FinovateFall 2010 / H&R Block

Presenter Profile:

How they describe themselves: In 1955, H&R Block was founded to help taxpayers complete their personal tax returns efficiently and accurately at fair prices. Over the decades, H&R Block expanded its physical footprint to over 10,000 professionally-staffed offices and extended sophisticated tax preparation to even the most common US taxpayers. Today, H&R Block prepares 1 of every 7 US personal tax returns, maintains a retail office presence within 5 miles of most Americans, and is an industry leader in digital tax preparation. H&R Block is one of the most recognized and trusted of all American corporate brands.

What they think makes them better: Today, taxes are more complex than ever and increasingly reside at the center of a consumer’s daily financial life. H&R Block’s TaxCenter is an integrated suite of applications running within a financial institution’s own website, designed to simplify and streamline a user’s tax management experience. TaxCenter combines H&R Block’s tax expertise with Yodlee’s breadth and depth of data aggregation capability to help consumers understand the impact of taxes on their personal finances, both throughout the year and at tax time. TaxCenter’s unique positioning within a Yodlee-powered financial institution’s website strengthens that financial institution’s relationship with their customer by integrating value-added services in a way that best fits with the delivery and promotion of services from within the financial institution.


Bus. Dev. & Sales: Jason Houseworth, VP Client Innovation,, 816-854-5106
Jonathan Heigel, Client Innovation,, 816-854-3779
Press: Gene King, Communications Manager,, 816-854-4672

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