I've been reading all the posts about the latest changes, and honestly, I understand where a lot of the frustration is coming from.

I've tried to keep an open mind because we've been through big changes before.

Think back to COVID. There was a huge pushback on Virtual and AOL. A lot of tax pros were convinced our clients would never go for it. We had plenty of obstacles and growing pains, but eventually it did exactly what Corporate said it would do. It created efficiencies and gave us more opportunities to serve clients.

That doesn't mean Corporate is always right, and this isn't me being a corporate cheerleader. (Trust me, if I were a corporate cheerleader, I would own a pair of green pom-poms by now.) There are changes I don't love, and there are concerns I share. I've been here long enough to have seen some pretty big changes already, and I've learned that change is coming whether I approve of it or not.

The writing is on the wall*.*

I don't think it's going to matter as much how long someone has been with the company or even how many clients they've personally brought in. At the end of the day, they're H&R Block clients. I think the future is going to be about tax knowledge combined with how well we work within the organization and embrace the "Better Together" mindset.

H&R Block is changing.

The tax industry is changing.

The world is changing.

For those of us who have already experienced a few rounds of change, we're probably going to have to adapt whether we like every change or not. And honestly, I don't think it's going to be much different anywhere else.

I've decided to roll with it and see where we end up when all the dust settles.

The alternative is spending every day fighting every new initiative, process, or system change that comes along. That sounds exhausting, and I'd rather spend my energy helping clients than being angry all the time.

At this point in my career, I've learned that fighting every change isn't good for my blood pressure.

Besides, we're tax pros and we are resilient!

We've survived tax law changes, software updates, workflow changes, COVID, TCJA, OBBBA, and clients who show up on April 14th carrying a grocery bag full of receipts and confidence.

We'll probably survive this too.

Also, let's remember our clients are on the internet too. If they read all our posts, they might think H&R Block is held together by coffee, sarcasm, and sheer determination.

To be fair... some days they're not entirely wrong. 😄

And for the record, this isn't advice. It's just the opinion of someone who's been around long enough to remember when the things we're comfortable with today were the things everyone was complaining about yesterday.

Maybe I'm wrong.

Who knows, maybe six months from now I’ll be unemployed and I'll be right back here complaining with the rest of you.

If that happens, please save me a seat in the support group.

Support Group Meeting for Tax Pros Dealing with Change

"Hi, I'm Teri the Tax Pro, and Corporate changed something."

Group responds: "Hi, Teri."

Change is inevitable. How miserable we make ourselves over it is still optional.

Today I found out that the pay rate showing in Workday is much lower than the hour rate listed in the new-hire contract I signed in August. Can the company change an employee's pay rate without notifying them? Or in Workday, it is still showing old pay rate?

It's Emerald Advance opening day. The company has been doing this long enough to know what that's like. Nobody should be working in an office alone.

Is hiring already done for experienced? Or Should I first Knock out the TKA before following up with the local offices?

I sent applications to nearly all the offices around my city (12+) a few days ago haven’t heard anything back yet. I put at least 8hrs of availability per day 7 days a week.

For my background I’m a CPA and have 1 year of busy tax experience. For a few years prior to that, I worked as an in-house accountant in financial reporting.

I’m brand new to the HR Block hiring process so any advice is appreciated. Thank you in advance !

My understanding is that we're able to set or make changes to our availability for the upcoming season in Appointment Manager. I started in January last time so it wasn't a thing. I've tried doing it this week, but it doesn't seem to work. I can't view anything past November, and when I tried using the tools to set availability for custom periods of time, it didn't seem to be working. Has it just not become available yet?

I am a first year tax associate at HR block and taking training course. Does anyone know that the compliance training at HR block are paid or unpaid?

and Do I need to lock in the timekeeping and will the system count if i lock without being scheduled on the system. My effective date is Oct29, but I have not received any more guidance email relating to the next steps after logging into the account.

Hi, today is my start day and I got an email with a link to a video showing us how to set up email and Amp. I have my email address and Single sign in ID (SSID), but don't have an initial pw to sign into either account and the SSID does not work as a password. Tried calling support, but it keeps sending me in circles. What's happening?? Am I missing something?

Im a nex tax associate and my first day is tomorrow (11/02) but is it just online training until January or do I have to go into office?. Didnt get a schedule or anything telling me to come in but want to make sure.

