There's a bigger, better Block on the horizon.

“We are building the new Block.” That’s what I shared with our associates, customers and right here on LinkedIn two years ago. We worked to bring more transparency to the tax industry and build a strong foundation for our company grounded in expertise and care.

Now, it’s time to do even more.

That’s why we have set out on the next phase of our strategic transformation journey – what we call Block Horizons 2025.

Earlier this week, we shared the details of this strategy during our Virtual Investor Day. As I shared in the meeting, and have said from Day 1, we can serve more customers in more ways by better leveraging our existing assets. That’s what Block Horizons does. It builds on the work we’ve done to strengthen the foundation of H&R Block and positions us for long-term, sustainable growth. We are a stronger company today than just a few short years ago and are ready to take this next step!

At the heart of Block Horizons are three areas of focus -- our imperatives -- Small Business, Financial Products and Block Experience.

Through these imperatives we will:

Build upon the nearly 2.5 million small business customers we already serve at Block and Wave, and bring more support to small business owners. Whether they are self-employed or have several employees, we will deliver new services to small business owners so they can focus on what they love doing rather than worrying about their taxes, payroll, bookkeeping and more.

Ease the burden felt by too many people today, with new financial products and services. These new solutions will especially help the 31 million under-banked households in the United States. They deserve affordable products and services to help them better access and manage their money.

Reimagine the future of filing taxes. People want convenient digital experiences, but they also want to connect with a person for help when they need it. We will continue to lead the way in this area as we power our digital experiences with the expertise and care of more than 60,000 tax pros – our human advantage.

Success in all three imperatives will pave the way for a company that looks very different over the next five years. We’re dedicating dollars, people and focus to all three areas to disrupt business as usual.

I’m excited about the new ways we will be able to help even more Americans. We believe in our communities and Block Horizons will create not only a new H&R Block, but more importantly, when we’re successful, our customers will rest assured knowing they are supported year-round as they seek financial confidence.

I want to thank all of the H&R Block franchisees, associates and our tax professionals as we embark on this next phase of our journey. Their dedication to act boldly, demand high standards and crave tough problems is how we will achieve Block Horizons, and win as a team.

I'm reminded of one of my favorite quotes regarding innovation, "At first they'll ask you why you're doing it. Later, they'll ask you how you did it."