H&R Block Announces Chief Financial Officer Change

H&R Block Inc. has announced that William L. Trubeck, executive vice president and chief financial officer, has stepped down from his position with the company effective immediately.

“I want to personally thank Bill for the way in which he has guided H&R Block’s finances for the past three years,” said Mark A. Ernst, chairman, president and chief executive officer. “Bill’s integrity and dedication to the company and its people are reflected in the high caliber finance organization he has built.”

Trubeck said, “I’m proud of all that we’ve accomplished through a very challenging period of time.”

Becky S. Shulman, senior vice president and treasurer, has been named acting chief financial officer.

Trubeck joined H&R Block in his current position in October 2004. He will be available to consult with the company through December to aid in the transition and completion of key activities under way.

H&R Block Inc. is a leading provider of tax, financial, and accounting and business consulting services and products. H&R Block is the world’s largest tax services provider, having prepared more than 400 million tax returns since 1955. The company and its subsidiaries reported revenues of $4.0 billion and net income from continuing operations of $374.3 million in fiscal year 2007. The company has continuing operations in three principal business segments: Tax Services (income tax return preparation and related services and products via in-office, online and software solutions); Business Services (accounting, tax and business consulting services primarily for midsized companies); and Consumer Financial Services (brokerage services, investment planning and related financial advice along with full-service consumer banking). Headquartered in Kansas City, Mo., H&R Block markets its continuing services and products under two leading brands – H&R Block and RSM McGladrey.