Client Referral

This client referral form can be used for the following services:

Services provided by the H&R Block Tax and Business Services Division:
Company and/or Trust:	I have, or would like to setup, a company and/or trust.
Bookkeeping:	I need a bookkeeper for my business.
When selecting these services, your client will receive an email to book a free 15 minute consult with the Client Account Manager (CAM) for your district. Your client will be sent up to three reminder emails (in 24, 48 and 72 hours time). Please inform your client to check their emails (including spam/junk).
Services provided by the H&R Block SMSF Solutions Division:
Self Managed Super Fund (SMSF):	I have, or would like to setup, a SMSF*.
*But don't require financial advice. If advice is required, select Financial Planning.
When selecting this service, your client will receive an email from the SMSF team with information and contact details if they wish to proceed with the SMSF service. Please inform your client to check their emails (including spam/junk).
Services provided by the H&R Block channel partners Lydian and My Money Sorted:
Lending and Loan Reviews:	I need a loan, or to have my existing lending reviewed.
Financial Planning:	I need retirement, superannuation or other investment advice.
When selecting these services, your client will be referred to Lydian/My Money Sorted who will make contact, including by email. Please inform your client to check their emails (including spam/junk).
Services provided by the H&R Block USA and Canadian Ex-Pat Teams:
USA Tax Return:	I need an American individual tax return completed.
Canadian Tax Return:	I need a Canadian individual tax return completed.
When selecting these services, your client will be referred to US Ex-Pat or Canadian Ex-Pat teams who will make contact, including by email. Please inform your client to check their emails (including spam/junk).