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Additional Services


Prepaid Legal Plan
Associates, who are scheduled to work 30 or more hours per week, are eligible to participate in a group legal plan provided by Hyatt Legal Services. The cost of this benefit is paid by the company. The minimal cost paid by the company, however, is treated as a taxable benefit to the associate.

Tax Services
Associates employed as of December 31st, may choose one of the following: having their personal income tax returns prepared by H&R Block at a discounted rate, receiving our award winning TaxCut® software or using one of H&R Block's innovative online tax preparation services at no cost the following year. In addition, H&R Block tax courses are offered to associates at a nominal fee.

Referral Reward Program
H&R Block Financial Advisors encourages associates to refer friends, neighbors, family members and other contacts for employment with our company. Through our combined H&R Block/H&R Block Financial Advisors Referral Reward Program, your referrals are worth more than ever. Referral rewards are provided up to $2,000 depending on position.

Direct Deposit
Associates may elect to have their payroll checks deposited directly into their accounts at their financial institutions

Travel Accident Plan
Associates who travel for H&R Block are automatically covered for approved company travel by this plan. The company pays the full cost of the insurance that will pay up to three times base annual salary (subject to limits) for accidental injury or death that occurs while the associate is traveling on business.


The information contained herein is intended only as a brief overview of the benefits offered by H&R Block Financial Advisors. Nothing contained in this document is intended to change any of the provisions, terms or conditions of any of the benefits mentioned. For information concerning other aspects of these benefits, please ask for a copy of the summary plan description, or other applicable documents, certificates or policies that may be issued with such plans.
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