Refer friends, family, and small business owners — earn up to $300.
Help them save money on tax prep or bookkeeping services, no matter what kind of support they need. The more new clients you refer, the more rewards you earn.
How it works.
Share
Enter your email to get your unique referral link to share offers with friends, family, and business contacts.
Earn
You'll get an email to claim your reward within 30-45 days after the person you referred finishes their tax return or bookkeeping service.
Redeem
Choose from 100+ retailers like Amazon®, Airbnb®, Lowe’s®, or get a Mastercard cash card. Earn up to $20 per referral, up to $300 total.
Note: If you do not see the referral form appearing on this page, please disable any ad-blockers or pop-up blockers to allow the form to load.
Frequently asked
questions.
A new client is someone who did not use H&R Block or Block Advisors to prepare their 2022 tax return or utilize H&R Block or Block Advisor's bookkeeping services within the past year.
You’ll receive up to a $20 reward for each new client you refer that completes a 2023 tax return with H&R Block or Block Advisors or purchases a 12-month bookkeeping service and a $10 reward for each new client you refer that completes a tax return with H&R Block Online, for a maximum of $300.
A valid referral is a new client - either an individual or a small business owner - who presents their referral discount code and then completes their tax prep with a Block Advisors or H&R Block tax pro. A valid H&R Block Online referral is a new client who uses the Online product and files their tax return after starting from Send A Friend's H&R Block Online offer accessed from the referrer's referral link. A valid bookkeeping referral is a new full-service bookkeeping client who signs a 12-month agreement.
20% off online filing (federal returns), $25 off filing with a tax pro, and $150 off bookkeeping services.
Bookkeeping provides a clear picture of business financials and standing. It can help with forecasting, applying for access to capital, actively managing a business, and optimizing cash flow. We have bookkeeping services to help you manage it all while saving time and money — with full-service rates up to half off a typical accountant’s.* With H&R Block, you get matched to the perfect account manager for your needs and always have a dedicated point of contact to guide you.
*Comparison based on national average of accountant hourly fees in 2020 for “QuickBooks or bookkeeping advisory services” ($109) compared to our full-service bookkeeping hourly rate ($50). Data based on a 2020 survey conducted by the National Society of Accountants. Prices may vary.
The offers can be redeemed on the following dates:
- Personal tax prep: January 2, 2024 - April 10, 2024
- Small business tax prep: January 2, 2024 - April 10, 2024
- Bookkeeping: Year-round, expires December 31, 2024
Referring people has its rewards.
Connect friends, family, and small business owners with help for any tax or bookkeeping need, earn up to $300. Win-win.
- You’ll receive up to a $20 reward for each new client you refer that completes a 2023 tax return with H&R Block or Block Advisors or purchase a 12-month bookkeeping service and a $10 reward for each new client you refer that completes a tax return with H&R Block Online, for a maximum of $300. A new client is someone who did not use H&R Block or Block Advisors to prepare their 2022 tax return or utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they prepare and pay for their tax return or purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address.
- The merchants represented are not sponsors of the rewards or otherwise affiliated with this company. The logos and other identifying marks attached are trademarks of and owned by each represented company and/or its affiliates. Please visit each company's website for additional terms and conditions. Present the Terms and Conditions anytime you're presenting specific gift card use details. Use your card everywhere Mastercard is accepted around the world. Card is issued by The Bancorp Bank, Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Your use of the prepaid card is governed by the Cardholder Agreement, and some fees may apply. This is not a gift card. Please note that prepaid cards are subject to expiration, so pay close attention to the expiration date of the card.