HB Financial Group

— FREQUENTLY ASKED

Honest answers to what people ask us first.

Grouped by topic, with real answers and links to the pages that go deeper. If you don't see your question here, just book a conversation and ask it directly.

— GENERAL & APPOINTMENTS

Hours, location, and who you'll work with.

We see clients Tue–Fri 10:30a–6p, by appointment. Our registered office for state and legal mail keeps separate hours, Tuesday–Thursday, 10:00am–3:00pm ET.

— TAXES

E-filing, refunds, and multi-state returns.

We e-file federal and state returns as an IRS Authorized e-File Provider.

— BOOKKEEPING

Monthly books and cleanups.

Monthly, on a set cadence, so you have current numbers instead of a scramble every April. See our bookkeeping page for the tiers and what's included at each one.

— CREDIT

What we can and can't promise.

No provider can guarantee a credit score increase, outcome, or timeline. We help you organize your credit file and understand your dispute rights. See our CEO Credit Club page and the CROA disclosure for the full picture.

— BUSINESS FORMATION & REGISTERED AGENT

Setting up and staying compliant.

It depends on your liability concerns, your plans for the business, and facts we'd want to review with you, so we'd recommend talking with a licensed attorney about that decision. We can explain what an LLC generally involves on our business formation page.

— PRICING & PAYMENT

What things cost and our cancellation policy.

Please reschedule or cancel at least 24 hours ahead. Paid sessions rescheduled with less than 24 hours notice, or missed entirely, are not refunded.

— REFER SOMEONE

Know somebody who needs this?

Hand them off in about a minute. No login, no account, and we'll reach out to them directly so nothing falls back on you.

— PAST CLIENTS

Need a copy of a return we filed?

Request it through our secure form and we'll email it to you within 2 business days. Copies are $15 each. Please don't email or text us for a copy, that form keeps it protected.

— STILL HAVE A QUESTION

Ask us directly.

Bring whatever is unresolved and we'll give you a straight answer.