# H&R BLOCK INC

Summary updated: 2026-10-02T16:45:22.589303Z
Canonical: https://finbar.com/research/companies/h-r-block-inc

## Overview

H&R Block, Inc. is a tax-preparation and related financial-services company. Its offerings combine assisted and do-it-yourself tax preparation across retail, online, mobile, virtual, and desktop channels with financial products and small-business services such as bookkeeping, payroll, advisory, and payment processing. The company reports one operating segment. [1](https://app.finbar.com/go?id=P156221098)

The company primarily serves customers in the United States, Canada, and Australia, with technology and shared-services operations in India and Ireland. Its stated purpose is to “provide help and inspire confidence in our clients and communities everywhere.” [2](https://app.finbar.com/go?id=P156221099)[3](https://app.finbar.com/go?id=P156221227)[4](https://careers.hrblock.com/our-company) For fiscal 2026, revenue was $3.95 billion; H&R Block reported about 4,600 regular full-time associates at June 30, 2026, and a peak workforce of about 73,400 including seasonal associates. [5](https://app.finbar.com/go?id=P156221105)[6](https://app.finbar.com/go?id=T18023311) Organized in Missouri in 1955, the company was founded by brothers Henry and Richard Bloch. [7](https://app.finbar.com/go?id=P156221131)[8](https://app.finbar.com/go?id=P156221132)
[1](https://app.finbar.com/go?id=P156221098)[2](https://app.finbar.com/go?id=P156221099)[3](https://app.finbar.com/go?id=P156221227)[5](https://app.finbar.com/go?id=P156221105)[6](https://app.finbar.com/go?id=T18023311)[7](https://app.finbar.com/go?id=P156221131)[8](https://app.finbar.com/go?id=P156221132)[9](https://www.sec.gov/Archives/edgar/data/12659/000001265926000026/0000012659-26-000026-index.htm)[4](https://careers.hrblock.com/our-company)[10](https://www.hrblock.com/corporate/founders/)

## Products & services

H&R Block’s tax-preparation products include assisted filing through tax professionals and do-it-yourself (DIY) filing online, by mobile app, and with desktop software. Customers can have a tax professional review and sign a self-prepared return through Tax Pro Review®. In FY2026, the company reported 11.3 million U.S. assisted returns and 3.6 million paid DIY online returns. Its online filing options range from Free through Self-Employed, while desktop editions include Basic, Deluxe + State, Premium, and Premium & Business. [5](https://app.finbar.com/go?id=P156221105)[11](https://app.finbar.com/go?id=P156221107)[12](https://app.finbar.com/go?id=P156221101)[6](https://app.finbar.com/go?id=T18023311)[13](https://www.hrblock.com/online-tax-filing/)[14](https://www.hrblock.com/tax-software/)

For small businesses, Block Advisors® offers tax, bookkeeping, and payroll services in person, online, and virtually. Wave® provides online payment processing, payroll, and bookkeeping tools. Other offerings include Refund Transfers, which let customers pay preparation fees from refunds and receive funds by Emerald Card, Spruce, check, or direct deposit; Peace of Mind® Extended Service Plan; Tax Identity Shield®; Emerald Advance® and Refund Advance loans; and Emerald Card® and Spruce spending accounts. H&R Block also offers Canadian tax services including Instant Refund® and Pay With Refund®. [15](https://app.finbar.com/go?id=P156221121)[16](https://app.finbar.com/go?id=P156221112)[17](https://app.finbar.com/go?id=P156221113)[18](https://app.finbar.com/go?id=P156221116)

