Tax season may be over, but Jeff Jones and his team at H&R Block still have their work cut out for them.
The company is four years into a five-year transformation strategy that’s seen it diversify into small business services and financial products, while reinventing its traditional consumer tax offering too. H&R Block is also making the shift from a primarily brick-and-mortar retailer to a leader in deploying generative AI in its products, president and CEO Jones says. “Those are two examples of very hard from-tos that are well underway.”
