Block Advisors is a small-business services brand operated by H&R Block (HRB Tax Group, Inc.), offering monthly bookkeeping, payroll, business tax preparation, business formation, tax planning, and consultations through nearly 8,000 offices nationwide and virtually.

An owner-operated business that wants one local, in-person relationship covering bookkeeping, entity formation, payroll, and tax filing under one brand may prefer Block Advisors. They operate nearly 8,000 offices nationwide with phone, video, or in-person access, and bundle business registration from $149, payroll from $59/month, and a pro-filed return that includes a business structure analysis and profit and loss statement at no extra charge. A newly forming LLC that wants entity selection, payroll, and a first return from one local vendor gets a coherent stack in one place.

Published bookkeeping prices are floors, not final prices: plans are stated as starting at $189 or $309 per month with the actual rate set on a consultation call, and their own site does not explain what separates the two tiers. Bookkeeping and tax filing are purchased separately, per their own description that bookkeeping maintains records while tax preparation uses those records to file. Delivery and pricing are stated as available at participating locations, and their own disclaimer states the accountant may not be a licensed accountant.

Details are drawn from Block Advisors' public materials as of 2026-07-28 and may have changed. Prices listed as 'starting at' are floors; the final rate is set after a consultation call.

No. Block Advisors sells bookkeeping and tax filing as separate services. Bookkeeping plans start at $189/month (Full-Service) or $309/month (Premium) and are described as delivering monthly bookkeeping, quarterly tax planning, catch-up bookkeeping, and tax-ready financial statements. Tax filing is priced separately: self-employed online filing starts at $85, and in-person or virtual filing for other business structures starts at $240. Their own resource guide states that bookkeeping services maintain financial records throughout the year, while tax preparation services use those records to file returns.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

The published figures are starting points, not final prices. Block Advisors states bookkeeping "starts at $189 per month" for Full-Service or "$309 per month" for Premium, each with a $100 one-time setup fee, and payroll plans start at $59 to $120 per month with a $50 one-time setup fee. The actual rate is determined afterward: their site states a small business consultant "will provide a personalized quote on your first call." Marketing copy describes the result as a fixed monthly rate, while separate promotional terms state the company reserves the right to change standard monthly rates at any time.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Their bookkeeping guarantee is a rework remedy: if Block Advisors makes an error requiring the books to be reopened for a given month, they correct that month's error at no additional charge. Their tax preparation guarantee is financial: for assisted prep they reimburse resulting penalties and interest, and for DIY tax software errors they reimburse up to a maximum of $10,000. Both guarantees exclude errors caused by incomplete or inaccurate information supplied by the client, unsubstantiated tax positions, a client's choice not to claim a deduction or credit, or law changes after October 15, 2025.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.