Insights

Strategic Growth The Tax Institute at H&R Block operates as a specialized tax expertise hub within a large financial services firm, signaling potential opportunities to position enterprise-grade services (e.g., data analytics, cybersecurity, digital marketing, or enterprise CRM solutions) that support professional services and regulatory compliance needs.

Leadership Expansion Recent leadership promotions and hires, including a Vice President appointment, Chair recruitment, and tax policy director additions, indicate ongoing organizational scaling and initiative-driven programs that could benefit consulting, training, and process optimization services tailored to professional services firms.

Strategic Partnerships Collaboration with brand agencies and external partners suggests openness to outsourced marketing, branding, and digital campaigns; sales opportunities exist for marketing tech, campaign analytics, and content experience platforms.

Tech Footprint With a tech stack spanning AWS, Azure, WordPress, Shopify, Snowplow, and advertising and analytics tools, there is potential for cloud, data governance, marketing automation, and site reliability enhancements, as well as training or support services for their tech ecosystem.

Market Position Revenue is under one million with a mid-sized employee base, indicating a target for scalable B2B solutions such as cost-effective security, compliance tooling, productivity software, and affordable professional services to accelerate growth and client delivery capabilities.

Similar companies to The Tax Institute at H&R Block

The Tax Institute at H&R Block Tech Stack

The Tax Institute at H&R Block uses 8 technology products and services including Amazon Advertising, Linkedin Insight Tag, Snowplow, and more. Explore The Tax Institute at H&R Block's tech stack below.

The Tax Institute at H&R Block's Email Address Formats

The Tax Institute at H&R Block uses at least 4 email formats:
The Tax Institute at H&R Block Email FormatsExamplePercentage
LastF@thetaxinstitute.comDoeJ@thetaxinstitute.com
38%
F-Last@thetaxinstitute.comJ-Doe@thetaxinstitute.com
37%
LFirst@thetaxinstitute.comDJohn@thetaxinstitute.com
13%
FirstLast@thetaxinstitute.comJohnDoe@thetaxinstitute.com
12%

Frequently Asked Questions

What is The Tax Institute at H&R Block's phone number?

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You can contact The Tax Institute at H&R Block's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Tax Institute at H&R Block's official website and social media links?

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The Tax Institute at H&R Block's official website is thetaxinstitute.com and has social profiles on LinkedIn.

How much revenue does The Tax Institute at H&R Block generate?

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As of July 2026, The Tax Institute at H&R Block's annual revenue is estimated to be <$1M.

What is The Tax Institute at H&R Block's NAICS code?

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The Tax Institute at H&R Block's NAICS code is 52 - Finance and Insurance.

How many employees does The Tax Institute at H&R Block have currently?

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As of July 2026, The Tax Institute at H&R Block has approximately 51 employees across 5 continents, including North America, Africa and Asia. Key team members include Chief Engineer: B. M., President: N. H. and President: R. L. Explore The Tax Institute at H&R Block's employee directory with LeadIQ.

What industry does The Tax Institute at H&R Block belong to?

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The Tax Institute at H&R Block operates in the Financial Services industry.

What technology does The Tax Institute at H&R Block use?

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The Tax Institute at H&R Block's tech stack includes Amazon Advertising, Linkedin Insight Tag, Snowplow, Amazon Web Services, WordPress, Shopify, Microsoft 365 and Microsoft Azure.

What is The Tax Institute at H&R Block's email format?

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The Tax Institute at H&R Block's email format typically follows the pattern of LastF@thetaxinstitute.com. Find more The Tax Institute at H&R Block email formats with LeadIQ.
The Tax Institute at H&R Block logo

The Tax Institute at H&R Block

Financial ServicesUnited States51-200 Employees

The Tax Institute at H&R Block is a United States-based financial services organization that serves as H&R Block's center of tax expertise. It employs 51 to 200 professionals, including tax attorneys, CPAs, enrolled agents, and other tax specialists, to support clients, tax professionals, and journalists. The organization is based in the United States and maintains a website at thetaxinstitute.com. The Tax Institute has demonstrated ongoing leadership activity, including the promotion of Andy Phillips to Vice President in September 2024, and governance through roles such as Chair of its National Dispute Resolution Technical Committee. In 2023, SomeOne Ltd. partnered with The Tax Institute to launch its first integrated brand campaign, and revenue is reported in the range of $0–1M.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • <$1M

    The Tax Institute at H&R Block's revenue is estimated to be in the range of <$1M

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