H&R Block’s vast product lineup lets taxpayers file however they want
April 10 2018 - 10:52AM
The April 17 deadline is closing in on millions of taxpayers who
still need to file their tax returns. Approximately 60 percent of
taxpayers go to a tax professional to prepare and file their return
for them, while the other 40 percent will go the do-it-yourself
route and find a product to help them with the prep and filing
process. At H&R Block, products are provided for all these
taxpayers and even those who want to combine methods.
“When it comes down to how to file a tax return,
some of the biggest factors in choosing between DIY or assisted is
the taxpayer’s comfort with their tax situation and the level of
involvement they want to have in the process,” said Heather Watts,
senior vice president and general manager of digital at H&R
Block.
H&R Block’s product innovations can help all
taxpayers do their taxes in the way that works best for them, while
still getting the best value in tax preparation.
Get assisted tax prep by going to a tax
office – or not going to a tax office
People get their taxes prepared by a tax
professional for many reasons. Some people sit down with a tax
professional because they believe that it will end up saving them
time and money. Others see a professional because they want to be
sure they claim every tax credit and deduction they’re entitled
to.
“At H&R Block tax offices, clients with all
types of concerns and questions can be assisted,” said Karen
Orosco, senior vice president of U.S. retail for H&R Block.
“Some clients might find it beneficial to explore our Block
Advisors offices, which serve clients who are seeking personalized
expertise for their unique tax situation with a 365 Tax Plan to
help them get an even better outcome next year.”
While many clients want to watch their tax return
being prepared by a tax professional others would prefer to skip
that part and, with H&R Block Tax Pro Go℠, now they can.
H&R Block Tax Pro Go℠ enables clients to get their taxes
prepared and filed by a tax professional based on the information
they provide online. Their tax professional will ensure every tax
deduction and credit to which clients are entitled will be found,
and will get the client their maximum tax refund. Clients will know
their price upfront, starting at less than $60 for one federal and
one state return.
Do-it- yourself taxes all ‘alone’– or,
maybe have them checked by a tax pro
Typically, DIY clients like the flexibility and
convenience of preparing their own tax returns, and with online and
desktop software options, H&R Block clients can find an option
that will help them file an accurate return and get them their
maximum refund.
“When taxpayers think about filing their own tax
returns, there are plenty of companies vying for their attention,
but H&R Block is the only company that has products backed by
more than 60 years in the tax industry,” Watts said. “Even with all
the expertise in our products, H&R Block offers the best value
in DIY tax prep products – no matter how simple or complex the tax
situation.”
New this season, H&R Block added a new
Self-Employed product designed specifically for the estimated 60
million freelancers, independent contractors and other
self-employed taxpayers. Self-Employed integrates the mobile
expense tracking app Stride Tax, and joins the Free, Deluxe and
Premium in the H&R Block Online DIY product lineup. Plus, with
Tax Pro Review℠, all DIY online clients can get additional help by
having their completed DIY return reviewed and signed by a tax
professional – without going to a tax office. Tax Pro Review℠ is
the reinvention of H&R Block’s Best of Both service, which the
company started offering more than a decade ago.
H&R Block added “drag and drop” to the desktop
software, making it easier for desktop software users to import
last year’s tax return done by any tax prep service. This also
saves clients time by seamlessly prepopulating information on their
tax return.
Taxpayers have multiple ways online to access
H&R Block, including through the H&R Block apps, H&R
Block DIY online products, downloaded H&R Block DIY software
products or an appointment at an H&R Block retail tax
office.
About H&R Block H&R Block,
Inc. (NYSE:HRB) is a global consumer tax services provider. Tax
return preparation services are provided by professional tax
preparers in approximately 12,000 company-owned and franchise
retail tax offices worldwide, and through H&R Block tax
software products for the DIY consumer. H&R Block also offers
adjacent Tax Plus products and services. In fiscal 2017, H&R
Block had annual revenues of over $3 billion with 23 million tax
returns prepared worldwide. For more information, visit the H&R
Block Newsroom.
An infographic accompanying this announcement is
available
at http://resource.globenewswire.com/Resource/Download/e2a64dad-6b75-4d13-9458-bde6b258764d
For Further InformationSusan
Waldron, 816-854-5522, susan.waldron@hrblock.com
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