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How to Save With an H&R Block Appointment

Every tax season, we all look to find our maximum savings while needing to do as little as possible. There are tons of options every year for individual tax preparation services, and of course, one of the most well-known is H&R Block. But you might be wondering how to save with an H&R Block appointment, and how H&R Block can help you.

H&R Block is well known for providing expert tax solutions and making sure the process is easy and stress-free as possible for their clients. With time winding down, it’s essential you’re getting as much help as possible to ensure your taxes are done properly, and can get you the most back. If you’re curious about knowing how to save with an H&R Block appointment, we’ll guide you through the process in this article.

How to Save With an H&R Block Appointment

Why H&R Block?

H&R Block has been in the industry for nearly 70 years, and is a leader in the space of tax preparation services. When you’re filing your taxes, you want to make sure that you’re getting the best minds of the industry to get you the most back. And H&R Block has the tools and familiarity of the latest trends to ensure you are getting the most out of your tax season. And they’re especially helpful when booking appointments in-store.

For new clients switching from TurboTax or another provider, H&R Block is offering $50 off in-person tax services.* TurboTax is a registered trademark of Intuit, Inc. This offer is for personal returns only and is valid for both state and federal returns. The offer is not comp eligible. Offer expires April 15th. To get this deal, use the code below.

With in-store appointments, you can sit down with tax professionals and get one on one advice about maximizing your deductions, how to classify your status, and things you can do to improve your potential refunds. And right now, they’re currently offering $25 off an in-person tax prep appointment for new clients*. So, use this code to check out H&R Block and find stress-free financial services that will get you big savings and your money back!

How to Save With an H&R Block Appointment

how to save with an H&R block appointment
H&R Block

So, what benefits does an in-person appointment serve with H&R Block that you can’t get while filing on your own? There’re quite a few, actually:

One on One Assistance

We’ve touched on this previously, but it’s important to really understand how a one on one appointment can really benefit you. During these appointments, professionals will fully assess your tax situation. They’ll assess your income, deductions, documents, credits, assets, dependents, and any other important information to get a clear understanding of your financial standing.

They’ll answer any questions you might have and work with you to identify any missing pieces of information that could help lead to a maximum return. They’ll also work to make sure your information is complete and accurate. You’ll also get tax planning advice for your future needs. Once all your information is reviewed and approved, your H&R Block expert will file your taxes for you! And you’ll still have access to your H&R Block expert after the meeting, so anything not touched on during the appointment can be addressed again after.

Maximize Savings

H&R Block appointment

Finding max savings is part of H&R Block’s mission for their clients. And with their expertise and knowledge, they’ll likely be able to find you deductions and tax credits you weren’t even aware of. Experts are expected to be up to date on the latest tax laws and changes, so they can help guide you to maximum savings and find you financial benefits.

And if you are someone who has special circumstances or needs, an H&R Block tax expert is sure to know how to navigate these. Whether it’s self-employment income, rental properties or special investments, they’ll be able to get you the most out of your return.

Where Do I Get Started?

H&R Block appointments can fill up fast, depending on where you live. So it’s best to start planning now and getting in touch with H&R Block about booking an appointment. Tax season ends on April 15, 2024, and you’ll want to make sure to give yourself time before this for accurate tax filing. You can book your appointment online now if you want to get started as soon as possible (which we recommend).

*Valid at participating U.S. offices for an original 2023 personal income tax return for new clients only. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to completion of initial tax office interview. A new client is an individual who did not use H&R Block office services to prepare his or her 2022 tax return. No cash value. Expires 4/15/24 OBTP#13696-BR ©2024 HRB Tax Group

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