- 1 h and r block tax course
- 1.1 H&R Block Income Tax Course offers tax classes for masses.
- 1.2 You can prepare taxes like a pro.
- 1.3 Already an experienced tax professional?
- 1.4 Expert instructors, hands on experience, one-on-one instruction. It’s all par for the course.
- 1.4.1 What is the H&R Block Income Tax Course?
- 1.4.2 What topics could I expect to cover?
- 1.4.3 What can I expect from the class?
- 1.4.4 Are there additional costs for books and materials?
- 1.4.5 Are there bilingual courses available?
- 1.4.6 Will class times meet my schedule?
- 1.4.7 What happens if I miss a class?
- 1.4.8 What are the course attendance policies?
- 1.4.9 May I enroll after the classes have already begun?
- 1.4.10 What if I want to learn about a specific area of tax preparation?
- 1.4.11 Do I get credit for previous education or training?
- 1.4.12 What if I’m under 18 and want to take the course?
- 1.5 H&R Block Income Tax Course – How to Become a Tax Preparer
- 1.6 Working as a Tax Preparer for H&R Block
- 1.7 Income tax course terms and conditions
h and r block tax course
Some time ago I posted that I was going to take H&R Block’s tax course (Telly recommended against it). I signed up, paid my $300 fee, went to the first class, and dropped out afterwards.
Telly’s warning was 100% on target. Henceforth, I intend to do anything Mike *OR* Telly tell me to. My one fear is that they’ll give me conflicting instructions…
The course focused on VERY SLOW learners. When he was “teaching us” how to fill out the name and address portion of the tax form, the instructions said to put “YOUR CITY and YOUR PROVINCE in the blanks”. Pretty self-explanatory, right? He told us, LITERALLY 5 or 6 times “now, here you’re going to put Toronto, or Mississauga, or whatever your city is in the blank, don’t write your city!”. The second time he said it, I looked at him and smiled (I assumed he was joking), he gave me an encouraging grin and a nod back, which clearly said “people have made this mistake before”.
If you thinking about buying tax preparation software then consider software programs such as TurboTax or TurboTax Canada (formerly QuickTax).
This course also didn’t cover business income or income from rental properties, two areas that I was very interested in learning about. In the end I figured I could spend 66 hour and teach myself more than I’d learn at the slow pace in the class.
Luckily, they give very generous refunds near the beginning of the course (I think I got 80% of my fee returned to me). Unless you’re a fairly slow learner, or you want to work for H&R Block (I think that’s why a lot of people take the course), I’d just buy some books at Chapters and read through them for 6 hours every week.
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I once read an article comparing the same couple doing giving their tax reports to 10 different H&R Block. Well they got 10 different tax returns!
That shows that even after the slow class, people are still incompetent!
Wow, what a waste of time!
Good thing you got out quickly.
Thanks for the review. I was actually contemplating taking that course so I could help some people at work by showing them how to file their taxes themselves. Maybe I’ll just show them anyway without the course, someone who works for an employer and has 1 T4 is hardly a complicated return anyway.
Hmmm…it worked out this time, but I highly recommend you DON’T do everything I tell you to. Stick with Mike.
No offense to H&R fans out there but it seemed rather obvious to me that you already knew more than what you would learn in that course. I find I learn a lot from both books and various finance or tax forums.
I highly recommend “Essential Tax Facts” or anything by Evelyn Jacks.
I’ve done my own taxes going on almost 9 times now (still a youngster), but it’s never been particularly difficult or harrowing. All things considered, it’s pretty darn simple. If their $300 course doesn’t include the advanced stuff, then you can figure it out quicker than the guy in class can explain it to you.
I did my taxes by myself when I turned 18. There wasn’t much to it then, there isn’t much to it now (I’ll likely be handling the fianc�’s too).
I guess the problem Cheap has, in taxes, as in life, is that he’s just too darn smart. That we should all be so cursed
FB: That’s pretty scary!
Traciatim: Glad I could warn you off
telly & mike: One of you was *supposed* to say “don’t listen to the other one” then my head would have exploded. You missed your chance. I’ll have a look at �Essential Tax Facts�, thanks!
