Tax Planning
Packages
Year-Round Strategy That Saves You $50K to $200K+
Your business isn't cookie-cutter, and your tax strategy shouldn't be either. Choose the package that fits your growth stage.
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
Compare Our Packages
From solopreneurs to fast-growing teams, we have a package designed for your stage
| Packages Include: | Silver | Gold | Platinum |
|---|---|---|---|
| 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 | |||
| QuickBooks Online Setup (Current Year) | |||
| Business Accounting Clean-Up (10 hours included) | |||
| Business Accounting Meetings & Review of Financial Results | Quarterly | Monthly | |
| 1099 Distributions | Up to 5 | Up 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 |
"The experience exceeded all expectations. They helped optimize my taxes and provided tailored, strategic advice. I highly recommend HavenStone Advisory."
Jerrick Hoang
Business Owner
Frequently Asked Questions
Ready to Save $50K to $200K+ in Taxes?
Choose the package that fits your business and start building a smarter tax strategy today