Yes, you can remove a tax pro from your H&R Block cart, although the exact steps can sometimes change based on the H&R Block service you are using (Online, Tax Pro Review, or In-Office Appointment). This guide shows you the common ways to manage or unassign H&R Block tax pro services you may have added to your order.
Deciphering the H&R Block Cart Structure
When you use H&R Block, especially when moving from the DIY software toward needing help, you might add services to your digital “cart.” This cart holds the combination of software access and tax professional services you plan to purchase. Sometimes, you add a Tax Pro service by mistake or change your mind about needing one. Knowing how to delete H&R Block tax preparer options is key to controlling your final bill.
H&R Block offers different levels of professional help. These range from a simple “Tax Pro Review” to full “Tax Pro Go” assistance. If you added a level of help you no longer need, you need to remove that service item from your final transaction list.
Why You Might Need to Remove a Tax Pro
There are several good reasons someone might look up how to remove tax expert from H&R Block:
- Cost Savings: Tax Pro services add fees. Removing them lowers your cost.
- Change of Plans: You might have decided you can handle the return yourself after all.
- Accidental Addition: The service may have been selected during a confusing navigation step.
- Switching Help: You might want to change tax professional H&R Block offers or move to a different service tier.
This guide focuses on methods to stop using H&R Block tax advisor features before you pay and submit your return.
Step-by-Step Guide for H&R Block Online Users
Most users seeking to cancel H&R Block tax advisor are using the H&R Block Online platform. The process usually involves going back through the review steps.
Navigating Back to Service Selection
When you are in the H&R Block Online program, your progress is saved. To alter services, you usually need to go backward in the workflow.
Locating the Review Screens
- Save and Exit (If necessary): If you are deep into data entry, save your progress first.
- Return to the Main Menu: Look for options like “Go back to Step X” or “Review My Return.”
- Find the Review Section: The software usually has a section dedicated to reviewing your return and services before payment. This might be labeled “Review & Finalize” or similar.
Modifying Professional Service Selections
Once you reach the service review section, look closely for items related to professional help.
- Tax Pro Review/Assistance: If you selected a review or add-on service, it will be listed here as a line item, similar to buying a product.
- Deselection Option: Next to the listed service, there should be an option to unassign H&R Block tax pro. This might look like a checkbox you can uncheck or a button labeled “Remove Service” or “Change.”
- Confirm Removal: After clicking to remove it, the system should update the price breakdown instantly. Make sure the fee associated with that professional service disappears or drops to zero.
If the system makes it difficult to directly delete H&R Block tax preparer from the cart here, proceed to the next method, which involves checking your account settings or support options.
Using the “My Documents” or Account Area
Sometimes, subscriptions or recurring service selections live outside the immediate tax filing flow.
- Log into your H&R Block Account: Access your main account dashboard, not just the tax return preparation area.
- Check Subscriptions/Orders: Look for areas like “My Orders,” “My Purchases,” or “Manage Subscriptions.”
- Identify the Unwanted Service: Locate the specific tax pro service you added. This might show up as an order number.
- Initiate Removal: Look for a link to modify or cancel that specific order. This is a good place to try and execute an H&R Block tax consultant removal process if the return review screen failed.
Addressing Full Virtual Assistance Packages (Tax Pro Go/Complete Access)
If you purchased a package that includes ongoing or full virtual assistance, such as “Tax Pro Go,” the steps to remove tax pro from H&R Block cart are slightly different. These are often treated as a product bundle rather than a simple add-on.
Option 1: Downgrading Your Service Level
If you decide you don’t need the highest tier of help, you can often change tax professional H&R Block support by downgrading.
- Go to the Pricing/Package Screen: Navigate to where you selected your initial service level (e.g., Deluxe, Premium, Self-Employed).
- Select a Lower Tier: Choose the package that does not include the premium Tax Pro service.
- System Re-evaluation: The software should recalculate your fees. If the Tax Pro service was bundled, changing the package removes the related components.
Option 2: Cancelling the Full Service Before Use
If you cancel right after purchasing the high-tier service before the tax pro has begun working on your return, you might be eligible for a full or partial refund, depending on H&R Block’s policy.
- If you can find the purchase in your cart before finalizing payment, simply remove the entire transaction line item representing the high-tier service.
- If payment has already been made, this moves into customer service territory (see the section on contacting support below for the H&R Block tax consultant removal process for paid services).
Direct Contact for Complex Removal Scenarios
If the automated system makes it hard to remove tax expert from H&R Block or if you have already paid and need to change tax professional H&R Block assignment, direct contact is the most reliable path.
Utilizing H&R Block Customer Support
This is the definitive way to ensure a H&R Block remove specialist request is honored, especially if money has changed hands.
Methods of Contact:
| Contact Method | Best For | Notes |
|---|---|---|
| Live Chat | Quick questions, immediate removal requests. | Often faster than phone wait times. Good for immediate cart changes. |
| Phone Support | Complex billing issues, paid service cancellation. | Allows direct communication regarding H&R Block tax professional removal. |
| Email/Support Ticket | Documenting the request for removal. | Slower response, but provides a paper trail for cancel H&R Block tax advisor requests. |
What to Say When Contacting Support:
Be clear and concise. You are asking for H&R Block tax professional removal from your current order or account.