The company’s FY2026 materials describe AI Tax Assist for DIY Online and Desktop, including 24/7 tax answers, and tools for tax professionals, including Sidekick, which provides expert-verified answers during appointments. For FY2026, reported revenue was $2,560.9 million from assisted tax preparation (64.9% of total revenue), $384.6 million from DIY tax preparation (9.7%), $145.1 million from Refund Transfers (3.7%), and $122.7 million from Wave (3.1%). Other disclosed categories included International ($265.4 million; 6.7%), royalties ($185.4 million; 4.7%), Peace of Mind ($84.6 million; 2.1%), Emerald Card and Spruce ($68.8 million; 1.7%), Tax Identity Shield ($34.2 million; 0.9%), and Emerald Advance interest and fee income ($30.7 million; 0.8%). Percentages are calculated from reported category revenue and total FY2026 revenue of $3,945.4 million. [19](https://www.hrblock.com/tax-center/newsroom/company-news/ai-power-combined-with-digital-enhancements/)[20](https://app.finbar.com/go?id=T18023414)
[5](https://app.finbar.com/go?id=P156221105)[11](https://app.finbar.com/go?id=P156221107)[12](https://app.finbar.com/go?id=P156221101)[6](https://app.finbar.com/go?id=T18023311)[15](https://app.finbar.com/go?id=P156221121)[16](https://app.finbar.com/go?id=P156221112)[17](https://app.finbar.com/go?id=P156221113)[18](https://app.finbar.com/go?id=P156221116)[20](https://app.finbar.com/go?id=T18023414)[13](https://www.hrblock.com/online-tax-filing/)[14](https://www.hrblock.com/tax-software/)[19](https://www.hrblock.com/tax-center/newsroom/company-news/ai-power-combined-with-digital-enhancements/)

## Geographic presence

H&R Block’s principal operating markets are the United States, Canada, and Australia. Its international footprint also includes technology and shared-services centers in India and a technology center in Ireland; it prepares U.S. federal and state tax returns for some taxpayers living abroad, including in the European Union. The company reported 6,802 company-owned offices and 1,814 franchise offices as of March 31, 2026, with most offices leased across the United States, Canada, and Australia. [5](https://app.finbar.com/go?id=P156221105)[3](https://app.finbar.com/go?id=P156221227)[21](https://app.finbar.com/go?id=P156221338)[22](https://app.finbar.com/go?id=P156221315)

For FY2026, reported revenue included $3,457.8 million from U.S. tax-preparation and related services, $265.4 million from International, and $122.7 million from Wave, out of total revenue of $3,945.4 million. International and Wave represented approximately 6.7% and 3.1% of total revenue, respectively; these categories do not provide a country-level breakdown. H&R Block reported 22.3 million returns filed by or through the company in the United States, Canada, and Australia during FY2026. [23](https://app.finbar.com/go?id=T18023337)[21](https://app.finbar.com/go?id=P156221338)[24](https://app.finbar.com/go?id=P156221081)
[5](https://app.finbar.com/go?id=P156221105)[3](https://app.finbar.com/go?id=P156221227)[21](https://app.finbar.com/go?id=P156221338)[22](https://app.finbar.com/go?id=P156221315)[23](https://app.finbar.com/go?id=T18023337)[23](https://app.finbar.com/go?id=T18023337)[23](https://app.finbar.com/go?id=T18023337)[23](https://app.finbar.com/go?id=T18023337)[24](https://app.finbar.com/go?id=P156221081)

## Business segments

H&R Block reports one operating segment, comprising its continuing operations, rather than separate reportable segments by product or geography. Its revenue disclosures nevertheless provide a breakdown of major products and services. [5](https://app.finbar.com/go?id=P156221105)[25](https://app.finbar.com/go?id=P156221725)[26](https://app.finbar.com/go?id=P156221726)

In FY2026, U.S. tax preparation and related services accounted for approximately 88.6% of consolidated revenue. This category includes assisted tax preparation (64.9%), DIY tax preparation (9.7%), franchise royalties (4.7%), Refund Transfers (3.7%), Peace of Mind Extended Service Plan (2.1%), Emerald Card and Spruce (1.7%), Tax Identity Shield (0.9%), and Emerald Advance interest and fee income (0.8%). Assisted services involve tax professionals preparing returns in offices or virtually; DIY products support online, mobile, and desktop filing. Related offerings include refund disbursement, tax-audit support and identity protection, and financial products provided through bank partners. [20](https://app.finbar.com/go?id=T18023414)[11](https://app.finbar.com/go?id=P156221107)[27](https://app.finbar.com/go?id=P156221110)[17](https://app.finbar.com/go?id=P156221113)[28](https://app.finbar.com/go?id=P156221114)[29](https://app.finbar.com/go?id=P156221118)[18](https://app.finbar.com/go?id=P156221116)[30](https://app.finbar.com/go?id=P156221117)[15](https://app.finbar.com/go?id=P156221121)

