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H & R Block Inc
1 H And R Block Way
Phone: (816) 854-3000p:816 854-3000 KANSAS CITY, MO  64105-1905  United States Ticker: HRBHRB
Business Summary
H&R Block, Inc. is engaged in providing tax preparation services, financial products, and small business solutions. The Company provides assisted and do-it-yourself (DIY) tax return preparation solutions through multiple channels, including in-person, online and mobile applications, virtual, and desktop software and distributes H&R Block-branded services and products. It also offers small business financial solutions through its Company-owned and franchise offices and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), H&R Block Emerald Advance Lines of Credit (EA), Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. The RTs enable clients to receive their tax refunds by their chosen method of disbursement and include a feature enabling clients to deduct tax preparation and related fees from their tax refunds.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/20236/30/2023YesYes-YesYes

Industries
SIC Code Description
7291 Tax return preparation services
8721 Accounting, auditing, and bookkeeping services
7299 Miscellaneous personal services, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Robert A.Gerard 78 4/21/2011 9/6/2007
President, Chief Executive Officer, Director Jeffrey J.Jones 55 10/9/2017 8/21/2017
Chief Financial Officer Tony G.Bowen 48 5/1/2016 5/1/2016
9 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
H&R Block Canada, Inc. 2600 - 700 2nd Street S.W. Calgary AB Canada
HRB Tax Group, Inc. 1 H&R Block Way Kansas City MO United States
Block Financial LLC One H&R Block Way Kansas City MO United States

Business Names
Business Name
Aculink Mortgage Solutions, LLC
AcuLink of Alabama, LLC
Ada Services Corporation
73 additional Business Names available in full report.

General Information
Number of Employees: 4,000 (As of 6/30/2023)
Outstanding Shares: 139,520,675 (As of 1/31/2024)
Shareholders: 12,788
Stock Exchange: NYSE
Federal Tax Id: 440607856
Email Address: investorrelations@hrblock.com


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Saturday, April 27, 2024