The Tax Checklist
Everything to gather before your appointment, so your return gets filed right the first time and nothing gets missed.
Knoxville, Tennessee · Tue–Fri 10:30a–6p, by appointment · 865.359.0228
— RESOURCES
Free resources for the work you're already doing.
Guides and checklists we actually use with clients. Give us your name and email and we'll send the file straight over, and that's the only information we ask for.
— FREE GUIDES
Grab whichever one fits where you are.
Seven Systems Every Business Needs
The back office pieces a small business needs in place before growth turns into a mess.
Add Tax Preparation to Your Business
How an existing business owner can add tax preparation as a service, and what the IRS requires first.
Your First Year as a Tax Preparer
The honest walk-through of a first season: what to set up, what trips people up, and what the IRS expects from you on day one.
— OFFICIAL LINKS & LOGINS
Straight to the source.
IRS Where's My Refund
The IRS's own tool for checking a filed return. It's the fastest way to see where your refund actually stands.
IRS Annual Filing Season Program
The IRS page explaining the AFSP itself: what it requires, who qualifies, and what a Record of Completion means.
Submit your tax documents
Remote tax clients send their tax documents here. It's our secure intake, so nothing sensitive travels by email or text.
Upload other documents
Extra tax documents, bank statements, IRS letters or notices, anything else we've asked for. Our secure document upload tool.
Request a copy of a filed return
Previous clients can request a copy of a return we filed. $15 per copy, emailed back within 2 business days.
Student login
HB Academy students sign in here to reach their course library and live class links.
— STILL LOOKING
Not sure which one you need?
Book a conversation and we'll point you to the right service directly.