Block Horizons 2025 with Complete Solutions

Block Horizons 2025 with Complete Solutions Our Purpose To provide, help and inspire confidence in our clients and communities everywhere. Our 4 Ambitions Customers Communities Team Financial Ambitions - Customer Be so customer-centric that 80% of our clients return every year Ambitions - Communities Make every block better nationwide by committing to 1 million volunteer hours and supporting 500,000 small business owners Ambitions - Team Be recognized for best-in-class innovation and culture by Fast Company and Fortune Ambitions - Financial Achieve more than $4 billion in annual revenue and EPS of $4. The 3 Imperatives Small Business, Financial Products, and Block Experience Imperatives - Small Business Strengthen the spirit of entrepreneurship and help small business owners thrive Imperatives - Financial Products Develop new products and experiences that create confidence and help ease financial burden Imperatives - Block Experience Reimagine our experience for customers and tax pros in a digital-first world by blending technology and data with human expertise and care Small Business Initiatives Drive new client growth by providing a personalized Tax experience for Small Business owners Build significant year-round business based on 2 key service areas: Bookkeeping and Payroll. Realize full value of Wave acquisition through cross selling and product integrations. Develop a concierge model that provides human help and a 1-stop shop to multiple business services. Block Experience Initiatives Create human connections with customers virtually Evolve MyBlock to be our client's go-to hub for everything H&R Block Transform tax prep for customers and tax pros Our 3 Enablers Talent, Digital and Data, Fund the Future Enablers - Talent Attract and retain people who act boldly, demand high standards, crave tough problems and value winning as a team. Enablers - Digital & Data Accelerate our digital and data capabilities to drive innovation in all facets of our business Enablers - Fund the Future Tip the scale toward future-focused investments of resources - people and dollars - and celebrate those who drive efficiency 7 Behaviors Customer-Centric Curious Problem Solvers Straightforward Resilient Bold Better Together Customer-Centric We always start with the customer and work backwards, going the extra mile to understand how to wow them now and in the future. Whether our customer is internal or external, we bring this same commitment to our work every day. Curious We are students of business and human behavior, relentlessly striving to understand the world around us. We know our business deeply, and we seek external learnings and inspiration to make our products and experiences extraordinary. Problem Solvers We bring broad strategic thinking to every challenge - defining the problem and asking questions before having answers and