Best Tax Software for Investors & Crypto

4.0 out of 5 stars. 54104 reviews

H&R Block Premium Online investor tax filing
- With live help and AI tax assist
- Premium Online is best for:
- Rental income and deductions
- Stock and bond investments
- Cryptocurrency sales
$ $105 + $49 per state filed

FAQs

Tax forms included in Premium Online

Enjoy everything Premium Online has to offer

Unlimited expert help

Get help from AI Tax Assist & live tax pros. Ask unlimited questions and get unlimited support.
Easy doc upload

No need to scan your docs or manually enter your W-2. Grab your phone, take a pic of your docs, and you’re all set.
Refund tracking

No more wondering where your money is. File with H&R Block and you’ll see your refund update in real time.
Investment reporting

Report stock sales and capital gains. We’ll also import your investment income info from participating institutions.

Product comparison	Free $0	Deluxe $65	Premium $105	Self-Employed $130
Earned Income Tax Credit (EITC)	Earned Income Tax Credit (EITC)	Earned Income Tax Credit (EITC)	Earned Income Tax Credit (EITC)	Earned Income Tax Credit (EITC)
Deduct student tuition, payments, and loan interest	Deduct student tuition, payments, and loan interest	Deduct student tuition, payments, and loan interest	Deduct student tuition, payments, and loan interest	Deduct student tuition, payments, and loan interest
Unlimited expert help	Unlimited expert help	Unlimited expert help	Unlimited expert help	Unlimited expert help
Deduct real estate taxes and home mortgage interest	Deduct real estate taxes and home mortgage interest	Deduct real estate taxes and home mortgage interest	Deduct real estate taxes and home mortgage interest	Deduct real estate taxes and home mortgage interest
Report asset depreciation	Report asset depreciation	Report asset depreciation	Report asset depreciation	Report asset depreciation
Claim rental income & deductions (Schedule E)	Claim rental income & deductions (Schedule E)	Claim rental income & deductions (Schedule E)	Claim rental income & deductions (Schedule E)	Claim rental income & deductions (Schedule E)
Report stocks, bonds, and other investment income (Schedule D)	Report stocks, bonds, and other investment income (Schedule D)	Report stocks, bonds, and other investment income (Schedule D)	Report stocks, bonds, and other investment income (Schedule D)	Report stocks, bonds, and other investment income (Schedule D)
Claim small business expenses (Schedule C)	Claim small business expenses (Schedule C)	Claim small business expenses (Schedule C)	Claim small business expenses (Schedule C)	Claim small business expenses (Schedule C)

PREMIUM + TAX PRO REVIEW
Have a tax pro check your work for accuracy

Do your taxes yourself, then have a pro review your return with 100% accuracy guaranteed.
Have a tax pro <span class="text-color-neon-green">check your work</span> for accuracy $ ~~$205~~$200
+ $49 per state filed

Premium Online FAQs

H&R Block Premium Online supports a variety of investment-related tax situations, including stock and bond investments, dividends, interest income, and rental income. Premium is designed for taxpayers with investment income who need help reporting more complex tax situations with confidence.

H&R Block Premium Online can help you report cryptocurrency sales and other crypto-related tax situations. Premium is designed for taxpayers who need to account for gains, losses, and transactions from cryptocurrency activity when filing their return.

Yes. Premium Online includes Schedule E for rental property income, with built-in tools to calculate and report depreciation on your real estate assets. This makes Premium Online the ideal choice for landlords and real estate investors who need to track rental income, deductions, and depreciation throughout the year.

Yes. H&R Block Premium Online fully supports Schedule D and Form 8949 for reporting capital gains and losses from stocks, bonds, mutual funds, and other investment sales.

File anywhere with the H&R Block Tax Prep app

Upload docs and work at your own pace from any device.

