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Tax Office FAQ

If you didn't use H&R Block, you may not have received the maximum refund you're entitled to. Our Tax Professionals find money others miss.1

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What should I bring to my appointment?

You'll need to bring tax forms such as your W-2 and personal information. View our tax preparation checklist.

How can I find an H&R Block office near me?

You can search online to find the phone number, address and directions to one of our more than 11,000 H&R Block retail offices.
Find an office.

Can I schedule an appointment with an H&R Block Tax Professional online?

Using Tax Professional Finder, you can search for a Tax Professional by location or area of expertise or even find the Tax Professional you used last year. You'll see a summary of the Tax Professional's experience and their office location. Once you find the right Tax Professional, you can make an appointment online to meet with the preparer.
Find a Tax Professional.

How do I cancel or change my appointment?

Simply call your local office to cancel or reschedule your appointment.

What kind of training do your Tax Professionals have?

As the leader in tax preparation, we have the best Tax Professionals in the country:

  • 75 hours of specialty tax training on individual topics such as Itemized Deductions, Depreciation, Rental Real Estate, Farms, Investment Income and Disposition of Business assets. Business topics covered include Partnerships, Corporations, Estate Taxation and Gift Taxation.

  • 15 hours of continuing education each year.

  • 8 years of experience on average.

Best of BothSM FAQ

The convenience of filing at home meets the confidence of filing with a Tax Professional.

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How long will it take for my Tax Professional to prepare my Best of BothSM return?

Your Tax Professional should be able to complete your return within 48 hours after first contacting you. This time can vary significantly if:

  • Your Tax Professional has trouble contacting you.

  • You have delays in obtaining or submitting required information.

What can I expect from the Tax Professional assigned to my return?

Your Tax Professional will typically contact you within 24 hours to review the information you've submitted and gather any additional documentation needed for your return. He or she will talk to you about any additional services available and offer advice specific to your tax situation.

If you're using Best of Both, your Tax Professional will then complete your return and notify you when it's ready for your review and approval. After you approve and pay for your return, your Tax Professional will e-file it for you or advise you how to print and mail your return.

Do I need to mail anything to my Best of BothSM Tax Professional when I submit my return?

You might need to submit supporting tax documents to your Tax Professional. You can submit them via:

  • Upload via a secure Message Center

  • Mail

  • Fax

  • Drop-off at office

What if I don't have electronic copies of my documents?

You can fax or mail copies of your tax documents to your Tax Professional. Before faxing, print a fax cover sheet to include with your documents. The cover sheet is available via the Main Menu. Or if you have a digital camera or mobile phone with a camera, take a photo of the document(s) and attach it via the Message Center. Each photo must display the entire document and clearly show the text on the document.

Emerald Advance® FAQ

Get quick access to money with the H&R Block Emerald Advance® Line of Credit. Find answers to questions you may have about the Emerald Advance® by using the link below.

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What is the Emerald Advance®Line of Credit?

The Emerald Advance® Line of Credit is a year-round line of credit that provides the ability to repeatedly borrow and repay money, up to a maximum amount determined by the bank. You only borrow and repay the specific amount you need.

When will the Emerald Advance® be available?

This product is not available in H&R Block tax offices at this time

What do I need to bring in with me to apply?

This product is not available in H&R Block tax offices at this time.

What are the benefits of the Emerald Advance® ?

With the Emerald Advance® Line of Credit you can:

  • Access your transferred funds with the H&R Block Emerald Prepaid MasterCard ®

  • Pay down the balance on the Emerald Advance with a portion of your tax refund, if you so choose

  • Pay significantly lower fees than payday lenders

  • Access credit year-round

  • Build your credit history - Activity reported to the credit bureaus so good payment history can help you build credit!

What are the benefits of using the Emerald Card?
  • Use it to make purchases anywhere debit MasterCard® cards are accepted, including by phone, mail or online

  • There is no cost to get the card. No credit check or bank history required

  • Sign up for direct deposit and you could save on check cashing fees

  • Get cash back for free when making purchases at retailers

How can I access my Emerald Advance® Line of Credit account information?

You can access information for your Emerald Advance® such as the amount available to transfer, outstanding balance and minimum payment amount due by calling 1-866-353-1266. Or visit www.ezcardinfo.com to view your account information online.

H&R Block Emerald Advance® line of credit and H&R Block Emerald Savings® are offered through, and H&R Block Emerald Prepaid MasterCard® is issued by, H&R Block Bank, A Federal Savings Bank, Member FDIC. Line of credit is subject to credit and underwriting approval. Fees apply. If you apply and qualify for an Emerald Advance, H&R Block Bank may report information about your account to credit bureaus. Late payments, missed payments, or other defaults on your account may be reflected in your credit report. Products offered only at participating offices. MasterCard is a registered trademark MasterCard International Incorporated. "Prior Clients" are H&R Block customers in good standing (except those with an IRA only) and individuals who paid H&R Block or its franchisee for assisted 2011 tax return preparation (which includes an amended return). Offer expires January 15, 2013. © 2012 HRB Tax Group, Inc

The H&R Block Emerald Prepaid MasterCard is issued by H&R Block Bank, a Federal Savings Bank, Member FDIC, pursuant to a license from MasterCard International Incorporated. Fees may apply. MasterCard is a registered trademark of MasterCard International Incorporated. Emerald Card is a trademark of HRB Innovations, Inc. This product may not be available at some locations. © 2012 HRB Tax Group, Inc.

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