Latest news with #H&RBlock


Globe and Mail
2 days ago
- Business
- Globe and Mail
H&R Block Welcomes New Senior Leadership
KANSAS CITY, Mo., Aug. 07, 2025 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB), a leading provider of global tax preparation, financial products and small business solutions, today announced Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology. The leaders will help accelerate the company's transformation, elevating its financial services and building on its 70-year legacy of empowering financial freedom for clients through trust and technology. 'Jason and Monika bring exceptional leadership and technical depth to our organization,' said Scott Manuel, Chief Strategy & Operations Officer. 'Jason's engineering expertise and product-led mindset will help us build world-class capabilities, while Monika's global operations experience will drive efficiency and innovation across our platforms.' Jason Lenhart, Senior Vice President and Chief Technology Officer Lenhart leads the company's engineering teams in building scalable, product-driven solutions aligned with H&R Block's consumer and small business ideal states. Previously, he served as Vice President of Technology Engineering at JetBlue, where he led software development. He brings a passion for developing rich customer experiences and has led teams in the launch of well-known digital products, including HBO Max. Lenhart holds a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee, Knoxville, and a Master of Science degree in Computer Science from Drexel University. Monika Mehrotra, Senior Vice President, Operations & Technology Mehrotra oversees financial products operations, fraud prevention, infrastructure, global systems, and India operations. Before joining H&R Block, she was Vice President of Global Operations at TransUnion. She brings a unique blend of engineering, global delivery, and operational excellence experience. Mehrotra holds a Bachelor of Technology degree in Computer Science from the Institute of Engineering and Technology in India and a Master of Business Administration in Finance from the University of Chicago Booth School of Business. The company recently introduced additional leadership across the organization to support the H&R Block mission. Brendan Mulryan, VP of Customer Care: Mulryan also reports to Manuel and leads the team responsible for delivering consistent, end-to-end support experiences for clients and tax associates to better serve our customers. Ian Campbell, VP of Assisted Tax Products: Campbell reports to Curtis Campbell, President, Global Consumer Tax and Chief Product Officer and leads all products that are critical for H&R Block tax office associates and customers. Keith Miller, VP of Real Estate: Miller reports to Chief Financial Officer Tiffany Mason and oversees the strategic management of our more than 6,000 company-owned locations, focusing on market planning, portfolio analysis and optimization, and property management and operations. Jessica Hazel, VP of Investor Relations: Hazel also reports to Mason and plays a vital role in shaping the company's financial narrative, driving investor engagement. Brandy King, VP of Corporate Communications: King reports to Chief Marketing & Experience Officer Jill Cress and oversees field and internal communications, media relations, corporate reputation, storytelling, executive visibility, and crisis management. For more information about H&R Block, visit About H&R Block H&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small-business solutions. The company blends digital innovation with human expertise and care as it helps people get the best outcome at tax time and also be better with money using its mobile banking app, Spruce. Through Block Advisors and Wave, the company helps small-business owners thrive with year-round bookkeeping, payroll, advisory, and payment processing solutions. For more information, visit H&R Block News.
Yahoo
30-07-2025
- Business
- Yahoo
ATO warning as common mistake costs Aussies $7 billion: ‘No chance'
Australians have started lodging their tax returns for the 2025 financial year and some have been left disappointed with their refunds, or lack thereof. While you might not be able to change the result of your return, there are some ways to set yourself up for the upcoming year and potentially pay less tax. H&R Block director of tax communications Mark Chapman told Yahoo Finance the biggest thing Aussies should be doing now is getting into the habit of keeping good records. Lost receipts are estimated to cost Aussies around $7 billion in unclaimed tax deductions each year, Intuit QuickBooks research found, or around $341 each. 'If you think you can claim it, or even if you're not sure, keep the invoice or receipt. If you lose it or throw it out now, you have no chance of making the claim in your tax return this time next year,' Chapman said. RELATED Major ATO tax penalty change following debt crackdown Centrelink pension warning for 4.3 million Aussies facing super nightmare Australia's 'ancient enemy' returns sparking major Centrelink warning Chapman urged Aussies to file their invoices and receipts properly and use technology to their advantage. 'Take a photo of each one with your smartphone and store them safely online. Modern paper invoices and receipts fade fast, so by next July that taxi receipt you kept could be just a blank slip of paper,' he said. The ATO app has a myDeductions tool you can use to keep your records in one place, while H&R Block's Receipts Hub app is another option.'There are lots of apps on the market which allow you to record tax-deductible expenses as you go and even store the receipts,' Chapman said. 'Using an app will reduce stress next tax time and may well reduce the fee you have to pay to your accountant.' The federal government has promised to introduce a $1,000 instant tax deduction from the 2026-2027 financial year with no receipts needed. But this is not yet law and won't apply to this current financial year. Common tax deductions Aussies can claim Chapman said it was important to keep documents like payslips, receipts for work-related expenses, bank statements, logbook entries and summaries of payments throughout the year. 'If you have spent money on something as part of your work, and you have the paperwork to prove it, claim it,' he said. "You can only claim what you've spent. So don't inflate deductions in order to get a bigger refund and only claim for costs you can prove you spent by producing an invoice, receipt or bank statement." Here are some common deductions you may be able to claim: Costs of using your own car for work, not including driving to and from work Costs of travelling for work if you are required to work away from home, such as spending money on meals and accommodation Costs of tools and other equipment, such as tools for tradies, a laptop for an office worker or a handbag or briefcase to carry work papers. Items costing $300 or less will be deductible immediately, while those over $300 will be deductible over several years You'll need to save your documents and receipts for the full five years required by the ATO.