0 Spruce Cash Back Rewards: Spruce Rewards currently not available.
1 Spruce Early Paycheck: Early access depends on when payment is submitted. Funds are generally made available when payment instruction is received, which may be earlier than scheduled payment date.
2 Spruce Savings APY: The Annual Percentage Yield (APY) is accurate as of 11/12/2026. This rate is variable and can change without notice. Spruce Savings Accounts opened prior to July 17, 2025 may be required to opt in through the Spruce app or at sprucemoney.com to start earning interest.
3 Emerald Advance Loan: H&R Block Emerald Advance® Loan originated by Pathward®, N.A. Subject to eligibility and credit approval. Annual Percentage Rate (APR) is 35.9%. Loan amounts vary from $400-$1,750. If approved, loan proceeds will be disbursed as directed to prepaid card or checking account at Pathward. Additional terms and conditions apply, see account agreements for details. Offered for a limited time at participating locations.
4 Spruce Root & Reward Refer a Friend: Offer from Spruce. To qualify for the Root & Reward Refer a Friend Referral Campaign reward, eligible Spruce customers must refer eligible friends who complete the following: 1) referred person opens new Spruce Accounts between April 16, 2026 and May 31, 2026 using a valid and unexpired referral link; and 2) within 45 days of account signup referred person receives $200 in qualifying direct deposits and activates their physical Spruce debit card. Qualifying direct deposits are only ACH credits from an employer or government benefits (but not tax refunds). Not available for residents of Washington state. The $50 reward amount will be deposited into your Spruce Spending Account within 7 business days after all requirements are completed. May be modified or discontinued at any time. Referrers acknowledge that by referring a friend through the Root & Reward Refer a Friend Referral Campaign, they are releasing non-public information, and referred people acknowledge that signing up for Spruce Accounts using a referral link will result in sharing information with the referrer, including knowledge the referred person opened Spruce Accounts. Other limitations and terms apply. For full details, see the Spruce Referral Bonus and Incentive Terms available in the referral dashboard or on the landing page after clicking on a valid referral link.
5 #1 Tax Preparer: Based on assisted returns prepared in 2024.
6 Expert help: Comparison based on regular price for standard paid DIY products on TurboTax.com as of 4/1/25. TurboTax is a registered trademark of Intuit, Inc.
7 Bookkeeping Savings: 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.
8 The Tax Institute at H&R Block (TTI) makes reasonable efforts to include accurate and up to date information on thetaxinstitute.com and in accompanying materials (the Site). However, TTI makes no warranties or representations as to the Site’s accuracy. TTI assumes no liability or responsibility for any errors or omissions in the content of the Site.
10 Loan Example: A $900 loan originated on November 2 would accrue $131.90 interest if paid in full on March 31 the following year. This is an estimate based on an average customer and timely repayment. Actual loan amounts will vary, subject to application approval.
11 Bookkeeping Advisors, Accounts and Pricing: Block Advisors and H&R Block services and pricing are available virtually and at participating locations. Additional terms and conditions apply.

