Mullaney Financial & Tax, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mullaney Financial & Tax, Inc. is a fee-only financial planning and tax/accounting practice that delivers comprehensive and a la carte planning, tax consulting, tax return preparation, and employer‑focused advisory services. The firm provides written financial plans and specific tax-planning engagements (including fourth‑quarter tax planning and 72(t) payment‑plan work) and does not take custody of or directly manage client investment assets.
The firm generally recommends passive, tax‑efficient investment approaches as part of its planning work, but it does not provide ongoing portfolio management or trade execution for individual client accounts; clients remain responsible for implementing recommendations. Engagements are project‑based and time‑limited, with options for hourly extensions when additional planning work is needed.
What is distinctive for a solo, state‑registered adviser is the firm’s client mix and professional scope: its filings and brochure show advisory and consulting work for other advisers and accounting firms, and services to corporate, charitable, pension/profit‑sharing, municipal, banking, and insurance clients — including, per its disclosures, a sovereign wealth fund. The firm also operates as an accountancy corporation, represents clients before tax authorities, and publishes tax‑focused educational content, all activities it discloses and manages to address potential conflicts.
Client services
Expertise
Demographic focus
Fee options
Detailed Financial Plan and Recommendations: $7,800; Revised Detailed Financial Plan and Recommendations: $5,850; Fourth Quarter Tax Planning: $2,400; 72(t) Payment Plan Engagement: $2,500
Hourly extensions billed at $520 per hour in quarter-hour increments
Fee-only: Detailed Financial Plan and Recommendations: $7,800; Revised Detailed Financial Plan and Recommendations: $5,850; Fourth Quarter Tax Planning: $2,400; 72(t) Payment Plan Engagement: $2,500; Hourly Extensions: $520 per hour
Main office
Woodland Hills CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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