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H&R Block
A consumer tax services provider company
About H&R Block
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best.
We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates.
People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!
Source: Dealroom company dataAt a glance
- Status
- Listed
- Founded
- 1955
- Headquarters
- Kansas City, United States
- Listing
- IPO 1978
- Employees
- 7
- Open positions
- 409
- Dealroom signal
- 68.8/100
- Industry
- Legal, Fintech
- Sector
- Fintech, Tax
- Business model
- SaaS
- Client focus
- b2b, b2c
- Investment activity
- 3 companies, latest Jun 2019
- Capital deployed
- $6.4M
- Preferred round
- SERIES A
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| POST IPO EQUITY✓Other financing | Mar 2026 | $0 | — | Undisclosed | ↗ |
| ACQUISITION✓Exit | Aug 2008 | $315M | $315M | Ameriprise Financial | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for H&R Block is 38M monthly website visits, up 153.3% over the last three months. H&R Block's team declined 56.3% over the past year.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
WaveToronto, CanadaMakes running a small business better by providing free accounting, invoicing, affordable credit card processing (payments) and payroll
$405Mvaluation
MoneyStreamSan Francisco, United StatesAll-in-one smart money management service that manages money and bills for free
$13Mvaluation
HA
H&R Block Financial AdvisorsacquiredFinancial advisory segment of H&R Block, acquired by Ameriprise Financial
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Other known investors1 additional known investor
Ameriprise Financial
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about H&R Block on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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