H&R Block

How much does tax preparation cost at H&R Block Lexington?

Tax prep fees vary based on the complexity of your return. Simple 1040 returns with standard deductions typically start around $69, while returns with itemized deductions, self-employment income, rental properties, or small business schedules cost more depending on the forms required. H&R Block offers transparent upfront pricing — your tax professional will provide a quote before starting your return. You can also choose to have your fee deducted directly from your refund. The office offers the Maximum Refund Guarantee, meaning if you find a larger refund elsewhere, H&R Block will refund your tax prep fee.

What qualifications do the tax preparers at this location have?

All tax professionals at H&R Block Lexington are IRS-certified and complete H&R Block's comprehensive Income Tax Course, which covers federal and state tax law, deductions, credits, and filing requirements. Tax pros also complete annual continuing education to stay current on tax law changes each year. Many team members hold additional certifications and have years of experience handling complex tax situations including small business returns, rental income, investment income, and multi-state filings. H&R Block's training and certification standards are among the most rigorous in the tax preparation industry.

What should I bring to my tax appointment?

Bring all income documents (W-2s, 1099s for contract work, interest, dividends, or retirement distributions), receipts or records for deductible expenses (medical, charitable donations, business expenses if self-employed), mortgage interest statements (1098), student loan interest statements, childcare expenses, health insurance forms (1095-A if you had marketplace coverage), and a copy of last year's tax return. Also bring photo ID and Social Security cards for everyone on your return. If you're unsure what you need, the Lexington office can provide a personalized checklist when you schedule your appointment.

Do you offer virtual tax prep or do I have to come into the office?

H&R Block Lexington offers three service options: traditional in-office appointments where you meet face-to-face with a tax professional, drop-off service where you provide your documents and the pro prepares your return for you to review and sign later, and virtual tax prep where you meet with a tax professional via secure video conference and upload documents digitally. Virtual appointments offer the same expert preparation and personalized service as in-office visits, just from the comfort of your home. All service options include the Maximum Refund Guarantee and year-round audit support.

What happens if I get audited or receive an IRS notice?

Every tax return prepared by H&R Block includes free audit support and assistance with IRS notices year-round. If you receive correspondence from the IRS or state tax authority, bring it to the Lexington office and a tax professional will help you understand what's being requested, gather the necessary documentation, and respond appropriately. If your return is selected for audit, H&R Block will explain the process, help you prepare, and stand behind the work they did on your return. This support is included at no additional charge for returns prepared by H&R Block.

Can you handle complex tax situations like rental income, self-employment, or small business taxes?

Yes, H&R Block Lexington's tax professionals are experienced in handling complex tax situations including Schedule C small business returns, self-employment income, rental property income and depreciation, multi-state tax filings, investment income and capital gains, S-corporation and partnership returns (1120S, 1065), estate and trust returns, and amended returns. The team specializes in identifying all available deductions and credits for business owners and investors, including home office deductions, vehicle expenses, health insurance premiums for self-employed individuals, and qualified business income deductions. Complex returns require more time and documentation, but the office has the expertise to handle virtually any tax situation.

How do I schedule an appointment?

You can schedule an appointment by calling the Lexington office at (540) 463-4778, booking online through the H&R Block website, or walking in during business hours (though appointments are recommended, especially during peak tax season). The office is open Monday-Friday 9 AM to 7 PM, Saturday 9 AM to 8 PM, and Sunday 9 AM to 6 PM, with extended hours during tax season from January through April. When scheduling, let them know if you prefer in-office, drop-off, or virtual service, and provide a brief overview of your tax situation so they can allocate appropriate time.

Is H&R Block Lexington open year-round or only during tax season?

The Lexington office is open year-round, not just during tax season. While hours are extended January through April 15th, the office remains staffed throughout the year to help with amended returns, prior-year tax preparation, IRS notices, tax planning for the upcoming year, estimated tax payment calculations, and small business quarterly tax filings. Year-round availability means you can get expert tax help whenever you need it, not just in the spring rush.