H&R Block Inc - Company Profile

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H&R Block Inc (H&R Block) is a provider of consumer tax services worldwide. The company offers tax return preparation services through professional tax preparers in company-owned and franchise retail tax offices; and provides H&R Block tax software products for the Do-It-Yourself (DIY) consumer. It offers DIY products through channels such as in-person, online and mobile applications, and desktop software. The company also offers services such as refund transfers, emerald advance line of credit, emerald prepaid MasterCard, extended service plan, tax identity shield, refund advance loans and instant cash back. It serves through offices, franchises, and online portals to retail and commercial clients in the Americas, Asia-Pacific and Europe. H&R Block is headquartered in Kansas City, Missouri, the US.

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Headquarters United States of America

Address 1 H And R Block Way, Kansas City, Missouri, 64105-1905


Telephone 1 816 8543000

No of Employees 4,000

Industry Business and Consumer Services

Ticker Symbol & Exchange HRB (NYSE)

Revenue (2023) $3.5B 0.3% (2023 vs 2022)

EPS XYZ

Net Income (2023) XYZ -5.2% (2023 vs 2022)

Market Cap* $7.4B

Net Profit Margin (2023) XYZ -0.3% (2023 vs 2022)

* As of and is in US$
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H&R Block Inc premium industry data and analytics

1

ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on H&R Block Inc’s likely spend across technology areas enabling you to understand the digital strategy.

Products and Services

Services Brands
Do-It-Yourself: Spruce
Tax Tips H&R Block
Tax Advisory Emerald Card
XYZ XYZ
XYZ XYZ
XYZ XYZ
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
2024 New Products/Services In January, the company launched Direct Import.
2023 Contracts/Agreements In June, the company entered into a partnership with Microsoft.
2023 Contracts/Agreements In March, the company announced its partnership with CoinTracker for the 2023 tax season.
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Competitor Comparison

Key Parameters H&R Block Inc Intuit Inc Willis Towers Watson PLC ICF International Inc CBIZ Inc
Headquarters United States of America United States of America United Kingdom United States of America United States of America
City Kansas City Mountain View London Reston Independence
State/Province Missouri California England Virginia Ohio
No. of Employees 4,000 18,200 46,000 9,000 6,500
Entity Type Public Public Public Public Public
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Executives
Name Position Board Since Age
Robert A. Gerard Chairman Executive Board 2007 78
Jeffrey J. Jones II Chief Executive Officer; President; Director Executive Board 2017 55
Tony G. Bowen Chief Financial Officer Senior Management 2016 48
Alan Lowden Chief Information Officer Senior Management 2016 -
Jill Cress Chief Experience Officer; Chief Marketing Officer Senior Management 2022 -
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
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