Put your friends to work, at H&R Block.

Know someone who would be a great fit at Block? Whether they’re a tax pro, looking to gain tax expertise, or just love working with people, we want to hear from them! And when you send a pro to the H&R Block referral program, you could earn some extra cash for yourself.

3 ways to refer friends today.

My friend wants to learn taxes.

If your friend is interested in taxes but has no experience, H&R Block’s Income Tax Course is designed for them. Through flexible, online and in-person classes, students obtain the knowledge and skills required to be a first-year tax pro. If they pass and they’re hired at an H&R Block office, you’ll earn $150.

My friend has tax experience.

If your friend has a background in taxes already, our Tax Knowledge Assessment puts their knack for numbers to the test. Passing the assessment is the first step towards a career as an H&R Block tax pro, and it’s free to take. If they pass and they’re hired at an H&R Block office, you’ll earn $250.

My friend wants to work in a tax office.

If your friend has a passion for helping people, we have multiple paths for them to choose from. Our tax offices are supported by team leaders, receptionists, and other office roles that impact each and every client experience. If they’re hired as a receptionist, you’ll earn $50.

Common FAQs

No. While we encourage you to talk to your friends about the program opportunity, all referrals must be submitted through www.hrblock.com/tax-office-referral to be eligible for a referral payment.

Successful referrals must meet the following criteria:

  1. Referrals for all three of these positions must be submitted at hrblock.com/tax-office-referral. Verbal or other written referrals are not accepted.
  2. Referrals for Experienced Tax Professionals and First Year Tax Pros must be submitted before the candidate enrolls in H&R Block’s Income Tax Course (ITC) or begins the Tax Knowledge Assessment (TKA).
  3. Referred candidates must meet all hiring requirements (including, if applicable, the successful completion of ITC/TKA). Successful completion of ITC/TKA entails passing the Income Tax Course with a minimum grade of 70%, or the Tax Knowledge Assessment with a minimum grade of 80%.
  4. Referred candidates must become active — i.e., start clocking hours — by March 31 in order for the referral to be paid out with that year’s referral bonuses.
  5. Referrals are valid for 18 months.
  6. Referred candidates must be new to H&R Block and cannot have been employed by the company previously.
  7. You do not have to be employed to be eligible to receive a Referral Bonus.
  8. In the event there are multiple referrals for the same successful candidate, only the earliest submitted referral will be eligible for a bonus.
  9. In the event the same candidate is referred for, or is hired into, both an Experienced Tax Professional and a First Year Tax Pro position, only the first job the candidate is hired into can result in a referral bonus payment.
  10. Field leaders and those involved in the interview/selection process are not eligible for a referral bonus.

Yes, you can always refer friends to Block. You can also still refer friends to the first year tax pro role, but after you have five successful referrals you will not be eligible for the $150 reward payment. You can also refer more than five friends to the experienced tax pro role, but will only be eligible for the $250 reward on the first five successful referrals. You can also refer more than four friends to the receptionist role, but will only be eligible for $50 on the first four referrals.

For any successful referral submitted between April 1, 2023 – March 31, 2024 you will be eligible for payout in April 2024. Eligible referrals submitted after these dates would qualify for future payouts.

Payout amounts for successful referrals are pre-tax and will be distributed in April. Payouts cannot be processed until candidates are validated for the year.

  1. Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 63 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2773 ©2023 HRB Tax Group, Inc.

    Program rules: Limit of 5 paid referrals per Experienced Tax Pros and First Year Tax Pros and 4 paid referrals for Receptionists. All referrals must be submitted between 4/1/2023 – 3/31/2024 using hrblock.com/offers/tax-pro-referral. Tax Pro referrals must be submitted prior to a candidate’s enrollment in the Income Tax Course (ITC) or starting the Tax Knowledge Assessment (TKA) and the candidate must successfully pass the appropriate course/test with a minimum grade (70% for ITC and 80% for TKA). Receptionist referrals must be submitted prior to hire date. Referred candidates must become active by March 31, 2024 in order for the referral to be paid. Rewards will be paid April 2024.