Your Block Advisors or H&R Block accountant may not be a licensed accountant.
12 FDIC insurance: Funds are insured by the FDIC on a pass-through basis, subject to applicable limitations, restrictions, and requirements for such FDIC pass-through insurance, when the funds are received in your account. FDIC insurance only protects when an FDIC-insured institution fails. Spruce and H&R Block are not banks or FDIC-insured institutions, but Pathward® N.A. is an FDIC-insured depository institution.
14 Offer from H&R Block. Requires 1) opening of new Spruce Accounts between 9/1/26 and 9/30/26; and 2) receiving $500 in qualifying direct deposits within 45 days of opening. Qualifying direct deposits are only ACH credits from an employer or government benefits (but not tax refunds). Any other deposits do not qualify, including but not limited to, other ACH credits, mobile check deposits, internal transfers, transfers within Spruce from external accounts, peer payments or transfers, or cash transfers. $100 will be deposited within 14 business days after completing all requirements. Spruce Accounts may not be closed or restricted at payout. You are responsible for tax treatment of funds. Limit one per customer. Cannot be combined with any other offer, including any Referral Incentive Campaign, and not available if you open Spruce accounts using a referral link. May be modified or discontinued at any time. For full bonus terms, click here.
16 Send A Friend: You’ll receive up to a $20 reward for each new client you refer that completes a 2025 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 2024 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.
17 Bookkeeping Discount: Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2026. ©2026 HRB Tax Group, Inc.
20 Spruce Early Refund: Does not change IRS refund processing speed. Claim is based on making federal refunds available when payment instruction is received, which may be earlier than scheduled payment date. Depends on timing of the IRS’s payment file. Available only for federal refunds. May be changed or discontinued at any time.
21 More Forms for Free: H&R Block Free Online accepts more forms for free than the TurboTax Free Edition. Learn more about H&R Block Free Online available forms.
22 H&R Block Free Online: H&R Block Free Online is for simple returns only. Not everyone qualifies. All tax situations are different. Additional fees may apply.
23 Bookkeeping Guarantee: If H&R Block makes an error in your bookkeeping that requires a reopening of your books for any month, we will correct the error for the month the error occurred at no additional charge. Limitations apply. See blockadvisors.com/guarantees for complete details.
24 In order to file your state return, you first need to purchase and install the corresponding federal edition.
25 Income Tax Course: 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 4/1/2024 – 3/31/2025. 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, 2025 in order for the referral to be paid. Rewards will be paid May 2025.
26 Entity Formation Tax Savings ($40k Profit): Potential savings based on estimated self-employment tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2023 by taking an S Corp election and filing in 2024, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Overall tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information.
27 Enrolled Agent: Enrolled Agents do not provide legal representation; signed Power of Attorney required. Audit services constitute tax advice only. Consult an attorney for legal advice. Void where prohibited.
28 5 Million+ Switchers: Total number of new customers using assisted or DIY tax solutions regardless of other prior tax preparer or method.
31 Block Advisors Small Business Certified: Our small business tax professional certification is awarded by Block Advisors, a part of H&R Block, based upon successful completion of proprietary training. Our Block Advisors small business services are available at participating Block Advisors and H&R Block offices nationwide.
32 Send A Friend Expat: You’ll receive a $50 discount for each new client you refer that completes a 2023 tax return with H&R Block Expat Tax Services. A new client is someone who did not use H&R Block Expat Tax Services within the past 2 years. The discount will be applied for each new client after they prepare and pay for their tax return with H&R Block Expat Tax Services. Discounts will be applied to your next tax return prepared by H&R Block Expat Tax Services.
33 Business Financing: Financing provided by YouLend US LLC. Applications are subject to YouLend’s terms and conditions, eligibility criteria, and approval. H&R Block does not provide financing, make application decisions, or set the terms of any financing obtained from YouLend. If approved, financing is subject to the applicable financing agreement entered into directly with YouLend. Not available in Connecticut, Missouri, Texas, or Virginia. Available for a limited time; may be modified, suspended, or terminated at any time.
34 Entity Formation Tax Savings ($50k Profit): Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $50,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $25,000. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different.
35 Entity Creation: We do not provide legal advice. The choice of entity for a small business is an important decision, and taxes and other financial considerations are only some of many factors to consider. The information on this site is not intended to be legal advice or specific to any situation. We recommend that you seek the advice of an attorney about the implications of entity selection.
36 Business Tax Audit Support: See Terms and Conditions for details. H&R Block does not provide legal representation. Business tax audit support does not include reimbursement of any taxes, penalties, or interest imposed by tax authorities.
37 30% Savings: Up to 30% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1040 plus Schedule C and one state filing in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
