Individual and business returns
W-2 families, sole proprietors, partnerships, and S-corporations, prepared under Enrolled Agent review.
Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
— FOR PROFESSIONALS & FRIENDS OF THE FIRM
You know someone who needs a .
Hand them off in about a minute. Your referral goes straight into our pipeline and reaches a federally licensed Enrolled Agent in Knoxville, serving clients in all 50 states.
Enrolled AgentIRS Certifying Acceptance AgentIRS Authorized e-File ProviderCommunity Votes Knoxville Winner 2025 · 2026 · Two Years RunningGoogle Reviews
— WHAT WE TAKE OFF YOUR PLATE
The work you can send us.
IRS notices and back taxes
An Enrolled Agent can represent your client before the IRS, so a scary letter stops being your problem.
Bookkeeping cleanups
Books that are behind, messy, or reconciled to nothing, brought current month by month.
Business formation and registered agent
Tennessee LLCs and partnerships set up correctly, with the tax side considered from day one.
ITIN and certifying acceptance
Melissa is an IRS Certifying Acceptance Agent, so ITIN applicants keep their original documents.
Credit strategy
General credit education and strategy for clients rebuilding after a hard couple of years.
— SEND A REFERRAL
Tell us who they are.
Name, one way to reach them, and a sentence about what they're dealing with. That's it.
We email the person you refer. We never text them, because the box you check confirms they're expecting to hear from us and that isn't the same thing as consent to be texted. Your attestation, "I have this person's permission to share their contact information with HB Financial Group, and they are expecting to hear from us.", is stored with the date, time, and IP address. Please don't include Social Security numbers, ITINs, dates of birth, bank account numbers, or tax documents anywhere on this page.
— KNOXVILLE & EAST TENNESSEE
Local enough to meet, licensed everywhere.
Our office sits in Fountain City on the north side of Knoxville, and we work with clients in Maryville, Oak Ridge, and across East Tennessee — in person by appointment, or remotely in all 50 states. Send your client with confidence either way.
Office
2815B Rennoc Road, Fountain City, Knoxville, TN 37918Get directions →Areas served: Fountain City · Halls · Powell · North Knoxville · West Knoxville · Farragut · Karns · Corryton · Maryville · Oak Ridge · Sevierville · Knox County
— QUESTIONS
What referring professionals ask us.
The referral lands in our pipeline right away and we email the person you sent so they can pick a time if they want one. You get an email confirming we received it.
— SEND MORE THAN ONE
Refer regularly? Get your own link.
Partners get a referral link, a dashboard, and status on everyone they send.