Ready to Turn Refunds Into Revenue?

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Start EARNING BIG this tax season-

Enroll NOW and Earn your AFSP Certification through HB Financial Group

Whats Included:

✅ 12 Hours of IRS-Approved CE

✅ 6 Hour AFTR Course (AFSP Requirement)

✅ Refund Advance Tools and Bank Products

✅ Professional Tax Software Access

✅ Partner Revenue Share

✅ Tax Preparer Essentials Toolbox

✅ Marketing and Branding Training for Client Retention

WANT TO KNOW MORE?

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HB Financial Group — an IRS-Approved CE Provider led by Enrolled Agent Melissa Griffin — delivers a full-service training + mentorship experience to launch or elevate your tax prep career.

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This isn’t just another CE course — this is your opportunity to earn income as a certified, supported tax preparer with HB Financial Group.

Here’s how it works:

Step 1: Complete the Training

Enroll in the Refund2Income Course Bundle and earn your AFSP Certification with 18 hours of IRS-approved CE credits.

Step 2: Prepare Tax Returns

Use our proven system and tax software to confidently serve clients — whether you're remote or local.

Step 3: Receive Payment

Earn 40% commission on every return you file. No cap on income, no hidden fees.

Step 4: Get Paid for Referrals

Send others our way and earn bonuses for every new preparer who joins through you.

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Comprehensive Tax Consultations

HB Financial Group offers robust tax advisory services, helping businesses and individuals navigate complex tax landscapes efficiently, ensuring compliance and maximizing returns strategically.

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Estate Planning Guidance

Education Planning: Offering financial guidance for saving towards your children’s educational future, including 529 plans and education savings accounts.

PRICING

Choose Your Plan

Basic PLAN

$47/m

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No contracts - cancel anytime

PRO PLAN

$97/m

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No contracts - cancel anytime

Testimonials

Jasmine Richards

I've experienced notable portfolio growth with HB's wealth management. Their tax strategies are top-notch too. Totally streamlined and hassle-free!

Monica Chandler

Switched to HB Financial for their tax and retirement planning. Straightforward advice, much better than my previous advisors. Highly recommend.

Thomas Krazinski

Estate planning made straightforward with HB Financial. Protecting my assets was simpler than expected. Professional and calm approach, which I appreciated.

FAQs

Answers to Your Top Financial Questions with HB Financial Group

What differentiates HB Financial Group from other financial advisors?

HB Financial Group excels in personalized financial strategies and long-term client relationships.

How do you charge for your services?

We offer transparent pricing structures tailored to the specific services provided, including fixed fees, hourly rates, and a percentage of assets under management.

Is my financial information safe with HB Financial Group?

Absolutely. Protecting your privacy and securing your personal information is our top priority. We employ robust cybersecurity measures and adhere to strict confidentiality protocols to ensure your information is safe from unauthorized access.

Can HB Financial Group help me if Im just starting to build my wealth

Yes, we assist clients at all stages, providing tools and expertise for every financial journey

What happens to my investment if the market conditions change suddenly?

We monitor market conditions continuously, adjusting strategies to protect and potentially grow your investments.

How often will I receive updates about my financial portfolio?

You will receive quarterly updates and anytime there are significant changes or events.