Tag: H&R Block

  • H&R Block Review

    H&R Block Review

    Introduction to H&R Block

    H&R Block is a tax preparation company that was founded in 1955 by Henry and Richard Bloch in Kansas City, Missouri. The company specializes in providing tax preparation services for individuals, small businesses, and corporations. H&R Block has grown to become one of the largest tax preparation companies in the world, with thousands of offices located in the United States and abroad.

    H&R Block offers a range of tax-related services, including tax preparation, online tax filing, tax advice and planning, and audit support. They also offer a range of financial products, such as refund advances and prepaid debit cards, to help customers manage their finances.

    H&R Block prides itself on its commitment to customer service, with a team of highly trained tax professionals available to assist customers with their tax-related questions and concerns. The company also invests heavily in technology to provide customers with a convenient and efficient tax preparation experience, including online tax filing options and mobile apps.

    Overall, H&R Block is a trusted and reputable tax preparation company that has helped millions of individuals and businesses navigate the complexities of the tax system.

    H&R Block Services

    H&R Block offers a wide range of tax-related services to individuals and businesses, including:

    1. Tax Preparation: H&R Block’s core service is tax preparation, which includes gathering all necessary documents and information, preparing and filing tax returns, and identifying deductions and credits to help maximize refunds or minimize tax liabilities.
    2. Online Tax Filing: H&R Block offers online tax filing services that enable customers to prepare and file their tax returns online. Customers can choose from a range of online tax products based on their needs, including free and paid options.
    3. Tax Advice and Planning: H&R Block’s tax professionals provide expert advice and planning services to help customers make informed decisions about their tax situation. This can include tax planning for life changes such as marriage, divorce, starting a business, and retirement.
    4. Audit Support: H&R Block provides support to customers who are facing an IRS audit, including assistance with communication and document preparation.
    5. Business Services: H&R Block provides tax preparation services and advice to small businesses, including sole proprietorships, partnerships, and corporations.
    6. Refund Advances and Prepaid Debit Cards: H&R Block offers financial products such as refund advances and prepaid debit cards to help customers manage their finances and access their tax refunds more quickly.

    Overall, H&R Block offers a comprehensive range of tax-related services to help customers navigate the complex world of taxes and achieve their financial goals.

    H&R Block Pricing

    H&R Block offers a range of pricing options for their tax preparation and filing services, depending on the complexity of the tax return and the level of service required. Here are some of the key pricing options offered by H&R Block:

    1. Basic Online Tax Filing: This service is free for federal tax returns and starts at $9.99 for state tax returns. It includes step-by-step guidance for simple tax returns, such as those with only W-2 income, limited deductions, and no dependents.
    2. Deluxe Online Tax Filing: This service starts at $29.99 for federal tax returns and $36.99 for state tax returns. It includes guidance for more complex tax returns, such as those with itemized deductions, mortgage interest, and charitable donations.
    3. Premium Online Tax Filing: This service starts at $49.99 for federal tax returns and $36.99 for state tax returns. It includes guidance for self-employed individuals, rental property owners, and investors with more complex tax situations.
    4. Tax Pro Review: This service allows customers to have their tax returns reviewed and signed by an H&R Block tax professional. The cost starts at $59 for federal tax returns and $49 for state tax returns.
    5. In-Person Tax Preparation: The cost for in-person tax preparation varies based on the complexity of the tax return and the location of the H&R Block office. Customers can schedule an appointment and receive a customized quote.

    Overall, H&R Block offers a range of pricing options to suit different customer needs and budgets. Customers can choose from free online tax filing to more comprehensive tax preparation services with the help of a tax professional.

