Tax Preparation

UNest Pronounces H&R Block® as Unique Tax Preparation Associate to Assist Households Maximize Refunds

– Alliance to ease the burden of tax stress for hard-working parents –

NORTH HOLLYWOOD, Calif.–(BUSINESS WIRE)–UNest, a leading fintech company that makes it easier than ever for parents to save and invest in their kids’ future, today announced H&R Block as its exclusive tax preparation provider for the 2021 season. The collaboration offers UNest families a seamless and convenient way to file their tax returns and manage their unique financial needs.

The agreement brings together two purpose-driven companies and bolsters UNest’s position as the leader in holistic saving and investment solutions for young families. H&R Block joins UNest’s rich ecosystem of partners, providing parents with direct access to the easy-to-use accounting platform at an exclusive rate.

“The past year has been really challenging for parents,” said Ksenia Yudina, CFA, Founder & CEO of UNest. “Taxes are just another headache for them, which is why we’re proud to partner with H&R Block to help alleviate the stress. The company simplifies the process and guarantees a maximum refund at a time when they have never been more vital for families.”

UNest customers who file their taxes with H&R Block’s Online products will receive a discounted rate on their eligible filing, plus a portion of their purchase invested into their UNest account. By filing with the exclusive tax-prep partner, members are guaranteed the maximum refund possible, access to experienced tax professionals, and a variety of ways to file.

After a chaotic two years, tax season is returning to normal. Historically, the tax filing deadline is April 15th, but this year, it has been moved to Monday, April 18th, 2022, due to Emancipation Day falling on April 15th.

About UNest

UNest is a purpose-driven fintech company empowering parents to invest and save for their kids’ future. Since launching in February of 2020, UNest has helped thousands of families give their children a financial head-start and road map. Opening a UNest Investment Account for Kids requires no paperwork and takes just five minutes to set up through its award-winning app. UNest leadership team includes senior team members from Acorns, Marqeta, and Capital Group. The North Hollywood company is backed by leading investors including Anthos, The Artemis Fund, Franklin Templeton, AltaIR Capital, Launchpad Capital, OneWay Ventures, Unlock Venture Partners, Northwestern Mutual Future Ventures, Bitfury, and NBA All-Star Baron Davis. UNest Securities LLC is a FINRA registered broker-dealer. To learn more visit www.unest.co.

Contacts

Chloe Etsekson

[email protected]

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