H&R Block Tax Services LLC
Key FDD Facts
FreeInitial Investment
$34K - $159K
Item 7 — Estimated Initial Investment
Franchise Fee
$3K
Item 5 — Initial Franchise Fee
Royalty Fee
60% of first $5,000 of revenue per calendar year, 40% on revenue over $5,000
Item 6 — Continuing Royalty
System Size
8,688 units
Item 20 — Outlets & Franchisee Info
Years in Business
71+ years
Item 1 — Founded 1955
Item 19 (Earnings Claims)
Not Disclosed
No financial performance representations made
Agreement Term
10 years
Item 10 — Franchise Agreement
Company-Owned Units
6,701
Item 20 — Franchisor-Operated Locations
Transfer Fee
$3K
Item 17 — Transfer of Franchise
Data shown is extracted from the 2025 Franchise Disclosure Document filed with state regulators. Fees, investment ranges, and other terms may have changed since this filing. Always request the current FDD directly from the franchisor before making any investment decisions. This information is not financial, legal, or investment advice. Full disclaimer.
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Industry Benchmarks
vs 10 Financial Services peersFinancial Services Industry Averages
Avg Investment
$28,390 – $211,357
Avg Franchise Fee
$32,813
Avg System Size
1,348 units
Franchises Analyzed
10
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Frequently Asked Questions
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FDD Basics
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Costs
Understanding Item 7: Estimated Initial Investment
Earnings
Item 19: Financial Performance Representations
Due Diligence
Franchise Red Flags to Watch For
Validation
How to Validate a Franchise Opportunity
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