to have the "experts" help us out it turned to this. It took a total of 9 different trips to 3 different H&R Block offices for us to get our taxes done. Totally unacceptable.
I have been doing my taxes on my own for YEARS! For the first time I had to do my taxes with someone. So I thought with them being a well known business it would be fine. It was NOT! I filed my TN taxes in NC because I had moved and if you know anything you know TN doesn't even have state taxes. They charged me $288 to file my Federal and State taxes when I didn't even have any! They told me it was standard because I was filing in NC and even though I wasn't filing state, I still had to pay because NC does have state! I was highly dissatisfied and disappointed by the time I left! I will NEVER use them again! Ever!
After being in business management for 30 years, my opinion, do not use the Emerald Card. Customer Service is horrible and the representatives are too busy reading from scripted responses to pay attention to what you actually said.
Paid extra for the peace of mind through H&R Block, who I've gone to for 30 years, 1 week later all my money was stolen off my card when I went to buy food for my kids. Called H&R Block. Spoke to 4 different folks getting nowhere!!! Called back because they said they would reimburse us if that ever happened and an investigation would take place. NOTHING EVER HAPPENED, and still not reimbursed!!! Put me behind on all my bills and was very close to being evicted from my home!!! I will never step foot in another H&R office again. Very disappointed after 30 damn years of being their client.
The guys don't the basic tax calculation even you provide them all documents. I have first and last worse experience ever and want my money back which I have paid for service. As you are fail to provide the service. They have calculated more tax after providing all documents due to tax I have suffered a lot and calculated my own tax. I have wasted my time and money to discuss the details of return. I have registered with them to verify my return details. At the end, I have to verify their tax details and found so many mistake and file tax return without discussing further in order fail to file my return. Please don't pay them till the time you don't get the complete return summary. They will just showcase their policy. In order to start the service. There is no guarantee you will get the right return calculations. After making the payment. Stay away from these fake C.A. It is better to consult with you can pay them.
I purchased Peace of Mind. I got an Audit Letter last month. I called them and they told me they didn't have anyone to represent me. When I kept emailing and texting them they gave me someone and told me they would come to my appointment. Michelle ** the agent did not show up. I had to go to the meeting myself and ended up owing money. The office I used is in Mantus N.J.
I think that once a person uses search engines to obtain information online about Block, they will see that complaints against them number in the thousands! No doubt there are many other complaints never posted online. My post may be a bit different or more general than the rest. First and foremost they are hateful at the first contact with you and it is obvious that they just don't care about you as a person from the onset. Next is that they are overcharging everyone. Two years ago, I went to an accountant who had a promotional rate of a Maximum of $159.00 for all but the most complicated 1040's for the first year only. My bill with him for this was $125.The second year, he charged me $159.00. My 1040 actually had some complexity to it. Unfortunately the man died, so this is how I met Block.
They charged me about $350.00 for the same services. They are dishonest thieves! They make a lot of mistakes since I got a letter from the IRS about their return errors. Fortunately they were small. The man who did my taxes, "Bob **", stated that he was a C.P.A., but it turned out that he has a degree in Business Mgmt. instead. I don't think Block employs any CPA's, just people that they gave a crash course to off the street. They were also rude to my wife who is the sweetest person in the world. I told them at the onset that my wife was on an extended visit out of state and that I didn't know when they could verify her existence (their rules, not IRS's). They assured me this was OK, but after a few days, they began calling me wanting my wife to present herself with I.D., and I finally gave in to their bugging and had to file single.
This cut my refund by $1300.00, and cost me another $200 per an accountant when I had to refile with a married status change. Beware, these people are stricter than the IRS and protect themselves only, so they may not allow you a legitimate deduction. These people are all about themselves and none about anyone else!!! I shall never use them again. Furthermore, I intend to bad-mouth them loudly every chance I get. I know most of the wealthy and prominent people here since I come from one of the oldest families in town. By the time that I am through with them, they will wish that they had never breathed my name.
