H&R Block is one of the largest tax preparation brands in the United States. Customers can file themselves with online software, which asks questions, imports tax documents, and calculates returns, or go to one of thousands of offices where a tax professional prepares the return. A middle option connects people with an expert online who can answer questions or complete the return for them.
AI shows up as an assistant that answers tax questions in plain language, helps find deductions and credits, and explains forms, working within the tax software and drawing on the company’s tax knowledge. Other features include importing prior-year returns, audit support, and refund tracking. The company also provides services such as small business tax and bookkeeping.
H&R Block’s online product has a free option for simple federal returns and paid tiers for investments, self-employment, and other complex situations, with fees increasing by tier. It competes on price and the availability of in-person help. TurboTax is the main competitor, FreeTaxUSA and Cash App Taxes offer low-cost filing, and the IRS Free File program serves eligible taxpayers. AI answers about taxes should be checked for accuracy. H&R Block suits people who want a choice between software and live help.