No Surprise Guarantee Terms & Conditions
With our No Surprise Guarantee, we help give you confidence no matter how you file. Whether we prepare your taxes for you (Assisted Clients) or you do your own taxes with our DIY online/software tax preparation products (DIY Clients), you can always count on four key benefits:
Upfront transparent pricing
For Assisted Clients, you’ll always know the price before we begin your tax prep. DIY Clients can check out the list price for the selected H&R Block Online or software product, and Price Preview will help Online product users understand in advance how and why their price changes during the process.
Transparent process
If you’re in an H&R Block office, you can follow along on your own screen during your tax prep. If doing your own, you’ll receive real-time insight into your estimated refund or balance due as you go.
Free audit assistance
If you receive a tax notice, we'll review it with you. We’ll then help you understand the position taken by the IRS, and explain your options for how to respond.
Free Mid-Year Care Check-In
This mid-year reminder helps clients prep before tax season. It includes a W-4 calculator tool, and an optional consultation to help ensure you’re on track and avoid any surprises once it’s time to file.
If you believe H&R Block has not provided the above benefits, please contact 1-800-HRBLOCK within 30 days of your date of filing for Upfront Transparent Pricing and Transparent Process claims; by November 30 of the calendar year in which the applicable return was prepared for the Free Mid-Year Check-in; and there is a three year time limit on claims related to the Free Audit Assistance. We will review your claim, and in the event we failed to provide the above benefits, you will receive a coupon for 20% off the price of next year’s tax preparation at H&R Block. The No Surprise Guarantee is only available for H&R Block Assisted Clients, online DIY clients that used our Free Online, Deluxe Online, Premium Online, or Self-Employed Online editions, and software DIY Clients. The No Surprise Guarantee does not apply to any other program or promotion including those offered in association with third parties and is only available at participating locations. Some benefits of the No Surprise Guarantee may be limited for entity returns.