HB Financial Group

— THE HB STORE

Some of this you can handle yourself.

Not everybody needs a full engagement. Sometimes you just need the right tool, a guide that explains it plainly, or a system you can put to work this week. That's what lives here, and we keep adding to it.

— SHOP THE SHELF

Pick what fits what you're trying to solve.

Your First Year as a Tax Preparer from HB Financial Group
FreeFree

Your First Year as a Tax Preparer

Nobody hands you this on your first day. So here it is, free.

Cora the Credit Bestie from HB Financial Group
$197One time

Cora the Credit Bestie

Like having a credit expert in your pocket, for a one-time $197.

The Reseller Tax & Inventory Kit from HB Financial Group
$15New

The Reseller Tax & Inventory Kit

Simple records for Vinted, Poshmark, eBay and everywhere you sell, so tax time is quick and you keep every deduction you've earned.

$27

Client Intake & Engagement Letter Pack

Set the terms before the return, so the fee is never a surprise in February.

$17

Due Diligence Documentation Kit

The IRS does not start with your client. It starts with your file.

$17

First-Season Pricing & Fee Guide

You are probably not underpaid. You are underpriced.

$7.77

The Off-Season Money Plan

Tax season pays for four months. Here is what fills the other eight.

— 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.

— STILL NOT SURE

Tell us what you're stuck on and we'll point you to the right thing.

Some of it you can do yourself with a tool from this page. Some of it needs a real conversation. We'll tell you honestly which one you're looking at.