Financial Services - Monitor Your Progress

Find the office or tax pro to get you every advantage at tax time, explain all your refund options, and offer tax help year-round.

Prepare your own taxes with our
do-it-yourself online and software solutions, with built-in expertise from H&R Block.

NEW: Prepare your taxes online plus get unlimited advice from a real H&R Block tax pro who will correct, guarantee and e-file your return — all without having to leave your home.

Get accurate tax tips, estimate your taxes and build your tax prep checklist. Start your tax planning here.

Post your tax question — any tax question — and H&R Block tax professionals will answer it for free.

Our traditional checking, savings, certificates of deposit, IRAs, loans and the Emerald Card offer simple and smart banking solutions.

Find solutions to your technical questions. From forgotten logins to printing past returns to program troubleshooting, we're here to help with the online and phone support you need.

Monitor Your Progress

The H&R Block Financial Advisors Premium Account is available to investors who seek flexibility, convenience and personalized service. It also gives you several different ways to monitor your money.

One Monthly Statement
Your monthly statement goes beyond basic account information. It summarizes all of your financial activity in an easy-to-read design. You'll see:

Payee detail on all of your checks.
A listing of all of your VISA Gold ATM/Check Card activity, including payee detail.
Up-to-date information about your one percent rebate.

If you choose to enroll in our Airline Miles Program, you'll receive a separate quarterly statement, listing your current airline miles balance.

Year-end Expense Summary
At the end of the year, you'll receive a statement summarizing all of your expenses, which should help make tax preparation easier. If you use expense coding, your consolidated summary will include your checks sorted by expense code and listed by date with payee detail. If you choose not to use expense coding, your checks will be listed by date.

Visit our office locator to find an advisor near you or call 1-866-295-7912.

Contact H&R BLOCK Financial Advisors for a free financial review.

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