We have been getting our taxes done at H&R Block for 12 years. Each year we pay for their peace of mind claim that if we are audited they would stand behind their work. They would help fill out a letter for the IRS explaining what was done on the tax return. Well lo and behold we got an IRS notice for our 2014 tax return stating we owed $6396.00 in back taxes plus penalties and interest. These taxes were done in Woodstock, GA in 2014 and we had moved to Staunton, VA in 2016. We went to the H&R Block office to get help. I was told she could not do anything. I would have to write a letter stating how I did my business expenses. I first called the lady in Georgia Daphne ** and told her what happened. She said tax season was over and she could not help. I asked her how she figured my short pay deductions. She said she listed them as short paid freight bills. But on my return or in their system it was not listed.
She said that was the year H&R Block was getting a new computer system and they were not listed. So well we had our taxes done at an H&R Block in Staunton, VA by Richard **. It took him 6 days to do our taxes. Said they were complicated. We asked him about the audit. He said he would try and do it. Well we thought it over and decided he will say this is too complicated too. So I call H&R Block headquarters in Kansas city, MO. They referred us to a man named Richard in Harrisonburg, VA so I went to see him on Saturday and was there every bit of 20 minutes before he said he would refer me to a woman in Charlottesville, VA who could handle it. Talked to her once and again got nowhere. All of the tax experts and everything is complicated. So I called H&R Block corporate again and they gave me a woman in Woodstock, GA by the name of Fonda **. I discussed my case.
At first it seemed she was going to be able to help. Said she would write a letter to the IRS stating what was done on the tax return. A week or so went by and I ended up calling her. She wanted all the info from the IRS stating what I owed so I sent her all the info and copies of my short pay spread sheet showing deductions from my commission margins. The amount was over $28,000.00. So I ended up calling her to see how it was going and she said she revised my 2014 tax return along with an explanation of my business expenses. She sent me the return and it was terrible. She showed me owing the IRS the amount I originally got from the IRS and her explanation was terrible. We took all of this info to a licensed CPA in Staunton, VA and he said not to send the revised return as the IRS already had all this info.
So I called her and she said, "Sign and send in the return and pay the taxes owed but we cannot guarantee we will be able to get you a claim settlement for the amount of taxes owed." She said, "Maybe we can refund the amount you paid to have the return done." And she also said she could not send a letter stating an explanation of my business expenses because they are not deductible. I told her we had been doing the same business expenses for 9 years and no problems. She said she could not help me any further.
So today we got a certified letter from the IRS dated 7/17/17. A letter of deficiency for $ 6887.00 to be paid. I just talked to a lady named Helen at H&R Block in Woodstock, GA and she says I cannot file a peace of mind claim as I was not allowed the deductions I took. H&R Block has been sued several times on their peace of mind claims. I am going to be no different. This issue with H&R Block needs to be dealt with. Why are consumers paying $40.00 each year for peace of mind and there is really no peace of mind at all.
I have filed taxes with H&R Block for at least the last 5-7 years. I filed with them for my 2016 taxes. The H&R Block tax preparer put in the incorrect information for my alimony payments which caused me to have an overpayment. I paid an additional fee for the Peace of Mind offered by H&R Block and have been recently denied by H&R Block. The reasons are not true, they claim I did not meet the 60 day limitations to make a claim; and that I did not request representation from them. Firstly the state brought their error to my attention; secondly I went back to their office and the same H&R Block tax preparer still did not detect his error on my 2016 federal tax return.
It took getting more information from the state when I sent them all the information they requested to determine H&R Block had put the wrong amount in the 2016 federal income tax return for my alimony payments. I then went back to H&R Block and filed for my Peace of Mind claim and it has taken them 8 weeks to determine they are denying the claim under false accusations. Where is the integrity, commitment, loyalty to customers they advertise about? The Peace of Mind is a piece of crap! I would think long and hard before using H&R Block. H&R Block is not the prestige company they represent themselves to be. Wolves they are... WOLVES... Beware people!
I filed my taxes with them online. They are in possession of my refund and won't give it to me. No explanation given. I've called everyday. They keep transferring me from client relations to the Emerald Card department back and forth with no help whatsoever. So I want to start a class action lawsuit against them. If anyone interested please call me #**. I'm not sure about anyone else but I have proof from the IRS that they have my money over $8000 dollars.
On 2/27/17 went to Springhurst office (Lou, KY.) to have simple 1040 completed. Received letter from IRS that I needed 1095 to complete my filing. Called office mgr., she stated to bring in the next day, and all would be handled. When I arrived her demeanor was totally different, she made it seem like our fault, so I walked out and called the 800 #. I was directed to take my taxes to the Hikes Lane office, who up to this date of 7/10/17 has attempted to prepare them 4 times.
