H&R Block AI Tax

H&R Block AI Tax

Free simple; Deluxe $49.99; Premium $84.99 Finance & Trading ✓ Verified
★★★★☆ 4.3

AI tax filing platform with AI assistant for deduction discovery and human expert review option

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About this Tool

H&R Block’s AI tax filing platform uses machine learning to simplify tax preparation with an AI assistant that asks the right questions and imports your financial documents automatically. Its AI identifies credits and deductions specific to your situation.

H&R Block AI Tax Assistant can answer complex tax questions in plain language, review your return for accuracy, and provide audit protection. Human expert review is available for complex situations.

Key Features

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AI Tax Assistant

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Automatic Document Import

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Deduction Discovery

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Accuracy Review

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Audit Protection

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Expert Human Review Option

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State Filing

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Prior Year Comparison

📋 Scripts & Prompts for H&R Block AI Tax +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Build My Personal Budget & Zero-Based Spending Plan
Beginner ⏱ 15 min
You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…
Monthly take-home income
Fixed expenses
Variable expenses
Debt payments
Financial goals
💬 Prompt
Design My Investment Portfolio — Any Goal
Intermediate ⏱ 12 min
You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…
Investment goal
Years until goal
Risk tolerance
Monthly investment
Account types
Current allocation
Your age
💬 Prompt
AI Tax Optimization Strategy
Intermediate ⏱ 15 min
You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…
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📄 Template
Debt Elimination Snowball + Avalanche Hybrid Plan
Beginner ⏱ 10 min
You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…
🔓 Sign Up Free to Copy Free forever · No credit card
📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
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🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for H&R Block AI Tax +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
finmap-org/mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
GitHub
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longportapp/openapi
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
🔓 Sign Up Free to Install
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌
Alpaca's Trading API
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for H&R Block AI Tax +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

No agents added for this tool yet.

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Who Is This For?

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Students

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Small Business

Tags

Finance & Trading Tax Tools Freemium Android Api Desktop iOS Web

Frequently Asked Questions

H&R Block AI Tax is available as free simple; deluxe $49.99; premium $84.99. Visit the tool's website for the latest pricing details and plan options.

H&R Block AI Tax offers a free plan. Check the website for feature limitations and upgrade options.

H&R Block AI Tax is available on Android, Api, Desktop, iOS, Web. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the H&R Block AI Tax website for current trial availability and duration.

Community Rating +

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At a Glance

  • Pricing ModelFree simple; Deluxe $49.99; Premium $84.99
  • PlatformsAndroid, Api, Desktop, iOS, Web
  • CategoryFinance & Trading
  • WebsiteVisit →

Details

  • AI Technology Custom AI
  • Company HRB Tax Group, Inc.
  • Last Verified ✓ Mar 2026
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