Elevate your financial advice with elite, 100% legal tax strategy.

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

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Compass pointing north, representing coordinated tax direction.

Client Outcomes We Drive Together

More after-tax dollars to fund the plan goals
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.

Let's Talk