Gates: *blush*. I’m always convinced I don’t know something that I need to or I’m going to get myself in trouble.
The year after I started my sole-proprietorship I did my own taxes and was convinced I’d done something wrong. I lost my nerve, and went to a friends father (who was an accountant) and hired him to re-do them. He got the same amount TO THE PENNY that I did… Last year I hired an accountant, and found a few mistakes in what he’d done (small amounts, and in the goverment’s favour, so I let them go).
I guess after that I should follow telly (and your) advice and just have the confidence to do it myself.
Yes I have done my business taxes myself too and I also get scared (but am to cheap to pay an accountant so far). Isn’t funny how we doubt our financial knowledge when in fact when you read up on what you are doing you can be just as knowledgeable (if not more it sounds like). Too bad the course was such a bust, but I am glad you got most of your $$ back!
I’m tempted to get an accountant to do my taxes for 2006 but oddly enough, I haven’t been able to find one that uses the article in the Canada-US Tax treaty that I used last year. It actually took A LOT of work and research but hopefully I’ll be better prepared next year (though I don’t have the greatest memory!)
Preparing your own taxes when you have a fairly difficult scenario is actually more important imo than for a simple salaried employee with some RRSPs. The savings could be much more substantial (they were for me). If I had a simple return, I’d probably pay the $60 just due to laziness. Having prepared my taxes last year, I did a much better job of planning throughout the year….stuff that accoutants do not include in their tax prep fees.
One thing I’ll need to learn more about this time around is whether an expense is considered an expense or capital expenditure. It seems there is a fine line sometimes…
BTW MC, it appears as though you might actually be able to use your LOC to pay the mortgage (principal & interest) on your rental property. At least that’s the feedback I’m getting over at the CB forums.
Telly: Thanks for asking around for me! Are you sure your sister isn’t more like you?
I actually called revenue canada and asked them whether an external hard drive was an expense or a capital expenditure (and if it was a capital expenditure, which category it fit under). The guy sounded confused, put me on hold for 5 minutes, and came back and told me it was a capital expenditure and were to put it.
If in doubt, you can always make a free call to revenue canada (and I’m sure once they’ve made a few rulings for you, you’ll get the idea, or you could call them with a list of deductions and ask them were each would fit)…
Thanks for the post. I’ve seen the class on a few resumes and thought maybe I should take it since I have the time. But after reading your review and a few others, I know I would be beating my head against the desk in the first hour.
I did attend the course, and actually found it useful for my own purposes. I did work for the Block for a while, I now do tax returns voluntarily for a Seniors Outreach Service. For personal taxes buy U-File or Quicktax or any of the other readily available software packages, they are idiot proof, honestly! and a lot cheaper.
I have just read a comment above by “Telly” re his advice to read any Evelyn Jacks books, good advice, I have her 30 minute tax solution and found it invaluable. It is out of print now, but essential tax facts is probably as good, if not better.
This program focuses on teaching you how to do income tax returns and although they promote self understanding of the process of income tax returns it is actually to the benefit of the company for those who score highest or show the greatest ability often have the opportunity to work at H&R Block during the busy tax months. It is a way to make money and employ low wage workers.
Revenue Canada website is also a great source of knowledge for free. However if you are trying to learn taxes & want to do it as a Profession then I would recommend the Softron Online Courses. The courses are well organized with a lot of helpful links & videos. You can do their course on any mobile device. The course is good for new immigrants who are looking to update their skills & want a certificate to prove their knowledge.
I guess you are one of those guys who judges the book by the cover. Well, if you were expecting to learn about business income or rental income, you had pretty high expectations. Those are level 2 courses and guess you did not know that only level 1 is available for public. The courses at higher levels are ‘offered’ to individuals who have worked for HRB for one season, at the minimum.
Level 1 is for “beginners”. I do think that you would understand “beginners” do prefer to be taught in steps and be repeated many times. So before you belittle the instructor, I challenge you to do as good a job by instructing new learners and producing similar results. If not, just SHUT UP.
