So the young lady that works for me, an EA, made a huge error.
She prepared a tax return for a client who previously used HR Block.
He told her to use the same checking info from his PY Tax return.
The return was perfect except she copied the banking info from the tax return HOWEVER...
It was banking info for HR Block. Apparently the client paid his Block fee from the refund and the money goes to their account.
Well.. his 3K refund was deposited in that account this year and I feel worse than awful. It is my fault as I knew it, I told her and she made a human error and dummy I am, didn't catch on review.
So I told client I would waive his fee AND if not resolved in 2 weeks I would write him a check for 3K and then I would pursue Block. Young golf pro, young kid at home, needs the money. I lost sleep last night and 3K means little to me here in relation to them. He's basically broke, paycheck to paycheck.
Any thoughts on how to get to Block here? He called them and felt like they gave him the run around.