Knoxville, Tennessee · Tue–Fri 10:30a–6p, by appointment · 865.359.0228
— BUILD YOUR OWN PRACTICE
This is the office path. An EFIN is required, and the work here is building your tax office, not learning to prepare returns. We'll show you the ropes on building your own tax brand, using the same systems, software, and compliance structure that made HB Knoxville's best in tax prep two years running. If you'd rather prepare under the HB brand with no EFIN needed, that path lives on the Refund2Income page.
— ENROLLMENT CLOSES OCTOBER 31, 2026
Enrollment for this cohort closes October 31, 2026. You must be enrolled by then to file with us in the upcoming tax season.
— WHO THIS IS FOR
You took the training, earned your AFSP, and decided your own name goes on the door instead of ours. This path picks up where the classroom stops: the office, the systems, and the compliance that come with running your own tax brand.
You've been filing for someone else for years and you're ready to own the office. We show you the ropes on building your own tax brand, using the exact setup that grew HB from a single desk to Knoxville's best in tax prep two years running.
— WHAT WE HELP WITH
— WHAT IT COSTS
$2,000 setup + $297/mo
The core stack a new office runs on: software guidance, intake, CRM, and the systems that keep client work out of your text messages.
$5,000 setup + $497/mo
The foundation plus the front of the house: branding, booking, and the polished client journey that makes a brand-new office feel established.
$897 landing page · $2,497 full site + $97/mo
Start with a single landing page or a full website for your new brand, built by the same team that built this one.
Already know how you want to run your office? Skip the mentorship. We set you up with professional tax software and bank products, and the rest is yours. Priced on the fit call, because the right software depends on the returns you file.
— HOW WE START
It's a conversation, not a sales call. You tell us what you want your office to look like, and we'll map which setup fits and what it costs. If we're not the right help, we'll say so.
Book the fit call865.359.0228 · team@workwithhb.com · Client appointments Tue–Fri 10:30a–6p, by appointment
Want to prepare under the HB brand instead? See the preparer path.
No, and it's worth being clear about the difference. Preparing under the HB brand after Refund2Income is the preparer path: no EFIN needed, our credentials, our second review, and room to grow into a lead preparer role. This page is the office path: your own brand, your own EFIN, your own office. Here the focus is building the business, not teaching you to prepare returns.
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
Book the fit call and we'll map the office setup, the timeline, and the real cost before you commit to anything.