H&R Block
American tax preparation company
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| 2024 | The company launched a spoof miniseries called 'responsibility island', blending taxes and reality TV to attract Generation Z customers. |
| 2020 | Axos Financial concluded servicing H&R Block's Emerald cards, marking the end of their banking relationship. |
| June 2019 | H&R Block announced the acquisition of Wave Financial, a Canadian financial technology company, for US$405 million (C$537 million). |
| 2018 | H&R Block signed an exclusive deal with Walmart to make its desktop tax preparation software the only such software sold in Walmart stores. |
| 2018 | H&R Block partnered with LendingTree to provide customers credit score access through MyBlock platform. |
| 2017 | H&R Block partnered with IBM to integrate IBM Watson technology into its retail offices, providing tax professionals with access to artificial intelligence to improve tax return preparation. |
| 2017 | H&R Block created a partnership with Amazon.com to improve product placement of its software products. |
| 2017 | Launched two new digital tax services: Tax Pro Review (an updated version of Best of Both service) and Tax Pro Go, targeting online filers who prefer remote tax preparation assistance. |
| 2017 | H&R Block featured IBM Watson in a high-profile marketing campaign during the Super Bowl, highlighting their technological innovation in tax services. |
| October 2017 | H&R Block established its first Global Technology Center in Technopark, Trivandrum, Kerala, India. |
| October 9 2017 | Jeff Jones was hired as president and CEO, replacing interim CEO Tom Gerke and former CEO Bill Cobb. |
| 2016 | H&R Block filed 23 million tax returns worldwide, demonstrating its significant market presence in tax preparation services. |
| January 2016 | H&R Block launched Block Advisors, a new service providing year-round consumer tax preparation, with approximately 350 Block Advisor offices opened. The service features advisors who are certified public accountants, enrolled agents, or certified as master tax advisors by H&R Block. |
| September 2015 | H&R Block sold its bank to Axos Financial, transitioning its banking services to a new ownership. |
| 2014 | H&R Block formed a strategic alliance with Xero, exclusively promoting Xero as its preferred small business online accounting solution across its 11,000 branded locations nationwide. |
| 2014 | H&R Block launched the Budget Challenge, an online financial literacy game for high school students that offers college scholarships to winners, as part of their Dollars & Sense initiative. |
| 2013 | H&R Block initiated its Expat Tax Services program after conducting market research, expanding services to provide tax advice for U.S. citizens living abroad. |
| 2011 | H&R Block ceased offering refund anticipation loans (RALs), a decision that was praised by consumer rights activists. |
| 2011 | H&R Block sold the RSM McGladrey Business Solutions unit back to McGladrey & Pullen. |
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