H&R Block / HRB Digital review: h & r block is a nightmare! 64

Paid for Peace of Mind Guarantee in 2003, H & R made error on my tax return, they actually admit it but deny my claim due to time constraints. Letter from IRS explaining problem did not reach me in timely manner due to multiple moves... IRS does not forward mail. Have filed an appeal... what a nightmare... H & R Block owes me over $1, 300.00.

On 01/30/2010, I chose H & R Block via internet to complete my 2009 taxes. I completed the process online and I have confirmation (e-mails) that H & R Block submitted my tax information and payment to the IRS. I paid H & R Block for this service via debit/checking card.
I am currently buying a house and my mortgage broker brought to my attention I have not filed my taxes for 2009.
On 10/26/2010, I went to my local IRS office to inquire why my taxes were not filed. The IRS confirmed that there were no taxes filed for 2009. Due to time sensitive nature of purchasing my house I had no choice but to manually file and submit my taxes for 2009 through my local IRS office.
On 10/27/2010, I called H & R Block ([protected] reference # RES9966472) to inquire why they never submitted my tax information and payment to the IRS. I spoke to a representative and the representative’s supervisor. They both admitted that there was a software malfunction. The supervisor stated that the IRS declined my tax information due to an H & R Block accounting error. I have solid documentation (e-mails) from H & R Block reassuring my taxes were successfully filed.
I paid H & R Block as a liaison to the IRS. I assumed H & R Block would notify me if there were any complications filing my taxes. I was never informed by H & R Block, in any way, that there were any complications processing my 2009 taxes
Due to the software malfunction and the inaccurate accounting of H & R Block, I now owe multiple penalties and interest not only to the IRS but now to the Arizona State Treasury.
The only consolidation for my time, frustration and money was a $10.00 refund from H & R Block.
I have entrusted H & R Block to complete my 2009 taxes in an accurate and timely manner, however that did not happen.
I was mislead by H & R Block in ensuring my taxes would be done accurately.
I paid H & R Block for a service that was not rendered and due to the negligent practices of H & R Block I am now going to pay hundreds of dollars in fines.

Well thanks to all the complaint I read I'm sorry about each. And everyone.that went through I'm trully sorry again I have never been .to H@R block before now reading all the comment I will surly be. Filling my taxes somewhere else thanks again and I'm sorry again.about the bad experience everyone went through O, Smith

my hr block in grundy va lied to me about refund status, she said that the state refund check and the irs refund check was the same one, just to get me off the phone the status report said the state check and the irs refund checks were ready to be picked up, but only the state check was there, when i called rhonda said not to go to hr blocks status report, but to go to the irs.gov status report instead, well the irs doesnt send the check to me, it is sent to hr blocks bank!, hr blocks bank sends a check to me not irs, so she lied about that, i believe because they cant find my irs refund check!, so they not only lost the fed check, but made up a [censor] and bull story to try and throw me off ... pretty dirty pool eh...

H%R Block is an absolute SCAM! When I called in to report that my emerald card was not working with over a 5, 000 balance. H&R block told me that they would charge me $35.00 to reissue a card that would be expedited, or I would have to wait 7-10 days for a free replacement. At this point I'm paying to access MY OWN money. Then to make matters worse... after the first incident, I inquired about the process to take all of my money off of my Emerald Card (needless to say by then, I was DONE with H&R Block, and H&R Block informed me that there would be a $25.00 dollar fee to withdraw my OWN money from the card: not to mention their ATM service charge on top of the banks ATM service charge. I would have fared better having my refund in check form. The sad part is that the H&R Block Tax Representative told me none of the above. IMAGINE THAT!

Always always always keep a printed copy of your tax return and all related receipts. No matter what the IRS will hold you responsible for this regardless of who you have do your taxes. If you make over $50K a year I would look for a good Tax CPA/Attorney. One who knows their way around the IRS and who comes highly referred by several people you know. I used H&R Block one year when I made several hundred thousand dollars. They overlooked exemptions I could have taken and the IRS came after me for several thousand more. I got a good tax attorney who redid my taxes - the same one done by H&R block and got me $635 back instead of me owing the IRS. He also got in touch with the IRS adovcates office and told the IRS to lay off trying to collect from me when they owed me money. The IRS does not talk among themselves so if you are filing an ammended return to fix a problem you may need to call an IRS advocate to intervene on your behalf. I had the stupid IRS threating to garnish my accounts when they actually owed me money. Get the right people for your taxes - not H&R Block. I won't even go into the eminant domain crap they pulled to get their corporate office and then have they city and state pay for their taxes and furniture. Sleezebags!

