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SELF-EMPLOYED TAX SERVICES

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- Forms you might need:
  
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  These forms are commonly used to prepare Schedule C and calculate self‑employment tax on Schedule SE.
  
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#1 Tax Preparer: Based on assisted returns prepared in 2024.
Expert help: Comparison based on regular price for standard paid DIY products on TurboTax.com as of 4/1/25. TurboTax is a registered trademark of Intuit, Inc.
Bookkeeping Savings: 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.
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Send A Friend: You’ll receive up to a $20 reward for each new client you refer that completes a 2025 tax return with H&R Block or Block Advisors or purchase a 12-month bookkeeping service and a $10 reward for each new client you refer that completes a tax return with H&R Block Online, for a maximum of $300. A new client is someone who did not use H&R Block or Block Advisors to prepare their 2024 tax return or utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they prepare and pay for their tax return or purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address.
$150 Off Bookkeeping: Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2026. ©2026 HRB Tax Group, Inc.
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Income Tax Course: Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 63 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2773 ©2023 HRB Tax Group, Inc.

Program rules: Limit of 5 paid referrals per Experienced Tax Pros and First Year Tax Pros and 4 paid referrals for Receptionists. All referrals must be submitted between 4/1/2024 – 3/31/2025. Tax Pro referrals must be submitted prior to a candidate’s enrollment in the Income Tax Course (ITC) or starting the Tax Knowledge Assessment (TKA) and the candidate must successfully pass the appropriate course/test with a minimum grade (70% for ITC and 80% for TKA). Receptionist referrals must be submitted prior to hire date. Referred candidates must become active by March 31, 2025 in order for the referral to be paid. Rewards will be paid May 2025.
Business Formation Tax Savings ($40k Profit): Potential savings based on estimated self-employment tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2023 by taking an S Corp election and filing in 2024, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Overall tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information.
Enrolled Agent: Enrolled Agents do not provide legal representation; signed Power of Attorney required. Audit services constitute tax advice only. Consult an attorney for legal advice. Void where prohibited.
5 Million+ Switchers: Total number of new customers using assisted or DIY tax solutions regardless of other prior tax preparer or method.
Tax Professional Certification: Our small business tax professional certification is awarded by Block Advisors, a part of H&R Block, based upon successful completion of proprietary training. Our Block Advisors small business services are available at participating Block Advisors and H&R Block offices nationwide.
Send A Friend Expat: You’ll receive a $50 discount for each new client you refer that completes a 2023 tax return with H&R Block Expat Tax Services. A new client is someone who did not use H&R Block Expat Tax Services within the past 2 years. The discount will be applied for each new client after they prepare and pay for their tax return with H&R Block Expat Tax Services. Discounts will be applied to your next tax return prepared by H&R Block Expat Tax Services.
Business Financing: Financing provided by YouLend US LLC. Applications are subject to YouLend’s terms and conditions, eligibility criteria, and approval. H&R Block does not provide financing, make application decisions, or set the terms of any financing obtained from YouLend. If approved, financing is subject to the applicable financing agreement entered into directly with YouLend. Not available in Connecticut, Missouri, Texas, or Virginia. Available for a limited time; may be modified, suspended, or terminated at any time.
Business Formation Tax Savings ($50k Profit): Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $50,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $25,000. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different.
Not Legal Advice: We do not provide legal advice. The choice of entity for a small business is an important decision, and taxes and other financial considerations are only some of many factors to consider. The information on this site is not intended to be legal advice or specific to any situation. We recommend that you seek the advice of an attorney about the implications of entity selection.
Audit Support: See Terms and Conditions for details. H&R Block does not provide legal representation. Business tax audit support does not include reimbursement of any taxes, penalties, or interest imposed by tax authorities.
30% Savings: Up to 30% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1040 plus Schedule C and one state filing in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
50% Savings: Up to 50% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1065, 1120, and 1120S in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
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Income Tax Course: Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 40 hours of instruction at the federal level, 70 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-03026 © 2025 HRB Tax Group, Inc.

