What McSweeney and Associates does

McSweeney and Associates is a privately held professional services firm headquartered in Grass Valley, California, United States, with a headcount of 11-50 employees. The firm delivers tax, accounting, litigation support, business valuation, estate planning, and management advisory services, positioning it as a multi-discipline regional CPA and advisory practice rather than a single-line service provider.

Its service portfolio combines recurring compliance work (tax and accounting) with higher-fee, project-based engagements (litigation support, business valuation, and estate planning), which is a typical mix for a small full-service regional firm. No proprietary technology, software products, or digital platforms are disclosed in the available data; the company's web presence returned only a loading/verification screen with no substantive content, and there are no reported app, API, or integration offerings.

The business model is fee-for-service professional services, likely combining hourly/project-based billing for advisory and litigation support work with recurring annual engagements for tax, accounting, and estate planning. No pricing, customer logos, segment mix, or go-to-motion details are disclosed, and the firm has no reported funding rounds, ownership disclosures, or strategic transactions in the available data.

Name

McSweeney and Associates

Website

https://mcsweeneyandassociates.com

Company type

Private

Headcount range

11–50 employees

Short description

McSweeney and Associates is a privately held professional services firm based in Grass Valley, California, offering tax, accounting, litigation support, business valuation, estate planning, and management advisory services to regional clients.

Ownership category

akta.pro rank

Product category

Professional Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• Tax preparation services
• Accounting services
• Business valuation
• Estate planning services
• Litigation support services

Headquarters

HQ city

Grass Valley

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

McSweeney and Associates is a professional services firm that delivers tax preparation, accounting, litigation support, business valuation, estate planning, and management advisory services to its clients. The firm combines multiple professional disciplines under one practice, enabling it to serve clients across compliance, transactional, and advisory engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Armanino LLP: California-headquartered full-service accounting and advisory firm offering tax, audit, business valuation, and management consulting — directly comparable multi-disciplinary practice anchored in California serving closely held businesses and individuals.
• Frank, Rimerman + Co. LLP: California-based CPA and business advisory firm providing tax, accounting, business valuation, and consulting to closely held businesses and high-net-worth individuals — directly comparable full-service regional practice.
• BPM LLP: California-based accounting and consulting firm delivering tax, audit, advisory, and business valuation services to mid-market and owner-operated businesses — directly comparable multi-disciplinary regional CPA practice.
• Windes: Southern California CPA and advisory firm offering tax, accounting, audit, and business consulting to closely held businesses and individuals — comparable full-service regional CPA practice serving owner-operated clients.
• HBK CPAs & Consultants: Multi-disciplinary CPA and advisory firm providing tax, accounting, business valuation, and management consulting — comparable mid-sized regional firm with the same owner-operated client focus and service mix as McSweeney.

Broad incumbents

• Eide Bailly LLP: Top-20 U.S. accounting and advisory firm offering tax, audit, business valuation, and consulting across the West and Midwest — broader incumbent that overlaps with McSweeney's full-service practice but at significantly larger scale.
• Moss Adams LLP: Large U.S. accounting and business advisory firm serving closely held businesses and individuals with tax, audit, valuation, and consulting — broader incumbent in the same multi-disciplinary professional services category.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting and professional services firm offering tax, assurance, advisory, and wealth advisory services — broader incumbent with overlapping practice areas and similar owner-operated client base.
• Plante Moran: Large U.S. accounting, tax, and advisory firm serving closely held businesses and high-net-worth individuals — broader incumbent with directly overlapping tax, valuation, and management advisory capabilities.
• Wipfli LLP: Top-25 U.S. accounting and consulting firm offering tax, audit, advisory, and business valuation services — broader incumbent with comparable multi-disciplinary service mix for owner-operated clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks3 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McSweeney and Associates