H&R Block

by H&R Block, Inc.  · Based in United States → — We're here for you every day, every year.
Website
Claim this tool
Is this the maker? Claim the company →

Regulatory Status Disclosed

Overview

H&R Block is an American tax preparation company that provides tax preparation services with options for self-preparation or working with a tax professional. They offer various services for individuals and small businesses, including payroll and business consulting services. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch. H&R Block has a nationwide network of company-owned and franchise retail offices, as well as do-it-yourself (DIY) digital tax preparation solutions delivered via online, mobile, and desktop platforms. They also offer financial products and services such as refund transfers, refund advance loans, and the Emerald financial product suite. H&R Block leverages strong brand recognition, proprietary technology, and data-driven insights to support both individual and small business customers. In 2023, H&R Block launched AI Tax Assist, a generative AI solution designed to streamline the online DIY tax preparation process and provide real-time, reliable tax filing assistance.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • Online and in-person tax preparation options
  • DIY tax software and online filing
  • Access to tax professionals (in-person or virtual)
  • Small business tax services (including S-corp, C-corp, partnerships)
  • Bookkeeping and payroll services
  • AI Tax Assist for real-time tax questions and guidance
  • Mobile app for filing, document storage, and refund tracking
  • Maximum Refund Guarantee and 100% Accuracy Guarantee
  • Transparent, upfront pricing
  • Secure data handling with encryption and multi-factor authentication

Use Cases

  • Individual income tax filing (simple to complex)
  • Small business tax preparation (sole proprietors, S-corps, partnerships)
  • Self-employed individuals and freelancers
  • Tax planning and financial advice
  • Bookkeeping and payroll management for small businesses
  • Assistance with audits and tax notices

What Physicians Need to Know

Tax Optimization Strategies
H&R Block helps users identify tax deductions and credits to lower taxable income, including strategies like charitable deductions and tax loss harvesting for investments. They also provide guidance on how retirement contributions can reduce adjusted gross income and overall tax liability.
1099/W-2 Support
H&R Block offers easy import of W-2 and 1099 data into their online tax system, aiming to reduce manual entry and improve accuracy.
Real-Time Market Data
While H&R Block provides tax services, its stock (HRB) is traded on Nasdaq and other exchanges, offering real-time stock prices, quotes, and historical data for investment decisions related to the company itself.
Retirement Planning (401k/403b/457)
H&R Block provides information and assistance with various tax-advantaged retirement accounts, including 401(k)s, 403(b)s, and 457 plans. They explain how contributions to these plans can lower adjusted gross income and taxable income, and address questions about withdrawals and taxation.
Student Loan Optimization
H&R Block helps taxpayers understand and claim the student loan interest deduction, which allows deducting up to $2,500 in interest paid on qualifying student loans. They also provide information on income-driven repayment plans offered by the U.S. Department of Education and the tax implications of student loan forgiveness.
Disability Insurance Analysis
H&R Block provides guidance on whether disability insurance payments need to be reported as income for tax purposes. They also offer assistance with claiming the Disability Tax Credit (DTC) for eligible individuals.
Crypto/Alternative Assets
H&R Block supports reporting for cryptocurrency and other digital asset transactions. Their online tools help users import transactions from supported exchanges, calculate gains and losses, and populate the correct tax forms like Form 8949 and Schedule D. They also partner with CoinTracker for easier data import and reconciliation.
Multi-State Tax Support
H&R Block's online products and tax software support filing for multiple states, including nonresident and part-year resident taxes. Users can e-file up to five state returns, and tax professionals can assist with additional state filings.
Physician Tip

Physicians often have complex financial situations, including various income streams (W-2, 1099 for consulting or locum tenens), significant student loan debt, and diverse investment portfolios. H&R Block's robust support for W-2 and 1099 income, along with their expertise in student loan interest deductions and multi-state tax filings, can be particularly beneficial. The ability to import crypto transactions and receive guidance on alternative assets is also valuable for physicians who may diversify their investments. Utilizing their Tax Pro Review or full-service tax prep can ensure accuracy and maximize deductions, especially with the complexities of physician-specific tax scenarios and potential for high-income phase-outs on certain deductions.

H&R Block offers integrations for importing W-2 and 1099 data from various partners. They also have a direct import feature for prior year tax data from TurboTax. For cryptocurrency, H&R Block partners with CoinTracker to facilitate the import and reconciliation of crypto transaction data. Additionally, Wave allows US businesses to file taxes through Block Advisors, which is part of H&R Block, enabling the use of accounting data from Wave for tax filing.

Details

Category Physician Finance & Tax
Pricing Starts at $0 for simple federal and state returns; paid plans range from $35 to $130 for federal filing, plus state fees.
  • Free Online: $0 (simple federal and state returns); Deluxe: $35 federal + $37/state; Premium: $70 federal + $37/state; Self-Employed: $85 federal + $37/state; Premium & Business (desktop): $115 (one state included); Assisted Tax Pro: Starting at $280 + additional state fee
DeploymentCloud, Desktop, Mobile
Compliance
BAA AvailableUnknown AI-estimated
HIPAA Compliant No AI-estimated
FDA Status Not applicable AI-estimated

Not applicable, as H&R Block provides tax preparation and financial services, not medical devices or pharmaceuticals.
Integrations
EHR Not specified
Specialties All specialties

Ratings & Reviews

No reviews yet. Be the first to review this tool!