Each and every time that I've walked out of that office I was assured this would be my last trip there, (but also each time I have owed more money to the Federal portion). I paid $ 436.25 for simple 1040's, now when this happened at the very 1st appointment I should have kindly said, "no thank you", but my taxes were prepared and I kinda felt obligated at that point, NEVER again. Guess that's why they don't give you a cost prior to doing your taxes, scam! Today however, upon going AGAIN to the Hikes Lane office, the man who has been working on my taxes all of these months was not there (he has gone home to India for a visit). How convenient.
The office mgr., Mary ** tried to help me, 1st I asked her for the phone number of her supervisor (the district mgr), it took her 10 mins to find it, and she tried to distract me from getting it by flipping thru my tax return, and asking questions. I phoned her supervisor in front of her, explained the situation, and also stated that I would no longer accept 1/2 my amount back that I paid for tax preparation, I wanted a full refund. He had NO CLUE that I was even due a refund! I also asked him for the contact information for their regional director, and was instructed that he was as far as I could go. Now Mary gave me this look of a deer in highlights, and when I said that out loud, she was so offended that she refused to help me. She claimed that I was the rudest person that she had ever met and showed me to the door, leaving me to feel as if at that point I had nowhere to go.
So let's recap that, I have spoken to this lady on the phone and sat down with her in her office more than twice in the past 4 months, but because I have now had enough and was given a blank stare when I was asking simple questions that any office mgr should be able to assist with, suddenly I am the rudest person on earth, in fact so rude that she escorts me out of her facility. She did not refuse to help me because I was too rude, she refused to help me because this has become such a mess that she (the mgr) has no clue how to resolve it. She pulled up my information on the screen and began to ask me tax questions. I replied "this is your area, not mine, that's why I went to a preparer in the 1st place." H&R Block is clueless...
I tried H&R Block for the first time earlier this year. Despite having an appointment, we waited for about 45 minutes before our tax professional was available. The process once we got in was ok, however I just got a letter stating that I owe them over $500. After calling them and reviewing the documents, I found out they made an error when filing my taxes, which resulted in me owing this money. They are taking no responsibility for their error. I will not be working with them again.
H&R Block Halifax Nova Scotia have completed my company and personal tax return for some years now. They completed my personal tax return then in May I called talked to the person who usually files my company tax return, he told me he would get it done the next week and call me to come in. Well he never has to date although I have called and left messages for him. At one call I talked to the reception desk, she assured me Mr. ** had been given my messages on many occasions and did not know why he has not talked to me. She check again. I needed my company tax return completed. H&R Block has all my past files. Mr. Robert ** has behaved very unprofessional on this matter. He has not given any explanation for his action to date, nor returned my call or set up an appointment to get it done. WTF.
Money stolen from my account twice. I have done my taxes myself through the H&R Block website for the past five years. They send me my emerald card and I always have got my money on time and never had any issues with anything. Until this year I filed my taxes, got my card, money was right on time... But as I slowly spend some of my $5000.00 tax return on my bills knowing I hadn't spend all of my money I go to the ATM to withdrawal money. I had $400.00 left when I should have had over $3600.00 left and then I wake up the next morning and had $5.00 left. So as I check my transactions. I see that someone has spent $3236.38 at 3 different locations in Korea. So I look up the companies to find that only one of the companies even existed and the other two was not even real. So I reported the fraudulent transactions which there were 23 of them.
I called the 866 number on the back of my card and the woman I spoke to didn't really even want to hear what I was saying. She kept interrupting me and trying to confuse me and she said she would email me a paper to sign and return to them which I never received because I told her specifically to send it to my new email which I gave her and it never came. Usually an investigation takes about 20 days but what was weird was in 6 days they put $3236.38 on my card without me signing anything or hearing from them again. It was like the woman knew why I was calling and just fixed the problem real quick. So as I'm slowly spending my money I had just got back on my bills and stuff I go and try to buy my daughter a pair of shoes and my card was declined so I try to get into my H&R Block acct and I had been blocked from it.
