---
title: Contact HavenStone Advisory | Book a Free Strategy Session
updated: '2026-07-02T08:00:00Z'
description: >-
  Contact HavenStone Advisory for CPA-led tax planning, monthly bookkeeping, and
  bookkeeping oversight for business owners nationwide.
canonical: 'https://www.havenstoneadvisory.com/contact'
---

# Contact HavenStone Advisory

Talk with HavenStone Advisory about CPA-led tax planning, monthly bookkeeping, bookkeeping oversight, entity structure, and year-round advisory support.

## Contact Details

- **Phone**: (512) 265-1644
- **Email**: team@havenstoneadvisory.com
- **Mailing address**: 6010 W Spring Creek Pkwy, PMB #532, Plano, TX 75024

## What Happens Next

1. We review your message and follow up by email or phone to find a time that works.
2. Your first strategy session is complimentary: about 30 minutes with our CPA-led team, focused on your books, entity structure, and tax timing.
3. It's a strategy conversation, not a sales call. If we're not the right fit, you leave with clarity and no pressure.

## Before You Reach Out

**Do I need my books ready before the call?**
No. Bring what you have. Part of the first conversation is understanding the current state of your books, entity structure, and payroll so the next step fits your facts.

**Is the first strategy session really free?**
Yes. The first strategy session is free. We use it to review your situation, explain how engagements are scoped, and decide together whether HavenStone is the right fit.

**Do you only work with businesses in Texas?**
No. HavenStone works with business owners nationwide. The team is CPA-led, and Texas CPA licenses can be verified through the Texas State Board of Public Accountancy.

## Where We Work

HavenStone is based in Plano, TX and works with business owners in all 50 states. Meetings happen by appointment, so you can work with us from anywhere.

## Get in Touch

Send us a message through our contact form at https://www.havenstoneadvisory.com/contact or schedule a strategy session to discuss your tax planning needs.