Knoxville, Tennessee Mon- Sat 10a-7p
By Appointment Only - 865.359.0228
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- FOR ENTREPRENEURS -
Whether you're starting or scaling — financial work done the way it should be.
Most entrepreneurs don't need another tax preparer. They need someone who actually understands the full picture — tax strategy, bookkeeping, business infrastructure, and the credit moves that support real growth.
HB serves business owners with integrated financial work, real strategic counsel, and the kind of attention that turns money work from a chore into an advantage.
- ONE INTEGRATED PRACTICE-
Four pillars, one practice.
Most business owners hire piecemeal — tax person here, bookkeeper there, credit consultant somewhere else. HB does it under one roof so the work actually coordinates.
- Pillar 01
Tax strategy.
EA-led tax preparation and planning. Entity selection, quarterly strategy, year-round access. Not just filing — actual planning.
- Pillar 02
Books &
reconciliation.
Monthly bookkeeping done right. Reconciled accounts. Clean financials. The foundation everything else depends on.
- Pillar 03
Business
infrastructure.
Entity formation, business credit, CRM setup, systems. The operational side that makes the financial side actually work.
- Pillar 04
Credit strategy.
Personal and business credit positioning coordinated with your tax and bookkeeping work. The work that opens future doors.
- START HERE -
The Diagnostic.
A paid, focused engagement designed to actually look at your situation — not a 30-minute discovery call.
The Diagnostic is how serious entrepreneurs start with HB. You commit real money up front, we commit real time and expertise. You walk away with a written roadmap you can use — even if you never engage further.
◆ Two-hour working session
reviewing your tax position, books, business structure, and credit picture.
◆ Written roadmap delivered
within 5 business days after the session.
◆ Specific recommendations
tailored to your situation — no generic advice.
◆ $497 credits
toward a Foundation Year or First Year Foundation engagement within 14 days.
- SIGNATURE ENGAGEMENT -
The Foundation Year.
A 12-month integrated engagement for entrepreneurs ready to actually build what they're building.
Most business owners need more than monthly bookkeeping or annual tax prep. They need a real financial partner across the year — someone present at the inflection points, building the foundation that supports real growth.
-Quarterly
Strategy sessions.
Four 90-minute strategy sessions across the year — one each quarter. Real time spent reviewing where you are, what's working, what needs to change, and what comes next.
◆ Q1: Tax positioning & estimates
◆ Q2: Mid-year course corrections
◆ Q3: Pre-Q4 planning
◆ Q4: Year-end strategy + next-year setup
-Monthly
Operational rhythm.
Between quarterly sessions, a monthly cadence keeps the practice honest. Bookkeeping reviewed, financials produced, and a real check-in to make sure nothing's drifting.
◆ Monthly bookkeeping done by HB
◆ Reconciled monthly financials delivered
◆ Email check-ins between sessions
◆ Direct access for time-sensitive questions
-Annual
Tax filing included.
Federal and state business and personal tax returns prepared, reviewed, and filed as part of the engagement. No surprise tax season bill.
◆ Business returns (entity-appropriate)
◆ Personal returns for owners
◆ State returns where applicable
◆ Coordinated as part of the year, not bolted on
-Ongoing
Coordinated across pillars.
The integrated practice in action. Your tax person knows your books. Your bookkeeper knows your credit goals. Everything coordinates — instead of you being the only one tracking what each silo is doing.
◆ Tax + bookkeeping + business + credit, integrated
◆ Single point of contact (no silos)
◆ Strategy conversations across pillars
◆ Real continuity year over year
$1,497 /month · 12-month engagement
Capped at 10–12 clients year one. Application required. The Diagnostic precedes every engagement.
- Whats actually included
Three approaches to entrenpreneurial finances.
A simple comparison of what entrepreneurs typically get from different financial service approaches — and where HB lands.
Peicemeal Approach
✓ Annual tax filing
✓ Monthly bookkeeping (separate)
— Coordinated strategy
— Year-round access
— Business + credit integration
— Single point of contact
— Multi-pillar planning
— Engagement capacity caps
HB Foundation Year
✓ Annual tax filing included
✓ Monthly bookkeeping integrated
✓ Coordinated strategy across pillars
✓ Year-round access
✓ Business + credit integration
✓ Single point of contact
✓ Quarterly strategic sessions
✓ Capacity-capped (real attention)
Big-Firm Generic
✓ Annual tax filing
✓ Montly bookkeeping
— Business + credit integration
— Volume Focused, not capacity- capped
- Family Bundle
Family ITIN Bundle
For households applying for multiple ITINs at once — significant savings over individual applications.
