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SUBJECT DOSSIER · FDD 2025

H&R Block Franchise

Cost, fees, owner earnings, closure rate and litigation for a H&R Block franchise — pulled from the franchisor's own public FDD (2025), not its sales material.

Other Franchises · disclosure-honesty grade · from public state filings
GRADE F · FAILS DISCLOSURE

Disclosure honesty

F
Transparency 1 / 5

H&R Block discloses little or no owner-earnings data (Item 19) — the franchisor won't put real profit in writing.

Outlets8,688
Disclosed lawsuits7
Closure signals21 ceased
Investment
$34,080–$158,750
Total fees
60% of sales
Outlets
8,688
Closure signals
21 ceased, 9 terminated
Lawsuits
7
◢ FINDINGS
ITEM 19
No real earnings disclosure
The franchisor won't put owner profit in writing — you can't verify the pitch.
ITEM 20
21 outlets ceased operations
Franchised outlets declined 148 (2025); 204 (2024); 222 (2023). Ongoing litigation pattern.
ITEM 03
7 legal matters disclosed
Litigation in Item 3 signals how the franchisor treats its franchisees.

What their own earnings claim actually says

No financial performance representations made. Franchisor explicitly states no representations about franchisee future or past outlet financial performance.

What a H&R Block franchise actually costs to run

FeeDisclosedWhere it comes from
Initial franchise fee$2,500Item 5 — paid up front, before you open
Royalty60% of gross salesItem 6 — charged on revenue, not profit
Total recurring fees60% of gross salesBefore rent, labor, food or debt service
Total initial investment$34,080 – $158,750Item 7 — franchisor's own low/high estimate

Royalty: 60% first $5K revenue, 40% over $5K (30% if early payment). POM required: 20% product royalty + premium charge.

Royalty and ad-fund percentages are charged on gross sales — an owner pays them whether or not the location is profitable.

H&R Block system size and owner turnover

Total outlets8,688
Ceased operations21
Terminated by franchisor9
Transferred to new owners26
Closure rate0.2% of outlets

Franchised outlets declined 148 (2025); 204 (2024); 222 (2023). Ongoing litigation pattern.

From Item 20 of the FDD 2025. Terminations and ceased operations are the franchisor's own count of owners who stopped — the number the sales pitch leaves out.

Is H&R Block worth it? — how it compares to 436 similar franchises

Ongoing fees60% of salessteeper than 99% of other franchises franchises
Startup costfrom $34,080cheaper than most (median $138,750)
Disclosure honestyGrade Fless honest than most of the category
Closure rate0.2% of outletsbetter than most (median 1.5%)
Disclosed lawsuits7more litigious than 88% of peers

Benchmarked against every other franchises franchise we've graded from public FDDs — the context the franchisor's pitch never gives you.

◤ CLASSIFIED · ITEM 19 RECONSTRUCTED

Owner take-home for a H&R Block

The franchisor's framing: No financial performance representations made. Franchisor explicitly states no representat… We reconstruct what an owner actually keeps, from their own FDD.

LOW
MEDIAN
HIGH

See a full sample report → · 30-day guarantee

H&R Block franchise — frequently asked

How much does a H&R Block franchise cost?
The FDD lists a total initial investment of about $34,080–$158,750, including a $2,500 initial franchise fee.
How much do H&R Block franchise owners make?
H&R Block discloses little or no earnings data (Item 19) — meaning the franchisor won't put real owner profit in writing. That's a red flag worth questioning.
What are the H&R Block franchise fees?
H&R Block's FDD discloses a $2,500 initial franchise fee, a 60% royalty on gross sales, for roughly 60% of gross sales in recurring fees before rent, labor, or debt service. Royalty: 60% first $5K revenue, 40% over $5K (30% if early payment). POM required: 20% product royalty + premium charge.
What is the H&R Block franchise profit margin?
H&R Block discloses no Item 19 earnings representation, so no profit margin can be derived from the FDD at all. Any margin figure quoted elsewhere is an estimate, not a disclosure.
What is the H&R Block franchise failure rate?
Franchised outlets declined 148 (2025); 204 (2024); 222 (2023). Ongoing litigation pattern.
How many H&R Block locations are there?
H&R Block's FDD reports 8,688 total outlets, with 21 that ceased operations in the most recent reporting year and 26 transferred to new owners. Item 20 is where system health shows up before the marketing does.
Does H&R Block have complaints or lawsuits?
H&R Block discloses 7 legal matters in Item 3 of its FDD. Item 3 covers the franchisor's litigation history, which is the closest thing to a public record of how it treats franchisees — read the case descriptions, not just the count.
Is a H&R Block franchise worth it?
It depends on the numbers, not the pitch. H&R Block scores F on disclosure honesty, carries about 60% of sales in ongoing fees, and discloses 7 legal matters. Get the real owner take-home before you sign.

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Source: WI DFI Franchise Registration (2025). FranchiseValidate is independent and not affiliated with H&R Block or its franchisor. Figures are extracted from the franchisor's own public disclosure document; verify against the current FDD before any decision.