When you receive a referral link from a referrer via email, text, or social media, click the referral link and select the offer that best fits your tax prep or bookkeeping needs.


If you choose to file with a tax pro or take advantage of bookkeeping services, you’ll receive a unique discount code. Please save this code as you’ll need to present the code to your tax pro at time of service to redeem the offer.


If you choose to file by yourself using H&R Block Online, select your tax prep filing option and you will be able to start your tax return with the discount automatically applied.


Upon completion of the service with the discount, the person who referred you will be notified of the reward they earned within 30-45 days.

A new client is someone who did not use H&R Block or Block Advisors to file their 2023 tax return.


A new bookkeeping client is someone who is self-employed, a freelancer, or small business owner who did not use H&R Block or Block Advisors for their bookkeeping services last year.

A valid referral is a new client—either an individual or a small business owner—who has their referral discount applied at time of service. If the referred new client chooses to file with a tax pro at Block Advisors or H&R Block and has the discount code applied or if the referred new client files by themselves using H&R Block Online and has the discount automatically applied at time of tax prep (no discount code required), they would be considered a valid referral.

A valid bookkeeping referral is a new full-service bookkeeping client who signs a 12-month agreement.

You’ll receive three offers: $25 off filing with a tax pro, 20% off H&R Block Online Filing for federal returns, and $150 off bookkeeping services. ^{*Go to disclaimer for more details}

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, 2025 - May 31, 2025

Small business tax prep: January 3, 2025 - May 31, 2025

Bookkeeping: Year-round, expires December 31, 2025

Send us an email, and we'll be happy to assist.