Tax preparation fee schedule 2023 pdf

A meaningful career starts here.

Being an H&R Block tax pro is as much about refunds as it is relationships. If you love numbers and helping people, our Income Tax Course is for you. Or if you have a few years of tax prep under your belt, our Tax Knowledge Assessment could also lead to a fulfilling career with Block.

New to tax prep but love numbers?

Our Income Tax Course is the first step to becoming a Block tax pro. Gain knowledge and skills required to professionally prepare taxes, and to foster connections that extend far beyond filing a return.

Already have tax prep experience?

Put your knack for numbers to the test with our Tax Knowledge Assessment. A passing score could qualify you for a career as a Block tax professional.

Learn more about the course.

Flexible schedule. Remote options. Extra income. These are just a few of the pros of being a Block tax pro, which you could unlock with successful completion of our Income Tax Course. A course which features:

Virtual learning

Take online courses from home. (In-person locations available.)

Classes on your own schedule

Self-paced classes are available through June 2023.

Skilled instructors

Our leaders handpick the best Block tax pros to teach the course.

Tax course includes:

  • 61-62 hours of online and in-person training and education

  • Interactive, professional discussions

  • One-on-one instructor assistance

  • Real-world tax preparation exercises

Graduates receive:

  • H&R Block Certification

  • Qualifying Education hours

Explore tax course topics.

After completion of the course, you’ll be able to understand federal and state tax laws, conduct a thorough taxpayer interview, offer tax advice, and comply with ethical and due diligence obligations for paid tax preparers.

    • Filing Requirements
    • Qualifying Dependents & Support
    • Wages & Income

    • Interest & Dividend Income
    • Deductions & Credits
    • Itemized Deductions

    • Self-Employment Income
    • Retirement Contributions & Distributions
    • State Fundamentals

Hear from those who became Block tax pros.

“By the end of my ITC class I was going to work one tax season. It’s been 18 seasons and each one I’ve enjoyed more than the year before.”

Dee, H&R Block Tax Professional, ITC Graduate

“I’ve grown into international tax, I’ve grown to do small business tax. Everything starts with the income tax course.”

George, H&R Block Tax Professional, ITC Graduate

Pick up where you left off if already enrolled in the tax course.

Complete this form to learn more about the course, we'll contact you with more details when class schedules become available.

Thank You

We appreciate your interest in H&R Block's Income Tax Course. A representative from your local office will contact you with information on class schedules and availability.

Continuing education courses available.

Get credit through our NASBA and IRS-certified on-demand tax training courses.

FAQs

With the H&R Block Income Tax Course, you can learn how to prepare taxes like a pro. Classes are offered in-person or in our Virtual Classroom that can be accessed from your home. Your tax preparation career starts here.

  • Filing Requirements
  • Qualifying Dependents & Support
  • Wages & Income
  • Interest & Dividend Income
  • Capital Assets
  • Deductions & Credits
  • Itemized Deductions
  • Self-Employment Income
  • Depreciation
  • Penalties & Amended Returns
  • Retirement Contributions & Distributions
  • Tax Planning
  • State Fundamentals

The course consists of 61-62 hours* of instruction which includes instructor-led sessions, online training, and practice sessions. Additional time commitments outside of class homework will vary by student. Some examples of additional time spent outside the classroom may include: tutoring to understand more complex tax concepts, participating in study groups, and completing generally assigned homework.

*Course consists of 67-68 hours in Maryland, 80-81 hours in Oregon, and 79-80 hours in California due to state requirements.

The Income Tax Course (ITC) starts with a foundation of tax theory where concepts build upon each other. Students are encouraged to actively participate in classroom discussions to understand concepts and ideas as early as possible. Issues with foundational topics should be addressed before moving on to other topics.

Basic computer skills and reliable access to the internet are required.

The Income Tax Course is offered with no charge for tuition or course fees. Students are required to purchase course materials in all states except for New York and Tennessee, where the purchase of some materials is optional. Course materials are offered for $149 in most states and $99 in Minnesota. The printed course materials fee may be non-refundable, depending on your state requirements. See the refund policy below for more details. Note: Sales tax, if applicable, will be applied after the $149-course material fee.

Students are required to purchase course materials in all states except for New York and Tennessee, where the purchase of some materials is optional. Course materials are offered for $149 in most states and $99 in Minnesota. The printed course materials fee may be non-refundable, depending on your state requirements. See the refund policy below for more details. Note: Sales tax, if applicable, will be applied after the $149-course material fee.

Classes generally meet for 3-hour sessions, two times per week, or on weekends for multiple 3-hour sessions. Class schedules can vary by location and delivery method.

Classes typically begin in late August through September and run through the end of November. Specific dates will be listed with the class you have chosen to attend.

We vary our class times and locations to accommodate our students. Additionally, we offer classes that can be taken online through our Virtual Classroom. The H&R Block Income Tax Course is designed for busy people with jobs, school, or family commitments.

Classes are held on days, evenings, and weekends. If you miss your regular time for an in-person class, you may be able to take a class at another time or another location that week. For classes in the Virtual Classroom, please reach out to your instructor for a recorded playback of any missed class time.

Our general attendance requirements state that participants cannot miss or fail to complete more than 8 hours of any of the instructor-led sessions. All self-study online training sessions must be completed to complete the course successfully. The class attendance requirement may vary based on the specific state where the class is held.

Enrollment is allowed up to and including the first week of class. Once the class has met three times, it is no longer possible to meet the attendance requirements, and registration at that time will not be allowed.

The course covers basic tax preparation and gives you the foundation needed to prepare a tax return. Our tax pros take advanced classes that focus on areas of special interest.

Sorry, no credit is offered for previous education or training.

No, you’re not required to have a college degree. Graduation from high school or an equivalent degree is required in Delaware, Tennessee, Texas, and Washington. In Connecticut, all students are required to achieve an acceptable score on the basic Wonderlic Scholastic Test as a basis for admission.

You must be at least 18 years of age at the time of enrollment of the H&R Block Income Tax Course.

How much does it cost to have a tax return prepared?

Tax preparation fees national averages The NSA study reports the following national averages for Form 1040 income tax returns and a corresponding state return: $220 for Form 1040 without itemized deductions. $323 for an itemized Form 1040 with Schedule A.

When can I file 2023 taxes?

Tax Year 2023 is from January 1 until December 31, 2023. Prepare and e-File 2023 Tax Returns starting in January 2024. This page is being updated for Tax Year 2023 as the forms, schedules, and instructions become available. 2023 Tax Returns are due on April 15, 2024.

Are tax preparation fees deductible in 2022?

Tax preparation fees on the return for the year in which you pay them are a miscellaneous itemized deduction and can no longer be deducted. These fees include the cost of tax preparation software programs and tax publications. They also include any fee you paid for electronic filing of your return.

How much does a 1040 tax return cost?

In 2021, the average cost of hiring a certified public accountant (CPA) to prepare and submit a Form 1040 and state return with no itemized deductions was $220, while the average fee for an itemized Form 1040 and a state tax return was $323. 9 Costs will go up as the complexity of a return increases.