H&R Block chooses Carmichael Lynch as lead agency

H&R Block
(CREDIT: Shutterstock)

Carmichael Lynch announced it has been named the strategy and creative lead for H&R Block, the iconic brand founded by brothers Henry and Richard Bloch in 1955. The agency will be responsible for the brand’s strategy, creative and social media. Sister agency Carmichael Lynch Relate will handle public relations.

“Carmichael Lynch has a history of helping brands identify and tell stories of transformation, which is at the heart of what we’re setting out to accomplish at H&R Block,” said Julius Lai, chief marketing and experience officer at H&R Block. “The agency demonstrated a solid strategic vision and strong creative ideas that will serve us well as we pursue our Block Horizons 2025 strategy.”

Block Horizons 2025 is the brand’s five-year growth and transformation strategy focused on three imperatives: small business, financial products, and H&R Block’s new approach to consumer taxes. The company’s knowledge of small-business customers, along with an innovative product and service pipeline and its focus on ensuring equitable and transparent financial products, has garnered attention from both Wall Street and the media.

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“We are excited to partner with H&R Block as they shift into the next chapter of providing help and inspiring confidence in their customers,” said Julie Batliner, president of Carmichael Lynch. “The team at H&R Block is dedicated to this brand transformation and we’re all dedicated to doing career-best work. We’re incredibly enthusiastic about what our partnership will yield.”

The agency pitch process began this spring and was run by Pile and Company. Carmichael Lynch will partner with Gale on media planning and buying, data and analytics, and CRM.