Taxes Done Right, Strategy Built for Your Business
For Trades & Contractors
From tax prep to full CFO support, Blue Haven CPA has a package—or a custom solution—that fits where your business is today and where you’re heading tomorrow.
Find the Tax Plan That Fits Your Business
Whether you’re just getting started, growing your business, or planning for long-term wealth, Blue Haven CPA has a tax plan designed to help you save more, stay compliant, and get expert support every step of the way.
Foundation
Tax Plan
“Stay Compliant”
Best For:
Owner-Operators + Small Trades Businesses (under $1M revenue).
What's Included:
- Business + personal tax return preparation (federal + state)
- Automated Tax Deadline Reminders + Filing Assurance
- Secure Client Portal Access
- Done-For-You Implementation
Contractors and small business owners who want stress-free, accurate tax filing without the complexity.
With the Foundation Tax Plan, we handle your federal and state returns, make sure nothing is overlooked, and keep you compliant—so you can focus on running your business instead of worrying about taxes.
Builder
Tax Plan
“Maximize Savings”
Best For:
Established + Growing Trades Businesses ($1M–$3M revenue).
What's Included
Everything in Foundation, Plus:
- Comprehensive Tax Review + Strategy Session
- Annual Tax Projection + Scenario Planning
- Unlimited Chat + Phone Support Year-Round
- Business Entity Selection Guidance
- Bi-Annual Books Cleanup + Review
Contractors who want to maximize tax savings and get proactive guidance throughout the year.
The Builder Tax Plan goes beyond filing your taxes. You’ll get a full tax review, projections, scenario planning, and year-round support. We help you make smarter decisions for your business, reduce surprises at tax time, and keep more of what you earn.
Growth
Tax Plan
“Lifetime Tax Strategy”
Best For:
Established + Growing Trades Businesses ($3M+ revenue).
What's Included
Everything in Builder, Plus:
- Lifetime Tax Strategy Session
- Quarterly Tax Planning Meetings
- Annual Tax Projection + Multi-Year Scenario Planning
- Integrated Financial Plan Development
- Quarterly Books Cleanup + Review
- Proactive Lifetime Tax Strategy Adjustments
Business owners who are ready to plan for long-term growth, lifetime tax strategy, and financial success.
The Growth Tax Plan combines all the benefits of the Builder Plan with quarterly planning, multi-year projections, and a full financial plan. You’ll have a high-touch partner looking at the big picture—aligning your taxes with your long-term wealth and business goals.
Stop Guessing. Start Growing.
You don’t have to figure this out on your own. Whether you’re an owner-operator or running multiple crews, Blue Haven CPA is here to keep your books clean, your taxes optimized, and your business moving forward.
Other Services
Not ready for a full package? We also offer standalone services you can add as needed.
Tax Prep
Accurate, compliant filing for contractors, trades, and oilfield businesses.
Tax Planning
Proactive, year-round strategies to stop overpaying and plan for lifetime taxes.
Bookkeeping
Monthly reconciliations, cleanup, and reporting so you know your numbers.
Payroll
Stress-free payroll management, from setup to processing.
Technology Stack Setup & Training
Training, setup, and troubleshooting from a CPA who knows your industry.
Controller Services
Hands-on oversight of bookkeeping, cash flow, and reporting.
CFO Services
High-level financial strategy, forecasting, and profitability planning.
Not sure where to start?
Get a Tax Review for just $147.
Most accountants charge $500+ for this type of service. Our standard price is $497+. But as a way to introduce new clients to Blue Haven CPAs, we’re offering a full tax return review for just $147.
We’ll check for missed deductions, credits, and errors, and show you how to avoid overpaying — now and for years to come.
Why Choose
Blue Haven CPA
Industry-Specific Expertise
We live and breathe the numbers behind trades and oilfield work. From job costing and equipment deductions to payroll for crews, we understand the unique challenges your business faces—and we know how to turn them into opportunities.
Responsive + Approachable
You won’t wait weeks to hear back from us. We’re approachable, quick to respond, and always here when you need a straight answer.
A True Business Partner
We go beyond filing taxes and reconciling books. We’re invested in your success—helping you see your numbers clearly, make smarter decisions, and build a business that supports the life you want.
150+
Project Completed
Ready to Get Control of Your Numbers?
Let’s talk about your business, your goals, and the best service fit for you.
Need More Support? Explore Our Additional Accounting and Tax Services
BEST VALUE!
Plan smarter. Save more. Thrive long-term.
Tax Strategy Solutions
- Customized tax planning sessions to reduce your tax bill legally
- Guidance on entity structure, deductions, retirement, and more
- Year-round support so you're never left guessing at tax time
Designed for ambitious women business owners who want proactive, year-round tax planning to minimize their tax bill and maximize their wealth—because you deserve to keep more of what you earn.
A one-time look back to uncover hidden savings.
Tax Review
- Spot missed deductions or credits from your prior year return
- Learn where your last accountant may have left money on the table
- Walk away with clear, expert insights (and peace of mind)
A must-have for women entrepreneurs who want clarity and confidence in their taxes—ensuring no deductions are missed, uncovering future tax savings, and finally understanding what their tax return really means.
Stress-free, accurate filing—without the jargon.
Tax Prep Only
- Get your taxes done right, on time, and without the overwhelm
- Ensure you're compliant with all current tax laws and deadlines
- Ask questions anytime—no ghosting or judgment here
Perfect for the busy woman entrepreneur who wants stress-free, accurate tax filing with expert support—so you can focus on growing your business instead of worrying about tax season.
Turn your numbers into a powerful business tool.
QuickBooks Consulting
- Clean up messy books and set up QuickBooks with ease
- Learn how to read reports and track the metrics that matter
- Streamline your systems so you spend less time in spreadsheets
Accurate, up-to-date books without the DIY headaches.
Bookkeeping
- Monthly reconciliations and reports so you always know where you stand
- Categorization that makes tax prep (and cash flow!) a breeze
- Ongoing support so you can finally take bookkeeping off your plate
Keep your team paid and the IRS off your back.
Payroll Compliance
- Ensure payroll taxes are calculated and filed accurately
- Avoid penalties with timely federal and state filings
- Stay compliant with evolving payroll laws and best practices
Blue Haven CPA PLLC is a virtual CPA firm providing bookkeeping, payroll, and tax planning for contractors and trades businesses. Serving clients across Charlotte, Harmony, Mooresville, Statesville, Huntersville, Cornelius and surrounding areas in North Carolina.
Disclaimers:
Blue Haven CPA PLLC provides tax preparation, tax planning, and accounting services tailored for contractors and trades. The content on this website is for informational purposes only and should not be considered tax, legal, or financial advice. Every tax situation is unique, and tax laws change frequently. Before making any tax-related decisions, consult a qualified professional.
At Blue Haven CPA PLLC, we are dedicated to helping you maximize your tax savings and optimize your financial strategy. However, tax outcomes vary based on individual circumstances, tax law changes, and compliance requirements. We do not guarantee specific refunds, savings, or results.
Reaching out to Blue Haven CPA PLLC via this website, email, or phone does not establish a client-accountant relationship. A signed engagement letter and completed payment are required before any services begin. We look forward to working with you, but please note that general inquiries do not constitute professional advice.
To comply with U.S. Treasury Department regulations, we inform you that any U.S. federal tax advice contained on this website or in our communications is not intended or written to be used for the purpose of avoiding penalties under U.S. tax law. Blue Haven CPA PLLC does not provide written tax opinions for penalty protection purposes.
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