Financial Security
Health Planning
For Individuals and Small Businesses
How We Can Help
Stress-Free Personal Finance
Maximizing Returns: We don’t just “input data.” We proactively look for credits and deductions to ensure you keep more of your paycheck.
Health & Dental Coverage: We help you find private health, dental, and vision plans that fit your family’s needs and budget.
Year-Round Support: We are here for you whenever life changes happen—like a new home, a new job, or a new addition to the family.
Our Specialty: The All-in-One Growth Partner!
Integrated Strategy: We navigate the complex intersection of business tax returns, health insurance, and retirement plans.
Tax-Advantaged Health: We implement strategies like HRAs that protect your team while significantly lowering your taxable income.
Back-Office Support: We handle the heavy lifting—payroll, Workers’ Comp, and quarterly filings—so you can focus on your business.
Medicare & Legacy Protection
Medicare Simplified: We take the guesswork out of Medicare, ensuring you have the right coverage for your doctors and prescriptions.
Tax-Smart Retirement: We analyze how your healthcare choices affect your tax bracket, helping you protect your retirement nest egg.
Guidance You Can Trust: Our goal is to provide a “Haven” for your golden years, offering clear, honest advice on complex senior services.
Services We Provide
Personal Tax
Comprehensive personal tax preparation and strategic planning to ensure you remain compliant while maximizing your savings.
Tax Review
Prefer to do your own tax return? We offer expert reviews for a small fee to ensure everything is accurate before you file.
Health Insurance
Tailored health insurance solutions and ACA subsidy assistance to ensure affordable coverage and maximum financial support.
Medicare
Expert guidance through Medicare options and plan selection to ensure comprehensive coverage and a seamless transition.
Business Formation
Streamlined business formation services and entity selection guidance to establish a solid legal foundation for long-term growth.
Business Tax
Strategic partnership tax preparation and compliance services to optimize distributions and ensure accurate reporting for all partners.
Payrolls
Efficient payroll processing and tax filing services to ensure timely employee compensation and full compliance with federal and state regulations.
Bookkeeping
Accurate bookkeeping and financial reporting to provide a clear view of cash flow while maintaining organized records for tax readiness.
Individual Tax Preparation Services
Expert tax preparation for individuals.
Affordable Health Insurance Plans
Tailored health insurance options for you.
Business Tax Solutions
Tax solutions tailored for business owners.
Expert Tax and Insurance Services in Orange County and California
Based in the heart of Orange County, Haven Tax & Insurance Agency provides a dedicated financial sanctuary for clients throughout California. We combine local expertise with a modern, secure digital platform, allowing us to serve small business owners, families, and seniors with the personal attention they deserve.