- State your name and H&R Block Account Email.
- Identify the Return (if applicable, provide the Return ID).
- Clearly state the goal: “I need to unassign H&R Block tax pro service from my current filing session.” or “Please delete H&R Block tax preparer option from my cart before I pay.”
- If you already paid, ask specifically about their refund or modification policy for the service you wish to stop using H&R Block tax advisor.
In-Office Appointments and Tax Pro Assignment
If you made an appointment at an H&R Block office and were assigned a specific preparer, removing them requires a different approach. You cannot usually “remove” a person from your appointment in the online cart; you are changing who handles your taxes.
How to Switch Tax Preparers H&R Block (In-Office)
If you are going into a physical office or already have a Pro assigned:
- Call the Office Directly: If you know which office you are scheduled with, call them during business hours.
- Request a Change: State clearly that you wish to change tax professional H&R Block assigned to your return. For example: “I need to remove tax expert from H&R Block assigned to me and have my return handled by a different preparer, or handled by me if possible.”
- Scheduling: If you haven’t started yet, they can usually switch the assignment internally. If you have already met with the person and want to switch mid-process, be prepared to explain why briefly. They will transfer your file internally to another available professional.
This is often the only way to execute an H&R Block remove specialist action for in-person service.
Fathoming Service Types and Removal Complexity
The complexity of removing a tax pro hinges on when you try to do it and what service tier you chose.
Pre-Payment vs. Post-Payment Removal
- Pre-Payment (Cart Stage): This is the easiest time. The service is just an item in your transaction list. You can usually deselect it or delete it just like removing an item from an online shopping cart. This is the best time to unassign H&R Block tax pro.
- Post-Payment (Service Initiated): Once you pay, the service agreement is active. Removing the pro now requires contacting support to request a service cancellation or downgrade. This is where the formal H&R Block tax consultant removal process comes into play, and refund policies apply.
DIY vs. Guided Assistance Products
H&R Block tries to make the transition between DIY and Pro help seamless, which is why the cart management can be tricky.
| Service Level | When Added | Removal Difficulty | Key Action |
|---|---|---|---|
| DIY Software Only | Initial selection. | Very Easy | Simply do not upgrade or add review services later. |
| Tax Pro Review | During the review phase. | Easy | Deselect the option on the review screen. |
| Tax Pro Go/Full Service | Package selection. | Moderate to Hard | May require downgrading the entire package or contacting support to cancel H&R Block tax advisor features. |
If you find that downgrading still leaves unwanted features, focus on the specific steps outlined in the “Direct Contact” section to stop using H&R Block tax advisor features you did not intend to keep.
Ensuring the Removal Took Place
After you attempt to delete H&R Block tax preparer options, always verify the outcome before finalizing payment or moving forward.
Checking the Final Price Breakdown
The most important check is the cost summary.
- Navigate to the final payment screen.
- Review the itemized list of charges.
- The fee associated with the Tax Pro service (e.g., $49.99 for a Review, or a larger amount for full service) must be gone or reduced to zero.
- If the fee remains, the H&R Block remove specialist action did not process correctly, and you must contact support immediately.
Confirmation Emails
If you successfully removed a paid service and received a confirmation of payment adjustment, save that email. This serves as proof of the H&R Block tax professional removal if any future billing questions arise.
If you are using the software to simply change tax professional H&R Block assignments (e.g., switching from one Pro to another Pro), the fee might stay the same, but the name associated with your file will change. Ensure you know which Pro is now assigned if switching is your goal.
Frequently Asked Questions (FAQ)
Can I remove a Tax Pro if I already paid for the service?
Yes, you usually can, but it becomes a cancellation request rather than a cart removal. You must contact H&R Block support directly to request the H&R Block tax professional removal and any applicable refund. Whether you get a full refund depends on whether the tax pro has already started substantial work on your return.
What if I can’t find the option to delete the service in the online software?
If you cannot find the button to unassign H&R Block tax pro in the review section, it likely means the service is bundled into the package you selected. Try to downgrade your entire service package (e.g., from Premium to Deluxe). If downgrading doesn’t work, you must use the Live Chat or phone support to process the H&R Block remove specialist request manually.
How do I change tax professional H&R Block assignments if I already started working with one?
For in-office appointments, call the physical office and ask to change tax professional H&R Block. For online services, you might need to contact support to request the H&R Block tax consultant removal process for the current pro and request a new assignment, or switch to a lower tier of assistance.
Does removing the Tax Pro affect my ability to file my return?
No. Removing a Tax Pro service should not stop you from filing your return, provided you are on a software tier that allows self-filing (like the basic or deluxe versions). The filing process only requires you to have completed all data entry and paid any required software access fees.
Is there a way to immediately stop using H&R Block tax advisor features?
The fastest way to stop using H&R Block tax advisor features is to navigate back to the service selection screens in the online product before submitting payment. If payment is already submitted, use the Live Chat feature for immediate assistance in processing the cancel H&R Block tax advisor request.