--- title: Tax Planning & Bookkeeping Packages | HavenStone Advisory updated: '2026-07-03T08:00:00Z' description: >- Choose CPA-led tax planning and monthly bookkeeping packages for business owners. Built for year-round strategy, implementation, and financial clarity. canonical: 'https://www.havenstoneadvisory.com/tax-planning-packages' --- # 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. Reported tax reduction figures are not guarantees. Results vary by facts, timing, entity structure, income type, documentation, and implementation. See [How We Think About Tax Savings](/tax-savings-methodology). ## The HavenStone Advisory System 1. **Tax Clarity Audit**: Review books, entity structure, owner pay, estimates, and documentation together. 2. **Strategy Blueprint**: Prioritize tax moves against cash flow, timing, implementation effort, and compliance risk. 3. **Implementation Sprint**: Move approved strategies from plan to execution. 4. **Quarterly Optimization Rhythm**: Update projections, estimates, documentation, and owner decisions before deadlines pass. ## What Every Package Includes - **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 ## Who These Packages Are For 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](/resources/guides/tax-playbook) to see which planning moves apply, or start in the [business tax strategy hub](/resources/topics/business-tax-strategy) for straight answers on entity choice, owner pay, and deductions. ## Package Comparison ### All Three Packages (Silver, Gold, Platinum) Include: - The Tax Plan for current year and 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 ### Gold Package Adds: - Accounting Systems Setup (Current Year) - Business Bookkeeping Clean-Up (10 hours included) - Quarterly Business Bookkeeping Meetings & Review - Up to 5 1099 Distributions ### Platinum Package Adds (everything in Gold, plus): - 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 - Monthly Business Bookkeeping Meetings & Review - Up to 20 1099 Distributions ## FAQs **How are the packages scoped and priced?** 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. **What is included monthly versus quarterly?** 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. **Do I have to move my bookkeeping to HavenStone?** 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. **Who implements the strategies in the plan?** 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. **What if I already have a CPA?** 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. **How do I know which package is right for me?** 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](/resources/guides/tax-playbook) shows which planning moves likely apply to your numbers. If year-round planning is not worth it for your situation, we will say so. Reviewed by [Mia Anne Pham Reeves, CPA](/authors/mia-anne-pham-reeves-cpa), Managing Partner. Last reviewed July 3, 2026.