Sean Mullaney vs Mike Piper: Tax Service Models
Compare Sean Mullaney and Mike Piper by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
Compare advice-only financial planning by tax projections, retirement analysis, execution assignments and support period. A $7,800 proposal and $7,000 three-month engagement describe different actual scopes; confirm both.
Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.
Sean Mullaney / FI Tax Guy / Mullaney Financial & Tax
Sean Mullaney’s FI Tax Guy biography describes an advice-only financial planner, author and tax educator focused on financial independence, with a separate practice at Mullaney Financial & Tax.
The firm describes retirement financial planning covering tax strategy, Social Security, drawdown, investment allocation, estate arrangement review, insurance review and cash-flow needs.
Advice-only planning recommendations are not portfolio management, legal drafting or an automatic tax-preparation contract. The reviewed overview does not establish that every implementation or filing task is included; confirm the engagement.
Fee evidence for Sean Mullaney
The reviewed Mullaney Financial & Tax homepage lists a $7,800 financial-planning fee. Although that matches AE’s standard advisory amount numerically, the described services differ; compare deliverables, support and implementation rather than treating equal prices as equivalent scope.
Questions for the actual engagement
- Which retirement and tax projections are delivered?
- Who executes allocation or conversion recommendations?
- Is return preparation included or separately contracted?
- What follow-up, support period and additional fees apply?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Mike Piper / Oblivious Investor / Michael Piper, LLC
Mike Piper’s Oblivious Investor site identifies a CPA, author and creator of the Open Social Security calculator with tax, investing and retirement education.
His separate practice describes advice-only financial planning for retirees and near-retirees, including Roth conversions, withdrawal strategy, Social Security and investment recommendations. It expressly does not provide tax preparation or place portfolio trades.
The reviewed service page says new ongoing relationships are not currently accepted and later re-engagement is subject to availability. The homepage identifies rental real estate, equity compensation and international taxation among areas outside its strongest expertise. Confirm fit without generalizing this to the quality of its retirement service.
Fee evidence for Mike Piper
The reviewed service page lists $7,000 paid up front for a three-month engagement. It is not an annual management fee or tax-preparation package. Confirm current availability, support cutoff and any future new-engagement price.
Questions for the actual engagement
- Which analysis and recommendations are included?
- Who executes trades or conversion instructions?
- Who files the tax return and reconciles tax records?
- What happens when the three-month engagement ends?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Compare total scope before selecting
AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.
Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.
Sources, methodology and review date
Official pages reviewed November 8, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.
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Talk Through Your Situation
Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.