H&R Block
We provide tax return preparation services for individuals and small businesses, along with related financial services such as electronic filing, refund transfers, refund advances, identity protection, tax notice support, and savings and prepaid card products. In some locations, we also offer bookkeeping, payroll, and non-attest general accounting services, as well as instructional courses for people who want to learn tax preparation. Our offices operate as retail tax service locations, with most activity centered around tax season and supporting clients before, during, and after filing. We serve people who want help preparing accurate federal, state, and local returns and handling tax-related issues efficiently. Our business is built around in-person client service, trained tax professionals, and proprietary systems and software that support office operations and tax preparation.
Your franchise match score
Business & Professional Services
Brand highlights
- CEO
- HeadquartersOne H&R Block Way, Kansas City, MO, 64105
- Year founded1955
- Year started franchising1957
- IndustryBusiness & Professional Services
- Locations open9361 (-745 last three years)
Statistics & metrics
- Investment range$31,557 - $157,898
- Franchise fee$2,500
- Royalty60% of the first $5,000 of revenue received by the Franchised Business during each calendar year for Authorized Services (includes Required Services and Optional Services), less applicable sales taxes collected and remitted to appropriate taxing authorities, and less revenue from the sale of products or services subject to a Product-Specific Royalty Rate, incentive rates paid to Franchisee, or otherwise designated as royalty free (50% if paid to us within 4 days after the end of the Reporting Period to which the royalty relates and no other amounts payable are overdue) and 40% on the revenue received during each calendar year in excess of $5,000 (30% if paid to us within 4 days after the end of the Reporting Period to which the royalty relates and no other amounts payable are overdue).
- Brand fund
- Required Liquid CapitalN/A
- Required Net WorthN/A
Learn more about the Business & Professional Services industry:
From consulting and staffing to printing and shipping, business services franchises provide essential support to other companies. This sector is ideal for those with a background in corporate environments or B2B sales.
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FDD insights
The information shown below is derived from publicly available franchise disclosure documents (FDDs), including the version issued as of the issuance date listed below, and other third-party sources. This information may not reflect the most current FDD. It is provided for general informational purposes only and is not part of any franchise offering or sales process. Franchise Sidekick is not providing or furnishing an FDD in accordance with FTC requirements. You should obtain and review the most current official FDD directly from the franchisor before making any investment decision.
FDD Version Referenced - Issuance Date: 2021-07-29
| Category | Detail | View |
|---|---|---|
| The Franchisor & Executives | Learn about H&R Block, its parent company, and the executive leadership team responsible for operating and supporting the franchise system. | |
| Business Experience | Review the professional backgrounds and relevant business experience of H&R Block's executives, directors, and key management personnel. | |
| Litigation | Understand any past or pending legal actions involving H&R Block, its affiliates, or key personnel that may be relevant to prospective franchisees. | |
| Estimated Initial Investment | Review the estimated total initial investment required to open a H&R Block franchise, including startup costs and working capital estimates. | |
| Financial Performance Representations | Review any financial performance information H&R Block provides, including revenue or earnings data, if disclosed. |
Location data
| Total locations | 9361 |
| Franchise locations | 2752 |
| Corporate locations | 6601 |
System growth over time
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