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APPOINTMENT PREPARATION GUIDE

Let’s get ready for your upcoming appointment

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STEP 1

Collect your personal info

You’ll need the following for you, your spouse, and any dependents:

 

Date of birth, drivers license, SSN or tax ID, and financial account info to receive a refund or pay a balance.

H&R Block customer gathering documents

STEP 2

Gather your docs

Answer a few questions to create a customized checklist based on your tax situation.

Create my checklist
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STEP 3

Upload your docs to MyBlock

This gives your tax pro time to review your documents so that you can save time during your appointment.

H&R Block sole proprietor customer

Sole proprietors

Starting at $210 + $75 per state filed


Includes sole proprietors, freelancers, contractors, and single member LLCs

Common IRS forms:

  • Schedule C

  • Form 1040
H&R Block construction business customer

Corporations and partnerships

Starting at $280


Includes businesses with S Corp election, incorporated businesses, multi-member LLCs, and businesses with multiple owners

Common IRS forms:

  • Schedule K-1

  • Form 1120/1120S

  • Form 1065
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60-min appointment

Your appointment time may vary based on how simple or complex your taxes are.

 

The length of your appointment may also be affected if you are missing documents.

H&R Block customer

Talk with your pro

You’ll sit down with your pro to make sure they fully understand your tax situation.

 

Your pro may also do a business structure analysis and create a profit and loss statement.

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Stay in touch

If you have any additional questions after your appointment, you can message your pro on MyBlock.

Ask us about bookkeeping and payroll services

During your tax appointment, we can help you figure out if our custom bookkeeping and payroll services would help you save money and make end-of-year tax filing easier.

Don’t have a tax
appointment yet?

Work with a tax pro virtually or in person.

FAQs

You can change your appointment here or in the MyBlock app.

Pricing is based on the complexity of your tax situation. Things that can increase complexity include filing in multiple states, having multiple income streams, or itemizing your deductions.
 

Learn more about pricing

An appointment typically lasts 45 minutes to an hour, depending on the complexity of your tax situation. For more complex cases, the appointment may take longer, especially if you have multiple forms, deductions, or investments to review. To help streamline the process, make sure you bring all your documents and are prepared to discuss your financial details.

This will depend on your specific tax situation. We recommend you bring anything you think might be relevant to your taxes. You can also use our tax prep checklist or create your own by answering a few quick questions.
 

Explore tax prep checklist

Nope! We also offer virtual options. You can work from anywhere on any device to connect with your tax pro, securely upload docs on MyBlock, and approve your tax return.

In addition to already holding the title of a senior tax pro, all our small business certified tax pros undergo annual Block Advisors training to specialize in small business taxes and have an average of 14 years of experience.

Of course! Our small business certified tax pros are trained and qualified to handle both your personal and business returns.

Whether you file taxes in person, online, or with our tax software, we have guarantees in place to protect you during the process. Our guarantees include 100% Accuracy Guarantee, 100% Satisfaction Guarantee, and Maximum Refund Guarantee.
 

View all guarantees

Yes. You can access a digital copy of your tax return in MyBlock. You also have the option to receive a paper copy upon request.

We’ll walk you through all your options to make a single payment (or multiple payments over time) to the IRS. The most common ways to pay are credit and debit cards, direct from your bank account, or check and money order.
 

Learn more about federal payments