Empowering Your Financial Journey with Expert Tax Solutions
At HB Financial Group, we’re more than tax preparers—we’re your partners in achieving financial success. Our knowledgeable team is dedicated to educating and guiding you, whether you’re maximizing your refund, minimizing your tax liability, or navigating the complexities of small business taxes. We provide personalized attention to help individuals and small business owners understand their tax responsibilities, overcome challenges, and reach their goals—one step at a time.
DID WE MENTION THAT EVERYONE THAT FILES TAXES WITH US RECEIVES A COMPLIMENTARY VACATION!
(NO timeshare tour or sales presentation required)
WHAT WE OFFER
At HB Financial Group, we started with a mission to make taxes less daunting and more empowering. As a small, community-focused firm, we understand the unique struggles of individuals and small business owners.
Over the years, we’ve built a reputation for providing expert guidance, personalized solutions, and a focus on client education to help our clients thrive financially. With a commitment to staying ahead of tax regulations and offering unwavering support, we’re here to help you take control of your financial future.
our specialty services
Tax Preparation for Individuals and Businesses
Whether you’re filing as an individual or a business owner, our team provides expert tax preparation services tailored to meet your needs. From simple returns to more detailed filings, we’re here to guide you through every step, ensuring accuracy and peace of mind.
Every year HB Financial Group offers Incentives for our tax clients just for filing with us!
Receive your Complimentary Vacation for 4 when you file your taxes with us!
Tax Resolution Services
Facing tax issues can be overwhelming, but you don’t have to navigate it alone. Whether your refund is held up, you owe the IRS, or you’re simply unsure of what steps to take, we’re here to help.
At HB Financial Group, we specialize in uncovering the root of the problem and guiding you toward the best resolution. From understanding notices to creating manageable repayment strategies, we’ll work together to resolve your tax challenges and bring you peace of mind.
Credit Restoration Services
Take control of your credit and unlock new financial opportunities with CEO Credit Club. Our professional credit restoration services are designed to help you remove inaccuracies, rebuild your credit profile, and achieve your financial goals.
From personalized dispute strategies to ongoing support and monitoring, we’re with you every step of the way. Whether you're looking to qualify for a loan, lower interest rates, or just gain peace of mind, our proven process can help you get there.
Small Business Tax Consulting
Starting and running a business can feel overwhelming, but we’re here to help. At HB Financial Group, we specialize in supporting new and small business owners with expert advice and practical guidance.
Whether you’re navigating tax responsibilities, understanding business structures, or simply figuring out your next steps, we offer 1-hour consulting sessions to address your business and tax-related questions and ensure you feel confident moving forward.
Bookkeeping and Business Support Services
We provide accurate bookkeeping to keep your financial records organized and up-to-date. Our services also include assistance with state business filings, such as franchise and excise taxes and annual reports, ensuring your business remains compliant and stress-free.
Not sure if you should be the registered agent for your business?
Let HB Financial Group be there for your business!
Refund2Academy Tax Academy
Refund2Income Tax Academy is a remote online training program designed to equip you with the skills and knowledge needed to excel in tax preparation. With the opportunity to earn AFSP certification, this course positions you for success in the tax industry. Upon completing the training, you’ll have the chance to partner with HB Financial Group as an independent tax preparer during the upcoming tax season, earning competitive commission.
We provide all the tools, software, and products necessary to prepare taxes confidently and professionally. Whether you’re starting fresh or expanding your skills, Refund2Income Tax Academy sets you on the path to success in the tax preparation field.
My Clients
Feedback from our delighted clientele.
Choosing HB Financial Group for my tax needs was a game-changer for my small business. The team's expertise in handling complex tax situations made a significant difference in optimizing my deductions and ensuring compliance.
Erica A
I used to dread tax season, but that all changed when I found HB Financial Group. Their user-friendly online platform made filing a breeze, and their team went above and beyond to answer my questions promptly. They found deductions.
Kamille S
I've been entrusting my tax needs to HB Financial Group for years, and they continue to impress me with their expertise in real estate taxation.
