H&R Block / HRB Digital
reviews and complaints

I went to H&R Block for the first time in march I had to file for 2 years 2015 and 2016 Mary at Austin street location did my taxes for me I was charged 600 dollars for the 2 years 2 weeks later my accounts where leavied I called they took my information no one even called me back to help me this week I received a letter that I owe another 11303 dollars for 2015 I went back to H&R Block for help after calling the state myself and put a hold on the account until July to see what I can figure out before having to make a payment plan
I was told that Mary never added a protection plan nor offered one so I would have to pay 60 dollars the lady that was helping me Sonia then says it's 200 dollars all as she did wa whet the state on the phone and hand it to me doing the same thing I did got nothing resolved and I still have to call by July and make a payment plan charged me 200 dollars for doing absolutely nothing after going to pay her for nothing her credit card machine was down I advised her to bill me I just don't understand why I'm paying for services of 200 dollars when she did nothing exactly what I did myself I am so upset with the service first Mary did not make us aware that we would owe any money at all she said wait for a letter in the mail we wouldn't have to pay anything but a small penalty if anything and if there's any problem to bring it back to her needless to say Marynever returned any of our calls and no one helped us after calling the office they took down the information and never followed up with it I was told today that Maryd knew the whole time that we had a fee to pay that we could have taken care of way before any of this happen to us words can't even express how upset I am

I used the H&R Block free software to file my 2016 taxes this year, and recently received notification from the IRS that I was missing a form. Rather than try to correct the mistake on my own, I made an appointment to meet with a "tax pro." I worked with the agent to amend the error.

In attending to completing the missing form, The Agent noticed that I could an receive additional refund, but quickly stated it would cost $99 to refile. I asked why I would be charged to fix a mistake the software failed to catch, and he suggested it was foolish to blame the software for my user error, due to not being trained on the software. I referenced your company's "biggest refund" guarantee and he said "Well you used the free software so you get what you pay for." I asked why I would be penalized for not being able to afford access to a better product, and the agent responded "I will not belabor this point with you. You made your point and I made mine."

This interaction really troubled me because it suggested that this H&R Block employee does not care about customers who cannot afford superior tax software. It also suggested that because I am low-income, I somehow do not deserve affordable access to the resources that will help me file my taxes or resolve tax issues. This classist behavior should not be tolerated in any environment, let alone one created by a company that is designed to help individuals receive the biggest tax refund possible, as for many low income people a tax refund is the biggest amount of money received at any one point in the year. I am very disappointed with this experience, and will be working with a different company for future tax filings.

Thank you,
[removed]

I had my 2017 taxes prepared on March 13. When I returned home, I found that the preparer had omitted several deductions. I called and they said would do an amended 1040. Since the error was on the H&R Block office, I brought to their attention the guarantee of reimbursing the preparation fee.

The preparer had me sign a paper and told me I would receive the refund of $484.50. That this process could take up to eight weeks. It is now June 1 and I have heard nothing. I have sent several emails just asking for the status with no response. I would just appreciate the courtesy of a response and the status of my refund. Since the check was made out to H&R Block, I don't understand the delay. If someone could assist with finding an answer for me, I would greatly appreciate it. Thank you

I recently filed my taxes with the down town H&R block in Red Deer, AB and thanks to Linda Booth I will never be returning to H&R Block. She was incredibly rude to me the entire process. Several times I almost told her to forget it and walked out. I am completely shocked at her attitude towards her clients and I can't believe they would have an employee that knows so little. I am completely offended and insulted by the service I received. You have lost my business, as well as my boyfriend's and my entire family. I asked her to explain my tax return to me, asking how it determines how much is returned and she LAUGHED at me, and replied "IT doesn't decide, IT isn't just determined, I put the numbers in the computer and the computer calculates." I told her that I realized that, but I wanted to know what determines my return and she shrugged and replied, "The computer does." Later she told me I did not receive enough back to get cash back and I asked her about Western Union cheques. She leaned across the table and said very slowly "You. Didn't. Make. Enough. Back. For. Cash. Back." I asked, "Are those not different things?" And she rolled her eyes at me and did not even answer. My tax return took a very long time to complete, much longer than usual, during that time she misspelled my name several, several times and I had to keep correcting her. She was having problems with the computer and kept sighing and groaning and complaining, getting angry with the system and banging her hand on the counter. When finally finished, I told her I had received a discount coupon, which she looked at and immediately waved it off, saying she did not know what it was, it was out of her field and she would not use it. I am outraged at how degrading and insulting her behaviour and language was. Her name is Linda Booth, from 4711 51 Avenue, Red Deer, AB.

I live in Kirkland Quebec, Canada. If it is normal for your offices to charge over 100 dollars for a simple tax return (CPP, Universal child credit) then ignore this comment.

