Tax preparation · planning · bookkeeping · Franklin, TN
Your return, filed. Next year, planned.
A CPA and a CFP® in Cool Springs who prepare personal and business returns with planning built into every one, then keep watching the numbers all year.
or call (615) 804-1140
How Haven works
Why does Haven plan ahead on every return?
Because the return is the one moment each year when every number is on the table. Haven uses it to set up the next year instead of filing it away.
“Most tax and accounting firms look backward at what happened. Our process starts there but moves to looking ahead.”
Services
What can Haven take off your desk?
Six services for individuals, families and business owners, each with its own page.
- Personal Tax PreparationReturns for individuals and families, each one finished with a look at the year ahead.→
- Business Tax PreparationFederal entity returns and the Tennessee franchise, excise and business tax filings beside them.→
- Tax PlanningEstimated payments, safe harbor and next year’s moves, worked out before the year closes.→
- BookkeepingBooks kept current every month, so you understand your numbers well before filing day.→
- Tax Projections and AdvisoryProjections of what you’ll owe, plain answers, and coordination with the advisors you already use.→
- IRS RepresentationNotices and IRS contact handled for existing clients, under a Form 2848 you sign.→
The year ahead
Which dates does a tax year run on?
The federal and Tennessee deadlines a Haven client plans around, from the IRS and the Tennessee Department of Revenue.
- Fourth 2026 estimateThe last federal estimated payment for 2026 is due January 15, 2027.
- Forms 1099-NECDue to contractors and the IRS. For payments after 2025 the threshold is $2,000.
- Partnerships and S corpsForms 1065 and 1120-S, the 15th day of the third month for a calendar year.
- Tennessee F&EFranchise and excise returns, the 15th day of the fourth month after the books close.
- Second estimateIn 2026 the second federal estimated payment fell on June 15, mid-year.
- Third estimateThe 2026 third payment was due September 15, under the 1040-ES safe-harbor rules.
The co-founders
Who will work on my taxes?
Two co-founders with two different credentials, so the return and the plan come from the same table.
Tennessee
What’s different about filing in Tennessee?
Tennessee repealed its tax on interest and dividends for tax periods beginning on or after January 1, 2021.
The rates apply to Tennessee net worth and taxable income. The minimum franchise tax is $100, and there’s a seven-month extension.
Business tax registration starts at $100,000 of gross receipts in a county or city, filed with the Department of Revenue.
Service area
Where are Haven’s clients?
Within thirty miles of Franklin: 33 places across ten counties, each with a page of its own tax facts.
Answers
Questions about Haven
Who owns Haven Tax & Advisory?
It belongs to its two co-founders, Chris Bryant, CFP®, and Mike Swartz, CPA. Mike brings the CPA license and Chris brings the CFP® certification, so tax preparation, planning and the wider financial picture are handled by the same team in Franklin.
Where is the Haven Tax & Advisory office?
The office is at 256 Seaboard Lane, Suite G-102, Franklin, TN 37067, in the Cool Springs office district off Mallory Lane. Clients come to the office for meetings. You can reach the firm by phone at (615) 804-1140 or by email at cbryant@haventaxadvisory.com to set up a visit.
How do I send my tax documents to Haven?
Use the secure client portal at haventaxadvisory.clientportal.com, the Client Portal link on this site. It keeps W-2s, 1099s, bank statements and IRS letters out of ordinary email. Personal, business and bookkeeping clients all share documents through it, so every file for a client sits in one secure place.
What is the difference between a CPA and a CFP® at Haven?
Mike Swartz is a CPA, licensed in accounting and eligible to represent clients before the IRS. Chris Bryant is a CFP® professional, certified in financial planning by the CFP Board and held to its fiduciary standard when giving financial advice. Together they cover the tax and planning sides.
What areas does Haven Tax & Advisory serve?
We serve 33 places within 30 miles of Franklin across 10 counties: Williamson, Davidson, Maury, Rutherford, Cheatham, Marshall, Wilson, Dickson, Hickman and Bedford. That includes Brentwood, Nashville, Spring Hill, Murfreesboro and Mount Juliet. Each place has its own page on the service areas list.
Does Haven do both personal and business taxes?
Yes. Haven prepares personal returns for individuals and families and business returns for partnerships, S corporations and C corporations, along with the Tennessee franchise, excise and business tax. Monthly bookkeeping, tax planning, tax projections and IRS representation for clients round out the six services.