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Usehaven

Usehaven provides startup-native bookkeeping, tax, and credit optimization services, delivered by CPAs with always-on support through Slack. Founders use Usehaven to offload categorization, reconciliations, and monthly close; prepare business and personal tax filings; and capture R&D tax credits end to end. The service is positioned as a full-stack finance partner that reduces tool and vendor sprawl while producing board-ready financials.

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T15:52:24.325Z. Cached copy · Source on usehaven.com

# Usehaven

Usehaven provides startup-native bookkeeping, tax, and credit optimization services, delivered by CPAs with always-on support through Slack. Founders use Usehaven to offload categorization, reconciliations, and monthly close; prepare business and personal tax filings; and capture R&D tax credits end to end. The service is positioned as a full-stack finance partner that reduces tool and vendor sprawl while producing board-ready financials.

Usehaven focuses on fast, collaborative workflows: 24/7 CPA access, a response-time bot that alerts the team every five minutes until a message is handled, and an average response time of four minutes. Differentiators include Slack-first service delivery, zero-delay human support, deep R&D credit execution (study, Form 6765, and payroll credit application), and an expert team with 50+ years of collective experience from firms like KPMG, PwC, and Deloitte. Usehaven reports a 5.0 rating on G2 and broad traction across startups, agencies, and e-commerce businesses.

## Core Products & Services

### Bookkeeping Services
- What it does: Handles transaction categorization, account reconciliations, and monthly close to keep financials current and accurate.
- Who uses it: Startups, agencies, and e-commerce companies that need reliable, investor-ready books without building an in-house team.
- Key features:
  - Precision-first categorization and reconciliations
  - Monthly close and delivery of financial statements
  - Board-ready reporting
  - Slack-based collaboration with CPAs
  - Startup-native workflows aligned to cap tables, burn, and runway

### Business Tax
- What it does: Prepares and files business tax returns and information reporting to ensure compliance and maximize deductions.
- Who uses it: C-Corps, S-Corps, partnerships, and other small businesses that need end-to-end filing support.
- Key features:
  - Preparation and filing of forms such as 1120, 1065, and 1099s
  - Compliance guidance to avoid penalties and missed deadlines
  - Coordination with bookkeeping for clean, filing-ready books

### R&D Credits
- What it does: Delivers the full R&D tax credit lifecycle, from eligibility study to filing and applying payroll credits, to put cash back into the business.
- Who uses it: Innovation- and engineering-driven startups (e.g., software, tech, life sciences) conducting qualifying R&D.
- Key features:
  - R&D study and documentation aligned to the 4-part test
  - Form 6765 preparation and filing
  - Application of the payroll tax credit when applicable
  - Guidance on Section 174 considerations and evolving rules

### Founder Taxes
- What it does: Coordinates founders’ personal returns alongside their startup’s books and business tax filings for a unified experience.
- Who uses it: Founders seeking streamlined personal and business tax handling in one place.
- Key features:
  - Personal tax return preparation (e.g., Form 1040)
  - Alignment between owner tax needs and company filings
  - Direct
…

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