So I finally figure out a way to see my transactions and sure enough I see all these transactions that I didn't make for 3 different places in Korea and one place was connected to the first store from the first fraud claim and the other two do not exist. So two times my card was hacked into even after getting a new card and pin number. I'm waiting now for an investigation and papers were sent and signed and returned this time. But I'm having a hard time trying to figure out who could be doing this and if any way possible I can keep it from happening to someone else.
The names of the companies from the first time this happened are Goya Direct which is a company that exist and the other two where RefferDunny and Tomlinstrade and then the 2nd time the companies names were Boketto International and Curnrub and then PFA Dangjen. So keep an eye out for any of these kinds of transactions on your statement. I need help to find out how this even happened and I'm not sure if it was someone from Mastercard or from H&R Block since both companies are tied to the card. So please help if anyone has went through something like this.
OK, I filed on 02/25/2017. After filing was completed there was a posting that said my return was accepted by the IRS. It didn't say it was accepted by H&R Block, it said accepted by the IRS. I checked the site frequently and after a couple of months I started to become a little concerned because other family members had already gotten their returns. Now it's June, almost 5 months later. I checked the site a couple of days ago and still "Your return has been accepted by the IRS". I paid a little extra to have someone there go over everything to make sure it was in order so I gave her a call, she did pick up after the second ring and told me she was having a problem with her computer and would call me back in a half hour. She never called back and when I returned to the site, where the posting was that said my return had been accepted was now saying my return had been rejected.
When I left her a message on the site she responded by saying she had reached out to me by phone to tell me the return had been rejected. She must've used the same number she used to call me back in the half hour because there was no message from her in my phone nor was her number in my phone so that was obviously not true. So now I've been misled and lied to. Now I have to wait an additional 8 to 21 days for my return that they said was again accepted by the IRS. Don't know whether or not to believe them. I'm taking care of someone in my family who has health issues and don't know why my original claim was rejected but at this point because of financial obligations can't afford to take the time to fight it so I've agreed to the revised amount.
I'm a manager in the hotel business and if you make a reservation with me 5 months ago and arrive at my hotel and I don't have a room for you you would have every reason to be very upset with me and not only would you never want to stay at my property again, you would tell all your friends and family to never stay and would also go to TripAdvisor and rip me apart. I know this is what it is and there is nothing I can do about this... I will never however use their services again and even though I can't tell anyone else what to do, please read this and all the other letters and make an informed decision.
At 6100 Montana Ste B. You will face 2 female associates...**. They know Spanish & English. They don't have entire information when it comes down to Child Support & other parent. If you sign document giving right for other parent to file for their kid.. They suggest you do. OMG they have no idea how mother or father of child will have legal problems. Don't be fooled!!!
Called them to do a 1040X SIMPLE amendment, explained fully the situation. Was quoted $49.00. PERIOD. No, "well it could be more." When she finished she said that will be $149.00, H&R Block customer service said, "Yes that's excessive, we'll have someone call you and explain." HUH? So the person that called me said, "That's what we charge now." Should be a Class Action suit against them. They have an extremely bad reputation, and well earned. The preparers have to be on commission. And then they have someone call you to "explain" like you are ignorant, I think not.
They prepared my taxes. And I ask the man the gentlemen preparing my taxes if I could use the router and account numbers on my tax forms to pay my online credit card and my wife and me both heard him say yes. So we got a advanced in payment. Which came through so when we got our taxes paid my credit card waited for 2 business days to go by. The card was paid. Used the cards to pay off all the debts we had then came back that the payment didn't go through and now my debt has double. We called H&R and they told us take 10 business days to get back to us.
It's been almost a month and the local office here in town is open on Tuesday from 8 to 4 and so I got to take a day off to go take care of this which I can't really afford so now I may have to get a lawyer to sue for damages which I wasn't going to, but now after all the stress that this has called to me and my wife I don't care. They didn't even have the common decency to call and say the are sorry or tell us they would make it right so this will be the last time I let any business of any kind get away with ripping me off. It a shame. I work hard for what I have and I don't want a hand out but it high time this company pay for it mistakes. We as common folk don't get to get away with stealing. Why should any company be able to rip us off. I guess if you are rich you get away with everything.
