20% off Online Tax Filing
Yes, H&R Block provides various discounts for new clients including assisted tax prep discounts, DIY online discounts, and $150 off bookkeeping services. New client status means you haven't used H&R Block services within the past year.
H&R Block will match competitor prices and discount their fee by up to 50% for new in-person clients. You must provide a receipt from a credentialed tax preparer like TurboTax or Jackson Hewitt from the previous year.
Tax bundles include either:
You can earn up to $20 per tax service referral, $10 for online referrals, and $100 for Spruce banking referrals. The maximum annual reward across all programs is $300, paid via virtual cards.
Yes, approximately 52% of filers qualify for $0 federal, state, and filing fees. H&R Block Free Online accepts more forms than TurboTax's free edition and covers simple tax situations including student loan interest deductions.
Refund Advance loans have 0% APR with no interest or loan fees. Loan amounts range from $250 to $4,000, repaid automatically from your tax refund when it arrives from the IRS.
Spruce offers 3.50% APY on savings accounts with no minimum balance, early refund access up to 5 days, and early payday up to 2 days. No annual fees on accounts or Emerald Cards.
Yes, H&R Block's Second Look service reviews your last three returns for free and files free amendments for any qualifying errors found. Available at participating offices and online in eligible ZIP codes.
H&R Block provides several guarantees:
New business clients get the first month free for bookkeeping (up to $309) and payroll services (up to $150). You must mention the offer during your free consultation and can cancel before month-end to avoid charges.
Let's be honest: nobody actually enjoys doing their taxes, but keeping more of your refund makes it a whole lot better. H&R Block offers way more than just basic tax prep — from bundle deals that slash costs in half to referral programs that put cash back in your pocket. Whether you're filing a simple 1040 or need complex business tax support, these savings strategies will help you get professional-quality service without the premium price tag.
Getting your H&R Block discount applied correctly ensures you don't miss out on savings. Here's the step-by-step process:
For in-person appointments, bring any required documentation like competitor receipts for price matching. Online users should see discounts applied automatically when accessing H&R Block through promotional links. If your discount doesn't appear, double-check that you meet all eligibility requirements before completing your purchase.
H&R Block's Tax Bundle deals are where the real savings live. New clients can lock in 50% off comprehensive tax packages that normally cost up to $899. The one-return bundle covers a 1040 virtual return (valued at $499), while the two-return bundle includes both personal and entity returns plus extras like Peace of Mind protection, Business Tax Audit Support, and three Year-Round Tax Planning sessions.
Here's what makes these bundles smart: you're not just getting tax prep, you're getting ongoing support that extends well beyond April. The unlimited virtual tax support means you can ask questions year-round without worrying about hourly fees. To snag this deal, schedule your Free Consultation during the promotional window and purchase your bundle within the specified timeframe.
H&R Block's "Send a Friend" program puts money back in your pocket for every person you refer. You'll earn up to $20 for each new client who completes a tax return with H&R Block or Block Advisors, or purchases a 12-month bookkeeping service. Online referrals through H&R Block Online earn you $10 per friend.
The Spruce banking app offers an even bigger referral reward: $100 deposited directly into your Spruce Spending Account. Your referred friend needs to open a new Spruce account, receive $200 in qualifying direct deposits within 45 days, and activate their physical debit card. The $300 annual cap across all referral programs means you can earn serious cash by spreading the word.
New business clients can test-drive H&R Block's bookkeeping and payroll services without upfront costs. The first month is completely free for virtual Premium or Full-Service bookkeeping (valued up to $309) and Premium or Plus payroll services (up to $150). After the trial month, you'll pay current rates minus a 10% ongoing discount.
The key is mentioning this offer during your free consultation. You can cancel before the first month ends to avoid any charges, making this a risk-free way to see if their business services fit your needs. Setup fees aren't included in the free month, but the ongoing 10% discount helps offset those initial costs.
About 52% of filers qualify for completely free federal and state filing through H&R Block Free Online. This isn't a limited trial—it's genuinely $0 for federal, state, and filing fees. The service accepts more forms than TurboTax's free edition, covering common situations like student loan interest deductions and retirement plan distributions.
H&R Block's Second Look service reviews your last three tax returns for free, hunting for errors that could mean money back. If they find qualifying mistakes like miscalculated credits or missed deductions, they'll file a free amendment to get you the refund you deserve. This service runs during peak tax season and is available both in-office and online in eligible areas.
New in-person clients can bring receipts from credentialed competitors like TurboTax, Liberty Tax, or Jackson Hewitt to trigger H&R Block's price match guarantee. They'll match what you paid last year and potentially discount their own fee by up to 50% on top of the match.
The catch: you need to be a genuinely new client who didn't use Block Advisors or H&R Block offices for your previous return. Bring your receipt from your 2023 tax preparation to your appointment, and present it before completing the initial interview. The minimum service fee is $99, so extremely low-cost competitors might not trigger additional discounts.
H&R Block's Spruce mobile banking app turns your tax refund into a year-round money-saving tool. You'll get your federal refund up to 5 days early, plus earn 3.50% APY on your savings account with no minimum balance requirements. Early payday features let you access your paycheck up to 2 days before the official pay date.
The app connects seamlessly with H&R Block's tax services, letting you manage everything through MyBlock. While cash back rewards aren't currently available, the high-yield savings rate beats most traditional banks. Both Spruce accounts and Emerald Cards come with no annual fees, making this a solid option for managing your tax refund and ongoing finances.
H&R Block offers Refund Advance loans from $250 to $4,000 with 0% APR during tax season. These aren't traditional loans—they're advances against your expected refund, repaid automatically when your actual refund arrives. Funds typically hit your Spruce account or Emerald Card the same day you're approved.
You'll need to file at a participating H&R Block office and expect a sufficient IRS refund to qualify. The approval amount depends on your expected refund and their underwriting criteria. There's a $42 Refund Transfer fee if you want the loan repaid through that service, but the no-cost option uses a Repayment Account instead.
When you need help with your taxes or account, H&R Block provides multiple ways to get support with real humans, not just chatbots. Their customer service is designed to handle everything from basic questions to complex tax situations.
They're closed on major holidays including Memorial Day, Independence Day, Labor Day, Thanksgiving, Christmas, and New Year's Day. For website feedback or accessibility concerns, you can reach them at 855-508-0833.
To take the guessing out of doing your taxes, we’ve made a complete guide to exactly what you’ll end up paying to file your taxes this year with H&R Block. From basic packages to add-ons, we break down the costs so you don’t get a surprise bill when you’re finally ready to file. (You’re welcome!)...
Groupon Coupons is all about helping you save money and spend wisely. So we had to dig into how you can get your tax refund quickly and hassle-free. If you use H&R Block to file, we’ve rounded up all your options to receive your refund. Don’t forget to hit up Groupon Coupons H&R Block page for hot deals and promo codes to help you save before you file!...
Sometimes doing taxes can seem overwhelming, with tons of questions coming up as you go through the process. H&R Block has over 80,000 tax professionals and 11,00 locations, so they have the bandwidth to help you out. The Groupon Coupons team called the brand’s customer service number to find out first-hand how to get real-life help when you need it.