Editorial Policy

Purpose and Scope

Our articles, videos, calculators, and guides are educational. They are designed to explain tax planning concepts, common owner decisions, deadlines, documentation standards, and planning workflows. They are not a substitute for tax, legal, investment, or accounting advice based on your specific facts.

Public content is not intended for readers to rely on to file a return, support a tax position, avoid penalties, or implement a strategy. Specific recommendations require a client engagement and a review of the relevant facts, books, entity structure, documentation, state law, and risk tolerance.

Educational Notices

Blog articles include a compact educational-content notice near the beginning and a fuller disclaimer near the lower article area. The purpose is to make the scope of the content clear before a reader acts on it while keeping the reading experience usable on mobile devices and feed traffic.

These notices apply to public articles, videos, calculators, guides, downloadable resources, RSS or Atom feeds, search previews, social previews, phone feed previews, metadata, structured data, and AI-generated summaries that quote, summarize, or otherwise derive from our public content.

Authorship and Review

Content is prepared by HavenStone Advisory or under the firm's direction. Tax content is reviewed for technical accuracy by a credentialed member of our advisory team when indicated on the page. Author and reviewer information links to relevant firm or leadership pages where practical.

Texas CPA license status for Mia Anne Pham Reeves, CPA and Marisol Saenz, CPA can be checked through the Mia Anne Pham Reeves' Texas State Board of Public Accountancy record and Marisol Saenz's Texas State Board of Public Accountancy record.

Pre-Publication QA

Before publication, tax content is checked for visible authorship, educational scope, source support, date sensitivity, internal links to related planning resources, and claims that could be read as a guaranteed outcome. Time-sensitive pages receive updated or reviewed dates when the substance changes.

For phone feeds, search previews, RSS, Atom, and AI-generated summaries, we keep headlines, descriptions, images, author fields, and structured data aligned with the full article so third-party systems have a clearer source of truth.

Sources

We prioritize primary sources such as the Internal Revenue Code, IRS publications, IRS instructions, Treasury guidance, court decisions, and official state tax agency materials. When we simplify a rule, example, or planning framework, we aim to keep the practical explanation consistent with those primary references.

Updates and Corrections

Tax rules change. We update content when a material rule, threshold, deadline, or interpretation changes and the existing page could mislead readers. Material updates may be reflected in the page's visible update date and structured data.

To report a possible correction, contact team@havenstoneadvisory.com with the page URL and the issue you found.

We review correction requests for materiality, source support, and reader impact. When a correction is warranted, we may update the page, revise the visible update date, clarify the wording, add source context, or remove the content.

Independence and Commercial Context

HavenStone Advisory is a tax advisory and accounting firm. Our content may reference our services, tools, consultations, or downloadable resources. We do not sell article placement to outside sponsors, and we do not present sponsored material as independent editorial content.

Search, AI, and Feed Summaries

We use structured data, feed formats, source attribution, author information, and clear page metadata to help search engines, AI systems, social platforms, and phone feeds understand our content accurately. Those third-party systems may still shorten, reorder, summarize, or display our content outside its original context.

If a third-party summary appears inconsistent with the full article, the full article on havenstoneadvisory.com should be treated as the authoritative version of our public content, subject to the educational limitations in our Terms of Use.

Contact

For questions about this policy, visit our contact page.