H&R Block

H&R Block Albury is led by Office Manager Sue Woodward. The practice serves individuals, families, sole traders and small businesses. Its tax return services cover individual, partnership, share and property investor returns, late and multi-year returns, amendments, second look assessments and ATO audit assistance. Sole trader and contractor tax returns and business activity statements are also offered.

Business services by referral include company and trust BAS, bookkeeping and payroll, financial statements, ABN registration and company or trust set up, company and trust tax returns, and self managed super fund setup and tax returns. Loans, financial advice and US expat tax returns are available. H&R Block provides a maximum refund guarantee: if an error entitles a client to a larger refund, the preparation fee is refunded and an amendment filed with the ATO, up to 2 years after the original notice of assessment. A satisfaction guarantee allows clients to stop their return from being lodged at no cost if services fall short.

Accountants are described as experienced and qualified. Business services include accounting services, Single Touch Payroll, setting up a business, performance and KPI tracking, ASIC compliance, cashflow and budgets, financial reporting and business plans. The practice specialises in meeting the requirements of regulators such as ASIC and the ATO, and provides online, real-time access to a business's financial records and performance.

People bringing personal tax returns to this Albury firm, along with small business bookkeeping and administration matters, form the bulk of the work described. Kirsty is named repeatedly for her guidance on deductions and for managing the returns of entire families over several years, while Suzanne receives warm thanks for handling individual lodgements. An observation shared by more than one reviewer is the depth of tax knowledge the accountants apply, which customers link to stronger outcomes once the paperwork is done. Punctuality and reliability feature throughout, as does the patient, courteous manner of staff when questions are raised.

Fees are called reasonable and sensible for the work involved, and appointment times are said to be fitted around family and employment commitments, including several returns lodged together. The advice provided is valued as current and practical, helping clients grasp their position instead of merely filing forms. Lodgements are completed correctly and without fuss, and clients note being kept informed from the first conversation through to the refund landing. Repeatedly, customers mention returning in later years and trusting the same accountant with their affairs.