While these videos served more of an SEO purpose for YouTube audiences, and utilized more screen inserts than this suite will require, they serve as a good reference for tone, style, and overall approach for your content:

Small Business Taxes – Filing Quarterly

How to File an Extension

There are some things you can trust to the internet, like what time will the sun set tonight?, or who is Taylor Swift marrying? But some questions just need an expert to weigh in with facts and advice. Like, can you get your tax refund early? Or what forms do you need to file if you made money in the stock market or invested in crypto this year? And maybe most of all for this upcoming tax season, how will the new changes to the tax code – also known as OB3 – impact your taxes? 

These are some of the hottest topics H&R Block expects taxpayers – i.e., all of us – to be curious about this year, so they're looking for a Tongal filmmaker to produce a suite of three :15 videos (with :06 cutdowns) that cover these exact questions. Using scripts provided by H&R Block, your videos should be friendly and approachable; the goal is to give viewers confidence that filing with an H&R Block Tax Pro, online or in-person, is the best way to correctly file their taxes to get their maximum refund. 

Your videos should be structured around casting a friendly neighborhood tax pro persona in a home office/podcast-like setup, giving advice directly to camera. You should be prepared to present talent options that match the affable, helpful vibe that these Tax Pros are known for, and you should plan to incorporate lightweight text graphics and potentially some tax product cutaways to drive home key information. Along with providing scripts H&R Block can provide UI elements and assets if needed.

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

• Refund Advance (getting your full or partial tax refund early)
• Life Moment Expertise: Investing and Crypto
• OB3 Expertise (updates to the tax code for 2026)

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 12 total video assets.

• Three :15 hero videos (16x9, 9x16)
• Three :06 cutdowns (16x9, 9x16)

EXPECTED TIMELINE: HERE (and HERE as a PDF, if GDrive isn't working for you at the moment). Please note this project has an expedited timeline, with final delivery needed by 12/15.

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 we CANNOT guarantee that usage is 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 website, YouTube channel, and social media

TARGET AUDIENCE: Broad taxpaying audiences; Gen X, Millennials and Gen Z, newlyweds, and new investors.

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

EXECUTIONAL MANDATORIES: 

• Videos must use provided scripts and any graphics templates, fonts, and colors
• 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
• Vertical videos 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.

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.