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. The goal is to keep your taxes at their lowest possible levels over time. We plan during the year, —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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Savings tied to court-tested strategies focused on compliance
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Lower lifetime tax through smart elections and timing
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Smoother cash flow for growth and decision-making
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No tax bill surprises because your plan works for you all-year long
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. Tax reduction strategies fall into the categories below:
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Income exclusion or deferrals
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Income shifting
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Income conversion
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Expense shifting
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Spending & investment strategies
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Credits & incentives
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Temporary "loopholes"
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Estate & exit planning
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.