H&R Block has been approved by the California Tax Education Council to offer The H&R Block Income Tax Course, CTEC# 1040-QE-03026, which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890; or at www.ctec.org.
Price Match Offer: Switch to H&R Block (“HRB”) and we will match the price you paid your credentialed tax preparer or Qualified Competitor up to 50% off HRB’s price to prepare your 2024 personal income tax return (the “Offer”). Offer is valid for new in-person HRB and Block Advisors clients only. Offer Period: January 6, 2025 – February 28, 2025. Offer only applies to personal income tax return for 2024 taxes filed in calendar year 2025. Customer eligibility will be at the sole discretion of the HRB tax professional. Customer must provide an eligible receipt, at the time of tax preparation, for 2023 federal and state preparation by a credentialed tax preparer or Qualified Competitor and excludes do it yourself tax preparation services (“Eligible Receipt”). Qualified Competitors include but are not limited to TurboTax, Liberty Tax, or Jackson Hewitt. The Eligible Receipt must be a valid receipt as determined by HRB. Excludes H&R Block Online, Tax Pro Review, and H&R Block Small Business services and entity returns. A new client is an individual who did not use Block Advisors or H&R Block office services to prepare their 2023 return. Discount is not available in combination with any other offers or promotions. No discount will reduce the price of services below $99. HRB reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Valid only at participating locations. Offer is available only to legal US residents. OBTP#B13696-BR. ©2025 HRB Tax Group, Inc.
TurboTax is a registered trademark of Intuit, Inc.
Price Estimate: We will notify you if there is a change in your tax situation that requires a price adjustment.
Bookkeeping and Payroll Partnership Offer: First month free offer valid for virtual Premium or Full-Service bookkeeping and/or Premium or Plus payroll services, up to $309 for bookkeeping and $150 for payroll services, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel the discounted service(s) or terminate your client service agreement. Cancel or terminate before the end of your first month to avoid recurring charges. We reserve the right to change the standard monthly rates at any time. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for bookkeeping and/or payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2025 HRB Tax Group Inc.
Payroll Partnership Offer: First month offer valid for Premium or Plus payroll services, up to $150, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel or terminate. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2025 HRB Tax Group Inc.
Bookkeeping Partnership Offer: First month offer valid for virtual Premium or Full-Service bookkeeping services, up to $309, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel or terminate. Offer is valid for new clients only. A new client is an individual or business who has not used Block Advisors for payroll services. You must mention this offer during the free consultation to take advantage of it. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2025 HRB Tax Group Inc.
Assisted Tax Prep Discount: Discount valid at participating Block Advisors or H&R Block U.S. offices for an original 2024 income tax return for new clients only, and may not be combined with any other offer or promotion. Coupon must be presented prior to the completion of initial tax office interview. A new client is an individual or business who did not use Block Advisors or H&R Block to prepare their income tax return within a year from the date of the 2024 income tax return preparation. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR ©2024 HRB Tax Group, Inc.
DIY Discount: Valid for H&R Block Online at hrblock.com for an original 2024 personal federal income tax return for new clients only. Discount may not be combined with any other offer or promotion. H&R Block Online must be accessed from the included link, and discount will be applied automatically at checkout. A new client is an individual or business who did not use Block Advisors or H&R Block to prepare their income tax return within a year from the date of the 2024 income tax return preparation. Void if transferred and where prohibited. Exclusions may apply. No cash value. OBTP#B13696-BR ©2024 HRB Tax Group, Inc.
Tax Bundle Offer: Lock in your fee for your 2025 or any prior year federal and state return(s) and get 50% off either (1) a one return Tax Bundle for a 1040 virtual return or (2) a two return Tax Bundle for a 1040 virtual return and an entity virtual return, plus Peace of Mind for 1040s, Business Tax Audit Support for entities, three Year-Round Tax Planning sessions, and unlimited virtual tax support, valued at $499 and $899 respectively. To redeem this offer, you must schedule your Free Consultation between October 6 and October 12, 2025 and purchase a Tax Bundle by October 31, 2025. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR © 2025 HRB Tax Group Inc.
Bookkeeping and Payroll Offer Combined: First three months free offer valid for virtual Premium or Full-Service bookkeeping and/or Premium or Plus payroll services, up to $525 for bookkeeping and $450 for payroll services, excluding one-time set up fees. Following the first month, you will be charged then-current monthly rates, minus a 10% discount, until you cancel the discounted service(s) or terminate your client service agreement. Cancel or terminate before the end of your first month to avoid recurring charges. To redeem this offer, you must schedule your Free Consultation between October 6 and October 12, 2025 and purchase Premium or Full-Service bookkeeping and/or Premium or Plus payroll services by October 31, 2025. We reserve the right to change the standard monthly rates at any time. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. No cash value. © 2025 HRB Tax Group Inc.
Mastercard: This offer is made by Block Advisors by H&R Block and not by Mastercard. Mastercard makes no offer, and disclaims all warranties and liability in relation to Block Advisors by H&R Block offer.
End of Season Free Tax Pro Review promotion: The End of Season Free Tax Pro Review promotion (“Promotion”) is available until April 11, 2026 (the “Promotional Period”) and is available exclusively to new H&R Block DIY Online clients using Plus, Deluxe, Premium, Self-Employed and Small Business products. For purposes of this Promotion, a “new client” is defined as an individual who did not use H&R Block DIY Online to prepare and file a federal tax return for tax year 2024. To be eligible for the Promotion, you must complete a qualifying DIY Online tax return transaction, including submission for Tax Pro Review, on or before April 11, 2026. The Promotion is limited to one Free Tax Pro Review per eligible client and is non-transferable. H&R Block reserves the right to modify or terminate the Promotion at any time without prior notice. Additional terms, conditions, and restrictions may apply. Void where prohibited.
Based on a review of turbotax.intuit.com on 1/22/26. TurboTax is a registered trademark of Intuit, Inc.
Based on a review of turbotax.intuit.com on 1/22/26. TurboTax is a registered trademark of Intuit, Inc. Free Tax Pro Review is valid through February 15, 2026 and is available exclusively to new H&R Block DIY Online clients using Plus, Deluxe, Premium, Self-Employed and Small Business products. For additional terms, conditions, and restrictions visit HRBlock.com/taxproreview.
Based on a review of turbotax.intuit.com on 1/22/26. TurboTax is a registered trademark of Intuit, Inc. Results vary. All tax situations are different. Fees apply if you have us file an amended return.
First three months 50% off bookkeeping offer: First three months 50% off offer valid for virtual Premium or Full-Service bookkeeping, up to $927 for bookkeeping, excluding one-time set up fees. Following the third month, you will be charged then-current monthly rates, until you cancel the service or terminate your client service agreement. Cancel or terminate before the end of your third month to avoid increased charges. To redeem this offer, you must schedule a free consult appointment with the business service team by May 29, 2026. We reserve the right to change the standard monthly rates at any time. Discount may not be combined with any other offer or promotion. Offer valid at participating locations. Void if transferred and where prohibited. No cash value. OBTP#B13696-BR