Yahoo
29-07-2025
- Business
- Yahoo
H&R Block to Release Fiscal 2025 Results on August 12, 2025
KANSAS CITY, Mo., July 29, 2025 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) will report fourth quarter and fiscal 2025 full year results on Tuesday August 12, 2025, after the New York Stock Exchange market close. At that time, a copy of the press release and presentation will be available on the company's investor relations website at A conference call for analysts, institutional investors, and shareholders will be held at 4:30 p.m. Eastern time on Tuesday, August 12, 2025. During the conference call the company will give a general business update and discuss fiscal 2025 results and fiscal 2026 outlook. To join live, participants must register at Once registered, the participant will receive a dial-in number and unique PIN to access the call. Please join approximately 5 minutes prior to the scheduled start time. The call, along with a presentation for viewing, will also be webcast in a listen-only format for the media and public. The webcast can be accessed directly at and will be available for replay 2 hours after the call is concluded and continuing for 90 days. About H&R BlockH&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small-business solutions. The company blends digital innovation with human expertise and care as it helps people get the best outcome at tax time and also be better with money using its mobile banking app, Spruce. Through Block Advisors and Wave, the company helps small-business owners thrive with year-round bookkeeping, payroll, advisory, and payment processing solutions. For more information, visit H&R Block News. For Further Information Investor Relations: Jessica Hazel, (816) 854-4214, Media Relations: Media Desk, mediadesk@ in to access your portfolio


Dominion Post
26-07-2025
- Health
- Dominion Post
Marion Fay Miller Feather
Marion Fay Miller Feather, 80, of Kingwood, passed away at her home on Thursday, July 24, 2025 at 11:18 a.m. surrounded by family and friends. She fought a difficult three-month battle with a rapidly progressive form of amyotrophic lateral sclerosis also known as Lou Gehrig's disease. She is a daughter of the late Kermit Walton Miller and the late Lora Burhl Harned Miller of was wed to the late Joseph Ronald Feather of Masontown on February 14, 1970 in Oakland, MD after he returned from the Navy. They were married for 38 years until his death in 2008. She is survived by her daughter, Lesa Jean Feather and son, Joshua Daniel Feather, both of is also proceeded in death by her infant daughter, Veronica Joy and infant son, Michael Dean, late brother, Jon Max (Carol) Miller, father-in-law and mother-in-law, Joseph Bunner and Virgie Catherine Feather and late brother-in-law and sister-in-law, Gary (Deborah) Feather of Reedsville. She is survived by her twin brother, Marvin Kay (Lana) Miller. She has four nephews, Steve (Wanda) Miller of Independence, Jason (Karen) Miller of Dover, DE, Jeremy (Tara) Feather of Morgantown, Jacob (Kaitlyn) Feather of Reedsville and one niece, Anne (Ross) Jervis of Middletown, MD. She has two great nephews, Nicholas Miller and spouse, Jose Santiago of Morgantown and Casey Miller of Yorktown, VA. Two great nieces, Alexis Sinsel and McKenzie Feather, both of and her twin brother were born in Knoxville, TN during World War II when their father was transferred there to work in the atomic bomb plant at Oak Ridge. She graduated from Kingwood High School in 1963 and attended Morgantown Business College in 1964 receiving a medical secretarial certificate. She was employed at West Virginia University, College of Agriculture in the department of animal science from 1964-1970 as a secretary to veterinarians and professors. She married in 1970 and moved to Mountain Lake Park, MD where she took a tax course and worked for H&R Block from 1972-1982 using adding machines, paper and pencil, which she adamantly made known. After her second child was born, she quit H&R Block and became a stay-at-home mother. She decided to start a home tax business in 1982 and worked through her final tax season April 2025. She loved her job and loved her clients. Not only did she do their taxes, she also used this as an opportunity to share the gospel and promote also had two home-based businesses focused on health and wellness. She also enjoyed her parents' farm that she later acquired and loved riding her John Deere tractor. She grew buckwheat for a short while for buckwheat flour and enjoyed making organically grown hay. She shared her farm to help a young man start a small craft cannabis company. Thanks to her support in those early years, his vision has grown into a successful business-WV Native Roots, now based in Monongalia County. She was also