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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 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 solutions through its Company-owned and franchise offices (including in-person, online and virtual) 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), Spruce, H&R Block Emerald Advance (EA) term loans, Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. For its Canadian clients, the Company also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.

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
9/30/20246/30/2024YesYes-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 79 4/21/2011 9/6/2007
President, Chief Executive Officer, Director Jeffrey J.Jones 56 10/9/2017 8/21/2017
Chief Financial Officer TiffanyMason 49 9/13/2024 8/5/2024
7 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
74 additional Business Names available in full report.

General Information
Number of Employees: 4,200 (As of 6/30/2024)
Outstanding Shares: 137,046,262 (As of 10/31/2024)
Shareholders: 12,147
Stock Exchange: NYSE
Federal Tax Id: 440607856
Email Address: investorrelations@hrblock.com


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Thursday, November 21, 2024