These videos have a similar style and tone to what H&R Block is looking for: 

• H&R Block – Tax Basics | How to File an Extension
• H&R Block – Filing Taxes | How to Find the Right Tax Pro
• Canva – Creating Professional Documents
• Apple – Apple Intelligence on iPhone in 5 minutes

There are tax questions everywhere for those with eyes to see, and not just during tax season. For Gen X, they may be wondering how caregiving for elderly parents impacts their filing; Millennials are hungry for retirement planning tips, especially in a changing economy; and Gen Z filers might panic about claiming deductions without receipts. Especially with major changes to the tax code, H&R Block and its Tax Pros are a great resource for answers to these questions and more during tax season – and beyond.

H&R Block wants to share their expertise with taxpayers in friendly, approachable live action YouTube videos that can be accessible year-round. For this project, you'll be creating three unique videos, each around 1-3 minutes in length, and each focused on answering a specific taxpayer question with a personable, knowledgeable "host." Your videos are part of a larger and ongoing series, so H&R Block will provide guidance around your set design and your talent, along with scripts, motion graphics guidance, and graphics templates to drive home key points in your videos. Therefore, we're  looking for a filmmaker who can work within our existing look and feel, and bring a warm, friendly live-action execution across both traditional YouTube and also optimized versions for YouTube Shorts.

As mentioned, H&R Block will provide you with scripts for each video. H&R Block may pair you with a real H&R Block Tax Pro in your area, but you should be prepared to present talent options that match the affable, helpful vibe that these Tax Pros are known for as well. Your videos should feel like a conversational walk-through with a trustworthy personality in a professional but comfy setting: think a home office, or similar. We're not actually looking for you to film at an H&R Block, so you'll need to source a location, and your set design should mirror that feeling without distracting from the important information shared in the videos. Whether you film with an actual Tax Pro or cast talent, it's important that you capture that Tax Pro expertise and neighborly  personality that taxpayers value in H&R Block Tax Pros. 

Full scripts will be provided upon greenlight, but the topics for this suite include: 

• Tips for Retirement Planning
• Tax Mythbusting: Can I Claim Deductions Without Receipts?
• How to File Taxes as a Caregiver for an Elderly Parent
  
  

With more YouTube content planned through tax season 2026, it's very likely that you might have the opportunity to produce more videos in this same style, so a longer-term plan may be worth considering in your approach. 

Some similar videos, including a couple that Tongal produced for H&R Block's tax season 2025, are shared in the Background, and for any questions or other project updates, check out the Project Forum.

DELIVERABLES: There are six total video assets:

• Three 3+minute YouTube videos (16x9)
• Three up-to 3-minute versions for YouTube Shorts (9x16)

EXPECTED TIMELINE: HERE

EXPOSURE: We expect content will be used on the platforms below, but if casting talent, be sure they review our required Talent Release before they're cast, as it is NOT limited to these platforms. You should also review our Music providers in the Project Requirements, as well as the platform best practices.

• H&R Block's YouTube channel

TARGET AUDIENCE: Broad taxpaying audiences; Gen X, Millennials and Gen Z, active military and veterans of all ages.

TONE/FEEL: Helpful, approachable, knowledgeable; not condescending or insider-y. 

EXECUTIONAL MANDATORIES: 

• Videos must use provided scripts and any graphics templates 
• Green should be used thematically but not overwhelmingly in wardrobe and set dec; avoid competitor colors, especially red. H&R Block's style guide will be provided to the greenlit filmmaker
• Videos for YouTube Shorts must adhere to the YouTube Shorts text safe template, which may mean resizing or even reanimating certain motion graphics. 

By participating in this project, creators acknowledge that the Sponsor is under no obligation to greenlight a submission. Though most projects do move forward, we'll notify you in the event the Sponsor decides not to fund any submissions via the Project Forum. Regardless of the result, all submissions will be reviewed and evaluated by the Sponsor and project team.

In order to be considered, include the below materials in your submission. For examples of effective pitches, check out this gallery. All Pitches remain private, even after a Pitch is selected, and Tongal strives to have Pitch selections made by the end of the Evaluation period, but additional time may be required by the Sponsor, depending on any number of factors. Unless specifically requested, there's no need to include a budget with your submission.

• TEXT (REQUIRED): Up to 500 characters synopsizing how you plan to approach and produce the content listed in the Deliverables.
  
  
• TREATMENT (REQUIRED): A more detailed and specific description of how you propose to execute all of the content listed out in the Deliverables. Explain what we can expect to see, and how you'll make it. If it's helpful, we've provided a treatment template HERE.
  
