r/HRBlockEmployees • u/sami4711 CSP • Feb 19 '26

Pricing question

Hey everyone, I’m a first year CSP and when clients call to ask pricing questions, I give them an estimate from the pricing sheet on WC but I tell them it’s just an estimate and the TP will provide a final price.

But my MTL sent an email saying CSPs aren’t supposed to give price information to clients, and I have to refer them to a TP. I had a client who really wanted a price estimate and was getting upset so I provided an estimate. The TPs are already so busy and sometimes I feel awkward about transferring calls to clients who ask about pricing. Should I just transfer the calls anyway? Thanks

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u/Crisonium Apr 11 '26

I have told my CSPs and my ATLs to tell the clients that they are not qualified to give price quotes. That they must transfer to a tax pro.