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CPA-led tax strategy and monthly bookkeeping for business owners doing $500K–$10M. Clean books, fewer tax surprises, year-round planning.
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HavenStone Advisory is a Texas-headquartered, CPA-led accounting and tax advisory firm serving business owners across the United States. It focuses on owner-led companies earning approximately $500,000 to $10 million, with particular experience in trades and service businesses such as HVAC, roofing, electrical, landscaping, flooring, and plumbing contractors. The firm combines monthly bookkeeping with proactive, year-round tax strategy and implementation support, helping owners connect accurate financial records to tax and business decisions.
Its services include reviewing financial statements, tax returns, payroll, entity structure, owner compensation, estimates, and documentation; modeling and prioritizing tax-planning options; supporting implementation; and conducting quarterly reviews to update projections and decisions. HavenStone also helps clients manage bookkeeping cleanup, tax filings, retirement-plan setup, and coordination with other professionals where needed. Its approach considers cash flow, compliance, profitability, business growth, and long-term wealth preservation. Rather than focusing only on annual return preparation, HavenStone aims to give business owners clearer books, a more informed tax plan, and ongoing guidance as their companies grow.
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The HavenStone Advisory name, logos and brand assets are trademarks of HavenStone Advisory and its affiliates. Brandfetch isn't affiliated with or endorsed by HavenStone Advisory. Their use is subject to HavenStone Advisory's brand guidelines.