My two cents. Oh, BTW, you have no clue about the “value” of that $300+ course and the experience that comes with working one or two seasons with HRB. Obviously you cannot judge/value something which you have not experienced. I am not a fan of their business, but definitely I don’t have any complaints about their courses. I took the level 1 course some 8 0r 9 years back, but I still refer to their material.
Have fun spreading your spiel. Crooked one I dare say.
I took their basic course in 2016 and wasn’t very impressed. Although it was good general information for myself, the teaching quality wasn’t great (old fashioned lecturing with little hands on work). Our class was crammed into a run-down back office with poor lighting and outdated computers (half didn’t work). I wouldn’t recommend taking their course, as you can learn all the material yourself without paying a fee.
H&R Block Income Tax Course offers tax classes for masses.
Learn to do taxes like a pro Disclaimer number 160 . Scroll to bottom of page. with H&R Block classes. With over 10,000 convenient locations, you're never far from our tax preparation course. Experienced tax professional? Take our Tax Knowledge Assessment before enrolling.
You can prepare taxes like a pro.
And maybe even become one.
H&R Block classes are a simple, convenient way to learn everything you ever wanted to know about taxes but were afraid to ask. Our tax preparation classes can help you master your annual return. They can also lead to a job. Disclaimer number 160 . Scroll to bottom of page.
H&R Block classes are held at neighborhood offices and meet at a variety of times.
Learn from experienced H&R Block Tax Professionals, the best in the business.
The H&R Block tax course includes both classroom instruction and web–based learning and activities. Spanish translation available as needed.
Already an experienced tax professional?
If so, you could use your tax knowledge and experience to work for the nation’s tax leader. H&R Block offers competitive salary with pay increase opportunities through continuing education and advanced training with over 250 continuing education courses available. You’ll enjoy a flexible work schedule that meets your lifestyle. And our tools and resources can help you attain Enrolled Agent status to help further your career. Start by taking our online Tax Knowledge Assessment now.
Expert instructors, hands on experience, one-on-one instruction. It’s all par for the course.
- Tax theory
- Current tax laws and filing practices
- Step–by9ndash;step skills to prepare tax returns
- Client communication skills and techniques
- Total class time is 60 hours
- Interactive, professional discussions
- One–on9ndash;one instructor assistance
- Hands–on experience with the latest tax software
- Real–world tax preparation exercises
- Spanish e–book available for download
- H&R Block Certification
- Certificate of Completion
- Qualifying Education Hours
- 3.5 hours of recognized credit with the University of Phoenix ® Disclaimer number 162 . Scroll to bottom of page.
- Introduction & Course Overview
- Wages, Income and Taxes
- Filing Requirements
- Dependent Exemptions and Support
- Dependent Related Filing Statuses
- Interest & Dividends
- Earned Income Credit & Due Diligence
- Other Income
- Education Credits
- Reviews & Exams
What is the H&R Block Income Tax Course?
With the H&R Block Income Tax Course, you can learn how to prepare taxes like a pro Disclaimer number 160 . Scroll to bottom of page. . Convenient locations, and class times, mean you’ll learn from the best on a schedule that works for you. Your tax preparation career starts here!
What topics could I expect to cover?
- Introduction & Course Overview
- Wages, Income and Taxes
- Filing Requirements
- Dependent Exemptions and Support
- Dependent Related Filing Statuses
- Interest & Dividends
- Earned Income Credit & Due Diligence
- Other Income
- Education Credits
- Reviews & Exams
What can I expect from the class?
The course consists of 60 hours Disclaimer number 161 . Scroll to bottom of page. of instruction which includes instructor led sessions, online training and practice sessions. Additional time commitments outside of class homework will vary by student. Some examples of additional time spent outside the classroom may include: tutoring to understand more complex tax concepts, participating in study groups and completing generally assigned home work.
The Income Tax Course (ITC) starts with a foundation of tax theory where concepts build upon each other. Students are encouraged to actively participate in classroom discussions to understand concepts and ideas as early as possible. Issues with foundational topics should be addressed prior to moving on to other topics.
