Once you’ve logged in using your email address and name, you’ll be able to share your personalized referral link with friends and family via email, text, or social media.


When your referral clicks your personal referral link, they will be able to select the option that best fits their tax prep or bookkeeping needs. 

If they choose to file with a tax pro or take advantage of bookkeeping services, they will receive a unique discount code that they will present to their tax pro at time of service to redeem the discount.


If they choose to file by themselves using H&R Block Online, they will select their tax prep filing option and start their tax return with the discount automatically applied.


Once they complete the service with the discount applied, you will be notified of the reward earned within 30-45 days.

For each new client you refer that completes a 2024 tax return with a tax pro at H&R Block or Block Advisors or purchases a 12-month bookkeeping service, you’ll receive a $20 reward. For each new client you refer that completes a do-it-yourself tax return with H&R Block Online, you’ll receive a $10 reward, for a maximum of $300. In order to earn the reward, the referred client must have the respective referral discount applied at time of service.

A new client is someone who did not use H&R Block or Block Advisors to file their 2023 tax return.

A new bookkeeping client is someone who is self-employed, a freelancer or small business owner who did not use H&R Block or Block Advisors for their bookkeeping services last year.^{*Go to disclaimer for more details}

A valid referral is a new client — either an individual or a small business owner — who presents their referral discount code and then completes their tax prep with Block Advisors or H&R Block. A valid bookkeeping referral is a new full-service bookkeeping client who signs a 12-month agreement.

A valid bookkeeping referral is a new full-service bookkeeping client who signs a 12-month agreement.

Your referral will receive $25 off filing with a tax pro, 20% off H&R Block Online Filing for federal returns, and $150 off bookkeeping services.^{*Go to disclaimer for more details}

Upon completion of the referral’s service with the discount applied, the referrer will receive an email reward notification 30-45 days later. Please note: The reward must be claimed prior to reaching its expiration date (6 months).

A Block Advisors small business certified tax pro helps identify every deduction and credit that small businesses deserve. Our tax pros have specialized training in small business taxes and an average of 12 years’ experience, so you can be confident that your return is 100% accurate and that you’re doing everything you can to grow your bottom line. Plus, they’re available year-round to take care of any tax need you have.

Bookkeeping provides a clear picture of business financials and standing. It can help with forecasting, applying for access to capital, actively managing a business, and optimizing cash flow. We have bookkeeping services to help you manage it all while saving time and money — with full-service rates up to half off a typical accountant’s. With H&R Block, you get matched to the perfect account manager for your needs and always have a dedicated point of contact to guide you.

*Comparison based on national average of accountant hourly fees in 2020 for “QuickBooks or bookkeeping advisory services” ($109) compared to our full-service bookkeeping hourly rate ($50). Data based on a 2020 survey conducted by the National Society of Accountants. Prices may vary.

The offers can be redeemed on the following dates:

Personal tax prep: January 3, 2025- May 31, 2025

Small business tax prep: January 3, 2025 – May 31, 2025

Bookkeeping: Year-round, expires December 31, 2025

Send us an email, and we'll be happy to assist.