Exempt Edge Competitors

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Avalara is the agentic AI platform for global tax and compliance. For over two decades, we’ve built one of the most expansive libraries of tax content and integrations in the industry. We process more than 54 billion transactions annually and support 200,000+ direct and indirect customers globally. Our purpose-built agents automate end-to-end compliance with precision: tax calculations, return filings, exemption certificate management, and beyond. Learn more at Avalara.com.

Vertex is the Decision-to-Defense™ global indirect tax and compliance company. We help enterprises control indirect tax and compliance across the transaction lifecycle-so outcomes can be proved and improved with confidence. Our purpose is to ensure businesses and communities thrive through trusted transactions. Global compliance now lives inside the transaction. So does Vertex-helping enterprises prove outcomes from determination to defense.