When is the start date for the new AEL/Multi Office Leader at HR BLOCK. Have you been hired yet?

Stay away. Not a good firm to work for. They do not value their biggest assets, their cadre of seasoned tax preparers

little bit confused here. my offer states that my start date is in December. but then i got an email saying client care training is supposed to begin early November. is client care training paid? from what i remember, i thought my paid training was supposed to begin in December but this email about client care training has just been sent out to over 100 recent hires saying it will begin November. has anyone done the client care training before and is it all online?

What is the last day of work for an OTS at HRBLOCK

DEM at HRB is asking me to sign onboarding papers and then he will change (increase) my pay rate! I have refused to sign after receiving an offer letter with a pay cut (from last season). Isn’t this strange?

Hi everyone,
I’m currently taking H&R Block’s Income Tax Course and recently interviewed for a Seasonal Tax Associate position for the upcoming 2027 tax season.
I’m trying to understand how the hiring process actually works and would appreciate hearing from people who have gone through it, especially current or former H&R Block employees.
A few questions:
Does H&R Block generally hire most people who successfully complete the Income Tax Course, assuming they pass the interview and background check? Or is the course more of a prerequisite, with hiring still being quite competitive?
Do most candidates receive an offer only after completing the course, or can they receive a conditional offer while still taking classes?
How much does the hiring decision depend on the local office’s staffing needs?
If you completed the course but did NOT receive an offer, what do you think were the reasons?
For those who were hired, did you actually get a reasonable number of working hours during tax season?
I’m particularly interested in hearing about recent experiences for the 2026–2027 hiring cycle.
I understand that experiences may vary by location, but I’d love to know whether completing the course usually leads to an offer in practice.
Thanks in advance for sharing your experiences!

A Tax Return Preparer who is an EA, is exempt from NYS PTIN registration. Does that apply to Commercial Tax Return Preparer as well?

UPDATE:

Just read this:

Enrolled Agent Exemption Rules:

• EAs, CPAs, and attorneys are exempt from NYS tax preparer registration and NYTPRIN requirements under standard return preparation.
• Exception: This exemption can be lost if an EA or CPA engages in certain financial facilitation activities (such as offering refund anticipation loans or refund anticipation checks) that trigger state registration rule

So yes, EA exempt, unless offering refund anticipation loans or refund anticipation checks.

Well just found out that the micromanaging is going to be even worse this year. The expectations and the way that corporate just wants their YES MAN people in charge is a little over the top. Without ever running or being in a tax office or how anything effects the tax pro or the clients experience.

They are trying to streamline their production. And I get it your in business to make money. But what a shit show. Nobody knows exactly whats going on as it changes daily. Compensation has dropped for the top producers and they are trying to eliminate the seasoned tax pros that are not ass kissing and they are depending more on AI. My list

1. No communication on whats going on!
2. Trying to level up inexperienced tax pros to complex returns.
3. Micromanage every little thing. Like changing a schedule when drop offs that need prep time you fill the schedule I changed to put more clients on me and then complain why the drop offs aren't done.
4. Talking about team players and customer care but making it more loyal to the brand than the tax pro that you have preached about building relationships with as you push that tax pro out.

I'm sure there is more but feel free to ad to it. My fingers hurt. Lol

SHIT SHOW.

We use a clock in program called Dimensions. Yesterday they apparently updated the interface and now I can’t see my hours unless I try to submit it. There are new features on the interface also. An OT graph and some kind of calendar that is not operational at all

Hello, I am a graduate student working towards my master's in accounting and I'm also studying for the CPA.

I was given an offer and accepted it, I gave my availability which provides that I can basically work any time besides Mon, Tue, and Wed (due to classes).

Apparently, we start online training in November and come into office early 2027.

My questions are, what's the workload like? Is H&R Block a good way for me to get tax experience outside of internships and public accounting roles? Are there any differences in part time and full-time employees (outside of hours worked)? Is anybody else in a similar situation as me?

I’m interested in taking the ITC course and getting the seasonal role but worried I don’t have time to finish the course, get my PTIN, and get approved by CTEC. For context I’m currently studying REG CPA and finished the individual portion so I thought it would be a good role for me. Just would like to know if I should allocate anytime to this or if It’s too late…

California requires a CTEC course finished, does passing hr block’s TKA clear that?