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

**Although it's not required that you're primarily based in the U.S., you must be able to film within the continental U.S. for this project in order to be able to have access a local H&R Block Tax Pro.**

It may come as a surprise, but tax questions tend to be on peoples' minds year-round – not just in the days leading up to April 15. Maybe you just bought your first home or are about to have your first baby; maybe your military career is coming to an end and you're not sure how your veteran status might impact your taxes; or maybe you're just not sure if doing your taxes on your own is the right path for you next year. H&R Block's Tax Pros are a great resource for answers to these questions and more during tax season, and now H&R Block wants to take that friendly expertise and make it approachable and accessible year-round on their YouTube channel, with videos where real H&R Block Tax Pros answer taxpayer's top questions. To do this, we're looking for a filmmaker who can bring a warm, friendly live-action approach to provided scripts that answer five important taxpayer questions. 

The goal of this project is to create 5 unique live action videos, each around 3 minutes in length, to help address five different topics. . H&R Block will provide you with VO scripts to address those topics, and they'll help you source a real H&R Block Tax Pro in your area - although, depending on your location, you may need to plan for some light travel (i.e. within a 60-90 minute driving distance). Your videos should feel like a conversational walk-through with a trustworthy personality in a professional but comfy setting. 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. You should be able to capture both the Tax Pro's expertise, and the neighborly personality that these Tax Pros are known for.

The topics for this suite include: 

• How to handle taxes when buying or selling a home
• How having a baby impacts your taxes
• Tax strategies for veterans and active-duty service members
• When to switch from DIY to Assisted: Signs you need a tax pro
• Five questions to ask yourself before choosing DIY or Assisted

H&R Block will also provide templates for lightweight text graphics that you'll use to drive home key points of your videos. Importantly, you should note that you'll also need to deliver videos in both 16x9 and 9x16, and while the scripts will probably be the same for each format, the max length for Shorts is currently 3 minutes, so there's a chance the 9x16 may need some careful edits to ensure it doesn't run long. In addition to that, and you should expect to make adjustments to the screen inserts, graphics, and on-screen text to optimize for the 9x16 format. 

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 ten total video assets.

• Five 3+minute YouTube videos (16x9)
• Five 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; 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.

• 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.