H&R Block

Kansas City, Missouri, U.S. [1, 3, 19] All United States companies → — Founded 1955 [1, 2, 12]

Public Company [1, 4] — unknown

About H&R Block

H&R Block is a prominent American tax preparation company that offers a wide array of services to individuals and small businesses across the United States, Canada, and Australia. The company provides both assisted tax preparation services through a vast network of company-owned and franchise retail offices, and do-it-yourself (DIY) digital tax preparation solutions accessible via online, mobile, and desktop platforms. [1, 3]

Beyond core tax preparation, H&R Block offers various financial products and services, including refund transfers, refund advance loans, and the Emerald financial product suite. [3, 29] They also provide business consulting, payroll, and bookkeeping services for small business owners, with a focus on year-round financial guidance. [1, 15, 21, 30] H&R Block has been actively integrating artificial intelligence (AI) into its services, including an “AI Tax Assist” feature designed to streamline the online DIY tax preparation process and enhance the support provided by their tax professionals. [22, 26, 27, 28] The company emphasizes a blend of digital innovation with human expertise to inspire financial confidence in its clients. [7, 9, 26]

It is important to note that H&R Block is *not* a healthcare AI company. It is a financial services company primarily focused on tax preparation and related financial and business services. [1, 3, 7, 18]

Focus Areas

Tax preparation financial products small business solutions AI in tax preparation bookkeeping payroll advisory services

Business Intelligence

Key Investors	Fidelity Management & Research Co. LLC, BlackRock Advisors LLC, Vanguard Portfolio Management LLC, Vanguard Capital Management LLC, Lodge Hill Capital
Partnerships	OpenAI, The Home Depot
Acquisitions	Compuserve (1980), MECA Software (1993), Olde Discount Stockbrokers (1999), American Express' Tax and Business Services Division (2005), Wave Financial (2019), New River Innovation (2014), MyBenefitSource (2003)
Technology	AI operating system (AI Tax Assist, Sidekick), cloud-native (implied by online services and AI integration)

What Physicians Need to Know

Tax Preparation

H&R Block offers comprehensive tax preparation services for individuals and small businesses, with options for DIY online filing, downloadable software, or in-person assistance with a tax professional. They provide 100% accuracy and maximum refund guarantees. Their services cover various tax situations, including W-2 income, interest and dividend income, earned income tax credit, child tax credit, education credits, unemployment income, student loan interest deduction, and retirement plan distributions. They also offer a 'Second Look' service to review previous tax returns for missed savings.

AI in Tax Preparation

H&R Block is a leader in integrating AI into tax preparation, having been named by CNET for 'Best Use of AI' in 2026. Their AI Tax Assist, powered by generative AI and informed by experts at The Tax Institute, provides 24/7 instant answers to tax questions for DIY online and desktop software users. This AI helps identify appropriate credits and deductions, finds necessary forms, and reduces the chance of errors. H&R Block also uses AI tools to assist their tax professionals in quickly answering complex client questions.

Small Business Solutions

Through Block Advisors and Wave, H&R Block provides year-round support for small business owners, including tax preparation, bookkeeping, payroll, and advisory services. They offer specialized tax professionals for small business returns, including those for sole proprietors, partnerships, and S corporations. Their bookkeeping services range from self-service software to full-service plans with a dedicated accountant. Payroll services include processing, compliance support, and year-end forms like W2s and 1099s.

Financial Products

H&R Block offers various financial products, including the Spruce mobile banking app for money management, refund transfers, refund advance loans, and the Emerald Card.

Bookkeeping

H&R Block provides professional bookkeeping services to help small businesses stay accurate and save time. They offer different plans, including self-service software and full-service options with a dedicated accountant, covering inventory, mileage, expense management, project tracking, and custom charts of accounts.

Payroll

H&R Block's payroll services for small businesses include payroll processing, compliance support, and year-end W2s and 1099s. They offer basic, plus, and premium plans, which can include a dedicated accountant, state tax registration guidance, contractor payouts, workers' compensation, HR tools, and timekeeping. Some payroll services are facilitated through ADP.

Advisory Services

H&R Block, through Block Advisors, offers advisory services to small business owners, including coaching and financial counseling. Their tax professionals provide guidance on tax planning and can assist with complex tax situations and major life changes.

Physician Tip

Physicians, particularly those with private practices or multiple income streams, can benefit from H&R Block's specialized small business services offered through Block Advisors. These services include expert tax preparation for partnerships, S corporations, and C corporations, as well as comprehensive bookkeeping and payroll solutions. The availability of dedicated accountants and year-round support can help manage complex financial situations common in medical practices. H&R Block's AI Tax Assist can also provide 24/7 answers to tax-related questions, which can be valuable for busy physicians. For personal taxes, H&R Block's tax professionals have extensive training and experience, including expertise in various tax situations, which can be beneficial for managing personal and professional finances. While H&R Block has a 'Healthcare' section in their tax information center, it currently shows no specific articles, suggesting that physicians with complex healthcare-specific tax questions might need to consult directly with a tax professional specializing in their field.

H&R Block leverages Microsoft's AI technologies, including Microsoft OpenAI, Microsoft Copilot, Azure OpenAI, and Azure AI Studio, for its AI Tax Assist and other internal functions. Their payroll services for small businesses may integrate with ADP. The Spruce mobile banking app is built by H&R Block, with banking products provided by Pathwardu00ae, N.A., Member FDIC. H&R Block also has a link to Wave Financial on its website, which offers bookkeeping, payroll, advisory, and payment processing solutions for small businesses.

