Seven signs you should take the H&R Block Income Tax Course

August 19, 2019 : Lisa Patterson

ITC student

This fall, students will fill H&R Block offices across the country several nights a week. Yes, students will head into offices to study the tax code. As the expert in tax return preparation, H&R Block makes taxes easy to understand with the Income Tax Course (ITC).

Whether you’ve been thinking about how to become a tax return preparer or usually only think about taxes as April 15 draws near, here are seven signs the income tax preparation course is right for you.

1. Your refund was less than what you expected last year.

When your refund amount is different than what you expected, you might be left wondering what happened. Taking the ITC means you don’t have to wonder. Diving into the tax code and learning how changes in your life and in the tax code can impact your tax refund builds your tax muscle. Tax reform changed the tax benefits of homeownership, parenthood and more. Keeping up with those changes can help you make the best tax decisions for you and your family.

2. You have a quest for financial knowledge.

Taxes and your financial decisions are intertwined. In the ITC, students connect how money is earned and taxed, which expenses can be deducted, and how the tax laws affect dependent tax benefits, home ownership, retirement and college savings, investments, and more.

“The class teaches about taxes but adult learners always take that knowledge back to their personal situation,” said Roshelle Fetzer, regional director for H&R Block.

Fetzer’s own ITC experience changed how she looked at expenses.

“I learned so much more about my financial life in general. I learned what a mortgage was. And I realized I could buy a house for less than what I was paying in rent.”

Not only that, but she started saving for retirement and went back to school. Now, she has her bachelor’s and master’s degrees. While the ITC is not a financial planning class, the tax code touches on nearly every aspect of life – from marriage and homeownership to starting a small business or saving for retirement.

3. You are not a math nerd.

You may not be a math nerd, but helping others with their taxes is about more than math. Some of H&R Block’s most knowledgeable tax professionals deftly use their communications skills. Natural communicators can talk to taxpayers and learn about their lives, their goals and translate those to numbers. Karen Orosco, senior vice president of U.S. retail leads the thousands of H&R Block tax office professionals. She looks to hire people who have a “passion” for providing an outstanding client experience and who are “hungry for growth.”

“Being good at taxes isn’t enough,” said Orosco. “I am looking for people with humility, because I think with that comes the willingness to learn and to truly listen to your clients to know what they are needing in that moment.”

4. You are a math nerd.

If you loved math as a kid, learning about tax can be enjoyable and the income tax class is an opportunity to learn new skills from an industry leader.

5. You are inquisitive or curious.

If you like to know how things work, studying the tax code can get you a behind-the-scenes look of a tax return. ITC Instructor Gay Sanchez has an unexpected style of feedback during the course. When a student completes a practice return and asks if it is right, Sanchez asks students to explain the return.

“It isn’t about right or wrong but about learning the tax law, the process of a return and how to take the information a client provides and use it to apply the tax code.”

6. You are considering going to college but not sure the brain will fire up again.

“We have all heard the advice that employees need to be building skills and pursuing education,” said Fetzer. “If you have been out of the classroom for a while and you are hesitant to jump into a college program, the ITC is a low-cost investment in education allowing the opportunity to test your learning ability. You can see if you still have what it takes to be a student.”

7. You like to help.

We all have a friend that can answer nearly every question. If you are that person or want to rival their knowledge, knowing taxes can give you a leg up. Imagine drinks with friends and conversations about starting a business, having a baby, or getting married come up. You’ll be the one with the tax answers. And you may even make new friends when people find out you can answer their tax questions.

Annual enrollment for H&R Block’s Income Tax Course is now open. The course is conducted at multiple locations throughout the country at different times throughout the day. Enroll in H&R Block’s Income Tax Course online or call 1-800-HRBLOCK.

Enrollment in, or completion of, the H&R Block Income Tax Course 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. 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 either currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the 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-2127 ©2019 HRB Tax Group, Inc.

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Lisa Patterson

Lisa Patterson

Contributor and Producer

Lisa Patterson has been a member of the H&R Block newsroom since 2012. She supports efforts to educate consumers and members of the media about taxes and company happenings. Before helping tax professionals talk taxes with the media, Patterson was a consultant for small companies running social media efforts, blogs, events and product marketing. She spent more than 10 years in local government managing communications for city operations, fire and the city manager. Patterson holds two degrees from University of Kansas: a Bachelor's in Business with an emphasis in marketing and a Master’s in Integrated Marketing Communications.

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