H&R Block

H&R Block, Inc. is a leading provider of consumer tax services, specializing in assisted income tax return preparation, do-it-yourself (DIY) tax solutions, and virtual tax preparation services. Established in 1955 and headquartered in Kansas City, Missouri, the company operates approximately 12,000 retail locations, including company-owned and franchise offices, across the United States, Canada, and Australia. H&R Block offers a range of services, including federal and state tax return preparation, tax planning tools, electronic filing, and various financial products such as Refund Transfers and prepaid debit cards. The company has prepared over 680 million tax returns and focuses primarily on generating revenue from assisted tax preparation fees in the U.S. Its extensive network ensures that an H&R Block office is conveniently located within five miles of most Americans, making tax assistance readily accessible.

Teri Daley

Vice President Corporate Communications

5 past transactions

Wave

Acquisition in 2019
Wave makes running a small business better by providing free accounting, invoicing, affordable credit card processing (payments) and payroll. Over 3 million small business owners, in more than 200 countries around the world, rely on WaveApps to run their business. Wave was founded in 2009 and is headquartered in Toronto, Canada.

MoneyStream

Series A in 2015
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

Acquisition in 2014
New River Innovation, Inc. is a tax technology firm located in Greensboro, NC, dedicated to assisting tax practitioners in reducing their time spent interacting with the IRS. The company's flagship product, Beyond415, is an award-winning application designed to simplify IRS practice and procedures by offering practical guidance and automating workflows. In addition to its software solutions, New River Innovation provides continuing professional education (CPE) courses approved by both NASBA and the IRS, along with educational tax content for various industry publications and organizations.

Wipit

Seed Round in 2011
Wipit, Inc. is a mobile payments company based in Lake Forest, California, established in 2010. It offers a mobile payment application that allows users, particularly those who are unbanked or underbanked, to make cash payments directly from their smartphones. The platform includes features such as bill payment, phone top-ups, and fund transfers, alongside a Visa prepaid card. Wipit has formed partnerships with notable companies, including H&R Block and Euronet Worldwide, and serves as the technology provider for the "Boost Mobile Wallet," enabling mobile financial services for Boost Mobile's customer base. As of September 2015, Wipit operates as a subsidiary of Urban FT, Inc.

CompuServe

Acquisition in 1980
CompuServe Interactive Services provides complete and comprehensive products and access for Internet online users at home, in the workplace and around the globe. With the launch of CompuServe 7.0 in 2001, CompuServe reached a new milestone by making the gathering of information and exploring the Internet faster, easier and more convenient than ever before for its worldwide membership. Since its acquisition by AOL in 1998, CompuServe has continued to enhance its core service to meet the needs of one of the fastest-growing segments of the Internet: value-driven adults going online for the first time.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.