Contact
Book a consultation in Cool Springs
Send a few lines about what you file and what’s changing. We’ll reply to set a time at the office.
The office
256 Seaboard Lane, Suite G-102
- 256 Seaboard Lane, Suite G-102, Franklin, TN 37067 · Directions
- Call (615) 804-1140
- Email cbryant@haventaxadvisory.com
- Clients: the secure client portal
Where exactly is the Haven office?
It’s in Suite G-102 at 256 Seaboard Lane, in Franklin’s Cool Springs office district, off Mallory Lane. Open directions in Google Maps from wherever you’re starting.
Clients meet the team at the office. The firm serves the 33 places within thirty miles of Franklin, which are listed by county on the service area page, each with its own local tax facts.
How should I send tax documents to Haven?
Through the client portal at haventaxadvisory.clientportal.com. It’s the secure route the firm set up for documents, and it keeps W-2s, 1099s, prior returns and IRS notices out of ordinary email.
If you aren’t a client yet, you don’t need to send anything to start. Use the form on this page to say what you file and what you’d like help with, and the first conversation sorts out which documents matter. For the record-keeping side, the IRS says to keep most tax records for three years, and four for employment tax records.