Don't get your taxes done with Carina! On Friday April 5, I made an in office appointment with her for 12pm. I didn't have all my physical documents at home and no printer so I called the office 10:50am, to see if I could email them to her. I was transferred to her and identified myself by saying my name and that I had an appointment with her at 12pm. I asked her if I could email the docs go her. She said yes but that it was better if I could upload them to HR Block, she asked me if I had a profile with HR block, I told her I did. She told me I could upload my documents there. I said great, but also requested her email in case I couldn't figure it out. She also asked, do you want to do a drop off? She said she would do my returns and call me when they're done. I asked, don't I have to go in to sign, she said no. It sounded very convenient so I said ok.
I was able to upload all of my documents to my profile on HR Block and called her back to let her know at 11:23am, the call didn't go through so I called again at 11:26am. I identified myself by stating my name and time of appointment. I also let her know I was able to upload the documents. She said she would start working on my tax return and call me back when she was done to go over everything. I assumed she would use the hour allotted to me to complete my return. Either way I was busy at work but noticed she hadn't called me back at 2:47pm so I called the office. The call didn't go through so I called back at 2:48pm. The second call range through and then when it seemed like someone answered it dropped again. I thought, maybe she's off work now, I'll call back tomorrow.
The next day I called at 10:06am and couldn't get through again and called back at 10:10am. Carina answered by saying "hello," not "H&R Block, Carina speaking" or something of that effect (which she had done in previous calls). I said "hello, is this H&R block?" she said "yes," I said "is this Carina?", she said "yes." I said my name and told her I was her 12pm appointment from yesterday and asked if she could give me the status of my tax return and when it will be completed? She said "not right now, I'm with a customer." I told her she was supposed to call me back yesterday and she didn't. She said that she would call me back I asked her, when she was going to call me back and she said in an hour. I said "ok, I'll be expecting your call."
I waited for 1 hour and 23 minutes and she didn't call, so I called the office at 11:33am. This time a front end person answered. I identified myself and started telling her my issues with Carina, after about 30 seconds, she just transferred me to her.
Carina answered and I again identified myself with my name and my appointment time. I told her she was supposed to call me half an hour ago and I needed the status of my tax return. She asked for my phone number, which is weird since I had spoken to her 3x at this point. She said "you never uploaded your documents." I said, "yes I did, and I called you to tell you I updated them." She said she couldn't find them and had been looking for them all of yesterday and today. "I said, then why didn't you call me." She said she didn't have my number, but I had spoken to her 2x times before my appointment and my # is on my profile. Then I asked, "what are you going to do to make this right?" She just repeated that I had not uploaded my documents so she couldn't do my return. I said OK so it sounds like you haven't done my return. I told her I did not want my return done by her at this point, but I did want to speak to her manager. She said her manager was not in and that she would pass on my information to her. I told her that I did not trust her to give my information to her and to please transfer me back to the front and person so that I could give her my information. She continue to argue with me instead of doing that said that I did not show up to my appointment I told her, she persuaded me not to come into my appointment and instead do I drop off. She said it's because I said I could not come into the office which is a complete lie! That made me really upset! Since it seemed like she was not gonna transfer me to the front end person, I asked her when her manager was coming into the office. She said her manager would be in on Monday. I let her know. I expected a call from her manager early in the morning, and if I did not receive that call that I would call until I was able to speak with her. Her response was fine and our call ended. I ended up making an appointment at the other H&R Block location in Vallejo. When I was there, I mentioned my issue with Carina and that she had said that I never uploaded my documents. I asked the person at the front end staff here to check my profile and see if my documents were there. She was able to confirm that my documents were there and they were uploaded April 5.
Carina, it's ok to make mistakes, but it's not ok to lie and to gaslight your clients. read more