---
title: "Tax Planning & Bookkeeping Packages"
updated: "2026-05-21T08:00:00Z"
canonical: "https://www.havenstoneadvisory.com/tax-planning-packages"
---

# Tax Planning & Bookkeeping 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 tax planning and bookkeeping package that fits your growth stage.

## 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

## 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:
- QuickBooks Online Setup (Current Year)
- Business Accounting Clean-Up (10 hours included)
- Quarterly Business Accounting 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 increase Revenue, Gross Profit, Net Profit, and Net Worth
- Monthly Business Accounting Meetings & Review
- Up to 20 1099 Distributions