This website exists to provide actionable information and resources to existing and potential clients to facilitate the preparation of accurate and complete tax filings.

The ‘Client Portal’ link is available to securely upload documents. It does require establishing login credentials with our contracted hosting partner. Yes, more logins and passwords; my apologies.

Worksheets are available under the ‘Resources’ tab, as are a variety of useful tax related links and various financial calculators.*

If you are inquiring about investment management services under the Pacific Haven Financial RIA, please contact me by phone or email.

*As this website is the first foray into the digital for our firm, we would welcome any constructive feedback to increase efficiency and purpose.