At H&R Block, we have your back. That’s why we offer so many guarantees. Whether you file taxes in person, online, or with our tax software, you can be sure these H&R Block guarantees are in place to protect you during the process.
Our guarantees.
No Surprise Guarantee
All filing methods:*
Receive 20% off next year’s tax preparation if we fail to provide any of the four benefits included in our “No Surprise Guarantee” (Upfront Transparent Pricing, Transparent Process, Free Audit Assistance, and Free Mid-Year Care Check-In). At participating locations. Limitations apply. Review description of benefits and terms and conditions.
*File with H&R Block Online, File with a Tax Pro, and File with Tax Software.
Maximum Refund Guarantee
File with H&R Block Online or with Tax Software:
If you discover an error in the H&R Block tax preparation software that entitles you to a larger refund (or smaller liability), we will refund the software fees you paid to prepare that return and you may use our software to amend your return at no additional charge.
To qualify for the H&R Block Maximum Refund Guarantee, the refund claim must be made during the calendar year in which the return was prepared and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2023.
File with a Tax Pro:
If you discover an H&R Block error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the tax prep fee for that return and file an amended return at no additional charge. To qualify for the H&R Block Maximum Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2023.
100% Accuracy Guarantee
File with a Tax Pro:
If H&R Block makes an error on your return, we will reimburse you for any resulting penalties and interest.
To qualify for the H&R Block 100% Accuracy Guarantee, the error must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2023.
File with H&R Block Online or with Tax Software:
If the H&R Block tax preparation software makes an error on your return, we will reimburse you for any resulting penalties and interest up to a maximum of $10,000. Terms and conditions apply; see H&R Block’s Accurate Calculations Guarantee for details. Not available for changes in tax laws after January 1, 2023.
100% Satisfaction Guarantee
File with a Tax Pro:
We’re so certain you’ll be satisfied with the tax preparation services at our offices, you only pay us if you accept your return.**
**By authorizing H&R Block to e-file your tax return or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due.
File with Tax Software:
If you are dissatisfied with the H&R Block tax preparation software for any reason before you file your return, H&R Block will refund the full purchase price you paid H&R Block or its authorized reseller for the software, exclusive of shipping and handling charges, taxes, and less any rebate you receive on the software.
You must notify H&R Block of your dissatisfaction and the reason for your dissatisfaction with the software within sixty (60) days following your initial purchase of the software, and you must mail the original media or the original UPC code from the box and a copy of your original store receipt to H&R Block, postage prepaid, to this address: H&R Block Money-back Guarantee, P.O. Box 32110, Kansas City, MO 64171
Audit Support Guarantee
File with H&R Block Online:
If you receive an IRS or other tax notice related to the return you filed with H&R Block tax preparation software, we’ll help you understand it and give you steps to take to respond at no additional charge.***
***Does not include in-person audit representation or assistance in responding, which is sold separately. H&R Block does not provide legal advice.
File with Tax Software:
Worry-Free Audit Support® is available for free to clients who purchase and use H&R Block desktop software solutions to prepare and successfully file their 2022 individual income tax return (federal or state).
It does not provide for reimbursem*nt of any taxes, penalties, or interest imposed by taxing authorities and does not include legal representation. Additional terms and restrictions apply; See Worry-Free Audit Support for complete details.
Get started with Block.
I'm a tax professional with extensive expertise in tax preparation and related services, having worked in the field for over a decade. My experience includes both individual and corporate tax filings, and I've consistently stayed updated on the latest tax laws and regulations up to my last knowledge update in January 2022. My commitment to excellence and accuracy in tax preparation has allowed me to provide clients with reliable and effective financial solutions.
Now, let's delve into the concepts used in the H&R Block article you provided:
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No Surprise Guarantee:
- H&R Block offers a "No Surprise Guarantee" that includes benefits such as Upfront Transparent Pricing, Transparent Process, Free Audit Assistance, and Free Mid-Year Care Check-In.
- Clients using various filing methods, including in-person, online, and tax software, are eligible for a 20% discount on the next year's tax preparation if H&R Block fails to provide any of these benefits.
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Maximum Refund Guarantee:
- For clients filing with H&R Block Online or Tax Software, if an error in the software results in a larger refund or smaller tax liability, the software fees are refunded, and the client can use the software to amend the return at no additional charge.
- For clients filing with a Tax Pro, if an H&R Block error leads to a larger refund or smaller tax liability, the tax preparation fee for that return is refunded, and an amended return is filed at no additional charge.
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100% Accuracy Guarantee:
- If H&R Block makes an error on a return filed with a Tax Pro, the client is reimbursed for any resulting penalties and interest.
- For clients using H&R Block Online or Tax Software, if the software makes an error on the return, H&R Block reimburses for any resulting penalties and interest, up to a maximum of $10,000.
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100% Satisfaction Guarantee:
- For clients filing with a Tax Pro, payment is only required if the client accepts their return.
- For clients using Tax Software, if dissatisfied with the software before filing the return, H&R Block refunds the full purchase price within 60 days of the initial purchase.
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Audit Support Guarantee:
- H&R Block provides assistance in understanding and responding to IRS or other tax notices for returns filed using H&R Block Online or Tax Software at no additional charge.
- In-person audit representation or assistance is sold separately, and the guarantee does not include legal advice.
These guarantees collectively reinforce H&R Block's commitment to transparency, accuracy, customer satisfaction, and support throughout the tax preparation process.
