H&R Block is a tax preparation company founded in 1955 in Kansas City, Missouri. It has over 2,200 employees and serves customers in the US, Canada, Australia, Brazil, and India. In India, H&R Block has 105 employees across offices in major cities. It has prepared over 3 lakh tax returns. The company aims to exceed customer expectations through its highly qualified tax experts. It offers online tax preparation and filing services for convenience. H&R Block faces competition from other tax preparation companies but maintains its reputation through a focus on professionalism and customer relationships.

1. we look at your life through tax
and find ways to help…

2. We Have Great Things
to Tell You…
• No one understands taxes like we do
• No one understands this industry like we do
• No one understands clients like we do

3. COMPANY PROFILE :
H&R BLOCK
FOUNDER : Henry Bloch and Richard Bloch
FOUNDED : 1955 in Kansas city , US.
HEADQUATER : Kansas city, Missouri, US.
NO OF EMPLOYEES : 2200 employees
AREA SERVED : US, Canada, Australia, Brazil, India.
KEY PEOPLE : William Cobb (CEO)
Greg Macfarlane (CFO)
Robert Gerard (Chairman)

4. AREA SERVED
INDIA
BENGALURU
GURGAON
HYDERABADMUMBAI
AHEMADABAD
WORLD
US
BRAZIL
AUSTRALIA
CANADA
INDIA
PUNE

5. About H&R Block India.
• Company type : Public
• Started up : January 2012
• Headquarter : Pune
• Managing director : Rohan S Parikh
• No of employees : 105 approx.
• Departments : Human resource, Finance, IT,
Business development, Retail, Marketing.
• Returns filled : 3+ lakh returns

6. MISSION
“Not only satisfy but exceed
every clients expectations”
VALUES
“We do the right thing”

7. SATISFACTION GUARANTEE
100% ACCURACY
PROMISE
TAX VAULT
YEAR ROUND ACCESS

8. SWOT ANALYSIS
STRENGTHS WEAKNESS OPPORTUNITIES THREATS
Highly qualified tax
experts
Price Tax regulatory
changes
Competition with
upcoming retail
offices
Committed to the
original founding
cornerstone
Seasonal demand Changes in tax slab
Reputation Social advertising Growing
competitors
Tax vault Nationwide
implementation

9. STRATEGY
Professionalism
Convenient and easy
tax processing
Retain long lasting
customer relationships

10. • Turbo tax
• myITreturn
• Clear tax
• Tax spanner
COMPETITORS

11. COMPARE AND SAVE :BASICDELUXE
INCLUDED NOT INCLUDED
INCLUDED NOT INCLUDED
INCLUDED NOT INCLUDED
INCLUDED NOT INCLUDED
• Searches for deduction and
credits
• Includes for mortgage
interest, charitable donation
and health saving accounts.
• Cover stocks, bonds and
investment income.
• Includes forms for preparing
small business income and
expense reporting

12. UNIT SELLING PROPOSITION
“Sparta had their 300 and H&R Block has their too”
USP service :
Facility offered completely online and accessible to clients
from the comfort of their home or offices.
Best intuitive online platform that supports e-filing in a
convenient and secure manner.

13. CLIENT SATISFACTION
*Source- Customer gauge
client satisfaction
client dis-satisfaction

14. Corporate Social Responsibility
• Partnered with ‘Just for Kicks’
• H&R Block sponsor select teams and contribute
towards their coaching, sports equipment,
tournament league expenses etc.
• Interact with these kids directly and get an
opportunity to be a part of their development
through mentorship programs.

15. RECENT UPDATES
ELSSEQUITY LINKED
SAVING SCHEME
INVEST IN ELSS AND
ENJOY LONGTERM
BENEFITS
TDSTAX DEDUCTION
SOURCE
TDS UPDATER
TAX BREAK
LEAVE TRAVEL
ALLOWED TO
SALARIED
EMPLOYEE

16. THANK YOU
PRESENTATION BY :-
Kamal Nair