Refund2Income graduates
You've filed a season with us beside you and you're ready to put your own name on the door. You already know the workflow, so we're setting up your version of it.
Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
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— BUILD YOUR OWN PRACTICE
Your own practice, built on someone else's .
We sell professional tax software and we help you build the practice around it. Every engagement starts with a fit call, because the setup should match the office you're actually trying to run.
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— WHO THIS IS FOR
Two people call us about this.
Established preparers
You've been filing for years under somebody else's EFIN or somebody else's software, and you want the office to be yours. We start from what you already run.
— WHAT WE HELP WITH
The parts nobody teaches you.
- Professional tax software selection and setup, configured for the returns you actually file
- EFIN application guidance, so the paperwork and the suitability check don't stall your season
- Bank products, so your clients have refund transfer options
- CRM and intake systems, so documents stop living in text messages
- Pricing structure, so you charge for the work instead of guessing
- Compliance systems, including a written information security program
— HOW WE START
Start with a fit call.
It's a conversation, not a sales call. You tell us what you're running now and what you want the office to look like, and we'll tell you plainly whether we can help and what it would take. If we're not the right fit, we'll say so.
Book the fit call865.359.0228 · team@workwithhb.com · Client appointments Mon–Sat 10a–7p, by appointment
Because the work isn't the same twice. Somebody with an EFIN and 200 returns needs something different from somebody starting from a laptop, so we scope it on the fit call and you get a real number before you commit to anything.
HB Academy makes no income, earnings, or business-results claim of any kind. Nothing in this program is a promise or projection of revenue, client volume, or profit. What you earn as a tax preparer depends on your own effort, your market, your pricing, your compliance record, and factors outside anyone's control. Training is education only. It is not tax, legal, or financial advice, and it is not a guarantee of employment, of clients, or of any credential.
— NEXT STEP
Ready to run your own office?
Book the fit call and we'll scope the setup together.