Did anything change?
OB3
What is One Big Beautiful Bill? Our tax pros will show their expertise and answer all the clients questions.
CSP
Who is also known as a receptionist, the first person clients see as they come into the office?
Henry
Who is Henry Bloch, one of the two brothers who founded H&R Block
Name of employee fresh out of ITC course
What is a Tax Associate?
Spruce
What is our Online Banking Product that can help with financial health. Get you refund up to 5 days early, your paycheck 2 days early, and a virtual card when you sign up in just a few minutes.
pay request feature coming in TS 26
SideKick
What is the AI used in WOrk Center and BWO to help TPs when they are stuck?
REMOTE TP
Who is a tax pro who is a member of the Syracuse North Team and will be utilized as such?
Jenny Scotto Di Carlo
Jessica Delgado
Ivy Munet
Tesa Kanipe *until she gets to NY
Richard
Who is the "lesser" known Bloch brother, partner to Henry and fellow company founder?
Week of 3/27/26
What is the last week of Cohort training?
Refund Transfer
What is pay nothing out of pocket for $42 dollar fee you can have the fees with held from the refund?
Now available on the first amendment for a prior year.
2nd Look
What looking back to see if we can find a new client more money and protect them from fraud?
TAA
Who is the Tax Associate Advocate, Randy, our support system for our new Tax Associates that will ensure they are attaching!?
Many Happy Returns
What is the book written by Thomas Bloch about Henry Bloch and how the company was founded, and the company's growth?
Tax Specialist
What is the certification of the Tax Associate after they pass the test for Cohort training?
Tax Identity Shield
What is a protection for $35 dollars (10 for additional family members), monitor social security number, monitor the dark web, restore identity if needed? All associates get this for free!
New Family price. And a health score.
Go System
What is the new platform for filing entity returns. Only TPs that have had the Go System training will have access.
DGM
Who is District General Manager, Heather Thompson, who can fix anything, because tech told me so!
$5
What is the cost of full tax preparation when H&R Block first began?
$750 plus
What is the tax associate bonus if all 3 milestone tasks are completed?
1) CCT completed and final test passed ($100), 2) complete 25 paid return ($100), 3) complete 50 paid returns ($200), 4) 75 returns and employed in good standing to end of season ($350).
5)attach rate better than 50%, $5 per return included a product
Emerald Card
What is a prepaid master card that can be issued in the office and monitored through the MYBLOCK app?
New Design!
Snapbar
What is the new process for the TP pic that needs to be uploaded along with a new bio to be sent to clients when they make an appointment?
RD
Who is regional district manager Ben Stein?
July 30, 1922
What is Henry Bloch's Birthdate?
This is the minimum number of returns for a first year TA.
What is 75?
Peace of Mind
What is Heather's favorite product? For $40, audit support, tax notice services and reimburse up to $6000 for additional tax liabilities. Good for the life of the return!
Now available on prior years!