Last week, I went to your office at 2748 St.Charles and asked the lady for a quote and was stunned when she said over 100 dollars. I was expecting less than 50 dollars because of the simplicity. I refused and instead used your online form and did it in less than 15 minutes (thank you very much!).

I think she was trying to take advantage of me because I am elderly and made the mistake of telling her I am not good with the internet.

Hello

I have had my taxes prepared by a local representative in the Oswego, IL office for many years. This past tax preparation year I used an independent CPA. My independent CPA found that my taxes were improperly prepared for the past several years, regarding the exercising of stock options. We are now resubmitting our taxes for the past several years and expect to receive +$40, 000 in refunds. I have had to take out loans to pay taxes several years ago and have now found that I would not have needed to do so, had my taxes been prepared properly.

At very least, I'd like to be reimbursed for the tax preparation fees, whether past your deadline for submitting complaints or not. I was a loyal H&R Block customer and paid excess taxes as a result.

My taxes were done by James Papp, incorrectly for last year, I ended up owing the state of Illinois. I took my letter from the state and my copies of my taxes to the office on April 20th, location Neidringhaus Ave in granite city Il. 62040
I have called twice and my taxes and paperwork are now at the other office in granite city on Namioki rd, they have had my paperwork for a month now with no answers, I was told h and r block would pay the fees and penalties since they did them wrong. I am now getting calls from state of Illinois that I'm going to collections, this is unacceptable. the woman at the office that is in charge of the paperwork for the payment h and r block needs to make is the one in possession of my taxes. I need to know what is going on and I need them paid and taken care of. I will never use h and r block again and will discourage my friends and family from there as well.
I want a refund of what I paid to have my taxes done and I want the fees and penalties paid.
Thank you
I will be going to the office in person Saturday morning to collect my paperwork as well.

I had my accounts prepared on 9th May 2017 in the Waltham office, River St,

a) I paid by credit card a sum of $592 although only $449 was itemized as Tax preparation in my 2016 accounts. Why is there this discrepancy?

Last year I paid in the region of $450, although only $371 was itemized in the accounts.

b) Why has there been an almost 30% increase in my tax preparation fees, although this years account are pretty similar to last years, and the year before. The preparation took less than an hour - so why this extraordinary amount ?

At this rate next year you will charge me over $700 which I am not prepared to pay.

I would appreciate a prompt reply. My email is [protected]@brandeis.edu

(Dr) Mari Fitzduff

My Soc Sec number is [protected] - feel free to use it to search your accounts.

Subject: Charged too much for services rendered...$388.68
( 1 hour extra over billed)

Who: Charles Fung - Tax Professional
Where: Mill Woods Town Centre (MWTC) location
When: April 28, 2017

Details: On April 7, 2017 I (Ellison Saroop) went into H&R Block office in MWTC mall location to have tax 2016 returns done. Was not like before, where it was organized, this time there was no updates to my file. The gentleman in question that I was referred to from the reception was the Who in the above. He did not have a good grasp of the English language.
Nevertheless it was sufficient to understand. However when I was in his cubicle the phone rang twice it was his wife both times, he explain that they were planning a vacation.
This was the first time for me where I had to file taxes with a small portfolio of stocks. Not sure what I had to do. Regardless of this, Who informed me of what I needed to get to him. One week later I returned with the requested documents.
The following week I was in the mall I decided to check on the status of my taxes. When I saw Mr. Fung, he stated that he needed more tax data and it was an oversight on his part. He stated that he tried to call me with the numbers what was on file but could not get through. I had changed my home number previously but not my mobile. This ought to have done when first came in, the necessary updates. I guess it was not that urgent to him. Managed to get the required data to H&R Block by Sunday April 23, 2017, Charles Fung had the day off. Was back at the mall the following Friday to check and pay my debt.
Reasons to consider:
1) I thought he over charge me, my justification for this is he asked several times how the stocks were doing for me? He knew what the answer was before I did; I think he want to see my reaction. (-15 minutes)
2) The time it took to complete my taxes was longer than expected, my justification, the delayed, for this was for his incompetence, by not first having updated client demographically information. Do not assume that all the data is the same.
Firstly, when one accepts to do the job at hand one ought to get the entire client's information. For example one's contact numbers! (-15 minutes)
Secondly, the oversight on his part, there ought to be compensation for his mistake. (-30 minutes)
Total time -1 hour
I would like to be reimbursed 1 hour of the fees charged to me, if this request is reasonable, please forward to my home address:

Ellison B. Saroop
#216, 3425 19 St, NW
Edmonton, AB
T6T 2B5

My common law boyfriend and I finally found time time to do our taxes and we are outraged at the lack of customer service.

Squire and I and our 4 month old baby sat for an hour and a half for the guy helping us at the Seton location in Calgary Ab to tell us they messed up our profile and they wouldn't call tec support and asked us to leave. He didn't offer to call around to get us into a different location.