the treasurer for the Miller Cemetery Association for several was a devoted Christian. She was a true example of living a life for God. She was a founding member for Kingwood Christian Fellowship which was started in 1983 and sat on the board of directors and was the secretary for many years. Roger Syruws, the founding pastor of the church, created Gospills, which was a daily scripture for each day of the month. She continued this vision after his passing and provided a new collection of scriptures every month for the last several was a loving daughter, wife, mother and friend. She lived a very healthy lifestyle and had rarely taken prescription medication until her illness started in April. She was kind, she helped those in need and put others before herself. She enjoyed a good yard sale, canning, family picnics including a good game of croquet. Her favorite food was bananas and she loved sunflowers. She enjoyed playing frisbee with the family dog, Remy. Life won't be the same without family is grateful for the excellent care she received through Mon Health Medical Center, Encompass Health Rehabilitation Hospital, J.W. Ruby Memorial Hospital and Amedysis lieu of flowers, donations can be made in her memory to Kingwood Christian Fellowship, 18806 Veterans Memorial Highway, Kingwood, WV 26537 or to the Wesley Chapel Cemetery, 988 Greens Run Road, Kingwood, WV and friends will be received at the Kingwood Funeral Home, 295 S. Price St. Kingwood, WV, on Saturday, July 26, 2025, from 3 to 7 p.m., and at Kingwood Christian Fellowship on Sunday, July 27, 2025, from 2 to 4 p.m. funeral hour, with Pastor Derek Syruws officiating. Interment will follow at Wesley Chapel and Long Hollow Cemetery. Online condolences can be made at Kingwood Funeral Home is honored to serve the Feather family.
Yahoo
25-07-2025
- Business
- Yahoo
Wild ATO deductions called out as expert exposes tax 'grey area'
Depending on your area of employment, there is a range of tax deductions that could be available. The basic rule is that if you've incurred an expense as part of your job, you can claim it. For instance, if you're a taxi driver, you can claim fuel for your car. If you're a tradie, you can likely claim a deduction for an array of essential tools. Such examples are relatively straightforward and obvious, but with tax being something of a grey area for many, it is inevitable that some of the claims tax specialists encounter aren't always of the typical variety. Here are some of the examples that H&R Block has encountered. RELATED ATO's urgent warning to tradies over 'growing' tax trend FIFO worker's huge compensation win after being unfairly sacked Tradie loses $449,000 in an instant after missing key detail TV star's op shop gifts Each time a certain high-profile television personality graced our screens, he bought a new suit. Once he'd worn each suit, he gave it away to a charity shop. Not only did he want to claim a tax deduction for the cost of each new suit (which he said he was obliged to wear to maintain his personal brand), he also wanted to claim a further tax deduction for the donation to charity. Sadly for him, the ATO doesn't allow deductions for the cost of conventional clothing, a category that includes business suits, even those purchased by TV stars. As for the donations — well, in theory, a donation to a charity is tax-deductible, but what is the value of a second-hand suit? Our dapper star couldn't say because he didn't have receipts from the charity, and without a receipt, there is no possible surgery and tax Still with the rich and famous, a well-known fashion model had undertaken various cosmetic procedures to maintain her appearance. She argued that the work done was to maintain her career past the point that it would otherwise have faded out if she hadn't had the work done. As such, she argued there was a clear link between the cosmetic surgery and deriving her income. It's an argument that seems superficially compelling, but it's not one the ATO would agree with. As far as they are concerned, medical procedures are rarely, if ever, tax-deductible, no matter what the reason. Taxable boob job? Taxpayers in the adult entertainment industry can claim all manner of interesting deductions. Taxpayers in the US — but not here — have even claimed that breast enhancements could be tax-deductible as a 'tool of the trade' (not an argument that would find favour here, following the same logic as the cosmetic surgery for the model, above). So, it's a controversial claim even for adult performers but the lady — with no known connection to the adult industry — who tried to claim that her enhancements were necessary for work was facing even more of an uphill battle. The claim wasn't allowed. Breast enhancements might be a tax