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

• H&R Block – Tax Troubleshooting: How to Fix a Mistake on Your Return
• H&R Block – Make Sense of Your Creator Taxes

H&R Block is looking to fill out its YouTube channel with videos that help taxpayers find the answers to tax questions that they're most frequently searching for, whether it's tax season or not. To do this, we're looking for a skilled editor or motion graphics artist who can combine screen recordings with graphics and new voiceover to bring clarity to topics ranging from tax filing technology to troubleshooting issues on your current return, and even how current events might impact your taxes.

The goal of this project is to create three unique motion graphic driven tutorial videos, each around :90 in length, to help address three different topics. H&R Block will provide you with VO scripts, relevant screen recordings, and graphics templates that you can use to bring your videos to life, but you'll still likely need to incorporate some original elements, and you can also use stock footage from our partner library, Storyblocks, if that's helpful in visualizing the messaging. There's no need for original video capture here, and if you're casting VO talent, you can use the same talent across each of the three videos. 

The topics for this suite include: 

• Digital Drop-Off: Never leave home for tax prep again
• How to correct dependent errors on your return
• How to correct business income or expenses on your return

You should expect that the screen recordings will mostly be done in H&R Block's web platform, and you'll also need to deliver videos in both 16x9 and 9x16. While the scripts will be the same for each format, you should expect to make adjustments to the screen inserts, graphics, and on-screen text for the 9x16 YouTube Shorts version. 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 it may be worth considering how your motion graphics style can adapt and expand in your approach.

For your pitch, we'd love for you to use general H&R Block branding to see at least a short :15 proof of concept demo video using some kind of screen capture and commentary, and illustrating the creative approach that you're proposing. Maybe this proof of concept is just you walking us through the process as you log into your own H&R Block account online; the subject doesn't matter as much as the format, how you weave together screen capture and commentary, and how you handle branding and graphics. All of that should be able to easily translate to the actual subject matter of the screen recordings when you're provided with them. Some similar videos, including one 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 :90-:120 YouTube videos (16x9)
• Three :90-:120 versions for YouTube Shorts (9x16)

EXPECTED TIMELINE: HERE

RELEVANT ASSETS: 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 audiences; for Digital Drop-Off, tech-savvy filers, Gen Z to Gen X

TONE/FEEL: Clear, concise, helpful, empowering.

EXECUTIONAL MANDATORIES: 

• Your proof-of-concept video should use the fonts, logo, and color hex guides provided, and should demonstrate how you'd incorporate motion graphics/kinetic type/on-screen text in a dynamic but organic way that fits H&R Block's brand.
• Videos must use provided scripts, screen recordings, and graphics templates. 
• Green should be used thematically but not overwhelmingly in your graphics; 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.
  
  
• 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.
  
  
• SAMPLE VIDEO (REQUIRED): Please provide a :10-:15 sample video demonstrating your approach to transforming the assets into a cohesive and engaging  product demo/wallkthrough-style video and how you would add motion graphics elements and on-screen text to inspire viewers.

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.