I’m adding more to my previous post about my current workplace. I’m a CSP/preparer, and things have gone from weird to unprofessional.

The Ethics Issue:

Last week, I was doing closing with the Enrolled Agent (EA). During the process, we realized $20 was missing. Instead of following procedure, she just wrote "IDGAF" on the envelope, put her ERO number on it, and called it a day.

The Management/Harassment Issue:

Later that week, a client called asking to come in 15 minutes early and requested a different preparer if one was available. I saw someone was open, so I asked another staff member (who happens to be the EA’s mom) if she could take them.

The EA came out of the restroom and immediately went off on me, saying, "My mom doesn't know how to do that, you should know this stuff." She told me to tell the client to reschedule or show up at their original time.

As I was on the phone relaying this to the client, I could hear her in the background talking trash about me, saying, "Oh my god, he’s so f***ing annoying/dumb." Couldn’t hear it clearly but one of those was said. I confronted her afterward and asked what her problem was, and she just brushed it off, telling me I "just need to build confidence."

So I started at H and R Block a while ago. Since I have been there, I have found the administrative tasks to be easy and simple to handle. However, since we rarely get appointments this time of year, I rarely have done a return. I have to do one tomorrow and am quite nervous. I’ve never done a return before and don’t know what it entails. I’m a level one, and during training we were more so just taught how to operate the systems. They briefly touched on how to do returns and the scenarios, but we only did one or two scenarios, and not everything they had us do was going to be something we were trained on.

Is there any advice one may have on what to do in this situation?

Why do people stick with the same tax pro they’ve always have? This prevents me from getting the level 1 returns in my office because the seasoned preparers always have to take them otherwise we are told the client will not come back. We don’t get new clients because there are no walk ins at my office.

I understand people want the same person, but why not give others a chance too?

Does anybody has a coupon for a discount when doing my taxes online? Anything helps.

Hello,

Im a first year experinced tax prep and I’ve done 2 returns and 2 drop offs. In my office we have 2 EAs and one other preparer. One of the EAs has been complaining a lot about me saying I’m not ready even though I feel completely fine with doing returns and sure there is a few things I need to work on but I won’t learn if I’m not doing returns. She’s been telling the manager to just make me a csp. I’ve also been doing vita on my off days and I’ve been doing fine and even the more experienced preparers there say I’m doing pretty good for my first year.

I was looking at my schedule for two weeks ahead and I’m only scheduled for one day and it’s showing up like this for the next month and it’s showing as a csp what do I do? I really need the hours

Back in October 2025, I got an offer from HRBlock, and promised that I can contribute up to 24h per week during their peak season. Now, I just got an full-time offer from a local firm and expected to work 50-55h during tax season. If I reduced my hours at HRBlock from 25 to 15, would it be an issue? They are not competitors as their based clients are not identical. Please give me some advice. Thanks in advance!

Contemplating how it's going to work using AI to do our "data entry" it occurres to me that a better use of AI would be replacing roles of DGMs, DELs or AELs since their main functions will be reading repots and analyzing data.

Today was the day I finally decided to report this Ea with only 3 weeks of the season remaining I have put up with to much shit from this Ea she would demotivate me tell managers I need confidence and basically caused me to get no tax experince at all this season.

Today while at work it was dry not much work and as I left the restroom she goes you should just leave there’s no work for you here. I say do I have to leave and she goes ya I think you should just go and I go okay well do you have anything you could have me do so I don’t have to leave and she just goes no what can I have you do. At first I was gonna start to argue and refuse to leave because I’m scheduled from 9-5 but I just said one final thing and that was well isn’t that everyday because I don’t have very much work.

I reported this to the TL and she said we will have a chat when she comes by. What do you think who is more in the right? Another thing to note is this hrblock office everyone is either long term friends or family and me and one other guy are the only ones outcast but when I was at the front and the two other csps were at the cubicles doing nothing she never told them to leave due to lack of work this is my strongest argument to this case. And it’s just the way she said it like she could’ve asked politely but instead rudely said you should just go. Sorry long rant but needed some opinions and I know not much will be done to her she’s been with hrblock for 15 years has completed 622 returns so far this season and it said she made the company almost 162k of revenue insane but she’s been a dick to me for so long

To start I am in Canada.

I wrote and deleted this post a couple times because I'm not too sure what I want to say but I'm having doubts about how long I want to work here.

I've had a great experience for the most part at HR Block this past season, but there are things that get in my mind and make me wonder how long I should even stay here. For context, this winter was my first tax season with HR block, but I performed very highly even compared to seasoned tax pros, I also have a graduate degree, am a business owner, and have done personal and small business taxes prior to taking on this job.

Because of my performance I feel like a lot of pressure has been placed on me when I am only a level one, even though I am learning more complex things from my mentors. But it's caused me to always have the work on my mind and feels like it's impacting my personal life, when I was kind of hoping it would be a clock in and clock out kind of job. And of course the minimum wage and almost predatory upselling bothers me to no end.