This year I decided to try H&R Block service for preparation of my 2010 tax return. In the prior years I used private accountant service which charged me $275 for preparation of tax return . Due to the harsh economic situation this year I decided to save accounting fee and this is why I went to H&R Block. To my dismay for the same complexity of return H&R Block charged me $500.00 (plus $35.00 for purchasing their guaranty plan). At the entrance of the office of H&R Block there was the poster on the wall which shows fee schedule. It showed that for the most complex return they charging $149 +. When I asked up front about how much my return will cost me they refuse to give me any estimation. After their tax preparer spent about 40 min for my tax return completion I was charged $500.
I consider this as the case of entrapment and trickery. I have complained to H&R main office [protected] x 8237) and spoke with Ashley Loftin. In about 10 days she returned my call refusing to revise my charges and offering next year free tax preparation. I refuse to deal with H&R Block any more.
Beware of this sneaky way H&R block has conduct its business by ex post facto
overcharging customers.

It took a total of 35 minutes to do our tax return this year and it was only 2 pages. Last year, we had a complicated return due to out of state issues and house ownership details. Our return took about 1 hour to do then and was about 5 pages. Last year we had to pay over $400 dollars. This year we paid over $200 dollars. How does this compute? Sorry, I'm no tax expert but, this seems to me over and above reasonable. In 2008 we paid a CPA/Tax Preparer to do our complicated return (house, extensive deductions, etc) and we were living in a premium community with a very high cost of living. He only charged us $250 dollars and our return was 6 pages long and took 1 1/2 hours to complete. When H&R Block did our return this year our preparer never asked about additional deductions such as uniform, medical, etc. To be blunt...WHAT THE $%ELL...OVER! When I expressed distress over the cost, our preparer responded by saying that they are highly educated and sent to schools and many trainings to learn to be professional preparers which is very expensive. How is that my responsibility? Are we paying for the combined education of each member of their office?
My point here is simple, in addition to dropping the ball as indicated in the above comments and not standing behind their offered product, they are also over-charging their clients when preparing returns. I don't know how anyone else feels about this but I feel violated and helpless to do anything about it other than post this comment for consideration by whomever may read it. Is there anyone else who has had the same experience? Oh, and to top it off with a final insult...we have to pay again this year!

Sounds to me like Stealth Pilot is a H&R employee or owner so no one is going to get an unbiased answer from him. And why would you want your CPA to have the same customer base as a big box? No thanks. The more is not the merrier here. But you hit the nail on the head, H&R IS a retail tax prep, unlike a CPA who offers many more valuable services not only tax prep. To me, it's worth the expense of a CPA who knows me & my prior years tax situations not a place where I'm only a number.

I Do want to say one thing. As a tax professional working for H & R Block, We do stand behind our work and we are the most knowledgeable in the industry. The IRS has imposed new tax preparer regulations this year that require all tax professionals take a mandatory 18 hours of federally issued tax courses. Here at Block, we pride ourselves in the fact that not just this year, but in past years for as long as I can remember we have required AT LEAST 24 hours of tax education. Most tax professionals take above and beyond this ammount. We do stand behind our piece of mind and our Standard guarantee. We have safe checks in our paperwork that insure us that when a mistake is made by you that we have your signatures to verify that. At the end of every tax preparation we ask that you review your return before we file it, we verify the cost of the return, and make you initial on our Piece of Mind Guarantee exactly how many W-2's you brought with you. I am not saying that we do not make mistakes as we are all human and to error is human. But we do stand behind our work and hope that you continue to stand behind block and its policys. We offer these products to protect you as a client and to protect ourselves as a company. I mean think about it, if we foot the bill everytime a client decideds to go ahead and file without all their nessisary paperwork, we would no longer be in business. For those of you who have legitamate complaints i hope that these get taken care of and for those that were denied their claim, I hope that you do not take it to personally and try again next year. And to those wronged by HSBC, I would like to let you know that they are not directly affiliated with Block itself but instead is a partner company that we work with and It would be appreciated if complaints associated with their company not reflect how you feel about Block and its associates. Good Luck with your complaints!

I completely agree! When calling the 800# on the back of the emerald card, the customer service representatives were absolutely horrible. They don’t know what they are doing. I was on the phone for over and 2 hr spoke to 7 different reps and none of them where of any help. They constantly keep having me repeat myself. They need better listening skills. I was so irate on how ###ed a person can be. I even spoke to a supervisor who supposably was going to assist me, told me he was going to transfer me to the help desk which will help me resolve my problem and when he transfers me I wouldn’t have to repeat any of my information and when I was transferred I had to validate everything again, not only that, the rep that I got was very rude and argumentative with me. I finally had to disconnect with that representative. I called back AGAIN and no one could tell me where to submit a freakin complaint. Are you serious, obviously I’m not the only dissatisfied customer. THEY ARE THE WORST CUSTOMER SERVICES EVER! I WILL NO LONGER BANK WITH H&R BLOCK.

