Pedro Rios, et al. v. HRB Digital LLC, et al.

CourtDistrict Court, N.D. California
DecidedOctober 27, 2025
Docket3:25-cv-03530
StatusUnknown

This text of Pedro Rios, et al. v. HRB Digital LLC, et al. (Pedro Rios, et al. v. HRB Digital LLC, et al.) is published on Counsel Stack Legal Research, covering District Court, N.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pedro Rios, et al. v. HRB Digital LLC, et al., (N.D. Cal. 2025).

Opinion

1 2 3 4 UNITED STATES DISTRICT COURT 5 NORTHERN DISTRICT OF CALIFORNIA 6 7 PEDRO RIOS, et al., Case No. 25-cv-03530-EMC

8 Plaintiffs, ORDER DENYING MOTION TO 9 v. COMPEL ARBITRATION

10 HRB DIGITAL LLC, et al., Docket No. 18 11 Defendants.

12 13 I. INTRODUCTION 14 Plaintiffs Pedro Rios, Jr. and Christian Marquez filed this putative class action against 15 HRB Digital, LLC and HRB Tax Group, Inc. (collectively, “HRB” or “Defendants”) alleging 16 Defendants unlawfully intercepted and disclosed their confidential information. Dkt. 1, Complaint 17 (“Compl.”). Defendants filed the instant Motion to Compel Arbitration pursuant to the Federal 18 Arbitration Act. Dkt. 18, Motion to Compel Arbitration (“MTC”). Defendants contend that the 19 case should be sent to arbitration because HRB’s Online Services Agreement (“OSA”) contains an 20 arbitration agreement. Id. at 2. 21 Having considered the parties’ briefs and accompanying submissions, as well as oral 22 argument, the Court hereby DENIES the Defendants’ motion. 23 II. FACTS AND BACKGROUND 24 A. Collection and Disclosure of Taxpayer Data 25 Plaintiffs filed this putative class action alleging that HRB unlawfully intercepted and 26 disclosed confidential taxpayer information to Meta Platforms, Inc. and Google LLC through the 27 use of tracking pixels embedded in H&R Block’s online tax preparation platform. Compl. ¶¶ 1–6. 1 names, identifiers, health savings account contributions, scholarships, tuition expenses, and 2 information regarding dependents, income categories, and tax credits, all without users’ consent. 3 Id. ¶ 4. Plaintiffs further allege that HRB intentionally deployed Meta’s Pixel and Google’s 4 analytics code with default settings that triggered the disclosure of page-title information reflecting 5 the substance of taxpayers’ filings, thereby monetizing tax-return data by using it for targeted 6 advertising and marketing purposes. See id. ¶¶ 6, 62–64. Plaintiffs allege that the pixels were 7 implemented in a manner that caused every single taxpayer who used the HRB websites for filing 8 their taxes to risk having at least some of their data shared. Id. ¶ 8. 9 Plaintiffs assert claims for this interception and disclosure of taxpayer data under the 10 Electronic Communications Privacy Act, California’s Invasion of Privacy Act, California’s Unfair 11 Competition Law, and the California Consumer Legal Remedies Act. Plaintiffs seek damages, 12 private and public injunctive relief, and declaratory relief on behalf of a putative nationwide class. 13 B. The Online Services Agreement 14 HRB requires customers who use its online tax preparation platform to agree to its Online 15 Services Agreement (“OSA”). Both new users opening an account, and returning users logging in, 16 are required to agree to the OSA. Dkt. 20, (“Schuessler Decl.”) ¶ 2. Returning users are presented 17 with a “Returning Client Acknowledgement Screen” that states, “We’ve updated our terms & 18 policies.” Id. ¶ 7, Ex. 2. The user must then click a checkbox and accede to the following 19 acknowledgment: “I agree to the terms and conditions of the . . . Online Services Agreement, 20 which includes the requirement that any dispute be resolved through binding arbitration.” Id. The 21 user may click the green, underlined hyperlink “Online Services Agreement” in the text 22 immediately next to the check box to review the complete OSA. Id. The user may not click the 23 “Next” button to move past the Returning Client Acknowledgement Screen without first clicking 24 the check box agreeing to the terms of the OSA. Id. ¶ 8. 25 Both Plaintiffs Rios and Marquez accepted the OSA in January 2024. Id. ¶ 10. 26 C. The Arbitration Agreement 27 Section 11 of the OSA is titled “ARBITRATION IF A DISPUTE ARISES 1 disputes and claims between you and the H&R Parties shall be resolved through binding 2 individual arbitration” administered by the American Arbitration Association (“AAA”). 