What if I'm missing a document?

Send what you have and note what's missing in the form. We'll tell you what still matters and how to request replacements.

Where do my documents actually go?

Into the secure intake form and the encrypted client portal. This website never collects Social Security numbers, ITINs, dates of birth, bank account numbers, or tax documents.

Do I have to come to the office?

No. We work with clients in all 50 states remotely. In-person appointments are available at our Fountain City office in Knoxville, by appointment.

What happens after my first appointment?

You'll get a clear scope and a quote for the work, and your account in the client portal is where documents, messages, and appointment records live from that point on.

Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228

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— NEW CLIENT ONBOARDING

Three steps to becoming an HB client.

Name: HB Financial Group — New Client Onboarding, Knoxville TN
Address: 2815B Rennoc Road, Knoxville, TN, 37918, US
Telephone: 865.359.0228
Price range: $$

Welcome. Everything below is the same path every new client walks: a secure intake, a short document checklist, and a first appointment with Melissa Griffin, EA. Work through it in order and nothing gets missed.

See appointment options Call 865.359.0228

— THE PATH

What onboarding looks like.

No. 01
Complete your intake
One secure form tells us who you are, what you need, and what happened this year. It takes about ten minutes.
No. 02
Gather your documents
Work down the checklist below and upload everything inside the secure form or portal — never by email or text.
No. 03
Book your first appointment
Pick a time that works for you. We'll review what you sent and tell you exactly what happens next.

— STEP ONE

Complete your secure intake.

Your answers and documents go straight into our secure intake form. They are never collected by this website, and never sent by email or text.

— STEP TWO

Gather your documents.

Not every line applies to you. Bring what fits your year, and note anything you can't find — we'll work through the gaps together.

Everyone

Photo ID for you and your spouse, if filing jointly
Names and dates of birth for anyone you claim (entered in the secure form only)
Last year's filed return, if we didn't prepare it
Any letters or notices you received from the IRS or the State of Tennessee

Income

W-2s from every job worked during the year
1099-NEC, 1099-K, and 1099-MISC for contract or platform income
1099-INT, 1099-DIV, 1099-B, and 1099-R statements
Social Security, unemployment, or retirement statements

Deductions and credits

Childcare provider name, address, and total paid
Tuition statements (1098-T) and student loan interest (1098-E)
Mortgage interest (1098) and property tax statements
Charitable giving receipts and medical expense totals

Business and rental owners

Income and expense summary, or access to your bookkeeping file
Mileage log and home office square footage
Asset purchases made during the year
Formation documents and EIN letter, if this is our first year together

Upload documents inside the secure intake form or the client portal only. Please do not email or text Social Security numbers, ITINs, ID images, or bank account details.

Download the tax checklist Open the secure portal

— STEP THREE

Book your first appointment.

The Diagnostic is where most new clients start: a working session where we look at your situation together and map out the plan. If you're here for credit or bookkeeping instead, the booking page lists every option with its price and length.

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

See all appointment types Not sure what you need?

— AFTER YOU BOOK

Where everything lives from here.

Your HB account keeps your appointment records, the forms you've submitted, messages from the office, and our library of guides. Return copies, signed forms, and anything containing personal information stay inside the encrypted client portal.

Office: 2815B Rennoc Road, Fountain City, Knoxville, TN 37918. Appointments Mon–Sat 10a–7p, by appointment. Questions? Call 865.359.0228.

— ONBOARDING QUESTIONS

Before you start.

Most clients finish the intake form in about ten minutes and book an appointment the same day. How quickly we can start work depends on how complete your documents are.

— READY WHEN YOU ARE

Start with the intake, we'll take it from there.

Complete the secure form and book your first appointment with an Enrolled Agent.

Book your first appointment