    H&R Block Online

    H&R Block offers a variety of online tax preparation and filing services to customers, which can be accessed from their website or mobile app. Here are some of the key features of H&R Block’s online services:

    1. Free Online Tax Filing: H&R Block offers a free online tax filing service for simple federal and state tax returns, which includes step-by-step guidance and support.
    2. Easy Import: H&R Block allows customers to easily import their tax documents, such as W-2s, 1099s, and other tax forms, directly into their tax return.
    3. Refund Reveal: H&R Block provides a unique tool that shows customers how different factors, such as dependents or charitable donations, can affect their tax refund.
    4. In-App Chat Support: H&R Block’s mobile app allows customers to chat with a tax expert for support and guidance throughout the tax preparation process.
    5. Tax Pro Review: For an additional fee, customers can have their tax return reviewed and signed by an H&R Block tax professional, providing additional peace of mind.
    6. Free Audit Support: H&R Block provides free audit support for all customers who use their online tax filing services.

    Overall, H&R Block’s online services provide a convenient and easy-to-use option for customers who prefer to prepare and file their taxes on their own. With features like easy import, refund reveal, and in-app chat support, H&R Block makes it easy for customers to get the help they need to file their taxes accurately and efficiently.

    H&R Block Tax Pro Go

    H&R Block Tax Pro Go is a tax preparation service that connects customers with a dedicated tax professional who prepares and files their tax return on their behalf. Here are some key features of H&R Block Tax Pro Go:

    1. Virtual Tax Preparation: H&R Block Tax Pro Go allows customers to connect with a tax professional virtually, using an online portal, phone or video conference. This provides flexibility for customers who may not be able to meet with a tax professional in person.
    2. Professional Tax Preparation: Customers are matched with a dedicated H&R Block tax professional who reviews their tax documents, prepares their tax return, and files it on their behalf.
    3. Convenient and Secure: Customers can upload their tax documents securely through the H&R Block online portal, and the entire tax preparation process can be completed remotely.
    4. Transparent Pricing: H&R Block Tax Pro Go provides customers with a transparent and upfront pricing model, which includes a base price and additional fees based on the complexity of the tax return.
    5. Satisfaction Guarantee: H&R Block offers a satisfaction guarantee for their Tax Pro Go service. If customers are not satisfied with the service, they can request a refund.

    Overall, H&R Block Tax Pro Go is a convenient and secure option for customers who want the assistance of a dedicated tax professional but cannot meet with one in person. With professional tax preparation, transparent pricing, and a satisfaction guarantee, Tax Pro Go provides peace of mind for customers who want to ensure their tax returns are prepared accurately and efficiently.

    H&R Block Customer Service

    H&R Block offers various channels for customer service to ensure customers receive support and assistance when needed. Here are some ways customers can access customer service support from H&R Block:

    1. Phone Support: Customers can call H&R Block’s customer support hotline to speak to a representative for assistance with tax preparation or filing questions. The customer service hotline number can be found on the H&R Block website.
    2. Live Chat: H&R Block offers live chat support for customers who prefer to communicate through online chat. This option is available on the H&R Block website and mobile app.
    3. Email Support: Customers can also email H&R Block customer support for assistance with their tax return.
    4. In-Person Support: Customers who prefer face-to-face assistance can visit a local H&R Block office and speak with a tax professional in person.
    5. Social Media Support: H&R Block has active social media accounts on various platforms, such as Twitter and Facebook, where customers can send direct messages or comments for support.

    Overall, H&R Block provides multiple channels for customers to access customer support and assistance with their tax preparation and filing needs. Customers can choose the option that works best for them, whether it’s through phone, live chat, email, in-person support or social media.

    H&R Block Refund Advance

    H&R Block Refund Advance is a loan provided by Axos Bank, member FDIC, that allows customers to get an advance on their tax refund. Here are some key features of H&R Block Refund Advance:

    1. Loan Amount: The loan amount for H&R Block Refund Advance ranges from $250 to $3,500, depending on eligibility.
    2. No Interest or Fees: H&R Block Refund Advance has no interest or fees associated with the loan. Instead, customers pay a one-time fee for the loan.
    3. Eligibility Requirements: To be eligible for H&R Block Refund Advance, customers must have a valid tax refund, meet certain identification requirements, and pass the bank’s underwriting process.
    4. Fast Funding: H&R Block Refund Advance provides fast funding to customers who are approved for the loan. The funds can be loaded onto an H&R Block Emerald Prepaid Mastercard or a bank account.
    5. Repayment: H&R Block Refund Advance is automatically repaid from the customer’s tax refund once it is received from the IRS. If the tax refund is less than the loan amount, the customer is still responsible for repaying the loan.

