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Silver, Gold & Platinum Options

Tax Planning & Monthly Bookkeeping Packages

Year-Round Strategy, Implementation, and Financial Clarity

HavenStone Advisory's tax planning and monthly bookkeeping packages combine CPA-led tax strategy, return preparation, implementation, and bookkeeping in one year-round engagement for owner-led businesses doing $500K–$10M in revenue. Silver, Gold, and Platinum share the same quarterly planning core; each tier adds more bookkeeping and reporting support, so you get fewer tax surprises and numbers you can run the business on.

3
Tailored Packages
$55K+
Reported Average Tax Reduction
500+
Happy Client Relationships
Year‑Round
Proactive Planning

Reported tax reduction figures are not guarantees. Results vary by facts, timing, entity structure, income type, documentation, and implementation. See how HavenStone thinks about tax savings.

Included in Every Plan

What Every Package Includes

All packages come with comprehensive tax planning and expert guidance

Dedicated Tax Strategist

Certified expert to uncover powerful deductions and optimize your tax position

Cash Flow Optimization

Advanced guidance to improve cash flow and plan for sustainable growth

Expert Planning Support

Comprehensive financial, tax, and wealth planning tailored to your goals

Legacy Protection

Retirement and legacy strategies to protect and grow long-term assets

Fit Criteria

Who These Packages Are For

A quick way to tell whether a year-round planning cadence fits your business

Strong fit

  • Owner-led businesses doing $500K–$10M in annual revenue.
  • Meaningful tax liability, or enough complexity to make quarterly planning valuable.
  • Owners who want tax strategy, bookkeeping, and implementation handled in one cadence.
  • Teams willing to keep books current and make planning decisions before year-end.

Not the right fit

  • One-time, return-only filing with no year-round planning need.
  • Pre-revenue businesses or simple W-2-only situations.
  • Anyone looking for unsupported deductions, guaranteed savings, or audit-proof claims.

Every engagement is scoped after a Tax Clarity Audit because entity count, bookkeeping condition, payroll, and state footprint change the work. Your first strategy session is free.

Want to pressure-test the fit before you book? Run your numbers through the Year-Round Tax Playbook estimator to see which planning moves apply, or start in the business tax strategy hub for straight answers on entity choice, owner pay, and deductions.

Two HavenStone accountants working through a client's monthly numbers
Behind The Packages

The team that does the work, not just the pitch.

Side-by-Side

Compare Our Packages

From solopreneurs to fast-growing teams, we have a package designed for your stage

Packages Include:SilverGoldPlatinum
The Tax Plan for 2026, 2027, 2028 & Beyond
Deduction Review & Strategy Planning
Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)
Review of Tax-Advantaged Investments & Retirement Options
Insurance Review to Protect Assets & Reduce Taxes
Tax Credits, Incentives, Reliefs & Reform Utilization
Pre-Law Policy Review & Strategic Recommendations
IRS & Court Case Reference to Support Positions
Core Strategy Implementation
Business Tax Preparation & Filing
Individual Tax Preparation & Filing
Quarterly Estimated Tax Payments
Quarterly Core Tax Planning & Implementation
Quarterly 1-on-1 Tax Review
Accounting Systems Setup (Current Year)
Business Bookkeeping Clean-Up (10 hours included)
Business Bookkeeping Meetings & Review of Financial ResultsQuarterlyMonthly
1099 DistributionsUp to 5Up to 20
Monthly Bookkeeping
Customized & Accessible Financial Reports
Cash Flow Management
Up to 3 Dependent Tax Returns (income up to $35K each)
Tax-Free Retirement & Legacy Planning
Planning to Grow Revenue, Gross Profit, Net Profit, and Net Worth

"The experience exceeded all expectations. They helped optimize my taxes and provided tailored, strategic advice. I highly recommend HavenStone Advisory."

Jerrick Hoang

Business Owner

Common Questions

Frequently Asked Questions

Monthly bookkeeping support starts at $600/month. Beyond that, pricing is scoped after a Tax Clarity Audit, a review of your books, entity structure, owner pay, estimates, and documentation. Entity count, bookkeeping condition, payroll, and state footprint all change the work, so we quote after reviewing the facts instead of publishing flat rates. Your first strategy session is free, so you can find out whether the engagement makes sense before committing to anything.
Every package runs on a quarterly rhythm: core tax planning and implementation, estimated tax payments, and a 1-on-1 tax review. Gold adds quarterly bookkeeping meetings and a review of your financial results. Platinum moves bookkeeping to a monthly cadence and adds customized financial reports and cash flow management, so your numbers stay current between planning sessions.
No. Silver covers tax planning, preparation, and implementation while you keep your current bookkeeper, as long as your books stay accurate and current. Gold and Platinum add bookkeeping support because planning decisions depend on numbers you can trust. If your books need clean-up first, the Tax Clarity Audit will show it.
We do. Core strategy implementation is included in every package: entity elections, owner pay adjustments, accountable plans, quarterly estimates, and the documentation that supports each position. You approve the decisions, and progress is reviewed at every quarterly 1-on-1 so strategies do not sit in a binder.
You can keep them. Some owners use HavenStone for strategy and implementation while their current CPA keeps preparing returns; others consolidate everything into one relationship. The Tax Clarity Audit shows what is already covered and where the gaps are, so you can decide what to hand off.
Start with the free strategy session, and we will recommend a tier based on your revenue, entity structure, bookkeeping condition, and tax exposure. If you want a directional read first, the Year-Round Tax Playbook estimator shows which planning moves likely apply to your numbers. If year-round planning is not worth it for your situation, we will say so.
Mia Anne Pham Reeves, CPA

Reviewed by Mia Anne Pham Reeves, CPA, Managing Partner

Last reviewed July 3, 2026Verify Texas CPA license

Start Planning Today

Ready for Year-Round Tax Clarity?

Choose the package that fits your business and start building a clearer tax planning and monthly bookkeeping rhythm.