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

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KANSAS CITY, Mo., Jan. 09, 2026 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) today announced it will in...

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AI Summary

HRB offers free Tax Pro Review services for new DIY clients until Feb 15. This initiative supports digital-first filers amid new tax complexities. HRB enhances value proposition by combining digital ease with human expertise. AI Tax Assist and unlimited expert help included at no extra cost. Tax Pro Review targets consumers seeking professional confidence during filing.

Sentiment Rationale

The introduction of free Tax Pro Review services could attract new clients, potentially increasing revenue. Historically, successful promotional offerings have led to increases in client acquisition for HRB.

Trading Thesis

This promotional initiative is time-sensitive, driving immediate interest before February 15. Short-term promotions have previously resulted in quick revenue boosts.

Market-Moving

  • HRB offers free Tax Pro Review services for new DIY clients until Feb 15.
  • This initiative supports digital-first filers amid new tax complexities.
  • HRB enhances value proposition by combining digital ease with human expertise.

Key Facts

  • HRB offers free Tax Pro Review services for new DIY clients until Feb 15.
  • This initiative supports digital-first filers amid new tax complexities.
  • HRB enhances value proposition by combining digital ease with human expertise.
  • AI Tax Assist and unlimited expert help included at no extra cost.
  • Tax Pro Review targets consumers seeking professional confidence during filing.

Companies Mentioned

  • TAXA (TAXA)
  • NFLX (NFLX)

Corporate Developments

The article outlines a strategic enhancement to HRB's service offering, crucial for attracting clients in a competitive market. The focus on free services during tax season is likely to bolster the company's appeal.

H&R Block Introduces Free Tax Pro Review for New Clients

KANSAS CITY, Mo., Jan. 09, 2026 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) has announced the inclusion of its Tax Pro Review services at no additional cost for new clients purchasing paid DIY online tax products. This promotion, available through February 15, is designed to support digital-first filers while building on the company’s 70-year legacy in tax expertise.

Enhancing Tax Filing Experience

The recent changes brought by the One Big Beautiful Bill Act and other updates to the 2025 tax code have introduced increased complexity to the tax filing process. H&R Block is strategically positioned to provide guidance at each step, whether clients choose a fully DIY approach or opt for full assistance from tax professionals available at one of H&R Block’s 10,000 retail locations.

Understanding Tax Pro Review

Tax Pro Review allows DIY filers to prepare their tax returns independently and then submit them for a comprehensive review by an H&R Block tax professional. During this review, the expert identifies potential errors, optimization opportunities, and audit triggers before filing. Once the review is complete, the tax professional signs and submits the return, mirroring the process of a traditionally prepared filing.

Key Features of H&R Block's Digital Ecosystem

H&R Block provides a robust digital suite, which includes:

  • AI Tax Assist: A Generative AI experience designed to address tax inquiries, powered by OpenAI models.
  • Unlimited Expert Help: No-cost access to human expertise with the purchase of a DIY product.
  • Tax Pro Review: Included at no extra charge for new clients through February 15, enhancing tax return validation.
  • Tax Calculators: Tools for real-time refund estimations.

Revolutionizing DIY Tax Filing

“We’re not just adding a feature; we’re redefining the value proposition of DIY tax filing,” stated Andy Philips, VP of the Tax Institute at H&R Block. “This initiative leverages our decades of tax expertise and our extensive network of professionals to attract digital-first consumers who prioritize both convenience and confidence—an advantage unique to H&R Block.”

Timeline and Accessibility

The Tax Pro Review service is available free of charge through February 15, 2026, to new clients who select H&R Block’s paid DIY online tax products. This initiative aims to ensure clients correctly complete their tax returns while maximizing available credits and deductions.

About H&R Block

H&R Block, Inc. (NYSE: HRB) provides assistance and inspires confidence in clients and communities through comprehensive tax preparation services, financial products, and solutions tailored for small businesses. The company blends digital innovation with human expertise, enabling clients to achieve the best outcomes during tax season while managing their financial well-being through its mobile banking app, Spruce. Additionally, H&R Block supports small business owners with year-round services including bookkeeping, payroll, and advisory solutions.

For more information on H&R Block’s tax preparation services and support, visit hrblock.com. Follow H&R Block on TikTok, Instagram, and Facebook for helpful tips and updates.

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