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Choose the Plan That Moves You Forward

At HavenStone Advisory, we know your business isn’t cookie-cutter—and your tax strategy shouldn’t be either. Whether you're running lean as a solopreneur or leading a fast-growing team, our tailored packages help protect what you’ve built, boost cash flow, and build a lasting legacy.

  • Dedicated certified tax strategist to uncover powerful deductions
  • Advanced guidance to improve cash flow and plan for growth
  • Expert financial, tax, and wealth planning support
  • Retirement & legacy strategies to protect long-term assets
Packages Include:SilverGoldPlatinum
The Tax Plan for 2025, 2026, 2027 & 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
QuickBooks Online Setup (Current Year)
Business Accounting Clean-Up (10 hours included)
Business Accounting 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 ↑ Revenue, ↑ Gross Profit, ↑ Net Profit, ↑ Net Worth
Jerrick Hoang

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

Jerrick Hoang

Frequently Asked Questions

That’s great. We work alongside your CPA or take over strategy and implementation entirely—whatever works best for you.

Ready to Save $50K–$200K+ in Taxes?