Accounting Firm

Carey & Hanna

Tax advisory practice combining tax planning with financial planning through Avantax Planning Partners

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TrustList summary

Carey & Hanna is a tax advisory practice whose advisers work with a network of financial professionals to give clients joined-up advice. The aim is to handle growing assets and more complex decisions while keeping tax bills down, and it partners with Avantax Planning Partners on the planning side.

What Carey & Hanna does

Tax advice: tax-aware guidance on financial decisions as assets grow.
Cash flow and debt management: help organising income, spending and borrowing.
Retirement planning: covering 401(k)s, IRAs, pensions and social security benefits.
Investment planning: including real estate investments, through its Avantax partners.
Online client tools: a secure document portal and access to account balances and long-term plans.

Customers and markets

Individuals and families whose finances have grown more complicated and who want tax and planning advice together.

Key facts

Partner: Avantax Planning Partners
Media: quoted in local and national industry outlets

Summary written by TrustList from the business's own published information, Sep 2026.

Gallery

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Categories & features

Rankings

Carey & Hanna is ranked on 3 TrustList rankings: #8 on 1, #11 on 1 and #36 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Carey & Hanna has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 3 rankings

#8of 235
Security
It is one of 8 here listing partners and one of 17 here listing insurance.
Its profile: “- Retirement planning: covering 401(k)s, IRAs, pensions and social security benefits.”
Of the top 84 here, 57 also cover tax and 55 also cover accounting; 7 also work in California and 5 also work in York.
Behind Bugsbd Ltd., ahead of CBA Accounting.
#11of 123
Media
It is one of 6 here listing security and one of 12 here listing legal.
Its profile: “- Partner: Avantax Planning Partners - Media: quoted in local and national industry outlets Carey & Hanna is a tax advisory practice whose advisers work with a network of financial professionals to give clients joined-up advice.”
Of the top 63 here, 12 also cover medical and 12 also cover legal; 3 also work in Dubai and 2 also work in Middle East.
Behind Campbell & Company FL, ahead of CPA Site Solutions.
#36of 299
Partners
It is one of 44 here listing tax and one of 52 here listing accounting.
Its profile: “The aim is to handle growing assets and more complex decisions while keeping tax bills down, and it partners with Avantax Planning Partners on the planning side.”
Of the top 79 here, 12 also cover reporting and 12 also cover government; 8 also work in Sydney and 4 also work in Melbourne.
Behind Caravati Pagani, ahead of Carroll & Co.