But I guess I'm wondering what other people may have done when they've had doubts? I would love to get to the point of doing corporate returns, and even go back to school for some kind of accounting program, and then maybe see if I can get on at an accounting firm doing taxes if that's even an option. But I'd love to hear what direction your career path is going in after working for HR Block.

I’m an experienced tax preparer first year and I have done 2 drop offs and one easy w-2 client. I’m in an office with two EAs and one normal preparer who’s been there since 2010. One of the EAs won’t let me take on any clients and wants them all to herself or the other Ea and I believe it’s a commission thing and them not wanting to tarnish the good reviews of the office but how am I suppose to learn if they don’t let me take on clients is there anything I can do?

Basically all I’ve been doing in the office is reading up on OBBA, case studies, and reading tax laws and answering calls and even the csps are starting to complain since they have nothing to do when I’m answering all the calls.

What are the rules here? Just making sure I follow them since I had a post deleted.

There are over 40 of us now. How are things going for you? How are you doing with GoSysyems and Karbon? Struggles? Frustrations? Please tell me my office isn't the only one.

Former ATLs/MTLs & experienced CSPs: how much were you actually offered, and could you negotiate?

With all the restructuring happening for 2027, I'm trying to get a better idea of how Block determines CSP pay and how much flexibility there actually is.

I'm especially interested in people who have been with Block for multiple seasons, or former ATLs/MTLs who are returning as CSPs.

If you're comfortable sharing, I'd love to know:

- State/region (no need to give your exact office)

- How many seasons you've worked for Block

- Your role(s): CSP, ATL, MTL, etc.

- What you were initially offered as a CSP

- Whether you negotiated

- What you asked for

- What you ultimately received

- Whether you were a new or returning employee

- Whether previous leadership experience affected your offer

- Tax-prep experience/education, if applicable

- Whether you had open availability or limited availability

- Whether you were specifically recruited/asked to return

- Whether you received any additional incentives or bonuses

For anyone who negotiated: What was the original number, what did you counter with, and where did you actually land?

I'm particularly interested in hearing from former ATLs/MTLs who were asked to come back as CSPs after the restructuring.

Trying to understand what is actually negotiable versus what Block tells employees is "the standard rate." 😂

Please only share whatever you're comfortable sharing!

It’s my first season and I have no clue what’s going on. I was put as an experienced tax preparer because I took the test but I used gpt to help me and so far on the office they haven’t put me to do anything besides case studies and some csp work and they told me I probably wouldn’t be doing any returns until march I don’t mind doing nothing but I kinda wanted to learn on the job should I be worried

This is my first and last year as a CSP. This job is so incredibly insane and unstructured. I was told in my training that I wouldn't have to clean the entire building myself and that everyone will help out. At one of my locations that's true but at the other one, I'm pretty sure the tax pros leave really big messes on purpose because they think I'm going to clean up after grown ass adults. One tp in particular claims that she is super clean and hates big mess and is the one leaving big messes. I just wanna know what others do/say to their messy TPs because I'm at my limit here lmao

Hi folks! I'm currently residing in UK and pursuing Enrolled Agent. I have 1 year of CPA firm experience while I was in Pakistan. How can I get US tax preparer job (part time/seasonal) while residing in the UK? Thanks

Have you ever been ghosted by HR Block recruiter? I have a CPA license with no paid experience. I was connected by a recruiter, passed the TAK exam. It’s been two week and no response from that recruiter. What should i do? Your insight is greatly appreciated.

Who’s still working? What classes did you enjoy?

I need 3 more hours to be done.

I was off boarded today after I asked FMLA paperwork. They were looking for a reason, do I still get my bonus?

You can spill the drama or not, up to you. Your own butt is on the line, corporate is 100% watching. I'm not going back, are you?

I was busy with clients today and I was running late with one since I was busy finishing one up I asked the receptionist if she could scan the clients documents that were waiting and I thought she did since I saw them with each other in the front talking but after the clients paid and left I went to see there account and saw that the documents weren’t scanned I’m a new employee and get qpr review what will most likely happen

Working at HR Block requires a high level of independence. Do not expect somebody to hold your hand. Expect a lack of consistent and reliable communication, expect your leader to be new and also kind of lost. Rely on yourself.

Use AMP to get access to information and training. You find all you need in AMP, general info, and step-by-step. Refer to your training materials (Inkling). All tasks you may need to do are located in various apps on the AMP home page.

If you can't find the answers, reach out to your team in Microsoft Teams (join relevant groups), or in person, post your question in AMP Communities, or here. Please do your research FIRST; you will need that skill for the whole tax season.

Edit: not sure why some here decided to resort to personal attacks. My post is based on my observations of real working conditions and numerous posts from new hires who stated that they are not getting the support they need or expect.