Kory Fleischman

Kory Fleischman is an Enrolled Agent authorized to practice before the IRS. With over 10 years of experience in preparing federal and state tax returns nationwide, Kory excels in helping clients strategize for the future. Before joining Falcon Wealth Planning, he held senior and expert tax roles in both agile tax franchises and large corporations. Kory earned his B.A. in Human Biology and Society from UCLA, graduating with departmental honors. His research into copyright and property law at UCLA sparked a deep interest in how the tax code influences the lives of individuals and the structure of organizations. This interest has driven his commitment to lifelong learning and achieving excellence in the field of taxation. In addition to holding an Enrolled Agent credential, Kory is also a Notary Public in California.

Kory enjoys competitive conquest strategy board games, exploring national parks with friends, training his Belgian Malinois, and spending quality time with family. His tax philosophy maintains that a tax return is accurate only when every possible opportunity to reduce tax liabilities and secure credits is fully utilized. Eager to help his clients minimize their lifetime tax burden and enhance their financial potential, Kory provides tailored tax planning strategies designed to achieve these goals.