Knoxville, Tennessee Mon- Sat 10a-7p
By Appointment Only - 865.359.0228
Client Portal →
- A PREMIUM SUPPORT ECOSYSTEM FOR SERIOUS ENTREPRENEURS
The business support partner you wish you'd had from the beginning.
Tax strategy, financial organization, and the business systems you need to grow — designed for individuals, business owners, and tax professionals who are ready to be structured, supported, and built to scale.
See how we work
2025
Knoxville Community Votes Winner
EA
Enrolled Agent/CAA
IRS
Authorized e-File Provider
10+
Years in Practice
500+
Entrepreneurs Supported
- THREE DOORS, ONE HOUSE
Built for people serious about leveling up.
Whether you're filing your first business return, building the infrastructure to scale, or stepping into your own practice — there's a path here designed for where you actually are.
-No. 01
Individuals & Families
For people who want their taxes done right — and want to understand them.
Tax preparation, planning, and resolution with real guidance. No judgment, no confusion — just clear, careful work and a partner who explains what you're signing.
Explore Individual Services →
-No. 02
Entrepreneurs Leveling Up
For business owners ready to be financially organized and operationally structured.
Tax strategy, business systems, credit guidance, bookkeeping, and the digital infrastructure to grow — all under one roof, designed to work together.
Explore Business Services →
-No. 03
Tax Preparers & Aspiring Preparers
For professionals serious about building a tax practice of their own.
The Academy: structured training, mentorship, and the templates and systems to add tax preparation to your income — or elevate the practice you already have.
Explore The Academy →
- WHAT WE DO
Four pillars. One integrated practice.
Most firms do one thing. We've built four connected service lines because the entrepreneurs we serve don't have one isolated problem - they have a business that needs support as a whole.
i.
Tax & Financial Strategy
For individuals and business owners who are tired of feeling reactive every spring. We prepare returns, plan strategy throughout the year, resolve issues with the IRS, and handle ITIN applications as a Certified Acceptance Agent — so your financial life stops being a once-a-year scramble.
◆ Individual & Business tax preparation
◆ Year-round tax planning
◆ Tax resolution & IRS correspondence
◆ ITIN applications & Renewals (CAA-certified)
ii.
Business Infrastructure
Most entrepreneurs are doing seven-figure work on three-figure systems. We design and build the digital foundation that lets your business run cleanly - booking, onboarding, CRM, and the connected systems that make your business feel elevated to your clients.
◆ Branded booking & scheduling architecture
◆ Client onboarding & workflow design
◆ CRM & lead pipeline setup
◆ Custom infrastructure audits
Explore Infrastructure →
iii.
Credit & Financial Organization
Your personal and business credit profiles are tools - they should be working for the life and business you're actually building. We provide structured credit education, profile review, and ongoing so you can borrow, scale and qualify on your own terms.
◆ Credit profile review & strategy
◆ Personalized Dispute Letters
◆ Ongoing monitoring & education
◆ Business credit foundation
iv.
The Academy
Education built for two audiences: entrepreneurs who want to genuinely understand the financial side of their business, and aspiring tax preparers building a practice of their own. IRS-approved trainings, templates, and structured learning paths.
◆ Tax preparer training (IRS-approved)
◆ AFSP certification pathway
◆ Business owner financial literacy
◆ Templates & resource library
Explore the Academy →
- OUR APPROACH
The way we work together.
Every engagement, regardless of which door you walk through, follows a structured process designed for clarity and momentum.
- Step 01
Discover
We start with a structured consultation — not a sales call. We understand where you are, what you're building, and what's actually getting in the way. You leave with clarity, whether you work with us or not.
- Step 02
Structure
We design the financial and operational foundation your business actually needs — entity structure, bookkeeping rhythm, tax strategy, and the digital systems that hold it all together. Custom, never templated.
- Step 03
Grow
You operate from a structured foundation — and we stay in your corner as a long-term partner. Quarterly reviews, ongoing planning, and the kind of support most business owners only get after they've outgrown the cost of not having it.
- THE WORK, IN NUMBERS
Real outcomes for real businesses.
Anonymized results from recent client engagements - what structure, strategy, and the right systems actually deliver.
- Case study i
$24K+
Tax liability reduced
A Knoxville-based service business restructured their entity and implemented quarterly planning — recovering significant tax exposure within the first filing year.
- Case study ii
90 days
From scattered to systemized
An online coach with no real infrastructure now operates with branded booking, automated onboarding, and a working CRM — and finally knows where every lead came from.
- Case study iii
100+
Preparers trained through R2I
Our Academy has guided new and experienced preparers through certification, practice setup, and building their own recurring tax-prep income.
- IN THEIR WORDS
What clients actually say.