The guy helping us made me feel like I was a inconvenience and with a 4 month yr old and did not seem to care we waited for an hour and a half.

I am beyond speechless, and I almost was in tears due to stress.

I went to HR Block for the 1st time on April 13th 2017 as I had received a Notice of Deficiency letter from IRS for my 2014 return. My Dad had left me stock after his death which I sold and did not declare as income I guess? I did not/do not understand it. I informed Socorro Navidad, my so-called "Tax Expert" that the notice is why I came to them. I brought the letter and all paperwork associated with the 2014 return.
She seemed very rushed and basically focused on my 2016 return. Had I not received the Notice of Deficiency I wouldn't have been​ there. She looked at the notice briefly and said all I had to do was fill in Schedule D. I could do it myself and it was easy she said. She asked me to come back on Saturday April 15 2017 at 12pm to finish my 2016 return. I went home, read over the notice quickly from IRS.
YES, IRS wanted Schedule D but also form 8949? Socorro did not give me proper information yet she is expert? Still no biggie I thought I will ask her Saturday. I went to my appointment at noon 4/15/17. They couldn't find my appointment and asked me to come back at 2pm which I reluctantly did. I told her the Notice required another form it said. She printed 8949 and circled totals on my 1099 forms to put on forms. I was still confused and asked if I should do an amended 2014 return after completing the forms or should I go to Tax Court which gave me until May 1st to file or should I ask for an abatement? She didn't really answer, just that I should mail both forms asap and it's easy which I believed. That day I was already upset and stressed. My daughter was readmitted to ICU Psychiatric Unit in Scotland and I wanted to leave asap to call Drs. I just wanted my taxes over with but I wasn't thinking clearly. I was even crying in the office about my seriously ill daughter, Socorro was sympathetic but I felt rushed as far as the Notice was concerned.
I got to reading the Instructions for form 8949 and Schedule D for 2014. I didn't understand the instructions, I could not focus properly. It wasn't "easy" at all. I didn't want to make a mistake.
After days of stressing and reading up on what I should do ( time was running out for May 1st deadline) When I realised I was charged $333 from her I was beyond angry. I thought why am I doing this? The reason I went there to Professionals was my 2014 return.
I paid $333 for what? Help specifically with that! I tried to make another appointment and she had none available. It said on appt. site to call the office with questions year round and to call there to cancel Peace of Mind coverage I "opted" for. The office is closed until January 2018! I wanted Socorro to finish her job! Why was I stressing about this? What the heck did I pay over $300 for? I emailed her to no avail. No phone number except the office number. I am so upset. I will NEVER use HR block again EVER.
How can HR Block justify this total? It should have cost me $59.99 deluxe edition as again I could've filed 2016 myself. It's straightforward. I I filed for Tax Court myself. I'm still not sure if that was the right thing to do and paid $60.00 for that now. It has cost me $400 so far for absolutely nothing!
I would like a refund asap and wait patiently for some response. It is terrible customer service and instead of Peace of Mind. HR Block gave me opposite. It's shameful.

My name is Rachel Carlson and I received a text "We have processed your direct deposit to your bank account. It can take 3-5 business days to post, so make sure your funds have been deposited into your account before you try to spend it." to my phone number ([protected]) on April 19th that said I would be getting my return by direct deposit within 3-5 business days. It has now been 8 business days as of today. I also received a confusing text message on April 22 stating "Congrats! Your return was received by the IRS. Your refund check has been mailed, and you should receive it within 7 business days." I would like to have my fee refunded for this inconvenience, if I had wanted to have a slow return I would have filed my taxes myself. My ssn is [protected], my birth date is 09/29/1986, and I can be reached at [protected]@evergreen.edu. I am filling this out online on a computer but I can provide screenshots of the text messages that I hope you have a record of sending if need be. Thank you for your time. I hope to hear from you as soon as possible about a resolution to this problem.

I went to h&r block located at 6701 ch. cote-des-neiges s.216 montreal qc h3s 2b2. although I did not have an appointment, they were able to help me. after a brief wait, I was motionned in to sit with a representative named sanmoogun moonien. it wasn't my first time preparing my taxes at that location so I was quite organized. the specialist took my documents and began to enter my info in the computer. I noticed he seemed preoccupied as his cell phone layed on the table infront of him.in a span of 15 minutes he responded to multiple cell phone calls. at this point, he had only gone through 1/6 of my docs. with a look of aggravation and without looking further, he quotes me a price that was 130$ more compared to last year. I never asked about cost. I actually file my taxes every year with h&r and am familiar with the high prices. I found that to be unprofessional. he clearly did not want to help me and unfortunately, I will not return nor recommend h&r block.

