H&R Block Coupons

More Ways to Save Money at H&R Block

H&R Block has figured out how to make tax season less painful and more affordable. Whether you're filing a simple return or running a business, they've got deals that actually make sense. From completely free filing for most people to bundle packages that cut premium services in half, here's how to get the most bang for your buck.

Apply Your H&R Block Discount Code Step by Step

Getting your H&R Block savings is straightforward, but the process varies depending on which service you're using. Here's how to make sure you don't miss out on any discounts.

1. Choose your filing method on the H&R Block website—online, in-person, or software download
2. Enter your tax information and select the service level that fits your needs
3. Look for the promo code field during checkout or mention your discount when booking an in-person appointment
4. Apply any eligible offers like the price match guarantee for new customers or referral discounts
5. Review your final price before completing your purchase to ensure all discounts are applied

Pro tip: If you're using their price match guarantee, have documentation of what you paid another tax preparer ready before your appointment. For online services, discounts typically apply automatically when you meet the criteria.

File for Free: 52% of People Qualify for Zero-Cost Returns

H&R Block's Free Online Edition isn't just marketing fluff—it's a genuinely robust service that covers way more than you'd expect. About 52% of filers can get their taxes done without spending a penny, and the qualifying criteria are pretty generous.

The free service covers all the basics that most people need: W-2 income, unemployment benefits, student loan interest deductions, and popular credits like the Earned Income Tax Credit and Child Tax Credit. You can even include limited interest and dividend income up to $1,500 and retirement plan distributions.

• W-2 employees with straightforward income situations
• Students claiming education credits and loan interest deductions
• Families using Child Tax Credit and Earned Income Tax Credit
• Unemployment recipients filing those benefits
• Retirees with simple pension or 401(k) distributions

The best part? You get the same accuracy guarantees and IRS support as paid customers. It's not a watered-down version—it's the real deal for people with simpler tax situations.

Tax Bundles: 50% Off Premium Services Worth $499-$899

If you need more than basic filing, H&R Block's Tax Bundles are where the serious savings live. These packages slash premium services by 50%, giving you professional-grade tax support at bargain prices.

The one-return bundle normally costs $499 but you'll pay half that. The two-return bundle jumps to $899 value for the same 50% discount. Both include virtual returns, Peace of Mind coverage, audit support, tax planning sessions, and unlimited virtual tax support throughout the year.

• Virtual tax returns with live professional guidance
• Peace of Mind coverage for accuracy and audit protection
• Year-round tax planning sessions to optimize next year's filing
• Unlimited virtual support whenever tax questions pop up
• Audit support if the IRS comes knocking

These bundles make sense if you've got a complex tax situation or just want the peace of mind that comes with professional oversight. The savings are real, and the coverage is comprehensive.

Price Match Guarantee: Up to 50% Off for New Customers

H&R Block's price match guarantee is one of the most generous switching incentives you'll find in tax prep. New in-person clients can get up to 50% off by simply showing what they paid a competitor last year.

The offer runs from January 6 to February 28, 2025, covering 2024 personal income tax returns. You'll need to provide proof of what you paid another credentialed tax preparer, and H&R Block will match that price then cut their own fee by up to 50%.

This isn't just for expensive competitors either—they'll match fees paid to any qualified tax professional. It's basically a risk-free way to try their in-person services while saving serious money.

Free Second Look® Review: Find Money from Past 3 Years

Here's something unique that sets H&R Block apart: they'll review your past three years of tax returns for free, even if you filed with someone else. The Second Look® review hunts for errors, missed deductions, and overlooked credits that could put money back in your pocket.

This isn't a sales pitch disguised as a service—it's a legitimate audit of your past filings. They're looking for genuine mistakes or missed opportunities that could trigger amended returns and refund checks.

• Missed deductions you might have overlooked
• Calculation errors that cost you money
• Overlooked credits you were eligible for
• Filing status optimizations that could have saved you
• Income reporting corrections that might benefit you

The review costs nothing and creates no obligation. If they find money you're owed, you can decide whether to file amended returns. If they don't find anything, you've lost nothing but gained peace of mind.

Business Services: $150 Off Bookkeeping + First Month Free

Business owners get some of the best deals H&R Block offers. New clients can save $150 on full-service bookkeeping with a 12-month commitment, plus they're throwing in the first month free for both bookkeeping and payroll services.

The first month free offer covers up to $175 for bookkeeping and up to $150 for payroll services. After that, you get a 10% ongoing discount on both services. It's a smart way to test their business services without a huge upfront commitment.

• $150 off full-service bookkeeping for new clients with 12-month agreements
• First month free bookkeeping (up to $175 value)
• First month free payroll (up to $150 value)
• 10% ongoing discount after the trial period
• Free business consultations to assess your needs

These services are designed to take the financial admin off your plate so you can focus on running your business. The trial period lets you see if their approach works for your company before committing long-term.

Referral Rewards: Earn Up to $300 for Spreading the Word

H&R Block pays you to recommend them, and the rewards are actually worth pursuing. You can earn up to $20 for each new bookkeeping client you refer, with a maximum of $300 total. For expat tax services, you get $50 for each new client who completes their return.

The bookkeeping referral program requires your friends to sign up for 12-month services, but the $20 per referral adds up quickly. The expat program is simpler—just refer someone who needs international tax help and completes their 2023 return.

Both programs are straightforward with no complicated tracking or qualification hoops. Refer qualified people, they complete their service, you get paid.

24/7 Support: AI Chat + Live Tax Pros

H&R Block's support setup is genuinely impressive. They've got 24/7 generative AI chat that's actually useful, backed by live tax professionals when you need human expertise. This isn't your typical chatbot—it's trained on tax situations and can handle real questions.

For Deluxe, Premium, and Self-Employed products, you get unlimited access to live tax pros. The MyBlock app lets you message, screen share, or video chat with professionals whenever questions come up.

• 24/7 AI chat for immediate answers to common questions
• Live tax professional support included in premium products
• MyBlock app for easy communication and file sharing
• Video chat capabilities for complex situations
• Screen sharing to walk through problems together

The combination of AI and human support means you're never stuck waiting for answers during tax season.

Additional Perks: Emerald Card + Refund Advances

H&R Block offers some clever financial tools that go beyond basic tax filing. The Emerald Card lets you get your refund deposited directly to a prepaid Mastercard, and you can get refund advances up to $3,500 on the same day you file.

The Spruce mobile app adds even more value—you can get paychecks up to two days early, earn cashback at select retailers, and potentially get bonuses for qualifying direct deposits. There's also a 4% bonus if you choose to receive your refund as an Amazon gift card.

These aren't gimmicks—they're practical tools that can improve your cash flow and add real value to your tax filing experience.

Need Help? Contact H&R Block Customer Support

H&R Block offers multiple ways to get help when you need it. Their customer support includes phone lines, online chat, and an extensive office network with over 9,000 locations for face-to-face assistance.

You can find local offices using their office locator tool, and they maintain active social media presence on Twitter, Facebook, Instagram, YouTube, and LinkedIn for updates and support. The 24/7 generative AI chat handles immediate questions, while live tax professionals are available for supported products.

• Over 9,000 physical offices for in-person help
• 24/7 AI chat support for immediate assistance
• Live tax professional help for premium service customers
• Office locator tool to find nearby locations
• Social media support across multiple platforms

Response times are generally quick, and the quality of support matches their premium positioning in the tax prep market.

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