  
• LINKS (REQUIRED): To your previous video work. Please specify your role (producer, director, editor, artist, etc.) but do not include links to your showreel. Please link to individual videos.
  
  
• PITCH VIDEO (Optional): This is your opportunity to be face-to-face with the Sponsor and show what you're capable of. Consider a video in which you tell the Sponsor what they can expect, or consider test videos, proof-of-concept edits, animatics, etc. For examples of effective Pitch videos, check out this gallery.
  
  
• APPRENTICESHIP ADVISOR (Optional): The Tongal On-Set Apprenticeship Program is an opportunity to support new & emerging talent in production positions with hands-on on-set experience. Please indicate on the pitch submission form if you would be interested in overseeing an apprentice on your production; your answer will neither increase nor decrease the likelihood of your pitch being greenlit. The Tongal On-Set Apprenticeship Program is an opportunity to support new & emerging talent in production positions with hands-on on-set experience. Please indicate on the pitch submission form if you would be interested in overseeing an apprentice on your production; your answer will neither increase nor decrease the likelihood of your pitch being greenlit. Tongal will cover the apprentice's day rate outside of your project budget, and if you are matched with an apprentice, your Tongal producer will reach out with more information. To learn more about the On-Set Apprenticeship Program and the responsibilities of an advisor, please click HERE.

1. In addition to the standard Tongal W-9, Winner Affidavit, and IP Assignment, greenlit Video creators MUST also provide Talent, Location, Music (or other) Releases for all assets appearing in their Videos, as well as a photograph/headshot OR copy of a photo ID for all On-camera Talent releases. You must also provide all project files, editing sequences and a 1080p .mov master file, using a ProRes, Animation, or Uncompressed Codec to claim your earnings. Tongal also reserves the right to request all raw files associated with the project.
   
   
2. Unless provided otherwise, all work must be your own original creation and free of any copyrighted material. You shall provide detailed information of your work regarding the source, the creator and background information as requested by Tongal.
   
   
3. In the event you utilize any third-party materials, such as music provided by a third-party music provider not provided by Tongal, you must obtain full written license and consent from the owner of such third-party materials and provide such license and consent forms to Tongal.
   
   
4. The Sponsor will be entitled to reasonable revisions on the finished Videos without providing additional compensation. Remember it's easier to re-edit than re-shoot so try to get as much coverage as possible.
   
   
5. Preferred format for upload to the Tongal website is HD 720p and formatted for the aspect ratios listed in the Deliverables (e.g. 16x9). Acceptable file formats are .mov, .avi, .mp4, .wmv. Acceptable codecs are H.264 (MP4), MPEG-4, H.263, MPGV, WMV, DivX. Should your submission be greenlit, you will also be required to provide a 1080p .mov master file, using a ProRes, Animation, or Uncompressed Codec.
   
   
6. BY SUBMITTING A VIDEO ENTRY, YOUR SUBMISSION IMMEDIATELY BECOMES THE SOLE PROPERTY OF TONGAL OR ITS ASSIGNEES - SEE OFFICIAL RULES FOR MORE DETAILS ABOUT OWNERSHIP OF ENTRIES. YOU MAY NOT PUBLICLY SHARE OR PUBLISH YOUR SUBMISSION IN ANY MANNER AND YOU MAY NOT POST OR UPLOAD YOUR SUBMISSION TO ANY WEBSITE OR VIDEO HOSTING SITE (INCLUDING, BUT NOT LIMITED TO, FACEBOOK, YOUTUBE OR VIMEO), WITHOUT THE PRIOR EXPRESS WRITTEN CONSENT OF TONGAL. FAILURE TO COMPLY WITH THIS REQUIREMENT MAY RESULT IN DISQUALIFICATION OF YOUR ENTRY IN THE PROJECT.
   
   
7. You may not contact any employees or members of the Sponsor's organization, their affiliates, or any of their partners. Failure to comply with this requirement may result in disqualification of your entry in the project.
   
   
8. In addition to the judging criteria stated in the OFFICIAL RULES, Pitches will also be evaluated on that member's ability to execute the final Video based on their prior work and experience as a creator.
   
   
9. Videos must be in the English language or subtitled.
   
   
10. Submissions must not portray Sponsor in a negative way, the determination of which will solely reside with Sponsor, nor can Submissions contain any profanity, offensive language, nudity or otherwise objectionable material, the determination of which is solely at the discretion of Sponsor.
    
    
11. You must be at least thirteen (13) years or older to enter.
    
    
12. The Sponsor reserves the right to repost the contest.
    
    
13. See OFFICIAL RULES for additional contest information, terms and conditions. If there is any conflict or inconsistency between these requirements and the Official Rules, the terms and conditions of these requirements shall prevail.