H&R Block
Provides income tax return preparation, electronic filing, related tax products and services, bookkeeping, payroll services, and optional tax training and small business accounting services through retail offices.
Your franchise match score
Education
Brand highlights
- CEOCurtis Campbell
- HeadquartersOne H&R Block Way, Kansas City, MO, 64105
- Year founded1955
- Year started franchising1957
- IndustryEducation
- Locations open8764 (-597 last three years)
Statistics & metrics
- Investment range$33,824 - $158,344
- 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 or incentive rates paid to Franchisee (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). However, revenue in any calendar year that is in excess of the average revenue of the Franchisee for the 2 previous calendar years is subject to a Royalty Fee of 20% if paid to us not later than 4 days after the end of the Reporting Period to which the royalty relates.
- Brand fund
- Required Liquid CapitalN/A
- Required Net WorthN/A
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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: 2024-09-27
| 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. | |
| Initial Franchise Fee | Learn about the initial franchise fee required to join the H&R Block franchise system and what that fee covers. | |
| Other Fees | Understand the ongoing and additional fees associated with owning a H&R Block franchise, including royalties, marketing contributions, and other required payments. | |
| Estimated Initial Investment | Review the estimated total initial investment required to open a H&R Block franchise, including startup costs and working capital estimates. | |
| Territory | Understand how franchise territories are defined, whether they are exclusive, and under what circumstances they may be modified by H&R Block. | |
| Financial Performance Representations | Review any financial performance information H&R Block provides, including revenue or earnings data, if disclosed. |
Location data
| Total locations | 8764 |
| Franchise locations | 2135 |
| Corporate locations | 6629 |
System growth over time
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