H&R Block Brookville Office Offers Expert Tax Preparation

HR Block-Brookville OfficeBROOKVILLE, Pa, (EYT) — Millions of Americans may dread filing a tax return, but there is no reason to feel that way as long as you let the experts at your local H & R Block office do the heavy lifting for you.

H&R Block’s 10,000 offices recently kicked off their 62nd tax season and their decades of expertise handling American’s tax returns makes them the ones to trust with your money.

Taxpayers can visit their local H&R Block office or prepare their return with H&R Block online or software in order to meet the April 18 filing deadline.

In Jefferson County, give Carol Porter a call at 814-849-4744. Her office is located at 190 Main Street, Brookville, Pa.

There is plenty to take advantage of this year as H&R Block is offering free filing of the 1040EZ and also new, the Refund Advance, a no-interest loan of up to $1,250.

If you don’t want to wait to receive your refund from the IRS, taking advantage of the Refund Advance is the way to go.

Some refunds are being delayed by the Protecting Americans from Tax Hikes Act (PATH).

It is available to tax filers through the Protecting Americans from Tax Hikes Act (PATH).

It is a federal law that was passed in late 2015. One of its provisions was to combat tax fraud, which is good news. The bad news is it means the IRS must hold the entire refund of early tax filers with certain refundable credits, like the Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC).

If you are one of the millions of taxpayers who claim these credits, the IRS must hold your entire refund until at least February 15.

While this may not seem like a big deal to some, many people rely on their yearly tax refund for unexpected expenses, unpaid bills, credit card payments or just to get by.

Refund Advances are offered in varying amounts, including $1,250.00, $750.00, and $500.00.

Another great feature is that it is a no-interest loan. There are no finance charges and no interest charged for the Refund Advance.

Here are more details and frequently-asked questions about the Refund Advance.

“How do I get the Refund Advance?”

The process is straightforward:

  • Have your taxes prepared by one of our tax professionals in a participating H&R Block office.
  • Tell your tax professional that you want to apply for the Refund Advance.
  • If you meet the eligibility criteria, complete the application.
  • If approved, MetaBank® will notify you with the loan amount.

“What’s the criteria for approval?”

To be approved for Refund Advance, the IRS must owe you a refund, you must have a return filed by H&R Block, meet certain eligibility requirements and pass the standard underwriting criteria.

“How do I access the money?”

Once you apply for Refund Advance and get approved, your loan funds are then placed on your own H&R Block Emerald Prepaid MasterCard.

“When can I get it?”

The Refund Advance will be available for a limited time through tax season.

“Why are you offering this?”

We want to empower you with the right support to help create financial opportunity before, during and after tax preparation.

For more information about Refund Advance or to make an appointment, visit www.hrblock.com/refundadvance.  

For the free filing of 1040EZ — Call and make an appointment today since the deadline for the offer runs through February 28.

Your eligibility to file a Form 1040EZ depends upon your individual tax situation.

You must meet the following conditions:

  1. You are filing as single or married filing jointly.
  2. You claim no dependents.
  3. You don’t claim any income adjustments.
  4. You don’t claim any credits other than the Earned Income Credit.
  5. You, and your spouse if filing a joint return, were under age 65 on January 1, 2016, and not blind at the end of 2015.
  6. Your taxable income is less than $100,000.
  7. You had only wages, salaries, tips, taxable scholarship and fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500.
  8. Your earned tips, if any, are included in boxes 5 and 7 of your Form W-2.
  9. You don’t owe any household employment taxes on wages you paid to a household employee.
  10. You are not a debtor in a Chapter 11 bankruptcy case filed after October 16, 2005.
  11. Advance payments of the Premium Tax Credit were not made for you, your spouse, or any individual you enrolled in coverage for whom no one else is claiming the personal exemption.
  12. If you file Form 1040EZ, you can’t itemize deductions or claim any adjustments to income or tax credits (other than the Earned Income Credit).

So, if you qualify to file a Form 1040EZ, you may be eligible to file for Free at H&R Block with Free EZ. A win-win, right? You can leverage the experience of our tax professionals at no cost to you.

Is the Offer Limited to Particular Tax Filers?

Free EZ is limited to the federal Form 1040EZ only. If you file more than that, you could be subject to additional fees. This includes:

  • Earned Income Credit
  • State & local tax forms
  • Affordable Care Act forms

If you use other products or services offered through H&R Block, you may be subject to additional fees.

No W-2? No Worries

More than 70 million W-2s are available now via H&R Block’s Early Access service. This means these taxpayers don’t have to wait for their W-2 to arrive in the mail.

Taxpayers can visit this site to send an electronic copy of the W-2s to their H&R Block tax office for free. With many W-2s available now – the sooner taxpayers can access their W-2, the earlier taxpayers can file and get back a refund they may be due.

Three keys to this tax season

While the fastest way to receive a refund is to electronically file and use direct deposit to a bank account, many taxpayers do not have access to a bank account.

For those clients, H&R Block can place a refund on the company’s Emerald Prepaid Mastercard®. The Emerald Card, named one of the top prepaid cards by leading publications, provides control and flexibility to consumers managing their finances with fewer and lower fees than other prepaid cards.

H&R Block also offers every client a free tax and health care review. With the deadline for those uninsured to apply for health insurance on March 31, H&R Block guides clients through the intersection of health care in taxes. Then through the company’s online virtual health insurance marketplace – www.helpth.com – at no cost to them clients can understand their options, select the right plan for them and their family and enroll.

As with every new year, it is important for taxpayers to review their previous year for life changes that trigger tax implications and possible tax savings. Family friendly tax breaks such as education credits and deductions, the Earned Income Tax Credit and Child Tax Credit are some of the most overlooked tax breaks costing taxpayers thousands of dollars in lost refunds.

About H&R Block

H&R Block, Inc. (NYSE: HRB) is the world’s largest consumer tax services provider. More than 700 million tax returns have been prepared worldwide by and through H&R Block since 1955. Tax return preparation services are provided in company-owned and franchise retail tax offices by 70,000 professional tax preparers and associates worldwide, and through H&R Block digital products. H&R Block Bank provides affordable banking products and services. For more information, visit the H&R Block Newsroom.

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