H&R Block

Run. Don’t walk, run.
Mike, the manager is rude and condescending when you point out that one of his «tax professionals» made the error that is causing your tax return to be rejected. Repeatedly. Numerous phone calls. We were instructed to come to the office to fix the issue, and to call the IRS ourselves. Wait… didn’t we hire a tax professional to enter the forms correctly so we didn’t have to deal with or even call the IRS? That was why I thought we went to them. Apparently, I was confused.
On one form, ONE FORM, Sergio Monteil (the tax «professional» we had) put an incorrect social security number and an incorrect birthday. Even though he had both the correct social and the correct birthday on documents in front of him. Shouldn’t he have looked at what he entered to make sure it matched the documents he was given? Oh, wait, he had no idea how to fill out the form. The wrong social? Want to guess where he got that? Yup, off of the form we were LEGALLY REQUIRED TO BRING TO SHOW PROOF THAT WE ARE ABLE TO CLAIM THE DEPENDENT. He put the MOTHER’S SOCIAL on the form instead of the CHILD/DEPENDENT’S social on it. That’s easy to do right? No, wait, not even a little bit when the form clearly states that it wants the DEPENDENT’S info and we even pointed this out to him while we were sitting there (we had to help him fill out the form and he STILL got it wrong when it came to the actual data entry).
He also can’t seem to remember if the dependent we are claiming is a girl or a boy. He has called my husband 3 different times on this issue and keeps referring to his «son» even though the paperwork states it is a daughter and my husband has corrected him. EVERY TIME. I kept waiting for someone to try to defend that by claiming that my husband was also confused about the sex of his child. It would seem to follow at this point.
The manager’s response? To treat us like we were idiots, to accuse my husband of getting his daughter’s birthday wrong, and to generally treat us like we had no idea what we were talking about. It wasn’t until they were forced to admit the social security error was their fault because the «professional» didn’t know how to fill out the form that they finally acknowledged that it was POSSIBLE that it was the «professional» when he entered the data (and not my husband) who got the birthday wrong in the first place.
You go to a tax «professional» so things are entered correctly, the forms are filled out right, and there are no issues with the IRS. If it is the «professional» causing the error, what the heck should you do then?
When this all started, we tried to withdraw our return so we didn’t have to deal with them… they claimed it was not possible to do so. Still not sure I believe that one.
Never again. Seriously considering standing in front of the location on my days off to tell people about this experience… others should be scared.

This place is a total rip off. I’ve always done my own taxes online but last year they were going to be a little bit more complicated so i decided to go to this location up the street from my house out of convenience. Once I got there I had to wait about 30 minutes after my set appt time, which was pretty annoying but I understand it’s busy tax season. Once my name was called I was probably at the guys desk for 20 minutes– I had a 1099 form to file and a W-​2. He did inquire about a couple deductions I might be able to take but overall it was a pretty short appt. I expected to owe so that was no surprise, however, I did think that my 20 minute appt costing $ 328 was a bit pricey. A couple months later I received a letter from the IRS in the mail and when I took it back to H&R for their help the location I went to was closed since it was past April 15^th! Had to drive across town to another one and basically they were of no help to me. This year I decided to go to a small tax business and they did a great job! Way more personal and nice, plus they were about $ 50 cheaper and found more deductions! I will never go to another H&R Block again, I guess most of us make this mistake once in our lives before we know better.