H&R Block provides online and in-office tax preparation services, blending innovation with human expertise and care to ensure the best outcome at tax time. The company also offers helpful financial products, including a mobile banking app called Spruce, to help customers achieve saving and spending goals. H&R Block also helps small-business owners thrive with bookkeeping, payroll, advisory, and payment processing from Block Advisors and Wave.

On April 15, 2025, officials from H&R Block and OpenAI announced a joint effort to develop a generative artificial intelligence (GenAI) solution enabling H&R Block's vast network of more than 60,000 tax professionals to deliver tailored insights, faster, to the millions of clients served each year virtually or at one of its 9,000 locations nationwide. The collaboration will combine OpenAI's advanced models with the deep expertise of H&R Block's The Tax Institute (TTI). 

The Tax Institute's tax attorneys, CPAs, and enrolled agents continuously monitor and analyze federal, state, and local tax code changes to ensure H&R Block tax professionals, DIY products, and its AI Tax Assist solution can provide information and guidance on complicated tax situations for the company's more than 20 million clients. The Tax Institute provides extensive self-help resources for tax professionals to reference when serving clients, and a human-driven research service when client situations are more complicated. Leveraging GenAI improves TTI's ability to support tax professionals in real time by providing accurate, personalized answers backed by TTI's vetted content.  

"Millions of hardworking taxpayers trust H&R Block to ensure the best possible outcome at tax time," according to Ronnie Chatterji, Chief Economist of OpenAI. "By pairing OpenAI's advanced AI technology with the unparalleled tax knowledge of The Tax Institute, H&R Block's tax experts can deliver more personalized, highly nuanced guidance, streamline tax preparation, and improve the experience for millions of Americans." 

The initial phase of the collaboration will launch later this year. It will be followed by a larger-scale deployment for Tax Season 2026. H&R Block and OpenAI will also study the real-world impact and understanding of AI on professional tax preparation to assist H&R Block with building scalable solutions to address a range of AI use cases for the company.  
"Whether from life changes to changing tax laws, tax preparation has become increasingly complex for taxpayers and tax professionals," notes Scott Manuel, Chief Strategy and Operations Officer at H&R Block, which has been a Hacienda tenant since January 1995. "We've seen the success of AI Tax Assist in building the confidence of our DIY clients and enabling them to prepare their taxes when it is most convenient. We are confident the collaboration with OpenAI will have a similar impact on enhancing our tax professionals' ability to provide highly personalized, real-time support for our clients."  

The new initiative builds off the launch of H&R Block's AI Tax Assist, a GenAI experience designed to streamline the online DIY tax preparation process. Launched before tax season 2024, company officials say AI Tax Assist combines 70 years of trusted tax expertise with the power and efficiency of artificial intelligence to provide real-time, reliable tax filing assistance for clients using H&R Block DIY products. More than 950 million tax returns worldwide have used H&R products, according to the company.

For more information about H&R Block, please visit www.hrblock.com, www.facebook.com/hrblock, or www.linkedin.com/company/h&r-block.