Basic computer skills and reliable access to the internet are required.
The Income Tax Course is offered with no charge for tuition or course fees. Students are required to purchase course materials in all states except for New York and Tennessee, where purchase of some materials are optional. Course materials are offered for a fee of $149 in most states, and $99 in Minnesota. The printed course materials fee may be non-refundable, depending on your state requirements. See the refund policy below for more details. Note, state tax, if applicable, will be applied after the $149 course material fee.
Are there additional costs for books and materials?
Students are required to purchase course materials in all states except for New York and Tennessee, where purchase of some materials are optional. Course materials are offered for a fee of $149 in most states, and $99 in Minnesota. The printed course materials fee may be non-refundable, depending on your state requirements. See the refund policy below for more details. Note, state tax, if applicable, will be applied after the $149 course material fee.
Classes generally meet for 3-hour sessions, 2-3 times per week or on weekends for 3-hour sessions. Class schedules can vary by location.
Are there bilingual courses available?
ITC courses will be taught in English with Spanish translation in class as needed. Textbooks will be provided in both English and an electronic copy in Spanish. Course tests and software used are in English only.
Classes usually begin early August to mid-September and go through November. Specific dates will be listed with the class you have chosen to attend.
Will class times meet my schedule?
We vary our class times and locations to accommodate our students. The H&R Block Income Tax Course is designed for busy people with jobs, school or family commitments.
What happens if I miss a class?
Classes are held days, evenings and weekends. If you miss your regular time, you may be able to take a class at another time that week. And, if you are traveling in the U.S., you may be able to take a course at another H&R Block location nationwide to ensure you won’t miss anything.
What are the course attendance policies?
Our general attendance requirements state that participants cannot miss or fail to complete more than 8 hours of any of the instructor-led sessions. All self-study online training session must be completed in order to successfully complete the course.
The class attendance requirement may vary based on the specific state where the class is held.
May I enroll after the classes have already begun?
Enrollment is allowed up to and including the first week of class, but is discouraged after that time.
What if I want to learn about a specific area of tax preparation?
The course covers basic tax preparation and gives you the foundation needed to prepare a tax return. Our Tax Pros take advanced classes that focus on areas of special interest.
Do I get credit for previous education or training?
No credit for previous education or training is offered. Credits earned at the H&R Block Income Tax Course may not transfer to another educational institution.
No, you’re not required to have a college degree. Graduation from high school or an equivalent degree is required in Delaware, Tennessee, Texas and Washington. In Connecticut, all students are required to achieve an acceptable score on the basic Wonderlic Scholastic Test as a basis for admission.
What if I’m under 18 and want to take the course?
You must be at least 18 years of age at the time of enrollment to enroll in the H&R Block Income Tax Course.
You can read through our course FAQs, call 888-412-7880 or contact us online.
Beginning in the summer, classes will start in your area at convenient locations near you. Class times are flexible to fit your current job, school, and family schedules. Please complete the form below and H&R Block will contact you with more details when class schedules become available for your area.
By submitting this information, you are giving H&R Block permission to contact you by telephone (including your cell phone) and/or e–mail about the Income Tax Course.
We appreciate your interest in H&R Block's Income Tax Course. H&R Block will contact you with more details when class schedules are available for your area. Class schedules are generally available beginning the first part of July.
Is the Income Tax Course right for you? Register now for your free sample of the course.
Flexible schedules. Family-like environment. Growth opportunities. There are so many reasons to consider a career at H&R Block. Discover what it’s like to work for the nation’s tax leader.
H&R Block Income Tax Course – How to Become a Tax Preparer
If you’re handy with finances, you might have helped some of your family or friends do their taxes. Want to get paid for it? If you take the H&R Block tax course, you’ll learn a lot about how taxes work and get an opportunity to work for H&R Block during tax season.
This class is very comprehensive and will teach you a ton about taxes that you can use in your own tax preparation, when you’re helping your friends, or planning ahead for next year. I took it a few years ago and had a great time while learning a lot.
