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4400 Main Street

Kansas City, MO 64111

USA

Phone

816.753.6900

Company Information

Company Information
Industry	Financial Services

# of Employees	15000

Ownership	Public Company

SIC Code	7291

Company Security Requirements	1. Very High

Company Storage Requirements	1. Very High

Fortune 1000 Rank	459

Description

H&R Block, Inc. (HRB) is a diversified company delivering tax products and services and financial advice, investment and mortgage products and services, and business and consulting services. HRB tax services segments provide income tax return preparation services, electronic filing services and other services and products related to income tax return preparation to the general public in the United States, Canada, Australia and the United Kingdom. It offers investment services and securitizies products through its subsidiary, H&R Block Financial Advisors, Inc. HRB's mortgage services segment offers a range of home mortgage products and services through Option One Mortgage Corporation and H&R Block Mortgage Corporation. RSM McGladrey Business Services, Inc. a subsidiary of HRB, is an accounting, tax and consulting firm serving mid-sized businesses. HRB five segments are U.S. Tax Operations, Mortgage Operations, Business Services, Investment Services and International Tax Operations.

Operating Systems Utilized

Technology
UNIX

Top Executives

Executive Name	Title
Agar, Rich	Senior Vice President And Chief Information Officer
Agar, Richard	Senior Vice President And Chief Information Officer
Allanson, Thomas	Group President - Digital Tax Solutions
Allanson, Tom	Group President
Barney, Kathy	President
Bennett, Alan	Interim CEO
Camperi, Fabiola	President Of Oomc
Cohen, Joan	President
Dubrish, Robert	President And CEO, Option One Mortgage Corp.
Gokey, Tim	Group President
Gokey, Timothy	President
Graebner, Carol	Executive Vice President And General Counsel
Iversen, Brad	Senior Vice President And Chief Marketing Officer.
Nadon, Steven	President, Consumer Fin'L Services
Shulman, Becky	Acting Chief Financial Officer
Tait, Steve	President
Tait, Steven	President, Rsm Mcgladrey Business Services Inc.
Trubeck, William	Executive Vice President And Chief Financial Officer
West, Marc	Group President
Yabuki, Jeffery	Executive Vice President And Coo

