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.

Refund2Income Tax Academy

Pay just $199 today to reserve your seat and choose your payment plan later.

Choose Your Path to Tax Expertise

Refund2Income gives you the tools, training, and mentorship to thrive in the tax industry — whether you’re building your business, starting your career, or staying compliant with IRS continuing education.

Office Owner Track

For Experienced Tax Pros (5+ Years)

This path is designed for seasoned tax professionals ready to grow their own business using our professional software, training, and support system.

$4997

  • Advanced training + AFSP Certification

  • Professional tax software branded under HB Financial Group

  • Access to bank products + filing solutions

  • Marketing tools and launch support

  • Optional CRM add-on to streamline client management

  • Train your employees through our Tax Academy

No contracts - cancel anytime

Partner Preparer Track

For New or Growing Preparers

Train, certify, and earn while gaining hands-on experience. This path is perfect for those just starting out or looking to sharpen their skills while partnering
under our trusted brand.

$899

  • Beginner-friendly training + AFSP Certification

  • Free access to tax software + bank products, all systems needed to take tax clients

  • Competitive commission on returns filed

  • Ongoing mentorship + built-in support

  • Marketing materials to help you grow fast

No contracts - cancel anytime

Education &

CE Track

For Learners & IRS-Registered Preparers

Need to brush up on tax law or get your CE hours? This path is for you.

A La Carte

  • On-demand CE courses with IRS credit

  • Includes Ethics + Federal Tax Law topics

  • Learn at your own pace, anytime

  • No return filing or partnership required

No contracts - cancel anytime

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!

TESTIMONIALS

What others are saying

Erica A

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.

- Your Name

Kamille S

Charles A.

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.

- Your Name

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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

Email: [email protected]

Address: 2815b Rennoc Rd

Mon – Sat: 9:00am – 8:00pm

Assistance Hours: Sunday – CLOSED

Phone: 865-551-9765

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