"
Choosing HB for my tax needs was a turning point for my small business. The team's expertise with complex situations meaningfully changed how I think about deductions and compliance — and saved me real money.
Erica A.
Small Business Owner
"
I've trusted HB with my taxes for years. They consistently find deductions I never knew existed — especially with the real estate side of my work — and my refund has reflected it every single year.
Charles A.
Real Estate Professional
"
R2I gave me everything I needed to start preparing taxes professionally — the training, the mentorship, and a path I could actually follow. I started taking on clients within months of completing the program.
A Recent Graduate
R2I Academy
- THE FIRM
The trusted business partner entrepreneurs wish they'd had from day one.
◆ IRS-Authorized e-File Provider
◆ Certified Acceptance Agent (CAA)
◆ Serving all 50 States
◆ Small Business Specialists
◆ 2025 Community Votes Winner
◆ Enrolled Agent on Staff
◆ 10+ Years in Practice
◆ IRS-Approved Education Provider
From the journal.
Read all writing →
- No. 01
- No. 02
- No. 03
TAX STRATEGY
The seven tax mistakes service-based business owners make in their first three years
BUSINESS INFRASTRUCTURE
What "business systems" actually means (and why your business probably needs them now)
THE ACADEMY
How to add tax preparation to your existing business in 90 days
Taxes and Treats
“The scariest part of tax season is waiting until it's too late .” - HB Financial Group
Taxes & Treats: Don’t Get Spooked This Tax Season!
Happy Halloween from HB Financial Group! While ghosts and goblins might be haunting your doorstep this season, there’s something even scarier lurking in the shadows...
Tax Season.
But don’t scream just yet – we’ve got your back. Let’s unwrap some early treats to keep your finances sweet, your tax liability low, and your Q4 stress-free.
Your Q4 Tax Checklist: Stay Ahead of the Spooks
Before the ball drops on 2025, here are a few things you can do right now to make tax time easier (and cheaper):
* Organize Your Documents: Start a digital folder labeled "2024 Taxes" and begin collecting receipts, invoices, income records, and deduction-related documents.
* Review Your Income: Did you earn more this year? Congrats, boss! But that could mean a higher tax bill. Let’s get ahead of it.
* Max Out Retirement Contributions: Consider contributing to your IRA, 401(k), or SEP-IRA if you're self-employed.
* Make Last-Minute Business Purchases: Need equipment or tools? Investing now could count as a 2024 deduction.
* Book a Tax Planning Session: Schedule a one-on-one with our team to strategize before year-end. Call or text to book! 865-359-0228
2025 Tax Season Sneak Peek: What’s New & Noteworthy
As we head into a new tax year, there are several updates that could affect how you file and what you owe — especially if you’re a business owner, side hustler, or parent.
Here’s what’s changing and what it means for you:
📈 1. Higher Standard Deduction
The IRS is adjusting the standard deduction again to account for inflation:
💡 What to do: This may make itemizing less necessary — but still review your deductions to see what saves you more.
🚗 2. New IRS Mileage Rates
Mileage deductions are getting a small bump. This is key if you're a business owner, gig worker, or self-employed.
💡 What to do: Track every mile using an app or log. Don’t leave money on the road.
💻 3. 1099-K Changes for Side Hustlers & Digital Payments
The IRS is now enforcing the $600 reporting threshold for third-party payment processors (Venmo, PayPal, etc.).
If you receive over *$600** via any single platform, you may get a 1099-K.
💡 What to do: Separate your business and personal accounts now to avoid tax headaches.
👶 4. Child Tax Credit Adjustments
There are ongoing legislative proposals to expand the Child Tax Credit, but for now:
Make sure you are keeping documentation to show you qualify for the CTC, this can be a school form showing the child lived with you all year, medical records, report cards, daycare expenses. The IRS is really coming down on documentation to back up EVERYTHING on your return, especially when claiming credits.
Let HB Make It Easy
This Halloween, we’re serving up treats, not tricks:
* Early Bird Filing Discounts for clients who upload docs before January 31
* New & Improved Client Portal launching in January 2025
* Free "Prep & Plan" Tax Guide (dropping soon!)
Final Word:
Don’t let tax season creep up on you. A little planning now = major peace of mind later. If you’re not sure where to start, that’s what we’re here for.
> > Book your Q4 Tax Check-In today and let’s turn your tax prep into a treat.
From our HB family to yours — have a safe, sweet, and spooky Halloween! 🎃
- BEGIN
Your business deserves to be
supported properly.
Schedule a structured consultation. We'll listen, ask the right questions,
and tell you exactly what we'd do if your business were ours.
A premium support ecosystem for individuals, entrepreneurs, and tax professionals serious about leveling up.
Services
Additional Services
The Academy
Visit
© Copyright 2026. HB Financial Group. All Rights Reserved.