HB Financial Group

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Knoxville, TN
HB Financial Group

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HB Financial Group specializes in Individual and Small Business Tax Prep. We offer business setup as well as bookkeeping to serve your business.

We help our clients reach their highest potential and give them the tools to become the CEO of their finances!

11/02/2026

Thinking about starting an LLC before the new year? Here's what we handle for Tennessee business owners: forming the LLC, getting your EIN, registered agent service, and reminders for your Tennessee annual report so it doesn't slip. One office, start to finish. Call 865.359.0228.

10/30/2026

The only scary thing this weekend should be the candy count. Happy Halloween from all of us at HB Financial Group. Stay safe out there, Knoxville!

10/28/2026

What's the difference between an Enrolled Agent and a regular tax preparer? An EA is enrolled to practice before the IRS and can represent taxpayers on audits, collections and appeals in all 50 states. That's what I do every day. So if you've got a balance owed, a payment plan question or a letter you don't understand, you don't have to handle it by yourself.

10/27/2026

Your books slid in March and now it's fall. You're not the only one, and there's an order to catching up that saves you hours. New on the HB Journal: https://hbbrandco.com/blog/catch-up-bookkeeping-before-tax-season

10/26/2026

Got a letter from the IRS? Don't ignore it, and don't panic either. Most notices have a response date printed right on them, so the first step is just opening it. As an Enrolled Agent, I can represent you directly with the IRS. Call 865.359.0228 to book a notice review and bring the letter with you.

10/23/2026

Friday reminder: the end of the year is about ten weeks away. Clean books now means a calmer tax season and fewer surprises. If you've been putting it off, just go ahead and book the audit and we'll tell you exactly where you stand. workwithhb.com

10/21/2026

Three signs your books need help before January:
1. You haven't reconciled your bank account in months.
2. Personal and business spending run through the same account.
3. You're honestly not sure what you made this year.

Sound familiar? Comment AUDIT and we'll send you the booking link.

10/19/2026

If your books are three months behind, or twelve, you're not the only one. Here's the honest answer: the longer they sit, the harder January gets. Our Bookkeeping Audit is a 45-minute sit-down where we look at where your books stand, what it takes to get current, and what that would cost. You get it all in writing within 48 hours, so you can decide your next step with real numbers. It's $150. Book at workwithhb.com or call 865.359.0228.

08/10/2026

MID-YEAR WITHHOLDING CHECKUP — $149

April is decided in August. Most people don't find that out until it's too late to matter.

Here's what happens:

✓ You send a recent check stub — both spouses if married
✓ We project what you'll actually owe for 2026 ✓ We compare that against what's being withheld right now
✓ You get a written one-page summary of exactly where you stand
✓ If adjustments are needed, we give you the precise W-4 entries to make

You set the goal. Some people want a refund. Some want to break even and keep more in every paycheck. Both are achievable — but only while there's still year left to work with.

There are five months of paydays remaining. That's enough to correct a real shortfall. By November it isn't.

This matters most if you got married, had a baby, started a second job, picked up 1099 income, or got a raise this year. Withholding does not adjust itself for any of that.

$149 flat, and $50 credits toward your 2026 tax prep.

Prepared by an Enrolled Agent — federally licensed to represent taxpayers before the IRS.

Send us a message or call/text us at 865.359.0228

07/17/2026

SERVICE SPOTLIGHT 💗 Meet Cora, your credit bestie. She's available right in your phone to help you understand your credit report, build a real plan, and answer your questions any time of day. Pair her with a $27 one-on-one training call and you've got a real system for building your credit. – Team HB

Address

Knoxville, TN

Telephone

+18659512494

Website

http://www.workwithhb.com/

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