Where do you guys get off ripping people off especially people who have a reading and learning disability? You guys took $300 of someone's hard earned money for 20 minutes worth of key strokes. Whole return was only $702 call. That person also filed on April 6 and still hasn't received all of his money. Nobody has been able to explain how you guys came up with this fee. He has went up to the local branch 4 times and called customer service 3 times. Absolutely nothing nor anyone can explain why so much for just a simple 10-40ez. I don't know about everyone else but I like to look pretty before I get screwed. Maybe H&R Block should start handing out nice shades of lipstick with each tax return!
I know my review is sort of too late but I wanted to tell you what I went through during the 2015 tax season with H&R Block. I live in a small "but growing" city called Kalamazoo Michigan. There's a H&R Block on a busy road called Westnedge here. I had called this H&R Block a day in advance to see if they would welcome drop in since it was in the middle of the work week and it was in the afternoon "assuming that this is when they are the least busiest." The lady had told me to come on in and they could help me out. The next day I did just that, and the fat lady who looked like she had zero experience took 1 look at me and told me "sorry... you'll have to make an appointment."
I looked around in that empty office and asked: "why do I have to wait when you told me to come on in?" She didn't know how to answer that question and insisted to come back 1 week later. I needed my taxes filed so I took her 1 week piece of paper appointment and told her I'll be back because this time I'm locked in and there's no turning back. Well I was with my girlfriend that day I walked in. After we went back to the car my girlfriend started to call the other H&R Blocks in the area to see if anyone else had an open spot. My g/f accidentally called the one on Westnedge and got the same fat lady who wanted me to come back in 1 week.
Guess what? Because it was my sweet sounding girlfriend making the call, the fat lady from the desk told my girlfriend she could come in TODAY "NOT 1 week later" and that there was an open spot right now. I was flabbergasted by this. The fat lady turns ME down because I'm a man, but doesn't turn my girlfriend down because she's a WOMAN. H&R Block is sexist and me or my girlfriend will never EVER do business with H&R block again... EVER!! They are lucky they don't get sued for discrimination. Well that's all I have to say about this crap business. I guess if you're a lady this business is for you. But watch out for lesbian workers there.
DO NOT! I repeat, DO NOT PATRONIZE H&R Block, especially the Harrisville, Utah office. The tax preparer, Tracy **, misfiled our taxes in 2015 and 16 under the wrong Tax ID number. We had two returns, a trust and our personal returns to have prepared. I trusted her to know what to do, especially with the trust account. I wrongly had confidence in her "expertise". Boy, was I wrong. I didn't find out until this April 2017 that the Utah Tax Commission had no record of any trust account returns filed in our name in either 2015 or 2016. I called the tax commission several times to ask why we had not received our refund for tax year 2016 and each time they could not find any evidence of any refund for 2016.
To make a long story short, after some investigation, this April 2017 the tax commission notified us that the tax preparer misfiled our 2015 and 2016 returns under mine and my spouse's social security numbers instead of the trust account tax ID number as she should have. As a result, in 2016 we received a tax refund of $2160.00 for tax year 2015, we were not supposed to have because the preparer misfiled our returns under the wrong ID number. The tax preparer, Tracy **, refuses to make it right as does the corporate office in Kansas City, Missouri. As a result, because of the preparer's mistake, we will have to reimburse the state for the erroneous 2015 state tax refund. Tracy did not warn us that the $2160 refund was issued in error nor did the tax commission give us any notification.
A tax commission agent called me a week ago to demand we reimbursement of the $2160.00, paid to us in error for tax year 2015. Tracy ** and H&R Block know we owe the money due to her mistake, but she and the H&R Block refuse to reimburse us for the $2160.00 tax filing mistake. Tracy ** was rude, belligerent and uncooperative when I emailed her to request that she reimburse us for the mistake. I have had to file a complaint with H&R Block company headquarters and have another H&R Block tax prep specialist reprocess our tax returns. What a nightmare! And who knows if we will get reimbursement for our tax preparation "specialist's" stupid mistake!
Today, May 30, 2017 I called the H&R Block complaints department to follow up. They refuse to reimburse us and wash their hands of the matter. Tracy will do no more than reimburse us for the penalties incurred for late payment for taxes owed to the tax commission for tax year 2016. H&R complaints backs her up. A certified public accountant whom I have had prepare our taxes in previous years says he carries insurance for just such occasions. If a client owes due to a mistake he has made, the insurance covers him. He says the H&R Block should be held responsible. The tax commission agent says I should go after Tracy ** for the $2160.00, but that I am ultimately responsible for the debt to the state of Utah.
