Tax planning and filing for innovators

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why haven

World class tax professionals for employees, founders and investors

Tailored tax strategies for equity (RSUs, ISOs, NSOs) and liquidity (tenders, secondary sales, IPO)

Flat fee pricing - more affordable through technological efficiencies

process

1

Consultation call

Free consultation to evaluate your tax needs

2

Tax planning and advice

Unlimited tax advice from your dedicated team

3

Tax preparation

Proactive preparation to ensure timely and accurate filing

See for yourself - book a call

pricing

We believe in simple and transparent, flat-fee pricing with unlimited expert advice.

During our first consultation, we’ll assess the complexity of your situation and provide a personalized quote.

Here’s a snapshot of what we handle:

Tax Return Preparation:

W2

Brokerage accounts

Equity compensation

Self-employment / misc income

Schedule K-1s

Multiple state filings

Secondary sales

Tax Advisory:

Equity Compensation

Quarterly Estimates

Tax Return Preparation:

W2

Brokerage accounts

Equity compensation

Secondary sales

Self-employment / misc income

Schedule K-1s

Multiple state filings

Tax Advisory:

Equity Compensation

Quarterly Estimates

$1,000 - $1,500

yearly

Tax Return Preparation:

W2

Brokerage accounts

Equity compensation

Secondary sales

Self-employment / misc income

Schedule K-1s

Multiple state filings

Tax Advisory:

Equity Compensation

Quarterly Estimates

$1,500 - $4,500

yearly

$1,200 - $2,500

yearly

Tax Return Preparation:

W2

Brokerage accounts

Equity compensation

Secondary sales

Self-employment / misc income

Schedule K-1s

Multiple state filings

Tax Advisory:

Equity Compensation

Quarterly Estimates

$1,200 - $2,000

yearly

Tax Return Preparation:

W2

Brokerage accounts

Equity compensation

Secondary sales

Self-employment / misc income

Schedule K-1s

Multiple state filings

Tax Advisory:

Equity Compensation

Quarterly Estimates

$2,500 - $5,500

yearly

simple transparent pricing

W2 + 1 state

number of RSU grants you have | $1,000

＋—

x1

Private stock (RSU/ISOs)

number of RSU grants you have | $1,000

＋—

x1

K1s

number of RSU grants you have | $1,000

＋—

x1

QSBS sales

number of RSU grants you have | $1,000

＋—

x1

Quarterly estimates

number of RSU grants you have | $1,000

＋—

x1

Additional state

number of RSU grants you have | $1,000

＋—

x1

Rental income

number of RSU grants you have | $1,000

＋—

x1

$1,500 - $3,000

yearly

clients

Proudly serving individuals working at world-class organizations:

Vivek

Software Engineer @ Rippling

—

Proactive planning of ISO exercise for tax optimization

Haven helped me easily navigate ISO exercises by building a model to weigh the pros and cons of various scenarios. Throughout the year, they’ve also been proactive in helping me estimate my tax obligations and stay on top of quarterly payments. Would highly recommend them!

Jordan

VC Investor @ A*

—

Multiple states, lots of K1s and quarterly estimates.

Haven has made my life so much easier as a VC investor. The process here is super smooth, and their team really knows their stuff. They handle all my K-1s without any hassle, and I don’t have to worry about a thing.

Samay

Investor @ NVentures, NVIDIA's VC Arm

—

Quarterly estimates, K1s and year-round tax planning.

Srikanth

Director of Engineering @ Google

—

Quarterly estimates, K1s and year-round tax planning.

Previously, managing taxes was a convoluted process for me. Haven stepped in and took care of everything—from stock options to investment income—without missing a beat. It’s been a huge weight off my shoulders having them handle the details.

team

We were fed up with clunky, outdated software and mediocre service from traditional CPAs. Finding the right tax professional shouldn't feel like an uphill battle. That's why we started Haven. We brought together some of the best tax experts and completely rebuilt the software stack to give you a better experience.

At Haven, we work with high-achieving professionals from top Bay Area companies. We help you navigate tax optimization for private and public equity, rental incomes, and angel investments, so you can focus on what you do best while we handle the rest.

Laura Moreno, 12+ years of tax planning experience with tech professionals. Previously, at PwC and Tax Advisory Lead at Carta.

Laura Moreno, 12+ years tax planning experience with tech employees. Previously, Head of Tax at Carta

Jonathan Lincicome, 5+ years tax planning experience. Previously at Apercen.

partnership

At Haven, we value strong partnerships with wealth advisors and financial planners. Our goal is simple: to work together seamlessly, ensuring a responsive and cost-effective experience for you and your clients. We believe clients shouldn't have to play the "middleman," which is why we collaborate directly with you to present a united front and deliver integrated solutions.

With a track record of effective partnerships, we're committed to building more relationships that help clients achieve their financial goals while streamlining their tax experience. Let's work together to make tax compliance easy, efficient, and delightful.