Haven
Haven
At haven, we're trying to rebuild the whole tax firm stack. We have hired some of the best CPAs in the US and are empowering them with custom software. It's a human driven experience, with software ensuring efficiency and accuracy in the background.
Clients can upload documents via email or our portal, where AI automatically sorts and categorizes everything. Our redesigned surveys are pre-filled with past information to make the process even easier. We're also building integrations with financial institutions to proactively retrieve documents for you, minimizing your workload at every step.
We also pride ourselves in measuring and maintaining a really high NPS score (90+ currently).
Clients can upload documents via email or our portal, where AI automatically sorts and categorizes everything. Our redesigned surveys are pre-filled with past information to make the process even easier. We're also building integrations with financial institutions to proactively retrieve documents for you, minimizing your workload at every step.
We also pride ourselves in measuring and maintaining a really high NPS score (90+ currently).
Clients who would be a good fit
We work with Founders, Execs, Early employees, Investors - usually from the silicon valley tech ecosystem.
Clients usually have a NW of 750k-20M with equity compensation, K1s, rental income, etc.
Clients usually have a NW of 750k-20M with equity compensation, K1s, rental income, etc.
Clients who wouldNOTbe a good fit
Someone who has only W2 income Someone who wants us to handle international taxes
Someone who wants us to do corporate taxes
Someone who wants us to do corporate taxes
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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