    Overall, H&R Block Refund Advance is a convenient option for customers who need access to their tax refund early. With no interest or fees and fast funding, H&R Block Refund Advance can provide much-needed financial assistance to eligible customers. However, it is important to remember that the loan must be repaid from the customer’s tax refund and that eligibility requirements must be met.

    H&R Block Competitors

    H&R Block operates in a competitive industry with several competitors offering tax preparation and filing services. Here are some of H&R Block’s main competitors:

    1. TurboTax: TurboTax is a tax preparation software developed by Intuit. Like H&R Block, TurboTax offers both online and desktop versions of its software, as well as a range of services, including live tax expert support.
    2. Jackson Hewitt: Jackson Hewitt is a tax preparation service that offers in-person tax preparation at local offices, as well as an online filing option. Jackson Hewitt also offers refund advance loans, similar to H&R Block.
    3. TaxAct: TaxAct is a tax preparation software that offers online and desktop versions of its software. TaxAct also provides free customer support via phone, email, or live chat.
    4. Liberty Tax: Liberty Tax is a tax preparation service that offers in-person tax preparation at local offices, as well as an online filing option. Liberty Tax also offers tax refund loans and audit assistance.
    5. FreeTaxUSA: FreeTaxUSA is a tax preparation software that offers both free and paid versions of its software. FreeTaxUSA also provides customer support via email and phone.

    Overall, H&R Block competes with a range of companies offering tax preparation and filing services, including software-based competitors like TurboTax and TaxAct, as well as in-person tax preparation services like Jackson Hewitt and Liberty Tax. Each competitor has its own unique features and pricing structures, and customers should research and compare options to determine which service best fits their needs.

    H&R Block Pros and Cons

    H&R Block is a well-known and established tax preparation and filing service that offers a range of options for customers. Here are some pros and cons of using H&R Block:

    Pros:

    1. Accessibility: H&R Block has a wide range of options for customers to prepare and file their taxes, including online and in-person services.
    2. Expertise: H&R Block has a team of tax professionals who can provide expert assistance with tax preparation and filing.
    3. Reputation: H&R Block has a strong reputation as a reliable and trustworthy tax preparation service.
    4. Refund Advance: H&R Block offers a refund advance loan to eligible customers, providing access to funds before the tax refund is received.
    5. Guarantees: H&R Block offers guarantees on its services, including a maximum refund guarantee and an accuracy guarantee.

    Cons:

    1. Cost: H&R Block can be more expensive than some competitors, especially for in-person services.
    2. Upselling: H&R Block tax professionals may try to upsell customers on additional services, such as audit protection or tax planning, which can increase the overall cost.
    3. User Interface: The user interface of H&R Block’s online software can be complex and difficult to navigate for some users.
    4. Limited Import Options: H&R Block’s online software has limited options for importing data from other sources, which can be inconvenient for some users.
    5. Customer Service: H&R Block’s customer service can be slow to respond during peak times, such as tax season.

    Overall, H&R Block is a reputable and accessible option for tax preparation and filing, with expert assistance available and a refund advance loan option. However, the cost and potential for upselling may not be suitable for all customers, and some users may find the user interface of the online software to be difficult to navigate.

    FAQs H&R Block

    What services does H&R Block offer?

    H&R Block offers a range of tax preparation and filing services, including online and in-person options, access to expert assistance, and refund advance loans.

    How much does H&R Block charge for their services?

