Business Owners Doing $1M+ Per Year

If Your Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

Behind on the books is a normal starting point: we get them current, then carry out every tax move for you.

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Client Reviews

What Business Owners Say About Working With HavenStone

“My books were in complete shambles... Within 3 months, she's gotten me 100% of my books up to date. Has saved me thousands and thousands of dollars in taxes, way more than she actually charges for her services.”
EVEric V.Business Owner
“The experience exceeded all expectations. They helped optimize my taxes and provided tailored, strategic advice. I highly recommend HavenStone Advisory.”
JHJerrick HoangBusiness Owner
“I've been really impressed with HavenStone. The team is professional, straightforward, and actually cares about saving you money. Highly recommend!”
SIShahidul IslamGoogle review
“I couldn't be more impressed with the professionalism and expertise of this accounting firm. From the very first consultation, their team took the time to truly understand my needs and provide clear, practical, and innovative solutions.”
MMatthewGoogle review

Is This You?

Who Is This For?

Who This Is For:

  • Your business does $1M or more a year, and you're still its unofficial CFO.
  • Your CPA files a correct return, but you only hear from them at filing time.
  • Your tax bill grows every time revenue does, and it still lands as a surprise.
  • Your books run a few months behind, or they're kept by an office manager or by you.
  • You run an S corp, an LLC or several entities, and nobody has checked whether the setup still fits.
  • You want one team handling the books, the tax moves and both returns.
  • You want this year's moves made before December 31st, not discovered in April.

This Is Not For:

  • Businesses doing under $1M a year.
  • Employees and individuals who only need a personal return.
  • Owners who only want a return filed once a year, with no planning.
  • Owners looking for unsupported deductions or aggressive shortcuts.
  • Owners who won't keep their records, books or payroll up to date.

Real Clients · Real Outcomes

What We've Delivered

Two owners who came to Mia's team, in their own words and the firm's.

Software & Consulting
$100K
saved working with Mia
R&D tax creditSoftware development

Matt Rushton co-owns Stormloop Technologies, a software and consulting company. The research and development credit for his team's software work was among the first moves Mia's team brought him.

Matt Rushton, Stormloop Technologies
Owner-Led Business
3 months
from books in shambles to 100% current
Bookkeeping cleanupTax planning

Eric came to us with books he called complete shambles, with nothing done until the last deadline. Within 3 months they were 100% current, and he says the tax savings came to way more than our fee.

Eric V., business owner

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Mia and her CPA-led team run your books and your tax plan all year, and do the work themselves.

We Review Everything Together

We read your books, recent returns, entity setup, owner pay and estimated payments side by side, so every recommendation rests on your real numbers.

The Right Moves, In Order

We model each tax move against your cash flow, timing and compliance risk, then decide which ones to put in place now, later or not at all.

We Carry Out Every Move

Entity elections, owner pay through payroll, accountable plans and quarterly estimates: we put each one in place ourselves, so nothing sits in a binder.

Every Position Documented

We keep the support for every election, payroll change and deduction on file, so each position on your return can be backed up if it's ever questioned.

Books Kept Current Monthly

We clean up books that are behind, then keep them current each month with reports and cash flow tracking, or plan from your own bookkeeper's numbers.

Quarterly Reviews, Both Returns

You get a 1-on-1 review every quarter to update projections and estimates before deadlines pass, and our team prepares your business and personal returns.

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On The Record

Does It Actually Work?

“
The research and development credit for us was a huge one because we're a company that's doing software development. So the R&D credit made a ton of sense for us and... was one of the first ones you guys presented to us.
MR
Matt Rushton
Co-owner, Stormloop Technologies
“
You do truly deliver what you say... it wasn't just what you were saying it was like you really proved it over the years... you are a true value to us, especially with our growing business.
DH
DPC Health
Family medicine practice, Dallas area

Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA or my bookkeeper?+
No. Some clients keep their CPA on the returns and bring us in for the planning and the work of putting it in place, and others move everything to us. A bookkeeper who keeps accurate, current books can stay, and we'll plan from their numbers.
My books are behind. Should I wait until they're cleaned up?+
No. Behind is a normal starting point for us, so bring what you have. When the books need repair, the cleanup happens first, so your tax plan rests on numbers you can trust.
Is this the aggressive stuff, or will it hold up?+
We're proactive on strategy and conservative on compliance. Each move has to fit your income, entities, state and cash flow, and the paperwork behind every position is kept on file. We also measure savings against what you'd owe if nothing changed, not against a bigger refund.
Who actually does the work?+
We do. Entity elections, owner pay adjustments, accountable plans, quarterly estimates and the documentation behind each one are part of every engagement. Nothing gets handed back to you as homework.
Is it too late to lower this year's taxes?+
Not yet, but several moves close on December 31st, like owner salary paid through payroll, equipment placed in service and 401(k) deferrals withheld from your pay. The savings show up when your return is filed.
My business isn't in Texas. Can you still help?+
Yes. We're based in Plano, Texas and work with business owners in all 50 states. Our deepest experience is in trades and service businesses, and we work with owners in other industries too.
What does it cost?+
We don't publish a menu of prices, because your entity count, the condition of your books, payroll and your state footprint all change the work. Your fee is scoped to your facts and quoted up front, before any work begins.
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One Last Step

Ready To See Where Your Tax Bill Runs Heavy This Year?

On the strategy call, Mia looks at your entity setup, how you pay yourself and where your books stand. Then she shows you the 2 or 3 tax moves that fit you this year and which ones close on December 31st.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.