38 50% Savings: Up to 50% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1065, 1120, and 1120S in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
40 Free Online vs TurboTax: Qualification for free filing with H&R Block Free Online and TurboTax Free Edition is based on specific criteria. Eligibility requirements may vary. TurboTax is a registered trademark of Intuit, Inc.
87 ITIN Services: H&R Block does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply.
88 ITIN Number: Available only at participating H&R Block offices. CAA service not available at all locations. H&R Block does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply.
89 ITIN Dependents: For tax years beginning after 2017, applicants claimed as dependents must also prove U.S. residency unless the applicant is a dependent of U.S. military personnel stationed overseas. A passport that doesn’t have a date of entry won’t be accepted as a stand-alone identification document for dependents.
90 ITIN Documents: Supporting Identification Documents must be original or copies certified by the issuing agency. Original supporting documentation for dependents must be included in the application.
109 Refund Advance loan: This is an optional tax refund-related loan from Pathward®, N.A.; it is not your tax refund. Loans are offered in amounts of $250, $500, $750, $1,250, $2,500, or $4,000. Approval and loan amount based on expected refund amount, eligibility criteria, and underwriting. If approved, funds will be disbursed as directed to a prepaid card or checking account at Pathward. The loan amount will be deducted from your tax refund, and any remaining balance will be sent to you. Tax returns may be e-filed without applying for this loan. Fees for other optional products or product features may apply. Limited time offer at participating locations. Not available in H&R Block Online or Tax Software. H&R Block Maine License No. 2649367. OBTP#13696-BR.
110 Emerald Card FDIC: Funds in your Emerald Card Account are insured by the FDIC on a pass-through basis, subject to applicable limitations, restrictions, and requirements for such FDIC pass-through insurance. FDIC insurance only protects when an FDIC-insured institution fails. H&R Block is not a bank or an FDIC-insured institution, but Pathward® N.A. is an FDIC-insured depository institution.
113 Emerald Card Direct Deposit: Payroll, unemployment, government benefits and other direct deposit funds are available on effective date of settlement with provider. Please check with your employer or benefits provider as they may not offer direct deposit or partial direct deposit. Faster access to funds is based on comparison of traditional banking policies for check deposits versus electronic direct deposit.
115 Emerald Advance Loan: H&R Block Emerald Advance® Loan originated by Pathward®, N.A. Subject to eligibility and credit approval. Annual Percentage Rate (APR) is 35.9%. Loan amounts vary from $400-$1,750. If approved, loan proceeds will be disbursed as directed to prepaid card or checking account at Pathward. Additional terms and conditions apply, see account agreements for details. Offered for a limited time at participating locations.
117 Emerald Card ATM: When you use an ATM, in addition to the fee charged by the bank, you may be charged an additional fee by the ATM operator. See your Cardholder Agreement for details on all ATM fees.
118 Emerald Card Retail Reload: Emerald Card Retail Reload Providers may charge a convenience fee. Any Retail Reload Fee is an independent fee assessed by the individual retailer only and is not assessed by H&R Block or Pathward.
119 Refund Transfer: A Refund Transfer Account is an optional tax refund-related product provided by Pathward®, N.A., Member FDIC. $42 fee applies. This is a bank deposit product, not a loan. You can file your return and receive your refund without purchasing a Refund Transfer. Payments you authorize from your account will be deducted from your refund, and any remaining balance will be sent to you. Qualifying expected tax refund and e-filing required. Other restrictions apply; see terms and conditions for details. H&R Block Maine License Number: 2649367. OBTP#13696-BR.
120 Emerald Card Mobile Update Fee: Neither H&R Block nor Pathward® charges a fee for Emerald Card mobile updates; however, standard text messaging and data rates may apply.
121 Emerald Card Mastercard Zero Liability: US Mastercard Zero Liability does not apply to commercial accounts (except for small business card programs). Conditions and exceptions apply — see your Cardholder Agreement for details about reporting lost or stolen cards and liability for unauthorized transactions.
124 Emerald Card Check to Card: The Check-to-Card service is provided by Sunrise Banks, N.A. and Ingo Money, Inc., subject to the Sunrise Banks and Ingo Money Service Terms and Conditions, the Ingo Money Privacy Policy, and the Sunrise Banks, N.A. Privacy Policy. Approval review usually takes 3 to 5 minutes but can take up to one hour. All checks are subject to approval for funding in Ingo Money’s sole discretion. Fees apply for approved Money in Minutes transactions funded to your card or account. Unapproved checks will not be funded to your card or account. Ingo Money reserves the right to recover losses resulting from illegal or fraudulent use of the Ingo Money Service. Your wireless carrier may charge a fee for data usage. Additional transaction fees, costs, terms and conditions may be associated with the funding and use of your card or account. See your Cardholder or Account Agreement for details.
131 Emerald Card Linked Account Transfer: Transferring funds from another bank account to your Emerald Card may not be available to all cardholders and other terms and conditions apply. There are limits on the total amount you can transfer and how often you can request transfers. Pathward does not charge a fee for this service; please see your bank for details on its fees.
160 Income Tax Course: 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 40 hours of instruction at the federal level, 70 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-03026 © 2026 HRB Tax Group, Inc.