    The cost of H&R Block’s services varies depending on the type of service and the complexity of the tax return. Prices for in-person tax preparation services typically start at around $70, while prices for online software-based services start at around $0.

    Does H&R Block offer a refund advance loan?

    Yes, H&R Block offers a refund advance loan to eligible customers. This loan provides access to funds before the tax refund is received.

    Can I get help with my tax return from H&R Block?

    Yes, H&R Block offers access to tax professionals who can provide expert assistance with tax preparation and filing.

    What guarantees does H&R Block offer?

    H&R Block offers a maximum refund guarantee, which means that they will refund the tax preparation fee if the customer receives a larger refund or owes less in taxes with a different tax preparation service. They also offer an accuracy guarantee, which means that they will pay any penalties and interest resulting from an error on their part.

    Can I file my taxes online with H&R Block?

    Yes, H&R Block offers an online software-based tax filing service that allows customers to file their taxes electronically.

    Does H&R Block offer free tax preparation services?

    Yes, H&R Block offers a free version of their online software-based tax preparation service for simple tax returns.

    How can I contact H&R Block customer service?

    H&R Block customer service can be contacted by phone, email, or through their website’s live chat feature. The phone number for customer service can be found on their website.

  • H&R Block Offers DIY And Expert Tax Filing Options At Affordable Prices

    H&R Block Offers DIY And Expert Tax Filing Options At Affordable Prices

    About H&R Block

    H&R Block is a tax preparation company founded in 1955 by brothers Henry and Richard Bloch in Kansas City, Missouri. The company offers a range of tax services, including in-person tax preparation, online tax software, and DIY software. H&R Block has over 12,000 physical locations in the United States, Canada, and Australia.

    In addition to tax preparation services, H&R Block also offers a range of financial products, including refund advances, tax refund transfer services, and prepaid debit cards. The company also offers tax education courses and resources for taxpayers who want to learn more about the tax preparation process.

    H&R Block’s mission is to provide high-quality tax preparation services and help taxpayers achieve their financial goals. The company is committed to making tax preparation easy and accessible for all taxpayers, whether they choose to use in-person tax preparation services or H&R Block’s online tax software or DIY software.

    H&R Block Adventage

    H&R Block offers several advantages to taxpayers who use their services:

    • User-friendly software: H&R Block’s tax preparation software is known for being easy to use, with a simple interface and step-by-step guidance that helps users navigate the tax preparation process.
    • In-person assistance: H&R Block has over 12,000 physical locations where taxpayers can meet with a tax professional and receive one-on-one assistance with their tax return.
    • Comprehensive tax guidance: H&R Block offers a range of resources to help taxpayers understand the tax preparation process, including tax education courses, articles, and FAQs.
    • Competitive pricing: H&R Block’s prices are competitive with other major tax preparation companies, and the company offers a range of pricing options to suit different budgets and tax preparation needs.
    • Financial products: In addition to tax preparation services, H&R Block offers a range of financial products, including refund advances, tax refund transfer services, and prepaid debit cards.
    • Tax problem resolution: H&R Block offers tax problem resolution services for taxpayers who are facing tax-related issues, such as back taxes or tax notices.

    Overall, H&R Block offers a user-friendly and comprehensive tax preparation experience, with a range of services and resources to help taxpayers navigate the tax preparation process and achieve their financial goals.

    H&R Block Disadventage

    While H&R Block offers many advantages, there are some potential disadvantages to consider:

    • Pricing can be higher for complex tax returns: While H&R Block’s pricing is generally competitive, those with more complex tax returns may find that the cost is higher than some other tax preparation services.
    • In-person assistance may not be available in all areas: While H&R Block has over 12,000 physical locations, these may not be available in all areas, particularly in more rural or remote locations.
    • Online software may not be suitable for all users: While H&R Block’s online tax software is user-friendly, it may not be suitable for all users, particularly those who prefer to work with a tax professional in person.
    • Some users have reported glitches or technical issues with the software: While H&R Block’s tax preparation software is generally reliable, some users have reported experiencing glitches or technical issues with the software.
    • Limited customer support options: While H&R Block offers customer support through its website and phone line, some users may prefer more options for contacting customer support, such as live chat or email.

