Company Description
H&R Block, Inc., through its subsidiaries, engages in the provision of assisted and do-it-yourself (DIY) tax return preparation services to the general-public primarily in the United States, Canada, and Australia.
It offers assisted income tax return preparation and related services through in-person via a system of retail offices operated directly by the company or its franchisees, as well as online and mobile applications, and virtual and desktop software.
The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost resulting from errors; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases, bill payments, and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund.
In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services through in-person, online, and virtual channels.
The company was founded in 1955 and is headquartered in Kansas City, Missouri.
| Country | United States |
| Founded | 1955 |
| Industry | Personal Services |
| Sector | Consumer Discretionary |
| Employees | 4,200 |
| CEO | Jeffrey Jones |
Contact Details
Address: One H&R Block Way Kansas City, Missouri 64105 United States | |
| Phone | 816 854 3000 |
| Website | hrblock.com |
Stock Details
| Ticker Symbol | HRB |
| Exchange | NYSE |
| Fiscal Year | July - June |
| Reporting Currency | USD |
| CIK Code | 0000012659 |
| CUSIP Number | 093671105 |
| ISIN Number | US0936711052 |
| Employer ID | 44-0607856 |
| SIC Code | 7200 |
Key Executives
| Name | Position |
|---|---|
| Jeffrey J. Jones II | President, Chief Executive Officer and Director |
| Kellie J. Logerwell | Vice President and Chief Accounting Officer |
| Curtis A. Campbell | Chief Product Officer and President of Global Consumer Tax |
| Nicki Cole | Vice President of Technology, Small Business and Financial Services |
| Alan Lowden | Chief Information Officer |
| Michaella Gallina | Vice President of Investor Relations |
| Jill Cress | Chief Marketing and Experience Officer |
| Tiffany Scalzitti Monroe | Chief People and Culture Officer |
| Colby R. Brown | Vice President and Corporate Controller |
| Jamil Khan | Chief Strategy and Small Business Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 12, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 8, 2024 | 8-K | Current Report |
| Nov 7, 2024 | 10-Q | Quarterly Report |
| Nov 7, 2024 | 8-K | Current Report |
| Oct 23, 2024 | 8-K | Current Report |
| Sep 25, 2024 | ARS | Filing |
| Sep 25, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Sep 25, 2024 | DEF 14A | Other definitive proxy statements |
| Sep 23, 2024 | 144 | Filing |
| Sep 20, 2024 | 11-K | Annual report of employee stock purchase, savings and similar plans |