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INTRODUCTION TO
H&R BLOCK
History of Excellence
Brothers Henry W. Bloch and Richard A.
Bloch founded the company in 1955 in
Kansas City, U.S.A. based on a culture of
providing superior client service and a
pledge to stand behind their work.
We continue to honor that…till date!
Largest Tax Preparer in the World
million returns prepared since 1955
million (2.5 crore) tax returns filed
Annually via 12,000 offices & online
Consumer awareness of our brand
Listed on NYSE (HRB)
Market leaders in U.S., Canada & Australia -
newer ventures in India & Brazil
H&R Block’s Global Presence
USA
Started in 1955
Served 25M clients
12,000 offices
Canada
Started in 1964
Served 2.4M clients
1,200 offices
India
Started in 2012
3 service channels
Brazil
Started in 2011
25k clients targeted
Australia
Started in 1971
Served 675k clients
400 offices
Franchise locations in 12
additional countries
UK, Germany, Japan, etc.
Our Vision
Become the largest, most credible and influential
income tax filing and related services provider in India;
enabling millions of Indians to participate in Indian tax
ecosystem. HRB India will also be home to Global Center of
Tax Excellence creating value for HRB globally.
Values
We do the
right thing
We believe in
our people
We deliver for our
shareholders
We take care of
our clients
Our Values
We believe in our people
We bring out the best in our people and celebrate their successes.
We take a positive "no blame" approach, and continuously learn from our mistakes.
We aim high.
We take care of our clients
We strive to consistently deliver more than our clients expect and always act in their
best interest.
We serve our clients how they want to be served and help them year-round.
We deliver for our shareholders
We manage our resources wisely.
We build sustainable value and return on investment for our shareholders.
We do the right thing
We hold ourselves to the highest ethical standards.
We are open and honest in everything we say and do.
We take accountability for our actions.
William C. Cobb President and Chief Executive Officer
Kathy Collins Chief Marketing Officer
Tom Gerke Chief Legal Officer
Greg Macfarlane Chief Financial Officer
Kevin Summers Chief Information Officer
Jason Houseworth President,
U.S Tax Product Strategy and Development
Leadership Team
Similar to the past 60 years in U.S, H&R Block has remained committed to the original founding cornerstones
that led to its eventual launch in India in January of 2012.
Rohan Parikh, Managing Director Rohan Parikh is responsible for overall business operations. Prior to taking up Indian Operations in 2012, he has
worked over 10 years with H&R Block in U.S. He took up the challenge to simplify & offer hassle free tax filing
experience for all tax payers in India.
Vaibhav Sankla, Director Strategy and Business Development Vaibhav has more than 15 years’ experience in taxation and accounting. His previous experience includes
working with the big four firms PwC and KPMG in India and abroad, and cofounding ADROIT that provided
specialized tax services to individuals.
Leadership Team India
Tax Ecosystem in India
Given the government’s focus on widening of taxpayer base, it’s likely that the number of taxpayers would
increase significantly in coming years…
We are focused on long term relationships with our clients. With our state of the art service delivery
model we are already serving over 300,000 clients from across more than 100 cities in India.
The current percentage of tax
filers in India is 3.2%.
More than 40% of total
population in developed
countries file their taxes
In US over 45% Americans file
their tax returns annually
3.2% 40% 45%
We offer a new way to file your taxes in India!
We obsess over Technology & Innovation and delivering
exceptional client experience.
Our tax experts are qualified Chartered Accountants, CPAs and other
experienced tax consultants. Not only do we hire the best in India to
join our team. They are also trained & updated with H&R Block tax
trainings.
A stringent Global IT security policy which is inherited from H&R
Block Inc., our parent company in US and which also makes us
unique
Over 700 Qualified & Certified Tax Experts to take care of your
Income Tax Filing needs, complex or simple. Our focus remains on
stellar customer satisfaction through accurate tax filing and
personalized support.
Why H&R Block
e-Return intermediary registered with ITD
Largest infrastructure and only service provider in the country
to provide Online Assisted Service
Intuitive data fetching from Form 16
Dedicated Tax Experts with year round assistance
100% satisfaction guaranteed
Exclusive Corporate Features like FORM 16 Generation software,
Tax Chat sessions & Pan validation
Go Green – No printing of Form 16
Since our inception in 2012, we have surpassed filing 300,000 returns.
These numbers are testament to our expertise in handling Indian Taxes
every year.
Our Service Channels
Online Assisted
Tax Filing Services
Self e-Filing
(DIY)
Retail Offices
Journey & Milestones
Started operations in 2012.
Served over 3 lakh clients.
Strong focus on client satisfaction, domain
expertise and quality of work.
Employs & trains a number of chartered
accountants, MBAs, company secretaries, etc.
Offices in Mumbai, Bangalore, Gurgaon, Pune,
Hyderabad and Ahmedabad.
Our Values: Clients
3400 +
followers
1,12,000 +
followers
Our Followers
