Individual returns
W‑2 households, retirees, freelancers — from Schedule A to Schedule Z. Federal & state, filed on time, with a summary you can read on the porch.
Learn moreTax prep moves at the speed of replies. We lead the timeline — and tell you exactly what we need, when.
Drag in PDFs, photos of receipts, an email forward, or mail it in — whatever’s easiest. New clients: one short call so we can get to know you and walk you through how we work. Existing clients skip the orientation.
We work the return to the point of questions, then reach out. You reply however you prefer — text, email, call. We finalize from your answers and give you a firm commitment date for the return.
A short call to walk through the numbers, e‑sign, and we file. Your return and supporting documents are saved securely — a copy is yours to keep for your records.
W‑2 households, retirees, freelancers — from Schedule A to Schedule Z. Federal & state, filed on time, with a summary you can read on the porch.
Learn moreC‑corps (1120), partnerships (1065), S‑corps (1120‑S). Need something else? Just ask — we’ll tell you if it’s in our wheelhouse.
Learn moreMonthly or quarterly. Reconciled, categorised, reviewed. Reports that read like sentences — not spreadsheets.
Learn moreA standing call on the cadence you choose — monthly, quarterly, whenever fits. The slot is held for you, like a doctor’s appointment or the one good barber: miss without notice and the time still bills.
Learn moreBring the envelope. We’ll handle the rest — and explain what it actually said, in English.
Learn moreWe handle your Form 1041 to ensure compliance — as straightforward and stress‑free as we can make it.
Learn moreHavens Advisory is a small CPA firm, founded by Randle Havens, CPA —back when tax forms still came in the mail. The forms have changed a great deal. The work, mostly, has not. Our job is to take what you send us — in whatever shape it’s in — and turn it into a return you don’t have to worry about.
We’re a deliberately small bench: a principal CPA, a senior associate, and a bookkeeper. No portals, no ticket queue, no junior staff doing the work behind a partner’s signature. A quick text or email beats phone tag — you’ll usually have a reply the same day.
If that sounds like the kind of firm you’ve been quietly hoping for, you’ve found it.


Two ways in, depending on whether we’ve worked together before. Either way: no portal to log into, no platform to learn. A quick text gets a faster reply than a cold call.
Reach out and we’ll set up one short call — just to get to know you and walk through how we work. From there, you decide.
Become A Client →Send your documents however’s easiest — email, text, secure upload. We’ll get to work and reach out with questions as they come up.
Existing Clients →Prefer to type? Leave a message.