The class instructs on basic concepts, such as claiming dependents, what’s on the 1040 tax form, different filing statuses, types of income, common credits and deductions, and how to deal with capital gains tax and self-employment income.
Once you’ve mastered these items, you’ll learn about more complicated subjects like depreciation, rental income, retirement income, and advance tax payments. You’ll also learn how to do more complicated returns, such as amended returns.
Depending on how the class is structured, you may have several smaller tests and quizzes, but the ultimate goal is the big test at the end. If you get a good enough grade on that test, you are then permitted to interview for a position with H&R Block.
Cost varies by area, but is generally between $100 and $300 and includes textbooks and workbooks. The price will depend on your location and is generally more expensive in big cities.
Since most H&R Block locations are not open in the off-season, they typically convert these spaces into classrooms. To see if there is one in your area, enter your zip code here. You’ll usually meet at the same location for every class period.
No previous experience is necessary, just a willingness to learn. It can certainly help you pick up the concepts faster if you’ve had previous classes in finance or economics, but no math skills are needed. In fact, you get to use a calculator at all times.
Also, you’re not permitted to take the class if you’re currently working for another tax preparation company or intend to look for a job preparing taxes somewhere other than H&R Block. People show up with different backgrounds and from all walks of life, which makes the classes pretty interesting.
These classes are pretty intensive! Overall, you’ll spend at least 84 hours actually in the classroom. The most common class schedule breaks it into two 3-hour periods per week, and most sessions will run from August to November. Alternatively, some locations have September to November classes which meet three times a week. There are also evening classes available as well as ones during the day. Some locations offer all-day Saturday classes that run for several weeks in a row.
Outside of the classroom, you’ll be expected to do a lot of homework. In fact, I spent almost as much time on homework as I did in class. Even though the teacher reviews the homework in class, you’ll need to study hard on your own to keep up. I probably wouldn’t schedule any other serious commitments at the same time as this class.
Working as a Tax Preparer for H&R Block
H&R Block is one of the largest seasonal employers in the country and almost all the tax preparers work from January through April. That said, senior staff with more experience and training work at some locations year-round.
Once you have successfully passed the basic training test, you can opt to put in your application for an interview. This doesn’t guarantee you an interview, however. If there are a lot of people in your class or area, the competition might be pretty steep. H&R Block looks for tax knowledge first and foremost, but since they train their staff to give advice, they also look for candidates who are passionate about helping people.
If you’re interested in spreading the tax-savings bug and like to help, this job might be a good fit for you. However, if you want to avoid people and just type numbers on a screen, it is probably going to be torture.
This is what most people want to know. Each H&R Block is a little different on pay, but in the area where I took the class, we were told that pay would be composed of a base with bonuses depending on how many returns we processed, and how complicated those returns were. The base pay at the time was slightly above minimum wage.
In other words, if it’s the beginning of January and business is slow, you might not be making a lot. But the closer it gets to April, the more you’ll likely make. We were told that the average first-year tax preparer doing relatively uncomplicated returns would make $10 to $13 per hour. Of course, if you already have some tax-preparing skills and experience, you may be able to take on more complicated returns and get paid more.
H&R Block offers additional classes that you become eligible for once you’ve passed the basic class. In many locations, your base pay will increase every time you take an additional class. Once you take on more complicated returns, your bonuses will be even bigger as well.
Keep in mind that most preparers work only January to April, so you can’t expect this to be a full-time income. However, if you have a flexible schedule, are retired, or are looking to parlay this experience into something else, an H&R Block job can be a great opportunity. A lot of preparers come back to work during tax season every year, but only a handful stay on full-time in each area.
In the off season, these preparers deal with IRS letters and tax audits, back taxes, taxes for the deceased, tax extensions, and amended tax returns. Typically, full-time preparers are very experienced and have several years or more with the company. If you’re interested in a management track and are willing to travel, positions may open up for you once you’ve completed a season of tax preparation. Most of the upper-level people I met started out in the basic class like everyone else, and a lot of them had no prior tax training or finance background either.