We have been going to H&R block for our taxes since 02 and we never had any issues. Because our returns are a bit complicated we always bought the peace of mind contract. This year when we tried to do our taxes with them they informed us that they made a big mistake and that they will be ultimately responsible. So far my tax lady has been really responsive and giving me every possible scenerio within the law to figure out the least impact on my taxes. I feel that they are handling this issue in a really professional matter. I wouldn't go anywhere else. I also took the course this year but decided not to work for them due to the low pay but the knowledge I gained was worth my time and money.

We went to H&R Block (Jacksonville, FL Merrill Rd at Dames Point) to see if it would be better for them to do our taxes or to continue doing them on our own. I did ours online but didn't proceed because I wanted to see if they came up with the same result...which they did. Plus they wanted 200 + 29.99 to file them when I can do it online. She acted like she didn't know what she was doing and continued to mispell/and put in wrong information even though the information was right infront of her. We informed them that we did not want to continue and the lady became very rude. She tried to keep all of our information (W2's, daycare, and school information) and when we said we wanted to keep them she said "you can't go anywhere else, you have to do them here" NEVER AGAIN!

I have used H&R block years. We did the Emerald card advance in 2011. I had a job as did my husband, we both brought in out last pay stub and they entered the information into the system. We got our advance and went about our business. As soon as our W-2's arrived, we filed. Well, about a week ago we received a letter from the IRS stating my W-2 was not put on the report. We provided all our W-2's. On our Emerald advance paper work the annual salary amount is correct. That year our taxes "were lost" in the system. I saw the same tax preparer tell another lady this exact line this year too. I would be willing to bet that she gets a letter next year. I provided all the info and they messed up. I have started a peace of mind claim, but it seems as though all I have to look forward to is being denied or getting just the $28 in interest. This is complete bull. If you forget to add w-2's to taxes you should be responsible. Seems like this is a common issue. If I am not reimbursed I will contact every new agency I can.

Tax preparers are human beings trying to work through a myriad of very complex federal tax code regulations on a computer with not-always-so-trustworthy tax software (that's why there are "updates" sometimes by the hour, but more often daily). If you are wise, you will find a year-around local independent tax preparation service and work with the same person each tax season. Dealing with that same person year after year makes them far more accountable in the services they provide to you, but you really should also need to know and see in real time the person who is really doing the work and if they are duly-qualified to do so.

Imagine this: Your barber and beautician must be state licensed, even the person who drives your child's school bus must be licensed, your insurance agent, your dentist, your doctors, your vet, your dentist, your attorney and a considerable number of other professionals in various fields of professional endeavor must be licensed either locally, and/or by the state, and/or by the federal government to deal with you and your loved ones, your health, your household finances, etc.

Then there is the new and unknown-to-you person who is ill-trained, ill-paid, struggling and trying to complete your tax return under pressure to generate refunds and earn commissions. Unfortunately, you will find most all franchised tax preparation firms are usually actually owned by licensed professionals (I.E: Attorneys, CPAs, and Enrolled Agents) but the staff you meet and who handle your tax matters are often both poorly trained and poorly supervised. A large franchised business will have "seasonal" offices and "seasonal" help at the reception counter and at their desks and in cubicles, but you should always remember that these folks generally took a "crash course" in prior years' taxes, and then were selected and hired, and then retrained by some degree to deal with the current years' tax issues as best they can.

The common complaint against most tax preparation firms is that they are "tax refund mills" that ask you too few questions while promising "expert results" from their tax preparation efforts in your behalf in the shortest time span possible. You get charged for a depreciation lapse schedule, but you don't get a copy of it; you pay for one kind or another of "insurance" to cover "mistakes" on your tax return, but you rarely get a chance to actually go over the paperwork and have a way to make certain it is correct in every point, and when errors are found, you have to fight with the firm to even claim your "insurance coverage". You have questions to ask for your own peace of mind, but there are five or six people sitting there waiting to get their own tax chores out of the way, but that preparer before you doesn't know enough about federal taxes to explain to you why you should not use the federal income tax withholding system as a "forced" savings plan, nobody tells you that your aged mother might qualify as an added dependent on our return, or that you could save thousands of dollars in taxes by being incorporated instead of being a sole proprietor, etc., Etc.

If you procrastinate and find that you must use a franchised firm one year very near the filing deadline date, then the following tax season make a real effort to file earlier with the help of either a state-licensed tax attorney or CPA, or a federally-authorized and licensed Enrolled Agent that will spend at least an hour with you. True tax professionals tend to first complete the current year tax return and then perform "due diligence" with you in your presence to see what you are doing right on the one hand, but wrong on the other. Many truly-licensed tax professionals will look at your prior years' tax return on a "no change = no charge" basis, and that "second look" by a true professional will all-too-often help you to personally determine to amend that last-years'-poor-quality-return now, right now, before the IRS sends you collection notices or show up on your doorstep or at your workplace.

