HavenStone Tax Advisory — HomeHavenStone Tax Advisory logoShield with HavenStone monogram
our story

About Us

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.

Tax strategists reviewing client plan
Team presenting core strategy

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.

Our Mission

To help successful business owners and investors create lasting wealth by implementing strategic tax planning that reduces liability and preserves assets for future generations.

Our Core Values

Extreme Ownership

We don’t pass the buck. If something’s off, we take action.

Meticulous Excellence

Every number, every recommendation is checked with care.

Relentless Communication

You’ll never be left wondering—we keep you informed.

Results-Driven Focus

Your success is our north star.

Inside HavenStone

Meet the HavenStone Team

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

Managing Partner

Marlene Amata, EA
Marlene Amata, EA

Tax Manager

Marisol Saenz, CPA
Marisol Saenz, CPA

Accounting Manager

Triza Quitalib
Triza Quitalib

Accounting Staff

Clarissa Burgos
Clarissa Burgos

Client Success Specialist

Travis Wolfe
Travis Wolfe

Intern

We're Hiring

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

View Open Positions