Refer friends, family, and small business owners — earn up to $300.

You know how important referrals are and we appreciate yours. Help people you know save money on tax prep from the best in the business — or get $150 off bookkeeping services — and earn up to $300 for yourself.

How it works.

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Enter your email to get your unique referral link to share offers with friends, family, and business contacts.

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After the person you referred finishes their tax return or bookkeeping service, you’ll get an email to claim your reward within 30-45 days.

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Choose from 100+ retailers like Amazon®, Airbnb®, Lowe’s®, or get a Mastercard cash card. Earn up to $20 per referral, up to $300 total.

Note: If you do not see the referral form appearing on this page, please disable any ad-blockers or pop-up blockers to allow the form to load.

Frequently asked

Someone who did not use H&R Block or Block Advisors to file their 2021 tax return.

$10 for new clients who file online (federal returns), $20 for new clients who file with a tax pro, and $20 for new bookkeeping clients. The total reward potential is $300.

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.

20% off online filing, $25 off filing with a tax pro, and $150 off bookkeeping services.

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, 2023 - April 10, 2023

Small business tax prep: January 3, 2023 - April 10, 2023

Bookkeeping: Year-round, expires December 31, 2023 

Referring people has its rewards.

Connect friends and small business owners with expert help for any tax or bookkeeping need, earn up to $300. Win-win.

  1. You’ll receive up to a $20 reward for each new client you refer that completes a 2022 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 2021 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.