---
title: 'About HavenStone Advisory: CPA-Led Tax Strategy Firm'
updated: '2026-07-02T08:00:00Z'
description: >-
  Discover the story, mission, and values of HavenStone Advisory. Meet our
  experienced CPAs and tax advisors dedicated to strategic tax-saving expertise.
canonical: 'https://www.havenstoneadvisory.com/about'
---

# About HavenStone Advisory

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.

## Our Mission

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

## Our Core Values

- **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.

## The HavenStone Team

- Mia Anne Pham Reeves, CPA (Managing Partner)
- Marisol Saenz, CPA (Accounting Manager)
- Marlene Amata, EA (Tax Manager)
- Charmaine Calabia (Staff Accountant)
- Princess David (Senior Accountant)
- Chaeli Hariton (Tax Advisor)
- Rick Paden (Tax Accountant)
- Chiara Manalo (Staff Accountant)
- Jackylene Marzan (Staff Accountant)
- Triza Quitalib (Staff Accountant)
- Alyanna Antonio (Staff Accountant)
- Joan Samson (Tax Admin)
- Joan Yalung (Payroll and Operations Staff)
- Shah Islam (Marketing Specialist)
- Travis Wolfe (Intern)

## We're Hiring

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