H&R Block

H&R Block Bathurst provides tax return services in office, covering individual, partnership, and share and property investor returns, as well as US expat tax returns. Business services are offered by referral, including company and trust Business Activity Statements, bookkeeping, payroll, financial statements, and ABN registration. H&R Block's business services encompass accounting, Single Touch Payroll, business set-up, performance and KPI tracking, ASIC compliance, cashflow and budgets, financial reporting, and business plans.

The firm offers 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 two years after the original notice of assessment. A satisfaction guarantee allows clients to stop the return from being lodged at no cost if services fall short. Fees for business returns are tax deductible. Online, real-time access to business financial records and performance is provided. H&R Block specialises in meeting the requirements of regulators such as ASIC and the ATO.

Taxpayers bringing straightforward returns and small business bookkeeping to this Bathurst practice describe a service that has both satisfied and frustrated them over the years. Several reviewers highlight the professionalism of the tax agents, noting that returns were prepared quickly and that explanations were laid out clearly before lodgement. Emily is singled out for taking the time to walk through each step, and Catherine is thanked for stepping in to assist when the scheduled staff member was unavailable. Repeat clients mention friendly, knowledgeable accountants and a willingness to return in future years.

A recurring complaint, however, concerns accuracy and follow-through: some returns were said to contain errors that required correction, and a number of customers report difficulty getting calls returned once payment had been made. Delays in lodgement feature in these accounts, with one taxpayer describing a return left unsubmitted for several weeks. Reception experiences are also raised, with some describing staff as unwelcoming or slow to acknowledge booking mistakes. The practice handles income tax preparation, bookkeeping and business administration support, and the mix of feedback suggests outcomes vary considerably between visits.