Prezzee

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.
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.
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.
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.