They found deductions I never knew existed, resulting in a larger refund than I expected.
Charles A
FAQS
Your Bookkeeping Questions Answered
What happens after I pay the retainer fee?
Once you pay the $299 retainer fee and fill out the intake form, you’ll receive a text or email to schedule your consultation. During the consultation, we’ll review your needs and determine the monthly cost of your bookkeeping services.
What does the $299 retainer fee cover?
The retainer fee secures your consultation and allows us to review your business information in detail before providing an estimate. This fee is non-refundable but will be credited toward your first month of bookkeeping if you decide to move forward with our services.
What if I’m not sure what bookkeeping services I need?
No problem! During your consultation, we’ll help you identify the services you need based on your business operations, goals, and challenges. Our goal is to provide customized solutions that fit your unique needs.
Do I need to provide access to my bank accounts?
Yes, secure access to your financial accounts (such as read-only access to your bank and credit card statements) will be necessary for accurate transaction tracking and reconciliation. We’ll guide you through the setup process to ensure your information remains secure.
How soon can I get started?
After your consultation, we’ll aim to start your bookkeeping services within 5-7 business days, depending on the complexity of your needs and how quickly we receive any necessary information.
Can I cancel my services anytime?
We require a 30-day notice to terminate ongoing services. This ensures a smooth transition and allows us to finalize any reports or reconciliations before your account is closed.
Will you work with my tax preparer or accountant?
Absolutely! If you already have a dedicated tax preparer, we’re happy to collaborate with them to ensure they have the financial information they need for accurate tax returns and filings. If you don’t have a tax preparer, no problem – we can handle your tax preparation in-house, providing seamless service from bookkeeping to tax filing, all under one roof.
What should I prepare for my consultation?
To make the most of your consultation, have the following ready:
A summary of your monthly revenue and expenses.
Details of any bookkeeping systems you currently use.
A list of services you’re interested in.Any specific challenges or concerns you’d like to discuss.
Do you offer one-time cleanup services?
Yes, we can provide one-time cleanup services for disorganized or backlogged books. This is separate from our ongoing bookkeeping services and can be discussed during your consultation.
What tools do you use for bookkeeping?
We primarily use QuickBooks Online (QBO) for bookkeeping, as it’s efficient and user-friendly. However, if you’re already using another software and have an established system, we can most likely adapt to your preferred platform to ensure a seamless workflow.
Get Started with Bookkeeping Today!
Ready to simplify your finances and focus on growing your business? Start the process by completing our quick intake form and paying the $299 retainer fee. Here's everything you need to know to get started:
What You’ll Need to Complete the Form
To ensure we have all the necessary details to understand your bookkeeping needs, please gather the following information before starting the form:
Your business name, structure (e.g., sole proprietor, LLC, corporation), and industry/type of business.
Monthly Revenue Range:A general idea of your business’s monthly income.
Current Bookkeeping Practices:Information about any systems or tools you currently use (e.g., QuickBooks, spreadsheets, none).
What Happens Next?
Submit the Form & Pay the Retainer Fee:This one-time fee secures your consultation and covers the initial review of your business information.
Schedule Your Consultation:Once we receive your form, you’ll get a text/email to schedule your consultation at a time that works for you (phone or in-person).
Discuss Your Needs:During the consultation, we’ll review your information, answer your questions, and provide an estimate for your monthly bookkeeping services.
Our Team
Our success is powered by the incredible individuals who make up our passionate and knowledgeable team. We’re proud to be a diverse group of tax professionals, each bringing unique expertise and a shared commitment to guiding you through the complexities of taxes and finance.
Our team includes skilled tax preparers, enrolled agents, and small business consultants with extensive experience in tax preparation, financial strategies, and business support. We prioritize client education, personal attention, and staying updated with the latest tax laws and industry changes to deliver accurate, reliable, and personalized solutions. At HB Financial Group, we’re here to help you achieve your financial goals with confidence and care.
Get In Touch
