A complete list of active advisors currently associated with Mullaney Financial & Tax, Inc.
Warmer can help you find a great advisor at Mullaney Financial & Tax, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Mullaney Financial & Tax, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Woodland Hills, CA
| 7
|
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