Our Services

Comprehensive Tax Planning & Accounting Solutions

From strategic tax planning to professional bookkeeping, we provide the expertise you need to minimize taxes and maximize wealth.

Business Tax Planning

Strategic tax planning and preparation for $500K+ business owners. Save $50K-$150K+ annually through entity optimization, deductions, and proactive strategies.

Entity structure optimization

Quarterly tax planning

Tax preparation & filing

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Individual Tax Planning

Advanced tax strategies for high-income W-2 earners and executives. Reduce your tax burden by $50K-$200K+ through sophisticated planning techniques.

High-income W-2 strategies

Retirement optimization

Investment tax planning

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Monthly Accounting

Professional bookkeeping that powers smarter tax strategy. Clean, accurate financials are the foundation for tax optimization and business growth.

Monthly reconciliation

Financial reporting

Tax-ready books

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Why Choose HavenStone Advisory

We combine deep tax expertise with personalized service to deliver exceptional results

Certified Expertise

CPAs and tax strategists with Big 4 experience and advanced certifications

Proven Results

Average tax savings of $50K-$200K+ annually for our clients

Proactive Planning

Year-round tax strategy, not just annual preparation

Ready to Minimize Your Tax Burden?

Schedule a complimentary strategy session to discover how much you could save

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