Tax Preparation and Planning Services
Haven Tax Group was created with a clear mission: to meet your tax needs with a complete and thoughtful approach, helping with both current tax preparation and long-term planning for better outcomes.
We handle all types of tax returns, including 1040 personal, S and C Corporate, Partnerships, Trusts, and other federal forms. We also prepare State, Multi-State, City, RITA, and even local returns.
With our comprehensive approach, we help clients navigate every step of the tax planning process, making it seamless and fully integrated to meet their unique needs.
Safety of your personal information is paramount!
Haven Tax Group is proud to be a member of United Cloud Partners Services. We ensure all state and federal tax documents are handled through a private and secure communication network that complies with IRS Circular 230 standards.
Our tax preparation process uses a specialized nationwide network through CPATAXBANK services provided by United Cloud Partners. This means your information is protected with the highest level of security available!
Intake Form Download
A tax intake questionnaire makes it easier to gather all the information we need to help with your taxes. This simple tool is for new clients and helps organize your details. Once you fill it out, you can print it and send it to us by mail, drop it off at our office, or ask for access to our secure client portal to upload it from home—whatever works best for you!
Please remember, never send completed forms by fax or email—they aren’t safe. If you prefer, we can guide you to use our secure online system through the client portal.
It’s also helpful if you can provide your tax returns from the last two years, as they include important prior-year information and carryover data.
Federal Tax Forms
Haven Tax Group was created to provide complete support for your tax needs—helping with your current tax preparation and planning for a better financial future.
Do you have a will? Most people know they need one, but about 60% of Americans still don’t have one. It’s easy to put off, but estate planning doesn’t have to be hard or costly. No matter the size of your estate, having a plan in place brings peace of mind, knowing your wishes will be honored no matter what happens.
It’s a fact—you can’t take it with you. But will your loved ones have to deal with extra costs when you’re gone? After someone passes away, bills need to be paid, property organized, and assets passed on to the chosen heirs. Without proper planning, state laws usually require this to go through a court process called probate. Probate can take months, cost a lot of money, and create unnecessary stress for your family.
Planning ahead can save your loved ones from this burden. We understand that thinking about these things isn’t easy, but with a few simple legal documents, you can protect what you’ve worked so hard for from probate and avoid unnecessary taxes.
Contact us for help with tax preparation and planning!
If you just need your taxes done, no problem—we’ll make sure everything is accurate and done at a fair price.
If you’re looking for help with taxes and a plan to save money in the future, that’s what we do best!
