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Achieved a meaningful inflection in the assisted channel, maintaining market share for the first time in three years by focusing on expert-led, technology-enabled experiences.

Shifted the client mix toward higher-complexity segments, specifically those with $100 thousand+ AGI, where professional judgment and trust are primary decision drivers.

Improved the quality of the DIY business by prioritizing customer lifetime value over raw volume, resulting in a 140 basis point improvement in the free-to-paid mix.

Enhanced operational efficiency through 'Sidekick' and AI automation, which handles mechanical data entry to free up tax professionals for high-value advisory work.

Drove higher retention and conversion rates by introducing personalized pre-appointment experiences and scaling the 'Second Look' review program via AI.

Increased average refunds by 11% due to tax law changes and successfully enrolled over 2 million accounts in 538 Trump accounts, though management noted the tax changes provided very little additional boost or tailwind to the assisted market.

Raised full-year fiscal 2026 guidance based on strong tax season execution and a healthy balance of price, volume, and mix.

Anticipates a potential shift back to 'normal' refund levels next year as payroll providers update withholding tables to reflect recent tax law changes.

Expects continued performance strength through the extension season, noting that extension filings are currently trending up.

Maintains commitment to the long-term growth algorithm of 3% to 6% revenue growth and double-digit EPS growth, supported by AI-driven efficiency gains.

Assumes a planned shift in marketing and labor expenses into the fourth quarter to align with increasingly late-season filing dynamics.

Recognized a one-time $84.1 million non-tax benefit ($0.65 EPS impact) following the resolution of an IRS examination.

Acquired approximately 150 franchise locations year-to-date as part of an ongoing strategic buyback program to consolidate company-owned operations.

Authorized an incremental $100 million in share repurchases for the fourth quarter to take advantage of recent stock price dislocation.

The franchise footprint underperformed the company office footprint by approximately 2%, a gap entirely driven by volume.

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Management clarified that while their operating table shows July-April data, their e-file market share was flat from January 1 through the season end.

This represents a significant improvement from being down in market share during the previous two tax seasons.

The decline in DIY volume was a deliberate choice to de-emphasize low-monetization, 'transitory' filers in favor of high-lifetime-value clients.

Franchise royalty revenue declines are primarily a mathematical result of the company's aggressive franchise buyback strategy.

Management argues that AI will commoditize the 'mechanical' aspects of tax prep, shifting the competitive premium to 'relational' trust and accountability.

They believe H&R Block is uniquely positioned to blend AI speed with human expertise at a scale that independent preparers cannot replicate.

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