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The Tax Institute is H&R Block’s center of tax expertise. We are highly experienced tax attorneys, CPAs, enrolled agents and more. We fuel H&R Block’s offices and tax programs with expert research and analysis—giving our clients an unparalleled benefit.

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We have our finger on the pulse of federal and state tax matters and provide tax insight and guidance through original authoritative articles.

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New laws. Tax code changes. Specialized tax issues. You name it, we write about it. Here you’ll find practical insights on a wide range of tax topics affecting individuals and businesses.

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When tax issues are in the news, so are we. Journalists and industry press outlets look to the experts at The Tax Institute for research and analysis on the practical impacts of tax issues.

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Recent Posts

TAX in the News

Can a college student living with their parents receive a recovery rebate credit (RRC)?

Question of the week: Four full-time college students have asked about the recovery rebate credit. When can a college student claim the recovery rebate credit?

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TAX in the News

Recovery Rebate Credit Calculation FAQs

In this article we go over the calculation steps and use examples to explain how the RRC works from the new set of FAQs on the recovery rebate credit (RRC) now available on IRS’s website.

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TAX in the News

Tax consequences of a traditional IRA to a Roth conversion and how soon money is available

Question of the Week 2/10/21: Can my client transfer funds from his traditional IRAs to a backdoor Roth and what are the tax consequences of doing so?

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Business and Payroll Taxation

Six questions and answers for new and growing businesses: Common business owner mistakes when hiring employees for the first time

Hiring workers will inevitably make a small business’ tax filings more complex in many ways. Careful planning can help prevent later headaches.

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