---
title: "Editorial Policy | HavenStone Advisory"
updated: "2026-05-16T08:00:00Z"
description: "How HavenStone Advisory creates, reviews, sources, updates, and corrects educational tax strategy content."
canonical: "https://www.havenstoneadvisory.com/editorial-policy"
---

# Editorial Policy

HavenStone Advisory publishes educational tax strategy content for U.S. business owners and high-income professionals. This page explains how we create, review, source, update, and correct that content.

## Purpose and Scope

Our articles, videos, calculators, and guides are educational. They 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. These notices apply to public articles, videos, calculators, guides, downloadable resources, email or feed excerpts, search previews, social previews, and third-party 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 Texas State Board of Public Accountancy records linked on the visible editorial policy page.

## Review Before Publication

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.

We aim to keep headlines, descriptions, images, author information, and public summaries consistent with the full article so readers can trace excerpts back to the original page.

## 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 copy and visible update date.

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.

## Third-Party Summaries and Previews

Our public pages include clear titles, summaries, authorship, dates, and source references so readers can understand where information came from. Search engines, social platforms, feed readers, and other third-party services 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](/terms-of-use).

## Contact

For questions about this policy, visit the [contact page](/contact).