There are over 20 million business owners in the U.S., and the majority of business owners overpay in taxes! Don’t worry, we can help with that. In fact, we have helped 500+ business owners avoid overpaying 30–50% of their income in taxes annually.
HavenStone Advisory provides quality, personalized financial guidance and services with integrity and competence. Our primary concern is to help our clients by using accounting & taxes as a method to achieve that end. Our dedication to high standards and work ethic is the reason our client base returns year after year.
To help successful business owners and investors create lasting wealth by implementing strategic tax planning that reduces liability and preserves assets for future generations.
We don’t pass the buck. If something’s off, we take action.
Every number, every recommendation is checked with care.
You’ll never be left wondering—we keep you informed.
Your success is our north star.
Managing Partner
Tax Manager
Accounting Manager
Accounting Staff
Client Success Specialist
Intern
We're looking for talented professionals to join our growing team.
See our current openings and apply: