Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
Publications
Publications
  • January 2007 (Revised October 2008)
  • Case
  • HBS Case Collection

H&R Block 2006

By: Peter Tufano
  • Format:Print
  • | Pages:12
ShareBar

Abstract

Mark Ernst, the Chairman, CEO and President of H&R Block, has to decide how to respond to a competitive threat posed by a competitor's refund-lending product. Block is the largest U.S. tax preparation firm, which competes not only on its tax preparation services, but also through the provision of related financial services. A rival offers a pre-season refund-lending product that has drawn away Block customers. Ernst feels that the product as structured is not good for Block, its customers, or the industry. As an added complication, Block is facing an imminent suit brought by Eliot Spitzer about one of its saving products.

Keywords

Ethics; Financing and Loans; Personal Finance; Taxation; Corporate Social Responsibility and Impact; Competition; Financial Services Industry

Citation

Tufano, Peter, Arijit Roy, and Emily McClintock. "H&R Block 2006." Harvard Business School Case 307-091, January 2007. (Revised October 2008.)
  • Educators
  • Purchase

About The Author

Peter Tufano

General Management
→More Publications

More from the Author

    • November 2023
    • Faculty Research

    Aviva plc: Examining Net Zero

    By: Peter Tufano, Brian Trelstad and Matteo Gasparini
    • September 2023
    • Faculty Research

    Forecasting Climate Risks: Aviva’s Climate Calculus

    By: Mark Egan and Peter Tufano
    • 2023
    • Faculty Research

    The Evolving Academic Field of Climate Finance

    By: Matteo Gasparini and Peter Tufano
More from the Author
  • Aviva plc: Examining Net Zero By: Peter Tufano, Brian Trelstad and Matteo Gasparini
  • Forecasting Climate Risks: Aviva’s Climate Calculus By: Mark Egan and Peter Tufano
  • The Evolving Academic Field of Climate Finance By: Matteo Gasparini and Peter Tufano
ǁ
Campus Map
Harvard Business School
Soldiers Field
Boston, MA 02163
→Map & Directions
→More Contact Information
  • Make a Gift
  • Site Map
  • Jobs
  • Harvard University
  • Trademarks
  • Policies
  • Accessibility
  • Digital Accessibility
Copyright © President & Fellows of Harvard College