H&R Block

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.

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.

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.

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.

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.

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!

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 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.

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.

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.

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.

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.

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 also paid a lump upfront sum when starting up the business which was to have help with any bookkeeping needs whenever necessary. This seems to not exists to them as every time we contacted them they were charging us. They said business comes first, before personal taxes however that was so not the case. I needed to ask a few simple questions about superannuation and it took weeks of calling and being told I'd get a callback before I was finally helped. They then tried to say I was lying and that never happened, they have always been on call and ready to help. Veronica herself was so rude in the matter and I can't recommend enough to not go through her especially. Needless to say once this tax return has been lodged which we were unknowingly paying for we WILL NEVER BE USING H&R BLOCK AGAIN.

We turned to the IRS who told us how to check on our refund. Shockingly we learned that our tax refund was reduced down to $464.00 and was paid out 2 weeks earlier. The accountant took his $400.00 and deposited $64.00 into our account. The IRS took the money for the back tax and the accountant knew it and never contacted us to inform us we were getting next to nothing!!! That money was going to be used to help my daughter into grad school. I am devastated that I can no longer help her! He didn't have the common decency to call us and tell us what happened!!! He refuses to answer our calls!! I will never use H&R Block again!!! On top of everything else they make it impossible to leave a review on their website!!