H & R BLOCK Tax Preparation Business

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 H&R Block

We've been committed to providing our clients with the highest level of customer satisfaction since brothers Henry and Richard Bloch founded the company in 1955.

Consumers today want more from their local H&R Block office than just tax preparation. They already think of H&R Block as a financial services company, and they've asked America's most trusted tax partner to become their complete personal financial partner.

To meet the needs of its clients, H&R Block has transformed itself from a company focused exclusively on tax preparation to a company that provides comprehensive financial services. On Jan. 12, 2000, H&R Block announced a complete menu of financial services, including brokerage services, annuities, mutual funds, and IRAs, would be available through the company's H&R Block Financial Centers and at its expanded Web site.

In July 2000, H&R Block put a new "face" on the company when it introduced a new logo and brand identity program. The announcement further reflects the company's transformation from the nation's most trusted tax preparer to America's year-round financial partner. Just one month earlier, Henry Bloch announced his retirement from the company he founded. Henry stepped down as chairman and became honorary chairman of H&R Block in September 2000.

Today mainstream Americans can continue to look to H&R Block as an affordable - and approachable - partner. The "new" H&R Block is poised to help Americans meet their financial needs.

H&R Block is the world's largest tax services company. It served nearly 21 million clients in the U.S. and 11 countries during fiscal year 2003. Clients were served at the approximately 10,600 H&R Block retail offices worldwide and through the company's award-winning software, TaxCutý, and its online tax services.


H&R Block offers investment advice and services through H&R Block Financial Advisors Inc., a full-service securities broker. In fiscal 2003, H&R Block Financial Advisors offered financial planning, investment advice and related financial services and securities products through 1,000 financial advisors at more than 500 branch offices throughout the U.S. H&R Block Financial Advisors Inc. is a member NYSE, SIPC, a registered broker-dealer and investment advisor. H&R Block Inc. is not a registered broker-dealer and is not a registered investment advisor.

H&R Block Mortgage Corp. offers a full range of retail mortgage products. Option One Mortgage Corp. provides mortgage services and offers wholesale mortgage products through large financial institutions and a network of 24,000 independent mortgage brokers

 



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