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H&R Block AI Tax Assist

H&R Block

AI tax help backed by decades of expertise

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Quick Answer

H&R Block AI Tax Assist provides real-time AI tax guidance backed by 70 years of professional tax expertise. Answers tax questions identifies deductions and checks returns before filing. Free for simple returns with paid tiers from $35.

What It Does

H&R Block AI Tax Assist answers tax questions in plain language throughout the filing process, identifies potential deductions based on the user's situation, explains complex tax concepts in simple terms, reviews returns for potential issues before submission, provides confidence scoring on the completed return, and offers seamless escalation to human H&R Block tax professionals for complex questions.

What It Cannot Do

AI Tax Assist provides guidance not certified tax advice. Complex tax situations are best handled with human professional assistance. The AI is only available within H&R Block's tax filing products. It cannot file taxes autonomously.

Who Is It For

US individuals filing their own taxes who want AI guidance backed by the option to access human tax professionals. Particularly suitable for those with moderately complex tax situations who want more assurance than pure DIY software but less cost than full professional preparation.

About H&R Block AI Tax Assist

H&R Block is one of the largest tax preparation companies in the US with over 70 years of experience. Its AI Tax Assist feature brings conversational AI to the tax filing process, allowing users to ask questions in plain language and receive answers informed by H&R Block's tax expertise. Unlike purely software-based AI tax tools, H&R Block's AI is backed by the option to escalate to human tax professionals for complex situations. The AI helps identify deductions, explains tax concepts, and provides confidence checks throughout the filing process. H&R Block positions its AI as combining technological convenience with professional expertise.

Pricing and Access

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Free for simple returns β€” Deluxe from $35

Free federal filing for simple returns. Deluxe $35, Premium $65, Self-Employed $85 for federal filing. State returns additional. AI Tax Assist included in all paid tiers.

Platforms

βœ“Web
βœ“iOS
βœ“Android
βœ—Desktop
βœ“Embedded
βœ—API

How AI Works

Hybrid

Founded

1955

Headquarters

Kansas City, USA

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