Carey & Hanna

Accounting for Legal Practices · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1000 Town Center Dr Ste 200, Oxnard, Cal...

Phone Number

(805) 644-0697

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Carey & Hanna

Carey & Hanna Tax & Wealth Planners provides tax-smart financial advice and a range of services including financial planning, tax services, and accounting to clients in Southern California. Their team of knowledgeable tax advisors and financial professionals work collaboratively to offer holistic solutions that maximize opportunities and minimize tax liabilities. They cater to individuals and businesses seeking guidance on retirement planning, investment management, and risk management among other financial needs. The firm emphasizes building strong relationships with clients, treating them as part of their family.Explore more
Carey & Hanna's Social MediaPopular SearchesCarey & HannaCarey & Hanna CpasCarey & Hanna Tax & Wealth PlannersCarey Hanna CpasTom Hanna CPASIC Code 72,729NAICS Code 54,541Show more

Carey & Hanna Org Chart

PhoneEmail
CS
United States flag for contact location.

Operations Executive & Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
AA
United States flag for contact location.

Office Coordinator

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Carey & Hanna your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Carey & Hanna

Compare insights from companies similar to Carey & Hanna, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carey & Hanna

<$5M
11-50
Private
<$5M
1985
CS
Cary StranahanOperations Executive & Manager
$8.5M
11-50
Private
<$5M
1988
<$5M
1-10
Private
<$5M
2006
<$5M
1-10
Private
-
-
CC
Cheyenne CannovaManager, Client Services
<$5M
1-10
Private
-
2005
AB
Amy BrightwellFinancial Accountant
<$5M
1-10
Private
-
1987
JL
Judy LloydBookkeeper
<$5M
1-10
Private
-
1984
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Carey & Hanna is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Carey & Hanna is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Carey & Hanna.

Carey & Hanna financials insights

Gather financial insights about Carey & Hanna, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$101K

See All Carey & Hanna's Financials Insights

Carey & Hanna Tech Stack

A closer look at the technologies used by Carey & Hanna

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Carey & Hanna

What is Carey & Hanna's official website?
Carey & Hanna's official website is www.taxwealthplan.com
What is Carey & Hanna's Revenue?
Carey & Hanna's revenue is <$5 Million
What is Carey & Hanna's SIC code?
Carey & Hanna's SIC: 72,729
What is Carey & Hanna's NAICS code?
Carey & Hanna's NAICS: 54,541
How many employees does Carey & Hanna have?
Carey & Hanna has 11-50 employees
What industry does Carey & Hanna belong to?
Carey & Hanna is in the industry of: Accounting for Legal Practices, Business Services
What is Carey & Hanna competition?
Carey & Hanna top competitors include: Joseph A Cannova CPA Cfp, Barnes Welsh and Perry, Maniscalco & Picone, CPAs, Lam Po & Xu
What technology does Carey & Hanna use?
Some of the popular technologies that Carey & Hanna uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Carey & Hanna?
Carey & Hanna contact info: Phone number: (805) 644-0697 Website: www.taxwealthplan.com
What does Carey & Hanna do?

Carey & Hanna Tax & Wealth Planners provides tax-smart financial advice and a range of services including financial planning, tax services, and accounting to clients in Southern California. Their team of knowledgeable tax advisors and financial professionals work collaboratively to offer holistic solutions that maximize opportunities and minimize t... ax liabilities. They cater to individuals and businesses seeking guidance on retirement planning, investment management, and risk management among other financial needs. The firm emphasizes building strong relationships with clients, treating them as part of their family.Read More

What are Carey & Hanna social media links?
Carey & Hanna Linkedin page Carey & Hanna Twitter page Carey & Hanna Facebook page
Who invested in Carey & Hanna?
Carey & Hanna has 2 investors including PPP and PPP.
Is Carey & Hanna a public company?
Carey & Hanna is private company therefore does not currently have an official ticker symbol
See more information about Carey & Hanna

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.