HavenStone Advisory Reviews 

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HavenStone Advisory is a CPA-led accounting and tax advisory firm serving owner-led businesses across the United States. We combine monthly bookkeeping, proactive tax planning, and implementation support in a year-round relationship so owners can make decisions from current financials rather than waiting until tax season. Our deepest experience is with trades and service businesses, including HVAC, roofing, electrical, plumbing, landscaping, flooring, construction, cleaning, painting, and auto repair companies. We typically work with businesses doing approximately $500,000 to $10 million in annual revenue. Our monthly accounting work can include bookkeeping cleanup and onboarding review; reconciliations for bank, credit-card, loan, merchant, payroll, and owner activity; monthly close; and clear financial reporting. Our tax advisory work can include a Tax Clarity Audit, written Strategy Blueprint, entity and S corporation planning, owner-compensation reviews, estimated-tax planning, and support implementing and documenting approved strategies. Founded in 2025 and headquartered in Texas, HavenStone serves clients nationwide. The firm is led by CPAs and maintains a practical, documented process that connects clean books with projections, tax decisions, and ongoing accountability. HavenStone also supports high-income business owners and households with mixed W-2, K-1, 1099, equity, rental, or business income. Every recommendation depends on the client’s facts, timing, entity structure, documentation, and implementation; results are never treated as automatic or guaranteed. Learn more at https://www.havenstoneadvisory.com/ or contact our team at team@havenstoneadvisory.com.See more