H&R Block vs ProAdvisor CPA

Erik L. Casarez

Erik L. Casarez

h&r block vs proadvisor cpa-ProAdvisor CPA

H&R Block

H&R Block offers tax preparation services for individuals through their Do It Yourself (DIY) online platform “H&R Block Tax Software” or in-person tax preparation services through their corporate or privately owned franchise branch locations. H&R Block offers its services as a low-cost option to you, the taxpayer. They are a great option for those individuals with a basic and uncomplicated tax situation.

Education Requirements

H&R Block tax preparers range in their education on an individual level, however, the education requirements for a tax preparer at H&R Block is not a matter of education, but age. Their website states “H&R Block requires students to be 18 years of age to attend the Income Tax Course. A GED or diploma, however, is not required.” (Source: H&R Block, Become a Tax Preparer).

H&R Block uses an in-house course to train individuals, and within as fast as three days they can be a certified tax preparer.

Services Offered

Individual Tax Return Preparation Services.

Basic Small Business Tax Return Preparation Services.

Online DIY Tax Software for individual tax return preparation.

ProAdvisor CPA

ProAdvisor CPA focuses their services specifically with small businesses and startups. They offer bookkeeping, financial accounting, and tax services. ProAdvisor CPA is a cloud-based, virtual firm that works with clients all around the United States.

Education Requirements

ProAdvisor CPA is a licensed and Certified Public Accounting Firm. ProAdvisor CPA services different aspects of a company’s accounting, finances and tax situation. Because of this, the education requirements and experience in business and startup services is crucial.


ProAdvisor CPA uses and recommends Xero’s cloud based accounting software. Every person who is working as a bookkeeper is a Certified Online ProAdvisor for every application used by our clients. They either have obtained their Bachelors in Accounting or are working on their bachelors in accounting.

Financial Accounting:

ProAdvisor CPA requires an accountant who is operating on the accounting and financial reporting to be a Licensed Certified Public Accountant (CPA) or a CPA candidate working under a licensed CPA. ProAdvisor CPA requires advanced financial analysts to hold their Chartered Financial Analyst® (CFA) Charter. ProAdvisor CPA requires business appraisers to hold their Accredited Senior Appraiser (ASA) Certification.


ProAdvisor CPA requires it’s tax preparers to be a Certified Public Accountant (CPA), a CPA candidate working under a licensed CPA or an Enrolled Agent (EA).

For more information on these certifications and education requirements you can view the resources below:

Services Offered

ProAdvisor CPA offers small business and startup focused services. Their capabilities and services are designed for companies whether they are just starting out, generating solid revenue or are ready to exit.

Services include:

  • Monthly Bookkeeping & Accounting
  • Financial Reporting
  • Tax planning and preparation
  • Payroll
  • Sales Tax
  • Advanced Financial Analysis:
    • Financial Projections
    • Business Modeling
    • Ratio Analysis
    • Forecasting
  • Business Valuations

Green Ledger CPA Services can be viewed here.

Green Ledger CPA monthly business packages can be viewed here.


The difference between H&R Block and ProAdvisor CPA is evident, however not equal. H&R Block offers individual and basic small business tax preparation while ProAdvisor CPA offers their services specifically to Businesses and Startups.

If you are an individual looking for help with your taxes, H&R Block may still be a great option if your main concern is cost. Based on the education requirements stated above, you may be losing on major tax savings and credits earned by taking that route. You will also run into limited support in regards to proactive tax planning for the following year.

View H&R Blocks Services and Products

If you own a business, H&R Block is probably not the best choice for you. Business taxation and individual taxation differ greatly and it is always recommended to find a specialist in one area or the other. A business not only requires tax preparation services come tax season but also requires solid bookkeeping and accounting to ensure you have accurate financials as a business owner for decision making as well as to ensure proper tax strategies and an accurate tax outcome.

View ProAdvisor CPA’s Service Packages

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