A tax strategist who makes your plan go further, without competing for your client.

Proactive tax planning bridges the gap between advice and action—your clients, your advice, my tax strategy.

Let's Talk

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Shared Client Outcomes

More after-tax dollars to fund the plan objectives
Fewer tax surprises with year-round coordination
Smarter entity & compensation design aligned to wealth goals
Higher client confidence & loyalty from tangible wins

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Ideal Advisor Partners

RIAs and planners serving business owners, real‑estate pros, and high earners
Firms seeking a tax‑strategy specialist, adding value without extra headcount or expense
Advisors who value measurable outcomes and clear client communication

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How We Work with Advisors

Advisor Intro: Align on goals, guardrails, and your role as lead advisor.
Separate Client Engagement: I contract directly with the client for the tax plan and implementation. I do not sell investments or provide financial planning.
Advisor Updates: With client consent, I share concise milestones and coordinate anything affecting the financial plan.

Hayden McCoy, CFE, EA, CTC, CFP®

Enrolled Agent and Certified Tax Coach

Every financial action has a tax consequence—that’s why clients need tax insight before they decide.

I translate the tax code into plain English your clients can act on: emphasizing compliance, clear priorities, and implementation support they’ll actually follow.

As one of fewer than 800 U.S. professionals trained in advanced, legal tax-reduction strategies, I help advisors deliver measurable, tax-efficient outcomes that strengthen client loyalty and fund life goals faster.

Let’s collaborate to unlock more value for your clients.

Promise: Your relationship stays yours. You stay informed without extra lift—and your clients get expert tax execution.