Had H&R block did my 2015 taxes, receive return and I thought that was it. On Apr 17th 2017 I received a letter from the IRS that my 2015 tax return was wrong. I did some checking on my own a found out that when they did my return the amount of my social security that was supposed to be reported was wrong. I feel it was a mistake in there soft wear. If it was reported right I would of owed, instead I received a refund. now the letter from the IRS tells me I owe then XXXX number of dollars plus $1000.00 penalty. I understand I would of paid if it was done right but the Penalty should be H&R Blocks. I am going to call them tomorrow and see what they will do. Thank You

I called the PA. Meadville location on Fri. April 21st about 3:30PM to see if they had any appointments open last night. No one would pick up the phone, called back twice, " the message said they were open till 7pm". The answering service picked up and said they could schedule me for today Sat. April 22nd at 9AM. I said ok. This is a rural area, keep in mind i live 15 miles away.
I show up at 9AM sharp, the office is closed! I wait till 9:20AM and call the number, the phone message says "They are open from 9AM-1PM today". I get through to the answering service they confirm my 9AM appointment.

The customer service rep. asked if i could come back at 11AM the office will be open. This now is messing up two other appointments i have scheduled. He reassures me some one will be there. So I sit out in the parking lot for 1 1/2 hrs., reschedule one appointment. Go back in at 11AM, and NO ONE IS THERE. So much for professionalism and checking appointment log.. Call the service line again, they can not get ahold of anyone, I have now wasted my Sat. morning and missed appointment and
Baseball game, can i come back on Tuesday I'm asked.
Very poor Location service, so much for following your advertised schedule that is played on your phone message.

Don Maxwell
Conneaute Lake Pa.

So I work for Carolinas Healthcare System since the beginning of the year I have been sent emails offering me a discount because I work for CHS. I was given the discount two years ago when I filed so I had no thought it would be so difficult this year to get my discount. I am on my fourth phone call and they are refusing to refund me the money they took out of my refund because even though I called before I filed and was given misinformation they will do nothing to fix it now. They said it was my fault for not continuing to waste my day spending hours on the phone talking to different people to get different answers. Who has time for this? Why send me emails offering discounts if you are not going to honor them? Needless to say I am still on the phone and I will not be using them next year at all.

I paid H&R Block to look over my tax return before submitting to the IRS. The 8962 form was not filled in completely and the IRS held my return till this was corrected. I corrected this, not the tax professional that I was assigned to. After this was completed the IRS released a small amount of my return that H&R Block was sure to take their fees from and I was mailed a letter that U was being audited in the 8962. So, now I have to wait on the rest of my refund as I have to submit more paperwork to the IRS on the 8962. Why charge for the service of a tax professional to double check your refund if they do not see that their online system did not completely fill out a paper and me have to do the leg work! I emailed the tax professional all of the paperwork as requested to file the return and I still had to correct the form!

I am serving in the Army and came H &R block located at Fort Myer, Virginia to file my tax.
I was the first costumer at 9:00 AM with all my documents ready. The CPA started my tax.
Because of my situation in National Guard I was traveling to another state every month in 2016 to participate in mostly Army Drill, although my Unit doesn't pay for my travel expenses. Therefore, my expenses was more than my military pay for Drill. Apparently this situation is not familiar for this CPA and after taking whole my day to with my flight tickets, Lodgin, rental car he refused to do my tax, accusing me and said he is not feeling comfortable! Isn't this r

My name is Clint A. Nordman.

On April 3, 2017 I had my taxes prepared at the office of Martha Poppenga in Lennox, SD.

I typically use Turbo Tax however I had cashed in a small 401k in 2016 when I switched employers.

I have used Martha's services in the past for similar situations and was charged a small fee.

My first complaint is that I was not informed of any of the fees associated with the preparation this time. I assumed it may just be slightly higher than previous times.

Tax Preparation: $156.00
Sales Tax: $10.14
Federal Refund Transfer: $34.95
Federal RT Check Fee: $25.00

Total: $226.09

I find it outrageous that from a $524.00 refund I was left with $297.91.

My second complaint is in regards to my electronic signature.

I understand I gave permission to use it however I should have been given the opportunity to at least glance at any documents it was being applied to.

The total amount of the preparation and feeling as if I was rushed through the office is unacceptable.

Regardless of the circumstances I will not use your services again and will not refer anyone else.

Clint A. Nordman
800 E 14th St. Apt 309
Sioux Falls, SD 57104
[protected]

I am a U.S. Citizen living abroad and went to Great Falls, Montana to do my 2016 tax return. The work was already done for them by my accountant where I live, so all they had to do is enter in the numbers. The cost for them to do it came to $264.60 after they gave me a 10% discount. That is $100 more than my accountant charged me, and they certainly are not accountants! Last year, my charges were $150.00, so tell me why it went up so much this year. I know that you will not do anything about it, but I just want you to know that I will never use H and R Block ever again!