Rate H&R Block

Clinical Value
Ease of Use
Integration
Support & Docs
Value for Money

Press & Coverage

H&R Block Newsroom
H&R Block's AI-Powered Tax Platform Earns Industry Recognition as Best Overall Tax Service and Takes Top Spot for AI Integration
H&R Block's AI-powered tax platform was named Best Overall Tax Service for 2026 and Best Use of AI by CNET, highlighting its commitment to combining AI technology with human expertise. The platform's AI tools are rigorously trained and have provided 1.91 million client messages and responses this tax season, an 85% year-over-year increase.
2026-03
H&R Block Newsroom
H&R Block Combines AI Power with Digital Enhancements and Unmatched Tax Pro Expertise to Win Tax Season 2026
H&R Block is leveraging AI and digital enhancements to provide accurate and expert-led tax solutions for the complex 2026 tax season, especially with changes from the One Big Beautiful Bill Act. The company's AI tools assist tax professionals in answering client questions quickly and thoroughly.
2026-02
H&R Block Investor Relations
H&R Block Reports Fiscal 2026 Third Quarter Results
H&R Block announced its fiscal 2026 third-quarter results, with revenue increasing by 5.3%. The company also maintained its assisted channel market share for the third consecutive year and raised its fiscal 2026 outlook.
2026-05
H&R Block Investor Relations
H&R Block Announces Quarterly Cash Dividend
H&R Block's Board of Directors declared a quarterly cash dividend of $0.42 cents per share, payable on July 7, 2026, to shareholders of record as of June 3, 2026.
2026-05
H&R Block Newsroom
H&R Block Rolls Out the Green Carpet for Creators With Game-Changing Platform for $250B Economy
H&R Block introduced 'Creator Suite,' a platform designed to support content creators in the growing creator economy with tax and financial services. This initiative aims to help creators manage their finances year-round, offering bookkeeping, payroll, and advisory services.
2026-02
StockTitan
H&R Block (HRB) CEO reports minor 11-share tax-withholding transaction on common stock
H&R Block's President & CEO, Curtis A. Campbell, reported a tax-withholding disposition of 11 common shares on July 8, 2026. This was a routine administrative event to satisfy tax obligations, not an open-market sale.
2026-07
H&R Block Newsroom
H&R Block Leverages OpenAI to Create a Force Multiplier for Its Human Expertise
H&R Block and OpenAI announced a collaboration to develop a generative AI solution to enhance the support provided by H&R Block's tax professionals. This initiative aims to deliver tailored insights faster to millions of clients.
2025-04
Federal Trade Commission
H&R Block, In the Matter of | Federal Trade Commission
The Federal Trade Commission finalized an order requiring H&R Block to make changes for the 2025 tax filing season and pay $7 million to redress consumers. The settlement addresses allegations of unfairly deleting tax data, requiring customer service contact for downgrades, and deceptive 'free' tax filing claims.
2025-01

Videos

Product demos, reviews, and walkthroughs for H&R Block.

Loading videos...

View all on YouTube

Frequently Asked Questions

H&R Block offers tax preparation services that can handle complex income streams common to physicians, including K-1s from partnerships, investment income, and deductions related to practice expenses. They can help navigate the intricacies of self-employment taxes and potential business deductions for those with their own practice.
H&R Block employs robust data security measures to protect client information, including encryption and secure servers. They adhere to industry standards for data privacy, ensuring that your financial data, even if it indirectly relates to healthcare income, is handled with confidentiality and protected against unauthorized access.
H&R Block utilizes AI and machine learning to help identify potential deductions and credits, which can be beneficial for physicians. While these tools assist in optimizing your tax strategy, their primary function is to ensure accuracy and compliance with general tax laws, rather than specific healthcare regulations.
H&R Block's pricing varies depending on the complexity of your tax situation and the services you require. They offer different tiers of service, from DIY software to in-person tax preparation with a tax professional, which may be more suitable for physicians with complex tax needs. Specific pricing and subscription models can be found on their website or by consulting with a representative.
While H&R Block can handle many complex tax scenarios, highly specialized situations like medical practice mergers, acquisitions, or intricate healthcare investment portfolios might require the expertise of a tax attorney or a CPA specializing in healthcare finance. H&R Block's services are generally geared towards individual and small business tax preparation, and may not offer the depth of specialized legal or financial advisory needed for such unique circumstances.

Related Tools

Ease
Ease Tax Relief
General Productivity (AI Assistants)
Ease Agent is an AI-powered tax automation tool designed to simplify tax preparation and filing for physicians.
Varies by service, average tax relief solution costs between $1,000-$4,500.
Keeper Tax
Double
General Productivity (AI Assistants)
Keeper is an AI-powered month-end close management software designed for accounting firms and internal finance teams to automate tasks and streamline financial processes.
Black Ore Tax Autopilot
Black Ore
Physician Finance & Tax
Black Ore's Tax Autopilot provides end-to-end autonomous tax preparation, empowering leading firms to spend less time on returns and more on clients. It automates administrative work, instantly prepares high-quality tax returns, speeds up review cycles, and maintains a complete, defensible audit trail.
Contact for pricing
WebGeneric
TaxPilot
General Productivity (AI Assistants)
TaxPilotAI is an AI tool under development by WebGeneric, with details about its specific functionalities yet to be released.
Freemium with subscription tiers
AI Mortgage Doctor
Pacificwide Finance & Mortgage
Physician Finance & Tax
An iPhone app providing personalized, professional advice and assistance on real estate, mortgages, loans, and property management for first-time homebuyers, property owners, or investors.
Free
Odoo
Odoo
General Productivity (AI Assistants)
Odoo Accounting is a comprehensive and integrated accounting software solution designed to streamline financial operations for businesses, offering features like invoicing, expense tracking, and financial reporting.

See all Physician Finance & Tax tools →

Suggest an Edit → | Last Verified: 2026-07-12 | First Added: 2026-07-12
AI Tool Finder
AI-powered search. Results may not be comprehensive.