Experience the Difference when you work with us!
We are a Top-Rated Tax Prep Company focused on Education, Exceptional Service and YOU!
Get up to $6,000 with our Refund Advance loan—available the same day you complete your tax prep—and enjoy a complimentary vacation for four as our thank you! Plan ahead and book your in-person appointment today!
WHAT WE OFFER
Personalized Service: Choose between in-person appointments or remote filing options tailored to your needs.
File from Anywhere: Located in the U.S.? You can file your taxes without ever leaving your couch!
No Upfront Payment: Pay from your refund—no need to worry about out-of-pocket costs.
Refund Advances: Get up to $6,000 with our same-day Refund Advance loan.
Complimentary Vacation for Four: Yes, it’s true—every tax client receives a free 7-day vacation for 4 as our way of saying thank you! (No timeshare tour required)
With HB Financial Group, tax season has never been this rewarding!!
Your Taxes + A Complimentary Vacation =
The Perfect Combination
At HB Financial Group, we believe tax season should come with rewards. That’s why every client receives a complimentary vacation for four to exciting destinations—just for filing their taxes with us!
Whether you’re dreaming of sunny beaches, mountain escapes, or vibrant cityscapes, your perfect getaway is waiting. Work with HB Financial Group today and turn your tax refund into lasting memories.
more tax resources for you
Get Ready for Your Tax Appointment with Confidence!
Preparing for your tax appointment doesn’t have to be stressful. To make things easier, we’ve created tailored checklists to help you gather everything you need, whether you’re filing as an individual, self-employed, or small business owner.
Simply choose the checklist that fits your income type and follow it step by step to ensure you’re fully prepared for your appointment. Whether you're filing in person or remotely, having these documents on hand will help us maximize your refund and make the process smooth and hassle-free.
Download your checklist now and let us handle the rest!
Download Checklist for Individuals
Download Checklist for Self Employed
Download Checklist for Realtors
Download Checklist for Caregivers
Download Checklist for Home Service Pros
Download Checklist for Partnerships
Download checklist for S-Corps
Need Tax Resolution Help?
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.
F.A.Q.S
How does the tax preparation process work?
Our tax preparation process is simple and stress-free:
Start by gathering your documents using our downloadable checklist.
Choose between an in-person appointment or remote filing from anywhere in the U.S.
Meet with one of our experienced preparers to review your information.
We’ll handle the rest, ensuring your return is accurate and optimized for the best refund possible.
How long does it take to file my taxes?
The time it takes depends on the complexity of your return. Most appointments are completed within an hour, and returns are typically filed within 24 hours. For more complex returns, we’ll keep you updated every step of the way.
Are the client portals secure?
Absolutely! We use secure, encrypted portals to protect your sensitive information. Your data is safe with us, whether you’re filing remotely or accessing your documents online.
How does the complimentary vacation for four work?
As a thank-you for choosing HB Financial Group, all of our tax clients receive a 7-day vacation for four. Once your return is complete, you’ll receive details on how to claim and book your vacation. Some restrictions may apply, but there are no hidden catches—it’s our way of giving back to you!
How do Refund Advances work?
After completing your tax return, you can apply for a Refund Advance loan of up to $6,000. Approval is typically same-day, and funds are often available quickly. Eligibility is based on your expected refund and other qualifying factors.
What if I have issues with my return or my preparer?
We strive for excellence, but if you have any concerns about your return or preparer, please contact our office immediately. Our team will review your concerns, provide resolutions, and ensure your satisfaction.
Can I file my taxes remotely?
Yes! You can file from anywhere in the U.S. without ever leaving your couch. Simply upload your documents to our secure portal, and we’ll take it from there.
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.
Melissa was flexible and easy to work with and helped me to maximize my deductions to the fullest. Will be back next year and would recommend her to anyone looking for a great tax accountant!
SARAH R
Great experience with this team for the past several years of filing my taxes. They are organized, prompt, and affordable! Highly recommend!! 🤩
VANESSA P
We saw Crissa and she was fantastic to work with. She helped us understand our taxes and any credits we could receive. She made it an easy process, especially since we had our 15 month old son with us. We are definitely going to be returning to Crissa every year or someone from HB financial from now on. They also don't charge as much as other tax companies to file.
REBECCA G
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
