Proactive tax planning for business owners. Read more
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Certified IRS tax experts and CPAs specialized in helping business owners minimize taxes.
Total Tax Savings for Clients
Happy Client Relationships
Average Tax Reduction
Combined Years of Experience
Are You Facing Any of These Tax & Financial Headaches?
You’re Making Great Money, But Still Overpaying in Taxes
You’ve built a successful business, but your tax bill keeps getting bigger—with no clear explanation why. You suspect you’re leaving money on the table, but your CPA only talks to you once a year, and no one’s walking you through a proactive plan to reduce your liability.
Your Entity Structure Is... a Mess
You started with an LLC or S Corp and haven’t looked back. But now you’re running multiple businesses, have partners involved, and income is flowing in from all directions. You’re not sure if you’re structured the right way—and worse, no one’s explained what the right structure even looks like.
You Rely on Bookkeepers, Not Strategic Advisors
Your books are “fine”—until tax season comes and everything breaks. Numbers don’t match, deductions get missed, and now you’re scrambling to find receipts and reports you didn’t know mattered. You’re tired of putting out fires every tax season.
You Think Tax Planning = Write‑Offs
You’ve heard about writing off meals, mileage, and your home office. But deep down, you know there’s more to tax strategy than a list of deductible expenses. You just don’t know what questions to ask—or who to trust with the answers.
You Don’t Have a Plan for Growth Without Higher Taxes
As your revenue grows, so does your tax bill. You’re working harder than ever, but more of your profit is going to the IRS instead of staying in your business or building personal wealth. You want a clear tax roadmap that scales with your business—not against it.
You’re the Only One Watching the Numbers
You’re the founder, CEO, and (unofficial) CFO. You’re tracking revenue, cash flow, payroll, and taxes—while trying to grow the business. You know the real power lies in understanding your numbers and having a team that helps you use them to make smart decisions.
You Have No Exit Strategy—or Tax Plan for Wealth
You’ve reinvested everything back into your business, but have no long-term plan to pull money out tax-efficiently. No retirement plan, no trust strategy, and no idea how to turn business success into generational wealth. You want to fix that before it’s too late.
Stop Overpaying $40k - $250k+ in taxes.
Start Keeping More of What You Earn.
Most businesses are leaving tens of thousands on the table every year—just by filing taxes without a real plan. At HavenStone Advisory, we help you legally reduce your tax bill and boost your bottom line. Our clients typically save $40,000–$250,000+ annually through proactive, personalized strategies. You get a dedicated tax strategist who becomes part of your team—so you can focus on growth while we handle the tax game. Let’s turn taxes into one of your biggest business advantages.
How We Can Help
Discovery
Comprehensive review of income, assets, and current tax situation
Analysis
Strategic modeling of tax-saving opportunities and projected outcomes
Implementation
Execute chosen strategies with proper documentation and coordination
Optimization
Quarterly reviews, annual planning sessions, and year-round support
Tax advisory for business owners wanting to build lasting generational wealth
"Most business owners overpay taxes by 30-70%. Our proven strategies have helped clients save millions in tax liability while building long-term wealth."
Proactive Tax Strategy
"We don't just prepare your taxes - we develop year-round strategies to minimize your liability and maximize your savings."
Wealth Preservation
"Protect and grow your wealth through strategic planning that considers your entire financial picture, not just this year's taxes."
Business Growth Focus
"Our strategies are designed to support your business growth while optimizing your tax position for maximum profitability."
Too Good To Be True?
Check out some of our clients sharing their real results.
Eric VanWager on how strategic tax planning + bookkeeping change the game
How Stormloop’s founder saved $100k with Mia
How DPC Health transformed their business with proactive tax strategy
A 5-minute strategy that moved the needle
From Plugging In Numbers to Building Strategy
Best Accountants I’ve Worked With
Bookkeeping That Makes A Difference
CPA That Helped Me Reduce My Tax Liability
Ready to Reduce Your Tax Burden?
Schedule a complimentary strategy session to discover how much you could be saving.