H&R Block has been approved by the California Tax Education Council to offer The H&R Block Income Tax Course, CTEC# 1040-QE-03026, which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890; or at www.ctec.org.
161 Price Match Offer: Switch to H&R Block (“HRB”) and we will match the price you paid your credentialed tax preparer or Qualified Competitor up to 50% off HRB’s price to prepare your 2024 personal income tax return (the “Offer”). Offer is valid for new in-person HRB and Block Advisors clients only. Offer Period: January 6, 2025 – February 28, 2025. Offer only applies to personal income tax return for 2024 taxes filed in calendar year 2025. Customer eligibility will be at the sole discretion of the HRB tax professional. Customer must provide an eligible receipt, at the time of tax preparation, for 2023 federal and state preparation by a credentialed tax preparer or Qualified Competitor and excludes do it yourself tax preparation services (“Eligible Receipt”). Qualified Competitors include but are not limited to TurboTax, Liberty Tax, or Jackson Hewitt. The Eligible Receipt must be a valid receipt as determined by HRB. Excludes H&R Block Online, Tax Pro Review, and H&R Block Small Business services and entity returns. A new client is an individual who did not use Block Advisors or H&R Block office services to prepare their 2023 return. Discount is not available in combination with any other offers or promotions. No discount will reduce the price of services below $99. HRB reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Valid only at participating locations. Offer is available only to legal US residents. OBTP#B13696-BR. ©2025 HRB Tax Group, Inc.
162 TurboTax is a registered trademark of Intuit, Inc.
163 Price Estimate: We will notify you if there is a change in your tax situation that requires a price adjustment.
164 Bookkeeping and Payroll Partnership Offer: First month free offer valid for virtual Premium or Full-Service bookkeeping and/or Premium or Plus payroll services, up to $309 for bookkeeping and $150 for payroll services, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel the discounted service(s) or terminate your client service agreement. Cancel or terminate before the end of your first month to avoid recurring charges. We reserve the right to change the standard monthly rates at any time. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for bookkeeping and/or payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2026 HRB Tax Group Inc.
165 Payroll Partnership Offer: First month offer valid for Premium or Plus payroll services, up to $150, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel or terminate. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2026 HRB Tax Group Inc.
166 Bookkeeping Partnership Offer: First month offer valid for virtual Premium or Full-Service bookkeeping services, up to $309, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel or terminate. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2026 HRB Tax Group Inc.
167 Assisted Tax Prep Discount: Discount valid at participating Block Advisors or H&R Block U.S. offices for an original 2025 income tax return for new clients only, and may not be combined with any other offer or promotion. Coupon must be presented prior to the completion of initial tax office interview. A new client is an individual or business who did not use Block Advisors or H&R Block to prepare their income tax return within a year from the date of the 2025 income tax return preparation. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR ©2025 HRB Tax Group, Inc.
168 DIY Discount: Valid for H&R Block Online at hrblock.com for an original 2025 personal federal income tax return for new clients only. Discount may not be combined with any other offer or promotion. H&R Block Online must be accessed from the included link, and discount will be applied automatically at checkout. A new client is an individual or business who did not use Block Advisors or H&R Block to prepare their income tax return within a year from the date of the 2025 income tax return preparation. Void if transferred and where prohibited. Exclusions may apply. No cash value. OBTP#B13696-BR ©2025 HRB Tax Group, Inc.