Will a true tax professional cost you more in fees than the person did at the "income tax refund mill"? That is likely ... but that licensed person can provide you with some "protection" you don't get with most franchised firms: (1) the preparer that performed and signed your return is the self-same person that attends to IRS notices and/or IRS examinations with and for you; and (2) they can also be the self-same person that "goes to bat for you" with IRS collections efforts situations, and (3) up to and including even to IRS Appeals. You want a tax professional that stands behind and is willing at all times to defend the tax work they dealt with for you ... not a stranger, not a "ninety-day wonder" that will be your landscaper or housekeeper or your plumbers' helper next year, and not a person that prepares your taxes for a fee but never takes responsibility for his or her errors if or when errors occur, and cannot suffer loss of their license when they violate state or federal ethics laws simply because they are unlicensed.

It is not at all reasonable nor justifiable that your preparer pay your taxes for you ... error or not, the income taxes due remain by lawful tax regulations still the full responsibility of the taxpayer. On the other hand, an ethical tax preparer, if tax preparer fault can be honestly determined in the matter, that person should always indeed pay the interest and penalties on their own true licensed tax preparer errors.

Put another way: If you worked in a factory handling auto parts, and you reached for but slip up and drop a part and it breaks, should you be honestly obligated to pay for it out of your own pocket if you dropped it by accident? What if it was a $1, 000 retail part ... should your employer dock you for $1, 000 out of your pay when you are not honestly nor truly at fault, simply because accidents happen?

I have personally had taxpayers claim that they gave me a Form W-2 or 1099 that did not show up on the original tax return. But my constant policy (for 34 years now) is to always immediately return all but the copy B of the W-2 and all the copies of 1099 immediately to the taxpayer, giving them those other copies for their long-term records ... but then they claim they now cannot find any of their records. That final fact alone proves that ethically speaking the true error was theirs, not mine, because they now indeed and in fact cannot prove that I did in fact do anything wrong ... and so far I have defended myself and won two such cases in small claims courts over the past three decades because I was dead certain that I was in the right ... and the judge agreed.

watta hell, they forgot to file for GST/HST return i Got 0$ for low income

turbo tax saves you alot of money and much faster they will help you out on the phone barely 130 bucks you get your money in your bank or card in no time...hr blockers can get you extra money they charge higher fees cause of this they have lawyers and accountants that can return more cash...with donald trump as president we will see higher weekly paycheck be less taxes on you

Husband went to Anderson, Sc office to efile federal on 2/2/16. We told him we had partial health ins for 2015. 2/22/16 We recieve letter from IRS stating we need to file form 1095 A, that same day we went back to reefile. 5/9/16 We recieve letter from IRS stating verify identity, we cant do it over the phone, we have to go back for a third time. Husband has lost wlrk days because of this.We ve never had problems with them before. We are angry and will never use H&R Block again! 😠

H& R Block is a NIGHTMARE! Their customer support is a joke and they do not live up to their guarantee. I took my Taxes to Peoples Plaza on May 5th, they were not completed until June 18th, when I called inquiring they could only tell me the agent was not in; apparently no one else bothered to look into it. When I was finally able to pick them up, I paid of course for the service 281.25. was told refund should arrive in 6 - 10 days. It's now August 3rd, and I just found out yesterday that H&R Block never filed my taxes with the IRS. That is not until yesterday, when following my inquiry they decided to find them and process them. I am terribly inconvenienced here. I have been waiting for those funds to travel for a medical specialist in NY, next week. Now I have not funds, will have to wait another two months to get another appt. with the specialist; someone in the office giving me bogus names and phone number of site supervisor, and head to call 4 times a beg to speak with an corporate supervisor who then said he could only escalate (their definition of escalate: 7 - 10 business days) an order to have the situation investigated. This has got to be a cruel joke! DO NOT GO TO H&R BLOCK. AND WHENEVER YOU DO DO NOT TAKE THEIR TAX COURSE ... its a rip off too!

Complaint #1...I had an appointment with my agent in 2017 to file my 2018 returns. When I went to the appointment they told me the agent no longer worked there and I'd have to make an appointment.
Complaint #2...I'll give them another chance. Made an appointment with a specific agent for 4pm. At 4:20 I'm still waiting. Before leaving I told them this was my giving them a second chance and 20 minutes late for my 4pm appointment was totally unacceptable.

Highly discourage people needing their tax return done at the H & R Block at the Monroe Shopping Center in Monroe, Michigan. They are totally disorganized...so do you trust them with your return?
Susan