The H&R Block tax course is a boot camp for learning about taxes – you’ll cover a lot of material, learn about a range of financial topics, and come out able to prepare different kinds of returns. The experience can be valuable for your career and can help you save money on your own taxes too. For example, one of my friends who took the course learned about amended returns and all the commonly overlooked personal tax deductions she should have been claiming. As a result, she amended a previous year’s return and got a check from the IRS for over $1,000!
Are you considering taking the H&R Block tax course this year? If you’ve taken it in the past, what was your experience like?
Income tax course terms and conditions
Review our income tax course terms and conditions.
The total fee must be paid prior to the student attending the first session.
Manuals and materials will not be issued until the full fee has been received. The total fee includes a Registration fee of $247.50. Please refer to our Income Tax Course refund policy for more information.
All fees are to be paid by credit card through our secure payment system on the H&R Block website. Payments by cash or cheque will not be accepted.
Registration to the Income Tax Course is not transferable to any other person or to any other course stream that H&R Block may introduce in the future.
Students must be registered on or before 25 January 2018 to take advantage of the two part payment offer. The first payment of $247.50 is payable on registration and the balance due on or before 2 February 2018. Students who register after 25 January 2018 will be required to pay the full fee of $495 upfront.
A $100 gift card will be issued to the Referring Student. The Referring Student must submit their friend's details through the online referral option to qualify. No other referred methods will be recognised. Course fees for both students must be paid in full and both students must have attended and completed their first three lessons. The gift card will be issued in the name of the referring student who must also be a student attending the course. Gift cards will not be paid to third parties, are not transferable and will not be paid in cash. There is a limit of one gift card per Referred Student. The $100 gift card refer a friend offer expires 11 February 2018.
H&R Block cannot guarantee the Income Tax Course will be offered in all locations or in its current format in subsequent years, as such, no deferment option is available.
Registration or participation in the course is not to be deemed an offer of employment. For top graduates employment opportunities may be available.
- Scholarships are only available at the regional locations listed on our website
- Candidates are excluded from participating in the Bring A Friend offer as both referrer or referred person
- H&R Block Associates can refer friends to apply for the scholarship but referring associate will be ineligible for any promotional offer
- Scholarships only offered as part of the 16 week course
- Once accepted, scholarship recipients cannot be transferred to any other course stream
- Successful candidates must complete the course and meet the national pass criteria to be offered seasonal employment with H&R Block
Income tax course refund policy
All registered students are required to pay the total fee in full before attending their first class.
Full refund registration and tuition fee
A full refund will be available to registered students who contact the Tax Training School administration office and who notify in writing of their intent to withdraw BEFORE 5.00pm AEST Friday February 9, 2018. Any manuals and study materials that have been received must be returned un-opened, un-used and in the same condition as when issued to be eligible for a refund.
Registered students who notify in writing of their intent to withdraw AFTER 5.00pm EST Friday February 9, 2018 but BEFORE their first scheduled class, will be entitled to a full refund of both the Registration and Tuition fees only in the following circumstances:
- in the event that the training course is cancelled and a substitute class alternative is not available;
- when illness or disability will prevent the student from attending the course, and the course has not commenced*;
- when the death of a close family member (parent, sibling, spouse or child) occurs, and the student withdraws from the course and the course has not commenced*.
Partial refund - tuition fee only
Once the course has commenced, irrespective of whether or not the student has attended any of their scheduled classes, there is no eligibility for a student to be refunded any of the $247.50 Registration fee.
Registered students who notify in writing of their intent to withdraw AFTER 5.00pm EST Friday February 9, 2018 but BEFORE their scheduled class and who do not meet the above conditions for a full refund will only be entitled to a refund of the Tuition fee.
Registered students who notify in writing of their intent to withdraw AFTER their first scheduled class will be entitled to a partial refund of the Tuition fees as set forth below only in the following circumstances:
- when illness or disability will prevent the student from attending the course*;
- when the death of a close family member (parent, sibling, spouse or child) occurs, and the student withdraws from the course*.
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