TAX PREPARATION

Haven

For all of your Tax Prep and Tax planning needs

Schedule a virtual appointment on our ‘start here’ page. We will send you an email confirming the appointment.

Next, we will invite you to a secure portal where you will upload your documents and make payment for a deposit

We will send you a draft copy of your tax return for your review then a signature authorization form(8879) for you to sign

Finally, once you have approved the review we will e-file and you can now access your copy in the portal

We offer the following Tax Services. Please let us know what service(s) you need

Income Tax Filings(Personal)

Business Tax Filings(Partnership, S-corporation)

Sales Tax

Quarterly estimated Tax Payments

Payroll tax forms(Fed & State)

1099’s and W-2s

Locality taxes(where applicable)