About HavenStone Advisory | Tax & Accounting Experts
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 on their taxes by 30% to 50% annually.
Client results vary with facts, baseline, and implementation. See how HavenStone thinks about tax savings.
"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."
Our Mission
To help entrepreneurs minimize taxes, maximize profits, and build lasting legacies, one smart decision at a time.
HavenStone Advisory is a CPA-led accounting and tax advisory firm founded in April 2025, based in Texas, and working with business owners across the United States. We combine monthly bookkeeping, proactive tax planning, and implementation support for owner-led companies doing $500K–$10M in revenue, with deep experience in trades and service businesses.
Building a firm we love, and clients who stay with us for years.
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.
What it's like to work at HavenStone
Hear directly from Mia and our team about the culture behind HavenStone.
Inside HavenStone
Get a feel for the people and culture behind the work before you meet the team.
The people behind your plan
A CPA-led team that gets to know your business and stays with you year-round.
Meet the HavenStone Team
Tax Manager
Staff Accountant
Senior Accountant
Tax Advisor
Tax Accountant
Staff Accountant
Staff Accountant
Staff Accountant
Staff Accountant
Tax Admin
Payroll and Operations Staff
Marketing Specialist
Intern
Life beyond the spreadsheets
The people you work with, when the deadlines are done.
We're Hiring
We're looking for talented professionals to join our growing team. See our current openings and apply.
Put this team behind your next tax decision
Bring your books, entity structure, and tax timing questions to a CPA-led strategy session. Your first session is free.