The Haven Approach

We offer a wide range of services designed to meet your needs.


 
PERSONAL TAXES

PERSONAL TAXES

We providing comprehensive tax preparation and filing services for individuals . Our expertise will uncover any tax savings that can be redirected into investments, significantly increasing your net worth over time.

ESTATE & TRUST

ESTATE & TRUST

We offer comprehensive estate planning services to ensure your financial legacy is managed according to your wishes. Our experienced team provides personalized strategies to safeguard your assets and with proper planning, tax savings can be redirected to investments, significantly increasing your Estate net worth over time.

BUSINESS OWNER CONSULTING

BUSINESS OWNER CONSULTING

We specialize in small business tax, filing business tax returns, and taking care of all the small details so you can focus on running your business. Our Owners Package shall incorporate all the elements of bookkeeping, taxes and payroll all in one service, for a monthly agreed upon rate.

bookkeeping and accounting service

ADDITIONAL SERVICES

Our bookkeeping and accounting service provides meticulous management of your financial transactions, ensuring every aspect of your finances is accurately recorded and reported. Choose which monthly service you need and we’ll do the rest!