What Is Tax Planning?
Most tax professionals are excellent at filing returns, but that's not planning. Filing is reactive—it reports last year and trims where possible.
Tax planning is proactive. We design decisions before year-end—aligning income, entity choice, timing, compensation, and deductions—so your tax bill reflects a smarter strategy rather than a last-minute scramble.
Why It Matters
You’re working harder than ever; taxes shouldn’t climb just because your success does.
Smart planning frees up cash you can reinvest in growth, stability, and wealth building—without cutting corners.
Every financial action has a tax consequence.
Your decisions deserve insight before you make them.
Annual Benefits
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Lower lifetime tax burden
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More cash flow for your business and lifestyle
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Fewer tax surprises during the year
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Clear priorities and an actionable plan
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Recommendations grounded in the U.S. tax code
Strategy Examples
Tax strategies are not a one-size-fits-all approach or a handful of well-known credits and deductions.
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A proactive tax strategy combines many little-known techniques into one powerful plan, specifically designed for your business & lifestyle.
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Entity structuring & analysis
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Purchase timing & income shaping
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Family & fringe benefits
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Real estate strategies
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Investment & insurance
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Succession & exit planning
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Credits & incentives
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Retirement savings options
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Deductible lifestyle expenses
Hayden McCoy, CFE, EA, CTC, CFP®
Enrolled Agent and Certified Tax Coach​​
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Every financial action has a tax consequence—that’s why you need tax insight before deciding.
I translate the tax code into plain English you can act on: emphasizing compliance, clear priorities, and implementation support you'll be able to follow.
As one of fewer than 800 U.S. professionals trained in advanced, legal tax-reduction strategies, my clients recognize an investment in tax planning is key to their future success and building wealth. They want to use their hard-earned money on enjoying life, not on paying taxes.