At a glance

Founded 1955 [1, 2, 12]

HQ Kansas City, Missouri, U.S. [1, 3, 19] · United States

Team size Approximately 4,200 (full-time; 2024) and 70,900 (including seasonal) employees. [1] Other sources indicate 4,300 employees [4] or 3,600 employees. [17]

CEO Curtis Campbell [5, 8, 9]

Funding Public Company [1, 4] — unknown

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Products by H&R Block

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What the Web Says

H&R Block generally receives mixed to positive reviews. Many users appreciate the in-person tax preparation services for their expertise and accuracy, especially for complex tax situations. However, the software versions can be hit or miss, with some users finding them user-friendly and others encountering glitches or difficulties.

Overall: Mixed

Strengths

Expertise of in-person tax preparers
Good for complex tax situations
Multiple service options (in-person, software, online assist)
Guarantees offered for accuracy and maximum refund
Accessible physical locations
User-friendly interface for some software users

Limitations

Software can have glitches or be less intuitive for some
Pricing can be higher than competitors, especially for in-person services
Customer service for software users can be slow or unhelpful
Upselling of additional services
Inconsistent quality of preparers in some locations
Data privacy concerns raised by some users

Based on reviews from: G2, Glassdoor, Capterra, Reddit

Last updated: 2026-07-17

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Press & Coverage

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 Tax Assist and advanced AI tools for tax professionals to navigate complex tax law changes and provide accurate, tech-forward solutions for the 2026 tax season.

2026-02

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 has been recognized by CNET as the Best Overall Tax Service for 2026 and for Best Use of AI, highlighting its commitment to integrating advanced AI with human expertise.

2026-03

H&R Block Investor Relations

H&R Block Reports Fiscal 2026 Third Quarter Results

H&R Block reported strong fiscal 2026 third-quarter results, exceeding analyst expectations and raising its full-year outlook due to improved market share in assisted tax preparation services.

2026-05

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 joint effort to develop a generative AI solution to enhance the support provided by H&R Block's tax professionals to millions of clients.

2025-04

Federal Trade Commission

H&R Block, In the Matter of | Federal Trade Commission

The FTC finalized an order requiring H&R Block to make changes for the 2025 tax filing season and pay $7 million to redress consumers harmed by the company's unlawful practices.

2025-01

H&R Block Newsroom

Second Annual Fund Her Future Grant Now Accepting Entries

Block Advisors by H&R Block announced the return of its 'Fund Her Future' grant program, offering $100,000 in funding and a year of small business services to six women-owned businesses in 2025.

2025-04

H&R Block Newsroom

H&R Block reimagines the tax experience with generative AI

H&R Block is transforming the tax experience through its exploration and integration of emerging AI technologies, including the creation of AI Tax Assist, the industry's first generative AI-powered tax solution for consumers.

2024-09

Investing.com

H&R Block Faces Revenue Pressure As Returns And Earnings Outlook Weaken

H&R Block is facing revenue pressure due to competitive intensity from digital tax platforms, with sustained declines in annual revenue and shrinking returns on capital.

2026-05

Frequently Asked Questions

How can H&R Block's tax preparation services specifically benefit a physician's or healthcare administrator's complex tax situation, considering potential deductions, investments, and varied income streams?

H&R Block offers tax preparation services that can help physicians and healthcare administrators navigate complex tax situations, including identifying relevant deductions for practice expenses, managing investment income, and optimizing for various income streams. They provide access to tax professionals who can offer personalized advice and ensure compliance with the latest tax laws.

What financial products does H&R Block offer that are relevant to healthcare professionals, such as retirement planning, investment guidance, or credit solutions, and how do they integrate with tax planning?

While H&R Block is primarily known for tax preparation, they also offer financial products like tax-advantaged retirement planning and assistance with understanding investment implications for tax purposes. These services aim to integrate financial planning with tax strategy to help healthcare professionals optimize their financial well-being.

What small business solutions does H&R Block provide for healthcare practices (e.g., medical offices, clinics), including bookkeeping, payroll, and advisory services, and how do they ensure compliance with healthcare-specific regulations?

H&R Block provides small business solutions for healthcare practices, including bookkeeping and payroll services, which can help manage the financial operations of a medical office or clinic. Their advisory services can assist with understanding tax implications relevant to healthcare-specific regulations, ensuring compliance and efficient financial management.

How is H&R Block utilizing AI in its tax preparation and financial services to improve accuracy, efficiency, and provide more personalized insights for healthcare professionals?

H&R Block is incorporating AI into its tax preparation processes to enhance accuracy and efficiency, potentially offering more personalized insights for healthcare professionals by analyzing complex financial data. This technology aims to streamline the tax filing experience and identify potential deductions or credits that might otherwise be missed.

What are the typical pricing structures for H&R Block's services relevant to healthcare professionals and small practices, and are there bundled options or subscription models available?

H&R Block's pricing structures for services relevant to healthcare professionals and small practices can vary based on the complexity of the tax situation and the specific services utilized. They offer various options, including upfront pricing for tax preparation and potentially bundled services for small business solutions like payroll and bookkeeping.

What kind of support does H&R Block offer to its small business clients, particularly healthcare practices, regarding ongoing tax questions, audits, or changes in tax law, and what are their typical response times?

H&R Block provides support to its small business clients, including healthcare practices, for ongoing tax questions, audit assistance, and guidance on changes in tax law. They offer access to tax professionals who can provide advice and support throughout the year, with response times varying based on the service level agreement.

How does H&R Block ensure data security and patient information privacy when handling financial and tax data for healthcare professionals and practices, especially concerning HIPAA compliance?

H&R Block prioritizes data security and privacy for all client information, employing robust measures to protect financial and tax data. While they handle financial data, healthcare professionals should ensure their practices' specific HIPAA-protected patient information is managed separately and in compliance with all relevant regulations within their own systems.

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