Kory Fleischman

Kory Fleischman is an Enrolled Agent admitted to practice before the IRS. Kory has over 7 years of experience preparing federal and state tax returns for taxpayers across the country and helping them plan ahead. Prior to Falcon Wealth Planning, he served in senior and expert tax roles for both nimble tax franchises and large corporations. He received his B.A. from UCLA in Human Biology and Society graduating with departmental honors. While researching copyright law and property law Kory developed a fascination with how the tax code shapes the lives of individuals and organizations. His passion has fueled an interest in lifelong learning and his pursuit of mastery over tax. In addition to having his Enrolled Agent credential Kory is also Notary Public in the state of California.

His pastimes include competitive conquest strategy board games, exploring the national parks with friends, and spending time with his family and their loving hoard of dogs and cats. Kory's tax philosophy is that a tax return is accurate only if each applicable opportunity for reducing tax liability and securing credits has been implemented. He is excited to assist his clientele in making plans that reduce their lifetime tax exposure and maximize their potential for financial growth.