HB Financial Group

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HB Financial Group 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!

Friday reminder: the end of the year is about ten weeks away. Clean books now means a calmer tax season and fewer surpri...
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

Three signs your books need help before January:1. You haven't reconciled your bank account in months.2. Personal and bu...
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.

MID-YEAR WITHHOLDING CHECKUP — $149April is decided in August. Most people don't find that out until it's too late to ma...
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

SERVICE SPOTLIGHT 💗 Meet Cora, your credit bestie. She's available right in your phone to help you understand your credi...
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

CLIENT WIN THURSDAY 🎉 We love celebrating milestones with our clients, real results, real progress. Want a win like this...
07/16/2026

CLIENT WIN THURSDAY 🎉 We love celebrating milestones with our clients, real results, real progress. Want a win like this for yourself? Let's talk. – Team HB

WORK WEDNESDAY 👀 Ever wonder what a normal day looks like behind the scenes at HB? Between client calls, tax research, a...
07/15/2026

WORK WEDNESDAY 👀 Ever wonder what a normal day looks like behind the scenes at HB? Between client calls, tax research, and keeping Cora updated with new prompts, our team stays busy so you don't have to stress about your numbers. – Team HB

Address

Knoxville, TN

Telephone

+18659512494

Website

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