HB Financial Group

— 2026/2027 TAX SEASON

Get your return handled before it becomes the thing you're avoiding.

Honestly, most of the stress around filing is not the return itself. It's not knowing what's needed, who's doing it, or where it stands. Save your spot for the 2026/2027 season and you'll have a checklist, a secure place to send everything, and a plain line telling you exactly where you are.

Enrolled AgentIRS Certifying Acceptance AgentIRS Authorized e-File ProviderCommunity Votes Knoxville Winner 2025 · 2026 · Two Years RunningGoogle Reviews

— HOW THE SEASON RUNS

Three steps, and you always know the next one.

  1. No. 01

    Save your spot

    Tell us what you need and how soon. That's it for now, no documents yet.

  2. No. 02

    Send your documents securely

    We email your intake link and checklist. Everything sensitive stays inside the secure form.

  3. No. 03

    Review, sign, and file

    We prepare, walk it through with you, and you sign. Your account shows each step as it happens.

— SAVE YOUR SPOT

Tell us where to start and we'll take it from here.

Optional, but it speeds things up.

Please leave out Social Security or ITIN numbers, dates of birth, account numbers and dollar amounts.

We collect your name, email, phone and what you need so we can route you. Tax documents and identifying numbers are collected only in the secure intake we send you.

— QUESTIONS

The ones we get every January.

You'll get an email with your secure intake link and a document checklist, and you can pick your appointment whenever you're ready. Your account shows where you are in the process the whole way through.

— ALREADY READY

Skip ahead and pick your time.

If you know what you need, go straight to the calendar and choose the appointment that fits.

See appointments