H R BLOCK FEES MANUAL
H R BLOCK FEES LICENSE

H R BLOCK FEES MANUAL

Franchisees must operate the franchised business in strict conformity with the Franchise Agreement and the manual and all applicable federal, state, and local laws, ordinances, and regulations. Franchisees may not deviate from the franchisor’s standards and specifications without its prior written consent and must discontinue offering or selling any services or products that it may, in its discretion, disapprove in writing at any time. Franchisees must offer or sell only those services and products that the franchisor has expressly approved for sale in writing. But franchisees need to have qualified employees and staff to assist them in operating the franchised business. Franchisees need not be personally present in the office during all business hours. Obligations and Restrictions: During the term of the Franchise Agreement, franchisees are obligated to operate the franchised business during certain hours of the tax season and during certain hours of the preseason to maintain the highest degree of competitiveness in their regional market. Franchisees may face competition from other franchisees or H&R Block tax businesses that the franchisor or its affiliates franchise or own and that operate at traditional sites outside the franchise territory. Franchisees will not, however, receive an exclusive franchise territory.

H R BLOCK FEES LICENSE

Except as provided in the Franchise Agreement, the franchisor will not operate or license any other person to operate a network office using both the licensed marks and the system at any location in the franchise territory. Nothing in the Franchise Agreement prohibits franchisees from performing tax return preparation services at an approved location within the franchise territory for persons residing outside the franchise territory, and they are not prohibited from advertising in media originating in the franchise territory that extends beyond the franchise territory.

The franchise territory for a franchise located in a metropolitan area will vary but is typically limited to a specific address or a mapped territory. When operating in rural location, the franchise territory is generally described as the municipal boundaries of a city, town, or village. Territory Granted: The Franchise Agreement grants franchisees the right to operate the franchised business from a location or locations within a prescribed franchise territory approved by the franchisor in writing. Franchisees and their employees may also be required to take annual training on H&R Block’s products and services or on other compliance-related matters that the franchisor designates as required training. The franchisor also offers ongoing training opportunities related to the preparation of tax returns. Initial training may consist of 35 hours of classroom or virtual instruction and 16 hours of on-the-job training. In addition, the franchisor may require the franchisee’s management-level employees to attend initial training. Training Overview: New franchisees are required to attend the franchisor’s initial training programs held in Kansas City, Missouri, or virtually as the franchisor designates. A third type of franchise opportunity that may be available is the conversion of an existing tax preparation business to an H&R Block franchised business. Another franchise opportunity that may be available is to purchase a furnished and equipped, company-owned, retail office that is currently operated by the franchisor’s affiliate. One franchise opportunity is to open a new retail office located within a defined franchise territory. Franchisees operate a tax return preparation business and may have the right to offer bookkeeping, payroll services, and training. Franchise Description: H&R Block Tax Services LLC is the franchisor.

H r block fees