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About HavenStone Advisory | Tax & Accounting Experts

Our Story

Redefining the standard of proactive tax planning.

There are over 20 million business owners in the U.S., and the majority of them overpay in taxes. Don't worry, we can help with that. In fact, we have helped 500+ business owners avoid overpaying 30% to 50% of their income in taxes annually.

Tax strategists reviewing client plan
Team presenting core strategy

"HavenStone Advisory provides quality, personalized financial guidance and services with integrity. Our primary concern is helping our clients by using accounting and taxes as a vehicle to true financial freedom. This dedication to high standards is the reason our client base returns year after year."

Why We Exist

Our Mission

To help entrepreneurs minimize taxes, maximize profits, and build lasting legacies — one smart decision at a time.

What Drives Us

Our Core Values

Our core values guide how we evaluate performance, make hiring decisions, and identify and promote leaders within our organization.

Ownership

We take responsibility for outcomes. We own the work and follow through.

Integrity

We act with honesty and transparency, even when it is uncomfortable.

Inspiration

We bring energy and a growth mindset. We help each other improve.

Excellence

We pay attention to details and deliver work we are proud of.

Results

We focus on measurable impact and clear outcomes for clients.

Inside HavenStone

The People Behind the Strategy

Meet the HavenStone Team

Mia Anne Pham Reeves, CPA
Mia Anne Pham Reeves, CPA

Managing Partner

Marisol Saenz, CPA
Marisol Saenz, CPA

Accounting Manager

Marlene Amata, EA
Marlene Amata, EA

Tax Manager

Patricia Aquino
Patricia Aquino

Staff Accountant

Charmaine Calabia
Charmaine Calabia

Staff Accountant

Diolorie Cayabyab
Diolorie Cayabyab

Senior Accountant

Princess David
Princess David

Senior Accountant

Chiara Manalo
Chiara Manalo

Staff Accountant

Triza Quitalib
Triza Quitalib

Accounting Staff

Joan Samson
Joan Samson

Tax Admin

Jovy Sicat
Jovy Sicat

Senior Accountant

Joan Yalung
Joan Yalung

Payroll and Operations Staff

Shah Islam
Shah Islam

Marketing Specialist

Travis Wolfe
Travis Wolfe

Intern

Join Our Team

We're Hiring

We're looking for talented professionals to join our growing team. See our current openings and apply.

View Open Positions