H&R Block wants to be more than a tax company. It wants to be your year-round financial adviser

H&R Block is transforming from a seasonal tax preparation company into a year-round AI-powered financial advisory platform under new CEO Campbell. The shift automates routine tax prep while enabling human advisors to focus on relationships and complex guidance for creators, small businesses, and general customers. The pivot leverages the company's brand trust in a significantly altered tax and IRS landscape.