From $400
for family of 3+
◆ Multiple W-7 forms prepared together
◆ All family documents verified in single appointment
◆ Coordinated IRS submission
◆ Single follow-up tracking for all family members
◆ Custom quote for families of 4+ members
- Combined Service
ITIN + Tax Return
For applicants who need both an ITIN and a tax return prepared together (most common scenario).
$435
combined
◆ ITIN application ($185) + Individual tax return (from $250)
◆ Coordinated submission
◆ One appointment handles both
◆ Faster overall processing
◆ Custom quote for complex tax situations
- HOW IT WORKS -
The ITIN process, start to finish.
What actually happens from the day you book your appointment to the day your ITIN arrives.
- Step 01
Book a Consultation
Schedule a 15-minute consultation. We confirm what services you need, what documents you have, and what the timeline looks like.
- Step 02
Bring Documents
You come to our Knoxville office with your original documents. We verify them in person — no mailing, no copies needed for the IRS.
- Step 03
We File With IRS
We prepare and submit your W-7 form (and tax return if applicable) directly to the IRS as your authorized CAA. You leave with your originals.
- Step 04
Receive Your ITIN
IRS typically issues the ITIN within 6-11 weeks. We track the status and notify you when your ITIN is officially issued.
- DOCUMENTS NEEDED -
What to bring to your appointment.
The IRS requires specific identification documents for ITIN applications. Bringing the right documents to your appointment means we can process everything in one visit.
Primary identification (at least one required).
You need at least one document that establishes both your identity AND your foreign status. The most common choice:
◆ Valid passport (most preferred — single document satisfies both requirements)
Alternative documents (if no passport).
If you don't have a passport, you'll need TWO documents — one establishing identity, one establishing foreign status. Common combinations:
◆ National identification card from your country of citizenship
◆ U.S. driver's license (identity only — still need foreign status doc)
◆ Foreign driver's license
◆ U.S. military identification card
◆ Foreign military identification card
◆ Visa issued by the U.S. State Department
◆ USCIS photo identification
◆ Birth certificate (required if applicant is a dependent under 18)
◆ Medical records (dependents only, under 6 years old)
◆ School records (dependents only, students under 18)
Additional items to bring.
If you don't have a passport, you'll need TWO documents — one establishing identity, one establishing foreign status. Common combinations:
◆ Completed intake form (we send this before your appointment)
◆ Tax documents if combining with tax return (W-2s, 1099s, etc.)
◆ Previous ITIN documentation if renewing an existing ITIN
◆ Marriage certificate, custody papers, or other relationship docs if applying for dependents
Not sure if your documents qualify? Bring them to your consultation and we'll review together before submitting anything to the IRS. Better to verify upfront than have an application rejected.
- COMMON QUESTIONS -
Things people often ask.
How long does it actually take to receive an ITIN?
The IRS typically issues ITINs within 6 to 11 weeks from submission. During peak tax filing season (February through April), processing times can extend to 14 weeks or longer. Applications submitted through a CAA like HB are typically processed faster than mail-in applications.
Can I file my taxes before my ITIN arrives?
Yes — and you usually need to. When applying for a new ITIN, the W-7 form is submitted together with your tax return. The IRS issues the ITIN and processes the return together. We coordinate this for you.
What if my application is rejected?
ITIN rejections most often happen due to missing or incorrect documentation. As a CAA, we review your documents thoroughly before submission — which significantly reduces rejection risk. If a rejection does occur, we work directly with the IRS to resolve the issue.
Do you handle ITINs for clients outside Knoxville?
Document verification requires an in-person appointment because we must physically inspect original documents. If you're willing to travel to Knoxville for the appointment, we can serve you. For clients far from Knoxville, we recommend finding a CAA closer to home — we're happy to help you find one if needed.
My ITIN expired. Do I have to start over?
No — renewals are simpler than new applications. The form is similar but renewals don't require the same level of verification for documents already on file with the IRS. We handle the renewal process completely, similar to new applications, at the same $185 service fee.
Are the IRS filing fees included in your $185?
The IRS does not charge a fee to apply for an ITIN. The $185 covers HB's service fee for preparing the application, verifying documents as a CAA, and submitting to the IRS. There are no additional IRS application fees.
- GET STARTED -
Ready to begin your ITIN process?
Schedule a consultation to confirm what services you need, review your documents, and book your in-office appointment. Most ITIN questions are answered within the consultation itself.
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