Our Services

Services Mullaney Finacial & Tax Financial Planning

Financial Planning

 

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

  • Comprehensive Financial Plans

  • Investments

  • Retirement

  • Tax Planning

  • Financial Independence

  • Insurance

  • Saving for College

 

We bill hourly at a rate of $320.00 per hour. 

 
Services Mullaney Finacial & Tax Taxes

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)

 

Tax planning and resolution services are offered at a $320.00 per hour rate. Tax return preparation is a flat fee arrangement varying based on complexity. 

 
 
Services Mullaney Finacial & Tax retirement

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. 

Advisory services are offered at $320.00 per hour. 

 
Services Mullaney Finacial & Tax Inheritance

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.

Advisory services are offered at $320.00 per hour.