H&R Block
H&R Block, Inc. is a leading provider of consumer tax services, specializing in income tax return preparation for individuals in the United States, Canada, and Australia. Established in 1955 and headquartered in Kansas City, Missouri, the company operates approximately 12,000 retail locations, including both company-owned and franchise offices, ensuring that most Americans live within five miles of an H&R Block office. The firm offers a range of services, including assisted tax preparation, do-it-yourself (DIY) tax software, and virtual tax preparation solutions. In addition to preparing tax returns, H&R Block provides various financial products, such as Refund Transfers, prepaid debit cards, tax identity protection services, and refund advance loans. The company's primary revenue source is derived from assisted tax preparation fees, supplemented by income from franchise operations and digital tax solutions. H&R Block has prepared over 680 million tax returns since its inception.
Wave is a financial management company that specializes in providing online software solutions for small businesses. Founded in 2009 and headquartered in Toronto, Canada, Wave offers a comprehensive suite of services including accounting, invoicing, payroll, and payment processing. With over 3 million users in more than 200 countries, Wave is dedicated to enhancing the operational efficiency of micro and small businesses by helping them manage their finances effectively. The platform enables business owners to improve cash flow and streamline financial tasks, allowing them to focus on growth and sustainability.
MoneyStream, founded in 2012 and headquartered in Los Gatos, California, offers an innovative online platform designed for comprehensive money management. This service consolidates various financial tasks, including banking, bill payments, record keeping, payment scheduling, and cash flow management, into a single, user-friendly interface. The platform utilizes predictive technology to help forecast household finances, presenting information through a visual cognitive calendar that enhances users' ability to manage their finances effectively and securely. By linking and coordinating these fragmented financial responsibilities, MoneyStream aims to simplify the financial management process for its users.
New River Innovation, Inc. is a tax technology firm based in Greensboro, NC. Our goal is to help tax practitioners spend less time with the IRS. Our product, Beyond415, is an award-winning application that streamlines IRS practice and procedure work with practical guidance and workflow automation. We also provide NASBA- and IRS-approved CPE courses and educational tax content to various industry publications and organizations.
Wipit, Inc. offers a mobile payment solution designed primarily for unbanked and underbanked consumers. Founded in 2010 and based in Lake Forest, California, the company provides a mobile application that allows users to make cash payments, pay bills, top-up mobile phones, and transfer funds using their smartphones. Wipit also offers a Visa prepaid card integrated with its services. The company partners with notable organizations like H&R Block and has collaborated with Boost Mobile to provide the "Boost Mobile Wallet" service, enhancing mobile financial access for a large subscriber base. In 2015, Wipit became a subsidiary of Urban FT, Inc.
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