no-no, but adult performers can look at successfully making claims for items as diverse as dance lessons, hair care, oils, lingerie, costumes and 'toys'. Work clothes that can be taxed Another profession that can generate some very strange tax deductions is a circus performer. Not many people can successfully make a claim for a clown costume, but one client who did was a professional clown. The whole costume was allowable, including the red nose, as a work-related clothing claim. Similarly, the professional sword swallower was able to claim the ceremonial swords used in his act. Deductions for pets? Can you claim a tax deduction for your dog? In very limited circumstances, yes you can, both for the cost of acquiring the animal (the cost is depreciated over several years) and for the costs of keeping it (food, vet bills, etc). The two most common scenarios where the cost of a dog is tax-deductible are farming (where an animal might be used to round up sheep, for instance) and security (where the cost of a guard dog to patrol business premises might be allowable). Other than that, forget it. So, for the taxpayer who tried to claim for their pet poodle, no deductions were allowed. Claiming the daily commute Lots of people try to claim for the cost of traveling from home to work and back again. Usually, they are unsuccessful because the daily commute is regarded as private — not work-related — travel and hence not claimable. The only exception is where you're required to carry bulky tools and equipment and you have nowhere secure at work to store them. That exception didn't apply to the hairdresser who tried to claim the daily commute because she had to transport her scissors and clippers, which might have been sharp but certainly weren't bulky. When you can claim on a caravan Caravanning is a popular leisure pursuit among the 'young at heart' but is it possible to claim your caravan as a tax deduction? Surprisingly, the answer might be yes. One taxpayer who travelled extensively for work decided to buy a caravan to provide overnight accommodation whilst working away, rather than paying for a hotel room every night. From a tax point of view, that stacks up to be deductible. But if you are in the same situation and also use the caravan for holidays, you'll need to apportion the deduction between work use and private use. People who can claim gym memberships A very limited number of taxpayers can claim gym memberships. Amongst those who can are professional sportspersons, some police officers and some defence force personnel. Bouncers aren't on the list, so for the bouncer who wanted to claim his martial arts course fees, no deduction was allowed. Garden feature on tax Do you own a rental property? In among the usual deductions — mortgage interest, rates, repairs, etc — did you know that you can claim for items that improve your property's 'street appeal'? Whether you think garden gnomes do that or not is really a matter of personal taste, but several clients have successfully claimed them in respect of their rental property. Here's a tip — make sure the gnomes are actually for your rental property; if they turn up in the garden of your family home, they are not deductible! Thinking of claiming these? Don't — they're not deductible! Personal grooming (hair, make-up, etc) Child care Gym memberships and other club memberships Cost of attending social functions Driver's licence Fines Glasses and contact lenses Rent, mortgage and other 'ownership' costs when working from home 'Conventional' clothing Business suits Retail staff in clothing outlets Home to work travel With the exception of where you are required to carry bulky tools Undertaking incidental work related tasks on the way to or from work (eg, collecting the mail) won't make the journey deductible! Medical expenses (IT 2217) eg, sleep apnea machines, hearing aids, wheelchairs, artificial limbs What can I claim? Depending on your job, you might be eligible to claim the following: Bags, briefcases, etc Conferences, seminars and training courses Fares Fees for tax advice/preparation First-aid courses by a designated first-aid person Insurance of work-related equipment Overtime meal expenses Parking fees (eg, if visiting clients) Professional association fee Personal protective equipment (masks, sanitiser, etc) Self-education expenses directly connected with current employment (includes fees, travel, books and equipment) Specialist publications (not newspapers) Sun protection (if you work outside) Stationery used for work-related purposes Technical and professional publications Travel, accommodation and meals when traveling for work Work-related clothing Work-related car useError in retrieving data Sign in to access your portfolio Error in retrieving data