3 The OSA permits users to opt-out of the arbitration agreement within 30 days by either 4 filling out an online form or sending a signed letter. Schuessler Decl., Ex. 4 (“OSA”) ¶ 11.1. 5 Users who opt out, however, are still subject to any prior arbitration agreements entered into with 6 HRB. Id. (“If you opt out of this Arbitration Agreement, any prior arbitration agreement shall 7 remain in force and effect.”). 8 Users who do not opt out, but who wish to raise a claim, are subject to multiple procedural 9 prerequisites: 10 First, before initiating arbitration, a consumer must engage in an “informal resolution” 11 process (the “Informal Settlement Conference”). Id. ¶ 11.2. The OSA requires that the claimant 12 provide HRB with a written Notice of Dispute (“Notice”) identifying the claimant, describing the 13 dispute, and stating the relief sought. After submission, the parties must attempt to resolve the 14 dispute informally for at least 60 days before arbitration may be pursued. Id. Users may be 15 represented by counsel, though users must submit a signed statement authorizing HRB to disclose 16 the users’ confidential tax and account records to the user’s counsel. Id. The provision requiring 17 this Informal Settlement Conference also states that the statute of limitations for any claims and 18 relief set forth in the Notice of Dispute will be tolled during this Informal Settlement Conference 19 period and while any pre-arbitration procedures are ongoing, so long as the Notice of Dispute is a 20 “fully complete Notice.” Id. The OSA states that the Notice and Informal Settlement Conference 21 provide a meaningful chance to resolve disputes informally before proceeding to arbitration. Id. 22 Second, all arbitrations must proceed on an individual basis. Id. ¶ 11.4. Users who agree 23 to the OSA waive their right to a trial by jury or to participate in a class action lawsuit or class 24 action arbitration. Id. Users or HRB may, however, elect to bring an individual claim to small 25 claims court “as long as it is brought and maintained as an individualized claim and is not 26 removed or appealed to a court of general jurisdiction.” Id. ¶ 11.1. 27 Third, and most critically to this case, the OSA includes a mass arbitration and bellwether 1 “raising similar claims,” or where the users “are represented by the same or coordinated counsel.” 2 Id. ¶ 11.6. In such instances, the OSA imposes a “staged bellwether” process. Id. Under the 3 agreement’s procedures, each side selects 10 test cases (for a total of 20 cases) to proceed first in 4 arbitration and to be resolved individually by different arbitrators from each claimant’s home state. 5 Id. During this time, no other cases may be filed in arbitration and the AAA is prohibited from 6 accepting, assessing, demanding fees for, or administering arbitrations. Id. Only after each of 7 those arbitrations are resolved can the next set of 20 cases proceed. Id. After completion of the 8 first two rounds wherein arbitration of all 40 cases is completed, a total of 50 cases may be filed in 9 subsequent rounds and arbitrators who were assigned cases in previous rounds may be appointed 10 to new cases. Id. But each round (and all cases therein) must be completed before proceeding to 11 the next round. The provision prescribing this bellwether process includes a note that users “agree 12 to this process even though it may delay the arbitration of [their] claim.” Id. The provision also 13 states that arbitrators are “encouraged to resolve the cases within 120 days of appointment or as 14 swiftly as possible, consistent with principles of fundamental fairness,” though the provision does 15 not set an enforceable deadline for arbitrators. See id. Nor does the mass arbitration provision 16 provide claimants with any recourse or accountability mechanisms for arbitrator delays, and 17 nothing in the OSA suggests that individual arbitrators can remedy delays caused by other 18 arbitrators or HRB. See id.

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Bluebook (online)
Pedro Rios, et al. v. HRB Digital LLC, et al., Counsel Stack Legal Research, https://law.counselstack.com/opinion/pedro-rios-et-al-v-hrb-digital-llc-et-al-cand-2025.