Our Services

Financial Planning

 

We offer fee-only financial planning, including advising on:

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  • Comprehensive Financial Plans

  • Investments

  • Retirement

  • Tax Planning

  • Financial Independence

  • Insurance

  • Saving for College

  • Budgeting

 

We offer flexible delivery models depending on your needs. We bill hourly at a rate of $260.00 per hour. 

 

Taxes

 

Mullaney Financial & Tax provides an array of tax services, including:

 

  • Tax planning to structure retirement savings, investments, and businesses 

  • Tax return preparation (not currently taking on new tax return clients)

  • Representation before the IRS and state tax agencies

 

Tax planning and resolution services are offered at a $260.00 per hour rate. Tax return preparation is a flat fee arrangement varying based on complexity. 

 
 

Retirement

 

Retirement planning can be challenging whether you are in your first job or you just retired. Mullaney Financial & Tax helps clients plan to get to retirement and manage their finances in retirement. 

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Advisory services are offered at $260.00 per hour. 

 

Inheritances

 

The death of a loved one is challenging. Managing an inheritance is an additional challenge. At Mullaney Financial & Tax, we work with clients to handle inherited assets and manage the tax challenges that come from inheriting retirement accounts (such as 401(k)s and IRAs), real estate, and investments.

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Advisory services are offered at $260.00 per hour. 

 

(c) Mullaney Financial & Tax 2019.