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We extract fees, Item 19 financials, franchisee contacts, SBA default rates, litigation, and outlet data from every FDD — so you can compare brands in minutes, not months. Used by multi-unit operators, consultants, and franchise development teams.
H&R BLOCK
H&R Block franchises enable operators to run tax preparation offices that primarily prepare federal, state, and local income tax returns during tax season, along with electronic filing and related financial products and services such as Refund Advances, Emerald Prepaid Mastercard, Spruce Accounts, and Peace of Mind guarantees. Franchisees may also offer optional services like bookkeeping, payroll, and small business accounting, as well as training courses for tax preparation. The business model relies on seasonal tax services targeting individual taxpayers and potentially small businesses, with competition from other tax preparers, software, and free government services.
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Franchise Costs
60% royalty
Financial Performance
Item 19 Financial Performance
This franchise did not provide Item 19 financial performance data.
Be careful if you are interested in investing. The lack of financial performance representations may indicate limited data or varying results across franchises.
Extracted Item 19 Section
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Unlock financial performance dataHow H&R BLOCK Compares
Key Insights
- Lower investment than 85% of Business Services franchises
- Top 10 largest franchise system in Business Services
- One of the lowest SBA loan default rates in Business Services
| Franchise | Investment | Fee | Royalty | Locations |
|---|---|---|---|---|
H&R BLOCK Current | $36K – $161K | $3K | 60.0% | 1,819 |
| Bimbo Foods Bakeries Distribution, LLC | $14K – $607K | N/A | N/A | 6,454 |
| THE UPS STORE (TRADITIONAL) | $114K – $292K | $40K | 5.0% | 5,487 |
| AMERICAN POOLPLAYER'S ASSOCIATION INC | $15K – $23K | $10K | 20.0% | 3,562 |
| CRUISE PLANNERS | $2K – $21K | $11K | 1.5% | 3,124 |
| RE/MAX | $37K – $337K | $35K | 1.0% | 2,994 |
Business Services Average 212 franchises | $126K – $275K | $46K | 10.3% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 212 Business Services franchises by location count.
Locations & Growth
Outlet Growth Over Time
Total outlets at end of each year
Geographic Distribution (2026)
Outlets by state across the United States
+39 more states
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Unlock location growth dataSBA Loan History
Historical SBA 7(a) loan data for H&R BLOCK franchisees (2014 – 2025)
Loans by Year
SBA 7(a) loan activity over time
* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.
80 SBA loans on record
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Unlock SBA loan historyFranchisee Contacts
1,814 franchisee contacts on file from official FDD filings.
1,814 Contacts Available
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Unlock contactsDue Diligence
Litigation (Item 3)
Primarily disputes related to franchise agreement termination, alleged violations of franchise disclosure acts, and fee disputes.
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
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Unlock due diligence reportsFrequently Asked Questions
The total initial investment to open a H&R BLOCK franchise ranges from $35,780 to $161,050. This includes a franchise fee of $2,500. Ongoing royalty fees are 60.0% of gross sales.
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