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Recent Company Events

Date	Type of Event	Details
2008-03-03	Contract/Agreements	KANSAS CITY, Mo.--(BUSINESS WIRE)--H&R Block (NYSE: HRB) is teaming up with New York area non-profit agencies to ensure tens of thousands of low- to moderate-income residents have access to affordable, professional tax return preparation. As part of the New York City Earned Income Tax Credit Coalition, H&R Block is collaborating with leading New York area non-profit and government agencies, including the Robin Hood Foundation, Food Change, and the New York City Department of Consumer Affairs Office of Financial Empowerment, to ensure working families take advantage of all the tax benefits theyre entitled to receive. H&R Block is dedicated to raising the standard of tax preparation for all New York area residents, said Phil Mazzini, Vice President and Managing Director of H&R Block. Were proud to partner with these community organizations and share the same goal to put more money back in the pockets of all hard-working New Yorkers. As part of its efforts, H&R Block is providing discounted tax return preparation services to Union members who meet certain income guidelines. Select Unions throughout the New York area are issuing coupons for their low-income membership for discounted tax return preparation services at H&R Block offices. In addition, H&R Block, through a subsidiary, is working with Department of Consumer Affairs Office of Financial Empowerment and seven community organizations to launch a pilot aimed at boosting the quality of tax return preparation services delivered to low-income New York residents. The program, Tax Prep Plus, uses secure technology to connect H&R Blocks vast expertise and experience to community organizations in five boroughs that help residents file tax returns each year. Tax Prep Plus is a special program being offered by the Department of Consumer Affairs Office of Financial Empowerment to help people meet their financial objectives and tap into more mainstream financial services. H&R Block also contributed $50,000 to the Mayors Fund to Advance New York City for public awareness about EITC awareness. The Coalition raises awareness about the Earned Income Tax Credit, a refundable tax credit for low-income, working families. During tax season 2007, New York residents claimed more than $2 billion in total EITC tax credits. About H&R Block H&R Block Inc. (NYSE: HRB) is the worlds preeminent tax services provider, having served more than 400 million clients since 1955 and generating annual revenues of $4 billion in fiscal year 2007. H&R Block provides income tax return preparation and related services and products via a nationwide network of approximately 13,000 company-owned and franchised offices and through TaxCut online and software solutions. The company also provides business services through RSM McGladrey and certain consumer financial services. For more information visit our Online Press Center at www.hrblock.com.
2008-02-15	Earnings/Dividends	KANSAS CITY, Mo.--(BUSINESS WIRE)--H&R Block Inc. (NYSE: HRB) will report fiscal 2008 third quarter financial results on Wednesday evening, March 5, 2008, after the New York Stock Exchange market closing. At that time, a copy of the press release will be available on the company's Web site at www.hrblock.com. At 8 a.m. EST on Thursday, March 6, 2008, the company will host a conference call for analysts, institutional investors and shareholders. Richard Breeden, chairman of the board, Alan Bennett, interim chief executive officer, and Becky Shulman, senior vice president, treasurer and interim chief financial officer, will discuss the results and future expectations and will be joined by other members of senior management to respond to questions. To access the call, please dial the number below approximately five to 10 minutes prior to the scheduled starting time: U.S./Canada (888) 680-0890 Participant Passcode: 73960248 International (617) 213-4857 Participant Passcode: 73960248 Pre-registration is available for the conference call on H&R Block's Investor Relations Web site at http://investor-relations.hrblock.com. Those who pre-register will receive a PIN to minimize connection time when accessing the live call. The call also will be webcast in a listen-only format for the media and public. The link to the webcast and a supporting slide presentation can be accessed directly at http://investor-relations.hrblock.com. A replay of the call will be available beginning at 10 a.m. EST March 6, 2008, and continuing until March 13, 2008, by dialing (888) 286-8010 (U.S./Canada) or (617) 801-6888 (international). The replay passcode is 64622338. The webcast will be available for replay on the company's Investor Relations Web site at http://investor-relations.hrblock.com. About H&R Block H&R Block Inc. (NYSE: HRB) is the worlds largest tax services provider, having served more than 400 million clients since 1955. The company and its subsidiaries reported revenues of $4.0 billion and net income from continuing operations of $374.3 million in fiscal year 2007. The company has continuing operations in three principal business segments: Tax Services (income tax return preparation and related services and products via in-office, online and software solutions); Business Services (accounting, tax and business consulting services primarily for midsized companies); and Consumer Financial Services (brokerage services, investment planning and related financial advice along with full-service consumer banking). Headquartered in Kansas City, Mo., H&R Block markets its continuing services and products under two leading brands H&R Block and RSM McGladrey. For more information visit our Online Press Center at www.hrblock.com.
2008-01-28	Contract/Agreements	CHICAGO--(BUSINESS WIRE)--Envestnet Asset Management, a leading provider of wealth advisory solutions to more than 10,000 financial advisors, has announced an alliance with H&R Block Financial Advisors that will allow their advisors to provide personalized investment solutions and services to their clients. Envestnet marries leading technology and proven investment management tools into a customized solution that can help financial advisors better serve their clients, said Bill Crager, President of Envestnet Asset Management. Our web-based unified platform is easily adaptable and customizable to suit the needs of H&R Block Financial Advisors and their clients. Envestnets unified platform is the advisors gateway to best-of-breed investment managers, unparalleled practice management tools, and comprehensive portfolio management options. The web-based interface integrates together a complementary package of investment programs ranging from unified managed accounts to mutual funds to alternative investments to fixed income solutions and more. The platform also delivers intuitive proposal generation tools and account management resources that make the advisors job measurably easier. Our firm is committed to providing our financial advisors with the resources they need to meet the growing demands of our clients and stay competitive in todays rapidly changing marketplace, said Joan Cohen, President of H&R Block Financial Advisors. We believe that its important for people to start planning for their future today and the partnership with Envestnet provides our advisors with access to investment expertise that has been traditionally available exclusively to the nations wealthiest individuals. We are excited to work with H&R Block Financial Advisors, said Lori Hardwick, Executive Vice President, Director of Advisory Services for Envestnet. Our mission is to empower financial advisors and help them manage their clients wealth more efficiently and more effectively. About H&R Block Financial Advisors H&R Block Financial Advisors provides brokerage services and investment planning in the U.S. Services offered include traditional brokerage services, as well as annuities, insurance, investment advisory accounts, online account access, equity research and focus lists, model portfolios, asset allocation strategies and other investment tools and information. About H&R Block H&R Block Inc. (NYSE: HRB) is the worlds largest tax services provider, having prepared more than 400 million tax returns since 1955. The company and its subsidiaries reported revenues of $4.0 billion and net income from continuing operations of $374.3 million in fiscal year 2007. The company has continuing operations in three principal business segments: Tax Services (income tax return preparation and related services and products via in-office, online and software solutions); Business Services (accounting, tax and business consulting services primarily for midsized companies); and Consumer Financial Services (brokerage services, investment planning and related financial advice along with full-service consumer banking). Headquartered in Kansas City, Mo., H&R Block markets its continuing services and products under two leading brands H&R Block and RSM McGladrey. For more information, visit our Online Press Center at www.hrblock.com. About Envestnet Asset Management Envestnet Asset Management, one of the largest providers of wealth advisory solutions in the industry, delivers separately managed accounts, mutual funds, alternative investments and fixed income solutions to independent financial advisors. Envestnets investment offerings are supported by a proprietary technology platform that delivers customized advisor web sites, consolidated views and comprehensive reporting abilities to the nations independent investment advisory firms. Envestnet is headquartered in Chicago with offices in Denver, Lo

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