Hayden McCoy (CFP®, EA)

Hayden McCoy focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

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!

Additional Information

My love of finance dates back to childhood when I first worked in my father's business balancing checkbooks.  During my career in financial services, I've gain experience in accounting, global banking, financial crime prevention, financial planning, and advanced tax strategy. 

Finance and taxation are my two greatest passions that led me to establish my own firm, Synergy Wealthcare Solutions. I guess you could say I’m living the dream by doing what I love most…saving my clients thousands every year in needless advisory fees and taxes!

When I'm not crunching numbers, I spend my free time traveling, cooking plant-based meals, and playing roller derby.

NAPFA Start Date

May 16, 2019

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This Office

201 University Oaks Ste 540, #5032 Round Rock, TX 78665-2422 Phone: (817) 210-4009