Skip to content
TrustList
Carey & Hanna logo
Accounting Firm

Carey & Hanna

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

Write a review
Visit WebsiteGet a quoteWrite a Review
Own this listing? Claim it
Carey & Hanna cover

About Carey & Hanna

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

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

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

Request a demo or quote from Carey & Hanna

Protected by reCAPTCHA - Google Privacy Policy and Terms apply.

By sending, you agree we may share your request and contact details with the provider once you confirm your email.

Reviews

Write the first review of Carey & Hanna

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about Carey & Hanna.

Carey & Hanna alternatives

Similar listings buyers compare against this one.

Compare side by side
J & O Tax Bookkeeping logo

J & O Tax Bookkeeping

Tax preparation, bookkeeping and notary firm serving individuals and businesses, working mostly by appointment

Armstrong Advisory Group Inc. logo

Armstrong Advisory Group Inc.

Fiduciary financial planning firm helping individuals and families with retirement, investment and tax decisions

IBBZ Accounting Limited logo

IBBZ Accounting Limited

Auckland chartered accountancy firm handling tax, tax debt, IRD audits and small business accounts in New Zealand

Capstone LLP logo

Capstone LLP

Toronto chartered accountants offering tax, assurance and advisory services to small and mid-sized businesses

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.