169 Tax Bundle Offer: Lock in your fee for your 2025 or any prior year federal and state return(s) and get 50% off either (1) a one return Tax Bundle for a 1040 virtual return or (2) a two return Tax Bundle for a 1040 virtual return and an entity virtual return, plus Peace of Mind for 1040s, Business Tax Audit Support for entities, three Year-Round Tax Planning sessions, and unlimited virtual tax support, valued at $499 and $899 respectively. To redeem this offer, you must schedule your Free Consultation between October 6 and October 12, 2025 and purchase a Tax Bundle by October 31, 2025. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR © 2025 HRB Tax Group Inc.
170 Bookkeeping and Payroll Offer Combined: First three months free offer valid for virtual Premium or Full-Service bookkeeping and/or Premium or Plus payroll services, up to $525 for bookkeeping and $450 for payroll services, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel the discounted service(s) or terminate your client service agreement. Cancel or terminate before the end of your first month to avoid recurring charges. To redeem this offer, you must schedule your Free Consultation between October 6 and October 12, 2025 and purchase Premium or Full-Service bookkeeping and/or Premium or Plus payroll services by October 31, 2025. We reserve the right to change the standard monthly rates at any time. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2025 HRB Tax Group Inc.
171 Mastercard: This offer is made by Block Advisors by H&R Block and not by Mastercard. Mastercard makes no offer, and disclaims all warranties and liability in relation to Block Advisors by H&R Block offer.
172 End of Season Free Tax Pro Review promotion: The End of Season Free Tax Pro Review promotion (“Promotion”) is available until April 11, 2026 (the “Promotional Period”) and is available exclusively to new H&R Block DIY Online clients using Plus, Deluxe, Premium, Self-Employed and Small Business products. For purposes of this Promotion, a “new client” is defined as an individual who did not use H&R Block DIY Online to prepare and file a federal tax return for tax year 2024. To be eligible for the Promotion, you must complete a qualifying DIY Online tax return transaction, including submission for Tax Pro Review, on or before April 11, 2026. The Promotion is limited to one Free Tax Pro Review per eligible client and is non-transferable. H&R Block reserves the right to modify or terminate the Promotion at any time without prior notice. Additional terms, conditions, and restrictions may apply. Void where prohibited.
173 Based on a review of turbotax.intuit.com on 1/22/26. TurboTax is a registered trademark of Intuit, Inc.
174 Based on a review of turbotax.intuit.com on 1/22/26. TurboTax is a registered trademark of Intuit, Inc. Free Tax Pro Review is valid through February 15, 2026 and is available exclusively to new H&R Block DIY Online clients using Plus, Deluxe, Premium, Self-Employed and Small Business products. For additional terms, conditions, and restrictions visit HRBlock.com/taxproreview.
175 Based on a review of turbotax.intuit.com on 1/22/26. TurboTax is a registered trademark of Intuit, Inc. Results vary. All tax situations are different. Fees apply if you have us file an amended return.
176 First three months 50% off bookkeeping offer: First three months 50% off offer valid for virtual Premium or Full-Service bookkeeping, up to $927 for bookkeeping, excluding one-time set up fees. Following the third month, you will be charged then-current monthly rates, until you cancel the service or terminate your client service agreement. Cancel or terminate before the end of your third month to avoid increased charges. To redeem this offer, you must schedule a free consult appointment with the business service team by May 29, 2026. We reserve the right to change the standard monthly rates at any time. Discount may not be combined with any other offer or promotion. Offer valid at participating locations. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR
2026
Get Free Amendments with your Second Look Review!
Now through April 15, 2026, switch to H&R Block and we’ll give you a free Second Look of your last 3 tax returns and amend any mistakes for free.

