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H&R Block Tax Pro Review Free for New Clients with Purchase of DIY Products

MWN-AI** Summary

H&R Block has launched an enticing offer for new clients seeking to navigate the complexities of tax filings, particularly in light of the recent tax code changes introduced by the One Big Beautiful Bill Act. From now until February 15, 2026, new clients who purchase H&R Block's DIY online tax products will receive complimentary Tax Pro Review services. This initiative highlights H&R Block's commitment to enhancing the tax filing experience, merging digital efficiency with professional expertise.

The Tax Pro Review service allows DIY filers to independently prepare their tax returns online, which are then reviewed by H&R Block tax professionals. These experts scrutinize the returns and relevant documentation for errors, optimization opportunities, and potential audit triggers, before officially filing the return on behalf of the client. This hybrid model not only caters to the growing demand for online tax solutions but also instills confidence among consumers who seek assurance from tax professionals.

H&R Block’s digital framework is further enriched by features such as AI Tax Assist, which provides Instant responses to tax inquiries, and Unlimited Expert Help, ensuring clients have access to human support throughout the filing process.

As quoted by Andy Philips, VP of Tax Institute at H&R Block, the company is “redefining the value proposition of DIY tax filing” by leveraging its extensive 70-year legacy of tax expertise and nationwide professional network. This concerted effort is aimed at capturing digital-first consumers who appreciate the balance of convenience and reliability. To learn more about H&R Block’s offerings, visit hrblock.com, where clients can get detailed insights and tips for maximizing their tax returns.

MWN-AI** Analysis

H&R Block's recent announcement regarding the inclusion of Tax Pro Review services in their DIY tax products presents a compelling opportunity for both the company and consumers. Specifically appealing to new clients, this offer enhances the value proposition of H&R Block's digital services as they navigate the complexities introduced by the 2025 tax code, particularly with the One Big Beautiful Bill Act.

From an investment perspective, this strategic move reinforces H&R Block’s competitive advantage in the tax preparation market, capitalizing on the mix of digital efficiency and professional reassurance that consumers increasingly desire. The dual appeal of accessing AI-driven assistance through their GenAI model and the personal touch of human expertise is likely to set H&R Block apart from its competitors.

The Tax Pro Review service allows consumers to file independently while still having access to an experienced tax professional for final checks. This hybrid approach effectively addresses the psychological barrier that many clients face: the anxiety over making errors on their tax returns. By adding this service at no additional charge until February 15, 2026, H&R Block not only attracts new clients but also enhances customer loyalty—a crucial factor in maintaining revenue stability during tax season.

Investors should note that H&R Block is positioning itself strongly ahead of the tax season, enhancing its digital ecosystem through tools that help consumers maximize their refunds and ensure accuracy. This innovative approach could contribute to increased customer acquisition and retention, translating into potential revenue growth in upcoming quarters.

In conclusion, H&R Block's proactive strategy to enrich its DIY tax preparation services presents an attractive scenario for investors looking at companies with a solid blend of technology and human expertise in times of economic uncertainty. As consumers seek options that provide both convenience and confidence, H&R Block stands to benefit significantly in its efforts to capture a larger share of the market.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: GlobeNewswire

KANSAS CITY, Mo., Jan. 09, 2026 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) today announced it will include Tax Pro Review services at no additional cost in its paid DIY online tax products for new clients through February 15. This offer supports digital-first filers while leveraging the company's 70-year legacy of professional tax expertise.

The One Big Beautiful Bill Act and other 2025 tax code changes introduce a greater level of complexity. H&R Block is well-positioned to provide expert guidance at each stage of the filing process, regardless of how clients choose to file, delivering a true omni-channel experience, from a fully DIY journey to a completely assisted filing with a tax professional in one of our 10,000 retail offices.

Tax Pro Review enables DIY filers to complete their returns independently online, then submit to an H&R Block tax professional for comprehensive review of the return and source documents—identifying any errors, optimization opportunities, and potential audit triggers before filing. Upon completion of the review, the tax professional signs and submits the return, just as they would with a traditionally prepared filing. The hybrid model addresses a critical market gap: consumers want digital efficiency but seek professional confidence.

H&R Block's digital ecosystem now offers:

  • AI Tax Assist: GenAI experience designed to answer tax questions, enabled by OpenAI models
  • Unlimited Expert Help: Access to human expertise at no added cost with the paid DIY option
  • Tax Pro Review: Human expert validation before filing (included at no additional cost through February 15, with a paid DIY product)
  • Tax Calculators: Real-time refund estimation tools

"We're not just adding a feature; we’re redefining the value proposition of DIY tax filing," said Andy Philips, VP, Tax Institute at H&R Block. "This move leverages our core competitive advantage—decades of tax expertise and a nationwide network of professionals—to capture digital-first consumers who value both convenience and confidence, a unique strength that only H&R Block can offer."

Timing and Availability
Tax Pro Review is an option that allows DIY filers to access H&R Block's knowledgeable tax experts to double-check completed tax returns to ensure that everything was completed correctly and make sure clients receive every credit and deduction they deserve. This option will be accessible free of charge through February 15, 2026, for new clients who opt to use H&R Block's online paid DIY products.

Learn more about H&R Block’s tax preparation services and year-round financial support at hrblock.com. For media assets, visit hrblock.com/tax-center/newsroom. For helpful tips and information, follow us on TikTok, Instagram, and Facebook.

About H&R Block 
H&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small-business solutions. The company blends digital innovation with human expertise and care as it helps people get the best outcome at tax time and also be better with money using its mobile banking app, Spruce. Through Block Advisors and Wave, the company helps small-business owners thrive with year-round bookkeeping, payroll, advisory, and payment processing solutions. For more information, visit H&R Block News.

Investor Relations: 
Jessica Hazel, jessica.hazel@hrblock.com

Media Relations:
Media Desk, mediadesk@hrblock.com


FAQ**

How does the introduction of Tax Pro Review services enhance the value proposition for DIY filers at H&R Block Inc. HRB, especially in light of the complexity introduced by the 2025 tax code changes?

The introduction of Tax Pro Review services at H&R Block enhances the value proposition for DIY filers by providing expert guidance and reassurance in navigating complexities introduced by the 2025 tax code changes, ensuring more accurate and optimized tax filings.

In what ways does H&R Block Inc. HRB plan to leverage its 70-year legacy of tax expertise to attract new clients during this promotional period for Tax Pro Review services?

H&R Block Inc. (HRB) plans to leverage its 70 years of tax expertise by emphasizing personalized client support, showcasing proven results, and promoting a streamlined Tax Pro Review process to attract new clients and enhance their overall tax filing experience.

What metrics will H&R Block Inc. HRB use to assess the success of the Tax Pro Review offering among new clients before the February 15, 2026, deadline?

H&R Block Inc. will likely assess the success of the Tax Pro Review offering among new clients using metrics such as client acquisition rates, customer satisfaction scores, retention rates, engagement levels, and revenue generated from the service before the February 15, 2026 deadline.

Can you elaborate on how the AI Tax Assist feature integrates with H&R Block Inc. HRB's overall digital ecosystem and enhances the user experience for DIY tax filers?

The AI Tax Assist feature seamlessly integrates with H&R Block's digital ecosystem by providing personalized guidance and real-time support for DIY tax filers, enhancing their user experience through streamlined navigation and efficient access to relevant tax information and tools.

**MWN-AI FAQ is based on asking OpenAI questions about H&R Block Inc. (NYSE: HRB).

H&R Block Inc.

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