Other FY2026 revenue categories were International, approximately 6.7% of consolidated revenue, reflecting operations that include tax services and products in Canada and Australia; Wave, approximately 3.1%, which provides small-business payment processing, payroll, and bookkeeping tools; and Other, approximately 1.6%. These are revenue categories, not additional reportable segments. [20](https://app.finbar.com/go?id=T18023414)[1](https://app.finbar.com/go?id=P156221098)[26](https://app.finbar.com/go?id=P156221726)
[5](https://app.finbar.com/go?id=P156221105)[25](https://app.finbar.com/go?id=P156221725)[26](https://app.finbar.com/go?id=P156221726)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[20](https://app.finbar.com/go?id=T18023414)[11](https://app.finbar.com/go?id=P156221107)[27](https://app.finbar.com/go?id=P156221110)[17](https://app.finbar.com/go?id=P156221113)[28](https://app.finbar.com/go?id=P156221114)[29](https://app.finbar.com/go?id=P156221118)[18](https://app.finbar.com/go?id=P156221116)[30](https://app.finbar.com/go?id=P156221117)[15](https://app.finbar.com/go?id=P156221121)[1](https://app.finbar.com/go?id=P156221098)

## Company history

Brothers Henry and Richard Bloch founded a tax-preparation business in Kansas City in 1955, initially operating as United Business Services; after its first tax season, it adopted the H&R Block name. The business expanded to New York in 1956, and H&R Block went public in 1962, when it had 206 offices in 34 states. [10](https://www.hrblock.com/corporate/founders/)[31](https://www.hrblock.com/tax-center/newsroom/around-block/about-us/hr-block-history-innovation/)

The company opened its first Canadian office in 1964 and had grown to more than 4,300 offices by 1970. In 1980 it acquired CompuServe, then used to connect its offices, and in 1986 it participated in early IRS electronic-filing pilot programs. [31](https://www.hrblock.com/tax-center/newsroom/around-block/about-us/hr-block-history-innovation/)

In 2005, H&R Block agreed to acquire American Express’s Tax & Business Services division and combine it with RSM McGladrey; it later sold the RSM McGladrey business, completing that sale in 2011. [32](https://investors.hrblock.com/news-releases/news-release-details/hr-block-acquire-american-express-tax-and-business-services)[33](https://investors.hrblock.com/news-releases/news-release-details/hr-block-signs-letter-intent-sell-rsm-mcgladrey-mcgladrey) In 2010, it announced a proposed acquisition of TaxACT, but the U.S. Department of Justice moved to block the transaction, which was not completed. [34](https://investors.hrblock.com/news-releases/news-release-details/hr-block-announces-agreement-acquire-taxact-digital-tax)[35](https://investors.hrblock.com/news-releases/news-release-details/hr-block-responds-doj-decision-taxact-merger)

H&R Block completed its $405 million acquisition of Wave in 2019, expanding into financial software and services for small businesses. [36](https://www.hrblock.com/tax-center/newsroom/around-block/financial-statements/hr-block-completes-acquisition-of-wave-financial/)
[10](https://www.hrblock.com/corporate/founders/)[31](https://www.hrblock.com/tax-center/newsroom/around-block/about-us/hr-block-history-innovation/)[32](https://investors.hrblock.com/news-releases/news-release-details/hr-block-acquire-american-express-tax-and-business-services)[33](https://investors.hrblock.com/news-releases/news-release-details/hr-block-signs-letter-intent-sell-rsm-mcgladrey-mcgladrey)[34](https://investors.hrblock.com/news-releases/news-release-details/hr-block-announces-agreement-acquire-taxact-digital-tax)[35](https://investors.hrblock.com/news-releases/news-release-details/hr-block-responds-doj-decision-taxact-merger)[36](https://www.hrblock.com/tax-center/newsroom/around-block/financial-statements/hr-block-completes-acquisition-of-wave-financial/)

## Sources

1. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221098)
2. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221099)
3. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221227)
4. [careers.hrblock.com](https://careers.hrblock.com/our-company)
5. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221105)
6. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=T18023311)
7. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221131)
8. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221132)
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11. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221107)
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15. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221121)
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27. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221110)
28. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221114)
29. [H&R BLOCK INC — Full financial report (2026 Y)](https://app.finbar.com/go?id=P156221118)
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32. [investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-acquire-american-express-tax-and-business-services)
33. [investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-signs-letter-intent-sell-rsm-mcgladrey-mcgladrey)
34. [investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-announces-agreement-acquire-taxact-digital-tax)
35. [investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-responds-doj-decision-taxact-merger)
36. [www.hrblock.com](https://www.hrblock.com/tax-center/newsroom/around-block/financial-statements/hr-block-completes-acquisition-of-wave-financial/)

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