Eligibility: Available January 8 – April 15, 2026, for Second Look customers at participating H&R Block offices and online. Must complete a Second Look review with H&R Block Online while residing in an eligible ZIP code or at an H&R Block office located in an eligible zip code. If a qualifying error is found on a prior-year return, you’ll receive one free amendment. A ‘qualifying error’ includes miscalculations of tax credits, deductions, filing status, or other omissions that result in a revised tax liability.

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4.0

Average Customer Ratings

Accuracy & Tax Expertise, 4.2 out of 5

Clear Instructions, 4.0 out of 5

Ease of use, 4.1 out of 5

Value, 3.8 out of 5

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1 to 8 of 54104 Reviews

1 – 8 of 54104 Reviews

5 out of 5 stars.

Great service and no judgement

2 days ago

I made an error by not filing my 2025 taxes and I was scared to file them ad I didn't know how to do it on the website. So, I chatted with someone on your website, and they assisted me through the process. It was a big relief when it went through. I will never do that again.

ProsEasy to prepare, Easy to import documents, Fast

Yes, I recommend this product.

Accuracy & Tax Expertise, 5.0 out of 5

Clear Instructions, 5.0 out of 5

Ease of use, 5.0 out of 5

Value, 5.0 out of 5

Response from H&R Block:

a day ago

Social Media Department

We’re absolutely thrilled to hear that you had a positive experience with us! Thank you so much for choosing our services, we truly appreciate your business and the opportunity to support you this tax season. We can’t wait to welcome you back again next tax season!

5 out of 5 stars.

???

5 days ago

got the amended return completed fast and efficient

Response from H&R Block:

3 days ago

Tra Social Media Team

We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!

5 out of 5 stars.

23 days ago

I have been using it for years and I love it. It is quite straightforward and reliable. I have compared it with others, and I prefer this one.

Response from H&R Block:

23 days ago

Social Media Department

We are so happy to hear about your great experiences! We appreciate your time & business, and thank you for taking time out of your day to provide us with valuable feedback! We look forward to seeing you again next tax season!

5 out of 5 stars.

Great Combination of Quality and Price

27 days ago

Easy to use. Great guidance. Overall Excellent. Will continue to use annually. Thanks.

ProsEasy to prepare, Maximizes refund

Yes, I recommend this product.

Accuracy & Tax Expertise, 5.0 out of 5

Clear Instructions, 5.0 out of 5

Ease of use, 5.0 out of 5

Value, 5.0 out of 5

Response from H&R Block:

27 days ago

Social Media Team

We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!

5 out of 5 stars.

First reviewer wanted too many docs sent

27 days ago

Nice and helpful consultant... she got things done

ProsMaximizes refund

ConsHard to import documents

Yes, I recommend this product.

Accuracy & Tax Expertise, 5.0 out of 5

Clear Instructions, 3.0 out of 5

Ease of use, 3.0 out of 5

Value, 4.0 out of 5

Response from H&R Block:

27 days ago

Social Media Team

We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!

5 out of 5 stars.

Great product and service!

28 days ago

Easy and great service and product. I’ve been using them for years now. They always deliver and help with all my tax needs.

ProsEasy to prepare, Maximizes refund, Easy to import documents, Fast

Accuracy & Tax Expertise, 5.0 out of 5

Clear Instructions, 5.0 out of 5

Ease of use, 5.0 out of 5

Value, 5.0 out of 5

Response from H&R Block:

28 days ago

Social Media Team

We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!

5 out of 5 stars.

a month ago

The only problem I had was not being able to see the actual tax return -- even after paying -- before filing. As a result, I did not see that my QCD was taxed; therefore I'll need to do an amendment.

ProsEasy to prepare

ConsTime consuming

Accuracy & Tax Expertise, 5.0 out of 5

Clear Instructions, 5.0 out of 5

Ease of use, 5.0 out of 5

Value, 5.0 out of 5

Response from H&R Block:

29 days ago

Social Media Team

We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!

5 out of 5 stars.

Great product

a month ago

I’ve been using H&R Block for the last five years. It’s been a great program. I’m very happy with the quality of the product and the ease of use. I have Multiple jobs as I have a few part-time gigs and I also have investments and I’ve never had a problem with H&R Block helping me ensure all that is accurate and I’ve never had a problem with the iRS. Consider me a customer for life

ProsEasy to prepare, Maximizes refund, Easy to import documents, Fast

Yes, I recommend this product.

Accuracy & Tax Expertise, 5.0 out of 5

Clear Instructions, 5.0 out of 5

Ease of use, 5.0 out of 5

Value, 5.0 out of 5

Response from H&R Block:

a month ago

Social Media Team

We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!

H&R Block Premium Online investor tax filing

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Investment reporting

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Reviews

Rating Snapshot

Overall Rating

Average Customer Ratings

Filter Reviews

Great service and no judgement

???

Great Combination of Quality and Price

First reviewer wanted too many docs sent

Great product and service!

Great product