H&R Block·2026
250 Percent More Customers in a Single Tax Season
A local H&R Block franchise in New York needed to dramatically increase customer acquisition during tax season while building visibility in AI-generated recommendations independently from the national brand. Rivetline delivered over 250 percent year-over-year growth in new customers and top three rankings for more than a dozen high-value tax queries.
Challenge
Highly seasonal business requiring rapid visibility gains within a short window. Strong competition from national brands and independent advisors. Technical challenge of ensuring AI systems cited the specific local franchise rather than the broader H&R Block entity.
Solution
Rivetline implemented Local Services Ads alongside localized SEO and advanced technical optimizations including schema markup and llms.txt to guide AI crawlers to the correct local entity. Content addressed common tax questions structured for answer engine consumption. Local authority was strengthened through consistent citations, reviews, and business listing optimization.
Results
Over 250 percent year-over-year increase in new customers. Top three rankings achieved for more than a dozen high-value tax-related queries. Consistent citation presence across Copilot, Perplexity, Gemini, and ChatGPT for local tax service queries.
Over 250 percent more new customers in a single tax season. Getting AI to recognize and recommend our specific location separately from the national brand was the breakthrough. Rivetline figured that out when nobody else had.
Maurice S., Marketing Manager
Project Details
Year
2026
Duration
5 Months
Budget
$5K – $10K