    Overall, while H&R Block offers many advantages for tax preparation, it is important to consider these potential disadvantages before deciding to use the service.

    Online self-filing options

    H&R Block offers several options for online self-filing:

    • Online tax software: H&R Block’s online tax software is designed for users who want to prepare their own tax returns. The software is user-friendly, with step-by-step guidance and helpful tools to help users maximize their refunds.
    • Mobile tax app: H&R Block also offers a mobile app that allows users to prepare and file their tax returns from their mobile device. The app includes many of the same features as the online tax software, including step-by-step guidance and helpful tools.
    • DIY tax software: H&R Block also offers DIY tax software that users can download and install on their computer. The software includes many of the same features as the online tax software, but does not require an internet connection to use.

    All of these options allow users to prepare and file their tax returns online, without needing to visit a physical H&R Block location or work with a tax professional in person. Users can choose the option that best fits their needs and budget.

    Professional tax filing options

    H&R Block offers several options for professional tax filing:

    • In-person tax preparation: H&R Block has over 12,000 physical locations where users can meet with a tax professional and have their tax return prepared and filed in person. This option allows users to work with a tax professional who can provide personalized advice and assistance.
    • Virtual tax preparation: H&R Block also offers virtual tax preparation services, where users can work with a tax professional remotely. This option allows users to receive professional tax preparation services without needing to visit a physical location.
    • Tax Pro Go: H&R Block’s Tax Pro Go service allows users to have their tax return prepared and filed by a tax professional entirely online. Users simply upload their tax documents and answer a few questions, and a tax professional will prepare and file their return.

    All of these options provide users with access to professional tax preparation services, with varying levels of convenience and cost. Users can choose the option that best fits their needs and budget.

    Availability

    H&R Block is available to taxpayers throughout the United States. The company has over 12,000 physical locations in all 50 states, as well as U.S. territories such as Puerto Rico and the U.S. Virgin Islands. In addition, H&R Block’s online tax preparation software and mobile app are available to users throughout the United States.

    The availability of H&R Block’s services may vary depending on the specific product or service and the user’s location. Users can visit H&R Block’s website to find a physical location near them or to access the online tax preparation software.

    Pricing

    H&R Block’s pricing varies depending on the specific product or service and the complexity of the tax return. Here’s an overview of H&R Block’s pricing:

    • Online tax preparation software: H&R Block’s online tax preparation software ranges from free to $109.99 for federal filing, depending on the complexity of the tax return. State filing is an additional fee, ranging from free to $44.99.
    • Mobile tax app: H&R Block’s mobile tax app is free to download, but there may be a fee for filing federal and state tax returns through the app, depending on the complexity of the tax return.
    • DIY tax software: H&R Block’s DIY tax software ranges from $19.95 to $79.95 for federal filing, depending on the complexity of the tax return. State filing is an additional fee, ranging from $19.95 to $44.95.
    • In-person tax preparation: H&R Block’s in-person tax preparation services start at $69 for federal filing and $49 for state filing, with additional fees for more complex tax returns.
    • Virtual tax preparation: H&R Block’s virtual tax preparation services start at $69 for federal filing and $49 for state filing, with additional fees for more complex tax returns.
    • Tax Pro Go: H&R Block’s Tax Pro Go service starts at $49 for federal filing and $39 for state filing, with additional fees for more complex tax returns.

    Overall, H&R Block’s pricing is generally competitive with other tax preparation services, and the company offers a range of pricing options to fit different needs and budgets.

