We guarantee your maximum refund. And so much more.

Receive 20% off next year’s tax preparation if we fail to provide any of the four benefits included in our “No Surprise Guarantee” (Upfront Transparent Pricing, Transparent Process, Free Audit Assistance, and Free Mid-Year Care Check-In). At participating locations. Limitations apply. Review description of benefits and terms and conditions.

*File with H&R Block Online, File with a Tax Pro, and File with Tax Software.

If you discover an error in the H&R Block tax preparation software that entitles you to a larger refund (or smaller liability), we will refund the software fees you paid to prepare that return and you may use our software to amend your return at no additional charge.

To qualify for the H&R Block Maximum Refund Guarantee, the refund claim must be made during the calendar year in which the return was prepared and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after October 15, 2026.

If you discover an H&R Block error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the tax prep fee for that return and file an amended return at no additional charge. To qualify for the H&R Block Maximum Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after October 15, 2026.

If H&R Block makes an error on your return, we will reimburse you for any resulting penalties and interest.

To qualify for the H&R Block 100% Accuracy Guarantee, the error must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after October 15, 2026.

If the H&R Block tax preparation software makes an error on your return, we will reimburse you for any resulting penalties and interest up to a maximum of $10,000. Terms and conditions apply; see H&R Block’s Accurate Calculations Guarantee for details. Not available for changes in tax laws after October 15, 2026.

We’re so certain you’ll be satisfied with the tax preparation services at our offices, you only pay us if you accept your return.**

**By authorizing H&R Block to e-file your tax return or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due.

If you are dissatisfied with the H&R Block tax preparation software for any reason before you file your return, H&R Block will refund the full purchase price you paid H&R Block or its authorized reseller for the software, exclusive of shipping and handling charges, taxes, and less any rebate you receive on the software.

You must notify H&R Block of your dissatisfaction and the reason for your dissatisfaction with the software within sixty (60) days following your initial purchase of the software, and you must mail proof of purchase, postage prepaid, to this address: H&R Block Money-back Guarantee, P.O. Box 32110, Kansas City, MO 64171

If you receive an IRS or other tax notice related to the return you filed with H&R Block DIY online, we’ll help you understand it and give you steps to take to respond at no additional charge.***

***Does not include in-person audit representation or assistance in responding, which is sold separately. H&R Block does not provide legal advice.

Worry-Free Audit Support® is available for free to clients who purchase and use H&R Block desktop software solutions to prepare and successfully file their 2024 individual income tax return (federal or state).

It does not provide for reimbursement of any taxes, penalties, or interest imposed by taxing authorities and does not include legal representation. Additional terms and restrictions apply; See Worry-Free Audit Support for complete details.

If H&R Block makes an error in your bookkeeping that requires a re-opening of your books for any month, we will correct the error for the month the error occurred at no additional charge. To qualify, the error must be made by H&R Block and result from an incorrectly categorized transaction, incorrect account balance, or unsupported transaction based on the information provided by you to H&R Block. This guarantee is limited only to correcting the bookkeeping error by re-opening the books and correcting appropriate entries and does not include any payment or other responsibility for any claims associated with the error. This guarantee is not available if the error was caused by you providing inaccurate, untimely, or incomplete information. You must cooperate with our review of a guarantee claim.

If H&R Block makes an error in your payroll services, we will fix the error and will reimburse you, after you pay the IRS, for the amount of the penalty, fines, or interest paid by you that you would otherwise not have been required to pay, up to a maximum of ten thousand dollars ($10,000), if the penalties, fines, or interest assessed against you is due solely to an H&R Block error. Under no circumstances will H&R Block pay additional taxes due, wages, compensation, or other fees or consequential damages, including fees for third parties you choose to engage.

H&R Block will only pay the penalties, fines, or interest described above if all of the following conditions are met:

1. The penalty, fine, or interest must not be due to incorrect, untimely, or incomplete information you provide, your failure to follow instructions and requests from your payroll services provider, your failure to provide all necessary information to H&R Block, or any other reason outside the control of H&R Block.
2. You notify H&R Block within thirty (30) days after you received a notice from any tax authority. In addition, you timely sent H&R Block complete documentation of the notice, penalty, fine, or interest, and all other relevant correspondence to and from each tax authority, proof that you paid the penalty, fine, or interest, and any other relevant information H&R Block reasonably requests.
3. You took any and all actions reasonably requested by H&R Block to limit any further penalties and interest from accruing.
4. You have complied with all terms and conditions of this Agreement, and you have not provided any false information.
5. You paid and are current in your fee payments.
6. The penalty or interest must not be based upon incorrect advice you receive from H&R Block that you knew was incorrect at the time that you filed your return.
7. You will not receive a refund for any fee paid for the payroll services.

In no event will H&R Block reimburse you for more than an aggregate of ten thousand dollars ($10,000) in penalties, fines, or interest owed to the IRS and any state revenue authorities.

THIS PROVISION STATES H&R BLOCK’S ENTIRE OBLIGATION AND LIABILITY, AND YOUR SOLE AND EXCLUSIVE REMEDY, FOR ANY ERRORS IN YOUR PAYROLL SERVICES CAUSED BY H&R BLOCK.

We want you to be 100% satisfied with Block Advisors Business Formation Products and Services. If you feel there was a problem with any Block Advisors Business Formation Products and Services you purchased, please contact us at 877-472-1095 and we will work with you to resolve the situation. Any refund requests must be made within 60 days of the purchase of the product or service for which you are requesting a refund. We cannot refund you any amounts paid directly to a third-party, such as government or state filings fees for business formation, taxes, or amounts you paid for Third Party Products and Services. We reserve the right to keep a processing fee of up to 50% of the price paid. Refunds will be issued within a reasonable period of time following a timely made refund request and will be in the same form payment was received. You may lose access to Block Advisors Business Formation Products and Services for which you were refunded. See our Terms & Conditions for more details.