I have been trying to get a refund for three tax years of preparation fees and no response. I am attached e-mails that were sent to the office, corporate and to this day nothing. I am trying to be patient and be a Christian and resolve this outside of court.

Second Complaint:

-----Original Message-----
From: yahannetted <[email protected]>
To: debra.gillespie <[email protected]>
Sent: Fri, Mar 23, 2018 10:22 am
Subject: Update on my Amended Taxes for 2014, 2015 and 2016

Good morning Ms. Gilliespie,

First allow me to thank you and Tabitha for assisting me with amending my taxes for 2014, 2015 and 2016 to receive the American Opportunity Credit. If I had not remain persistent I would have lost $3,978 While Tabitha was attempting to amended my taxes Millie had gone in and made it look like I had receive the credit. Luckly, I had the original taxes documents with me that prove I did not. She entered the credits after she processed my taxes.

I am still not whole, because while checking on the status of the Amended Taxes this morning the IRS is sending a letter requesting additional information for 2015. I feel if Mille had completed taxes in the years in question the correct way I would not be receiving a letter. Additionally, when I spoke with Katy Walsh, Manager of Forest Park location who was so rude to me. She stated that Millie stated that she did not have the documents at the time I processed my taxes and that was so not true. She then told me that I had called and threatened her Receptionist and that was not true at all. She continued by saying that I could come and pick up my documents only if the police could be present. If Millie did not have the documents what was I picking up?

I am requesting that all of my tax preparation fees for 2014, 2015 and 2016 be refunded to me. I feel if Millie had listen to me and not got interest paid and the American Opportunity Credit missed up I would not feel so scared right now. I do not feel that Millie prepared my taxes correctly for 2014, 2015 and 2016 and should not reap the benefits of doing a job.

Finally, my concern is not with HR Block but with Millie and Kate Walsh who had the opportunity to correct this and not allow this to escalate to where a letter is being sent requesting additional information from the IRS.

I have also attached my original complaint.

Thank you,

Annette A. Davis
Illinois Licensed Realtor
708 275-7305 cell



First Complaint:

I have been a client with H&R Block for over 20 years and for 15 years one tax preparing Millicent (Millie) out of the Forest Park Illinois Office have been doing my taxes and up until this year she has done a great job. I have two serious issues.

I filed my 2016 taxes on 1/17/2018 and the IRS accepted them on 1/19/2018. I found out on 1/22/2018 after receiving my Federal Taxes from IDOR that they did not have my taxes because Millie never submitted them. They were submitted 1/22/2018, now I have to wait another 4-6 weeks to get them. No apologize.

The second problem is that Millie filed my taxes for 2014, 2015 and 2016 without adding the American Opportunity Credit which I told her on both occasion I was entitled. What is so concerning is that 2014 amend will end this year, so if I had not been persistence I would have lost the money for this year. When she filed 2017 taxes she entered the American Opportunity Credit and it was accepted by the IRS. I have been asking her to amend my taxes for 2014, 2015 and 2016 since 1/17/2018 and she keeps giving me excuse. She told me on Thursday, February 22, 2018 that she would have them completed on Monday, February 26, 2018, I have heard that before. I spoke her this morning February 23, 2018 to let her know that she did not have any opening for Monday, February 26, 2018 so what time should I come, she replied “I will let you know”. She then stated that she did not have any customers until 11am today, “I asked why didn’t you schedule me for a meeting in the office and amended the taxes so that I send them off today”. “She replied leave me alone” and she hung up on me. I paid a total of $939.70 for the both years in questions. I am asking H&R block to amend my taxes using another tax preparer or issue a refund for $466.45 to get my taxes amended by another company so that I can get them to IRS. I was told by Millie that it is over $2,000 the IRS owns me for 2014.

I also filed a Corporate and HR Complaint against the tax preparer. After I get this matter resolved Millie will never do my taxes again. I will also be filing a complaint with the BBB.