Hayden McCoy is a CERTIFIED FINANCIAL PLANNER™ , Enrolled Agent, and a Certified Tax Coach at Synergy Wealthcare Solutions, LLC. Hayden has worked in the financial services industry her entire career, with experience in global banking, financial crime prevention, personal financial planning, and advanced tax planning.
For most people, the topics of tax and personal finance are either yawn-inducing, terrifying, or a little of both! But what if personal finance planning could help you save on taxes every year? Suddenly, those topics become fascinating!
As a lover of numbers (and closet bean counter), I translate the complexity of finance and tax into language my clients understand. You’ll have peace of mind knowing what you’re doing, why you’re doing it, and how these decisions impact your future.
Most financial advisors can’t give tax advice, and the majority of tax professionals aren’t financial planners. in addition to being a Certified Financial Planner (CFP), I’m also an Enrolled Agent (EA). This means I’m a federally-authorized tax practitioner who has unlimited rights to prepare taxes, as well as advise and represent taxpayers before all levels of the IRS.
Business owners, entrepreneurs, and investors can make the most of every dollar, and pay as little tax as legally possible with proactive tax planning. As a Certified Tax Coach, I’ve received advanced training in finding legal deductions, credits, loopholes, and strategies to help clients pay less tax. Fewer than 700 skilled professionals have achieved this designation in the United States.
Schedule your complimentary consultation today – I look forward to planning together at the speed of your life!
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