01-29-2014 01:02 PM
H&R Block fees are set by the complexity of your return. If using software, you should purchase the version of the software that best fits your filing needs.
At a tax office, we will file the forms you must file to be compliant with IRS requirements. We will also file optional forms for you with your permission. Optional forms are where the larger refunds typically come from.
My personal belief is that optional forms are for your benefit, so I should file them when the marginal cost of the form is worth the benefit. That is, if the fee to file a form costs more than the tax liability reduction that form generates, or the amount is pretty close, I should disclose the cost and benefit to you. If you want to file the optional form, you may. If there's a huge benefit, as often occurs with Earned Income Credit and the American Opportunity credit, I'll point out how much you get on your refund.
As for our prices compared to competitors, it's best to look at what they charge for similar services. Also, look at the value you get for your tax preparation service.
A free return that is filed incorrectly and creates an IRS or state filing issue actually costs you money. A discount return by a poorly-trained tax preparer or person not legally authorized to prepare taxes could cost you more than it's worth.
We will be upfront about the cost of service for your tax situation. Ultimately the consumer decides what expensive is, but I've found that both the H&R Block At Home software and the tax office software give great value when used by a thoughtful person with tax knowledge.
01-29-2014 01:11 PM
Let me add that in the tax office we have quote tools so we can give you ballpark estimates of the cost to prepare your return.