    Security

    H&R Block takes security seriously and uses various measures to protect user data. Here are some of the security features and practices that H&R Block uses:

    • Encryption: H&R Block encrypts all data that users transmit to and from their servers using SSL/TLS encryption.
    • Secure servers: H&R Block stores user data on secure servers that are housed in data centers that are designed to be physically and electronically secure.
    • Two-factor authentication: H&R Block offers two-factor authentication to users to provide an extra layer of security to their accounts.
    • Data protection: H&R Block has policies and procedures in place to protect user data from unauthorized access, theft, and loss.
    • Compliance: H&R Block is compliant with industry-standard security regulations, including HIPAA and the Payment Card Industry Data Security Standard (PCI DSS).

    Overall, H&R Block uses a variety of measures to protect user data and maintain the confidentiality and integrity of user information. However, users should also take their own precautions, such as using strong passwords and not sharing their login information with others, to protect their data.

    H&R Block vs. TurboTax

    H&R Block and TurboTax are two of the most popular tax preparation software options available. Here’s how they compare in terms of features, pricing, and user experience:

    Features:

    Both H&R Block and TurboTax offer a range of features to help users prepare and file their tax returns. Both services offer live customer support, built-in error checking, and access to tax experts. However, TurboTax offers some additional features, such as the ability to import investment data and the option to have a tax professional review your return before filing.

    Pricing:

    H&R Block and TurboTax both offer a range of pricing options depending on the complexity of the user’s tax return. However, H&R Block is generally less expensive than TurboTax. H&R Block’s online tax preparation software ranges from free to $109.99 for federal filing, while TurboTax’s ranges from free to $120 for federal filing. Both services charge additional fees for state filing.

    User experience:

    Both H&R Block and TurboTax offer user-friendly interfaces that guide users through the tax preparation process. However, some users may prefer the layout and design of one service over the other.

    Ultimately, the choice between H&R Block and TurboTax depends on the user’s specific needs and preferences. Users should consider factors such as pricing, features, and user experience when deciding which service to use.

    FAQs

    Sure, here are some frequently asked questions about H&R Block:

    What types of tax returns can I file with H&R Block?

    H&R Block supports filing of most types of tax returns, including individual, self-employed, rental property, and small business tax returns.

    How do I get started with H&R Block?

    To get started with H&R Block, simply visit their website and select the product or service that you want to use. You’ll be guided through the process of creating an account and entering your tax information.

    Can I file my taxes for free with H&R Block?

    H&R Block offers a free online tax filing option for users with simple tax returns. However, additional fees may apply for more complex tax returns.

    Is H&R Block’s online tax preparation software easy to use?

    H&R Block’s online tax preparation software is designed to be user-friendly and easy to use. The software guides users through the tax preparation process step-by-step and offers helpful tips and guidance along the way.

    What kind of customer support does H&R Block offer?

    H&R Block offers a range of customer support options, including live chat, phone support, and in-person support at their physical locations. The level of support available may vary depending on the product or service that you use.

    How does H&R Block protect my personal information?

    H&R Block takes data security seriously and uses various measures to protect user data, including encryption, secure servers, two-factor authentication, and compliance with industry-standard security regulations.

    Can I get my refund faster with H&R Block?

    H&R Block offers a variety of options for receiving your refund, including direct deposit and a prepaid debit card. However, the speed at which you receive your refund may depend on factors such as the IRS processing time and the payment method that you choose.

    Does H&R Block offer any guarantees?

    H&R Block offers a number of guarantees to users, including a maximum refund guarantee and a 100% accuracy guarantee. If there is an error in your tax return, H&R Block will reimburse you for any penalties or interest incurred.

    Bottom line

    In conclusion, H&R Block is a popular and reputable tax preparation software that offers a range of products and services to meet the needs of different users. Whether you’re looking to file a simple tax return or need help with a more complex tax situation, H&R Block has options to fit your needs and budget. While there are some potential drawbacks to using H&R Block, such as limited features compared to competitors and higher pricing for some products, overall it is a solid choice for users looking for a user-friendly and reliable tax preparation software. Ultimately, the best way to determine if H&R Block is right for you is to try it out and see if it meets your needs and expectations.