Rudeness + Incompetence = Increased Income?!? Today, I assisted a elderly gentleman in setting up his online account in order to print his 2015 & 2016 tax returns as his wife passed away this year and she used to manage all of their records. His online account stated that there were no tax records. I spoke with the technical department which stated that as he had his records done in office that there was nothing they could do about it as it is a different computer system than they work with. They passed me on to customer relations who assured us that as we had exhausted all options we would not have to pay $50 to have the records printed if the gentleman went to the 3262 Central Ave E, St. Petersburg FL office as his regular office is closed.
We were advised that customer relations would send a message to that message under the gentleman's name to waive the fee. I advised the gentleman to call to make sure they got the message from customer relations before heading there. He called and passed the phone to me, to explain the situation the manager, resulting in the manager adamantly stating that she refused to waive the fee under any circumstances as "customer relations doesn't matter because they are not in retail and do not know how much it costs to buy paper and ink. Also customers are responsible to keep track of the papers given out at their appointment. He must pay $50 if he wants it printed or he can go to his online account."
I again stated that we already opened his account and there were no tax records. The manager then stated that she guessed that the 4922-A 38 Ave N., St. Petersburg, FL 33710 office didn't upload the documents but still refused to waive the fee. I asked who I could escalate this matter to but she stated that she is the manager and there is no one else I could speak to.
In the end the elderly gentleman was forced to take a trip to the office and pay $50 to get his tax returns. Afterwards he stated that's life and it's only $50. It may be a small fee but it the principle of it that concerns me. Afterwards, on my own, I tried to make a complaint to customer relations but I was cut off stating that they couldn't do anything without speaking to the elderly gentleman. Of course, he is a gentleman and would never complain but something must be done about this.
The elderly are being taken advantage because H&R Block employees who don't do their jobs uploading documents into the online system means extra income to H&R Block in the form of fees; likely the reason no one cares about competence at H&R Block. I would write H&R Block but I'm sure I'd get the same reply as customer relations; something like 'We can't do anything because this letter isn't from the customer'. Ultimately, H&R Block employees were technically incompetent, deceptive, rude, discredited their own internal departments, pointed the finger to blame other offices, refused to provide a chain of command for resolving matters, and were heartless in a truly sad extenuating circumstance.
We were audited by the IRS and took the letter and the year in question to the manager of the Collierville TN store. She said she would take care of the mistakes. We did not hear from her for months and she would not return our calls. After 6 months we found out that our 3 yrs of returns had been lost by her. The Company could not verify where they were and the person responsible Polly ** refused to respond to their inquiry. It is now over a year, our papers with all our personal info is still not been found and there has been no response from corporate. This is criminal.
H&R Block expert review by Melissa Hincha-Ownby
H&R Block has prepared and filed more than 600 million tax returns since 1955 and although the online version is a more modern incarnation of this service, taxpayers can have peace of mind knowing that they are working with one of the most experienced tax service providers in the nation. In 2012, the company processed more than 25.6 million tax returns including 20 percent of the returns filed by low-income taxpayers that claimed the Earned Income Tax Credit.
Variety: H&R Block offers several different packages that meet the needs of a wide variety of taxpayers - from a basic free file to a more complex return for a sole proprietor. H&R Block At Home customers can also grant access to a local H&R Block professional, which allows for more personalized support and assistance.
Audit support: All packages, including the Free File option, come with free audit support and representation from an enrolled agent.
Multiple refund options: Multiple refund options are available including direct deposit, refund anticipation checks and a prepaid MasterCard.
Upsells: H&R Block uses refund anticipation checks. Refund anticipation checks come with higher fees and there are only certain instances in which this option is used.
Basic package: The basic package is priced at $34.95.
Best for: Individual and Basic Filers, Families and High Income Individuals, Sole Proprietors, Taxpayers with
Tax Software Contributing Editor
Melissa Hincha-Ownby is a freelance writer who finds joy in doing her taxes, testing new tax software programs and sharing her experiences with others.
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