NEW YORK, NY--(Marketwire - Dec 6, 2012) - At the company's annual investor conference earlier today, Bill Cobb, President and CEO of H&R Block, Inc. (
In addition, H&R Block senior leaders outlined the company's growth strategies and outlook for fiscal year 2013 and beyond.
Cobb unveiled the company's new vision, purpose and values while outlining the business mindset shifts that will define the coming years.
- Deliver industry-leading tax preparation plus financial products and services
- Grow the already successful international footprint in Australia and Canada, expand its presence in Brazil and India, and explore other strategic markets
- Create a year-round presence and relationship with clients
- Deliver consistent, service quality to clients anywhere, anyway and anytime they want to be served.
"We are a company that is centered on tax preparation. That is what we're known for and that is what we're best-in-class at delivering," Cobb explained to the investors and analysts attending the conference. "And while we want to continue that legacy of looking at our clients' lives through the tax lens, we see opportunities to provide additional help to those clients outside of tax prep on a year-round basis."
Jason Houseworth, President of U.S. Tax Services, provided an in-depth review of the company's U.S. tax preparation strategy, coming off a record 25.6 million total clients served worldwide -- including 22.3 million in the United States -- in fiscal year 2012. Houseworth described the company's vision for enhancing the client experience across multiple channels and outlined its plans for a third consecutive year of client growth.
Susan Ehrlich, President of Financial Services, highlighted key innovations in products and services to serve clients year-round both in and out of the tax offices. The company is looking to grow from a record 2.9 million Emerald Cards issued and $9.5 billion loaded to cards last year.
Finally, Greg Macfarlane, Chief Financial Officer, reviewed fiscal 2013 second quarter results and addressed the company's cost structure, growth prospects, capital allocation strategy and strategic plans for H&R Block Bank.
The event was webcast live in a listen-only format for the media and public on H&R Block's website. A replay of today's webcast and the related slide presentation is available on H&R Block's investor relations web page at www.hrblock.com. A transcript of the event will be posted on the investor relations website on Monday, Dec. 10, 2012.
Forward Looking Statements
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About H&R Block
H&R Block, Inc. (