Maxwell Advisors
- Company typePrivate
- Founded1985
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Maxwell Advisors firmographics
Firmographics- Name
- Maxwell Advisors
- Legal name
- Maxwell & Company
- Website
- https://maxwellcompany.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Maxwell Advisors industry classification
Industry- Product category
- Accounting & Tax Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industry
- Fee-Based Advisory (FSAEAAAM)
Keywords
Where Maxwell Advisors is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Maxwell Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Tax Services: Tax planning and preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gift, and not-for-profit organizations; IRS representation; proactive approach minimizing current and future tax liabilities
- Consulting Services: Business entity selection, business valuations, buying/selling a business, computer systems consulting, financial and retirement decisions, estate, trust and gift planning, management advisory services
- Financial Planning: Retirement planning, family business succession, buying or selling a business, estate planning to minimize estate taxes, building and retaining wealth
- Business Management Services: Accounting system design, implementation and improvement; personnel training and hiring guidance; compliance with sales tax laws and employer requirements; development of Key Performance Indicators
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Maxwell Advisors product offering
Product offeringCore offering
Maxwell & Company is a California-based accounting and advisory firm that delivers proactive tax preparation and planning, IRS representation, financial and retirement planning, estate and trust planning, and business consulting to small businesses and individuals throughout the United States. The firm supplements its core tax and advisory work with business management services such as accounting system design, KPI development, and compliance support, and assists clients with selecting and implementing computerized accounting software.
Product overview
Maxwell & Company is a California-based accounting and advisory firm operating as a single-service practice (not a platform architecture). The core offering centers on tax services (preparation, planning, IRS representation, and estate/trust tax preparation) supplemented by consulting services (business entity selection, financial planning, management advisory, retirement planning, and computer consulting). The product portfolio includes Tax Services, Tax Preparation, Tax Planning, Estate & Trust Tax Preparation, IRS Representation, Consulting Services, Business Entity Selection, Estate Planning, Financial Planning, Management Advisory Services, Retirement Planning, Accounting Software Selection & Implementation, Computer Consulting, Other Services, Financial Calculators (interactive tools), Info Center (resources), and Tax Alerts/Newsletters. These services are delivered through in-house expertise and partner relationships (CCH for document management) rather than a unified software platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Services Proactive tax preparation and planning services for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, gift situations, and not-for-profit organizations, including representation before the IRS and state taxing authorities, designed to minimize current and future tax liabilities.
- Consulting Services Business consulting covering entity selection, business valuations, buying or selling a business, computer systems consulting, financial decision support, and estate, trust, and gift planning, delivered by the Business Services Team of former controllers, CFOs, and management professionals.
- Financial and Retirement Planning Structured financial planning that helps individuals and families set and achieve financial goals, strengthen financial security at each life stage, build and retain wealth, and implement retirement plans with periodic review.
- Estate Planning
Companies that use Maxwell Advisors
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles2 records
Maxwell Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Maxwell Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Crete Professionals AlliancecoreMaxwell Advisors joined Crete Professionals Alliance, a national partnership of accounting and advisory firms. The partnership expands Crete's presence in California while providing Maxwell access to technology, resources, and global delivery capabilities including talent resources in India and the Philippines. Maxwell will continue operating under its established brand and leadership while gaining connectivity to a national network of firms and centralized support for recruiting and future M&A initiatives.
Scale indicators2 records
Recent moves2 records
Expansion highlights4 records
Maxwell Advisors competitors and assessment
Company assessmentBroad incumbents
- BDO USA: BDO USA is a top-tier global accounting network with significant SMB and middle-market tax and advisory practices. Larger and broader than Maxwell, but a key competitive benchmark for tax and advisory pricing.
- H&R Block: H&R Block is a national consumer tax preparation chain serving individuals and small businesses. Overlaps with Maxwell's individual tax and basic SMB tax work, but at a much lower price point and with a retail/DIY model.
Direct peers
- Marcum LLP: Marcum is a national accounting and advisory firm serving closely held businesses, family offices and individuals with tax, assurance and advisory services—directly comparable to Maxwell's SMB and high-net-worth focus.
- Withum: Withum is a mid-tier accounting and advisory firm with strong SMB and individual client concentration in tax, succession planning and business advisory; closely comparable service portfolio and client profile to Maxwell.
- CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting firm providing tax, advisory and wealth management to SMBs, individuals and middle-market clients. Strong overlap with Maxwell's service mix and SMB/individual client base.
- RSM US: RSM US is a national mid-tier accounting and advisory firm serving middle-market and SMB clients with audit, tax and consulting services. It is the most direct competitor in Maxwell's tier and a likely comparable on Crete-style alliance economics.
- CBIZ: CBIZ provides accounting, tax, advisory and benefits services primarily to SMBs and middle-market companies; comparable in client segmentation and breadth of services to Maxwell's practice.
- Creative Planning: Creative Planning is a large fee-only financial advisory and wealth management firm providing tax, estate, retirement and business planning to individuals and business owners—comparable to Maxwell's fee-based advisory and financial planning services.
- Wipfli: Wipfli is a top-25 U.S. accounting and consulting firm focused on SMB and middle-market clients with tax, advisory and technology consulting—highly comparable to Maxwell's full-service SMB offering.
Others
- Crete Professionals Alliance: Crete Professionals Alliance is Maxwell's parent partnership of accounting and advisory firms. Not a direct competitor, but the central peer/partner for understanding the alliance economics, shared services and roll-up strategy Maxwell now sits inside.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks4 records
Key highlights6 records
Customer concentration
Maxwell Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Maxwell Advisors leadership team
Management profileNumber of profiles
Maxwell Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Maxwell Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Maxwell Advisors
What does Maxwell Advisors do?
Maxwell & Company is a California-based accounting and advisory firm that delivers proactive tax preparation and planning, IRS representation, financial and retirement planning, estate and trust planning, and business consulting to small businesses and individuals throughout the United States. The firm supplements its core tax and advisory work with business management services such as accounting system design, KPI development, and compliance support, and assists clients with selecting and implementing computerized accounting software.
Is Maxwell Advisors a public or private company?
Maxwell Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Maxwell Advisors founded?
Maxwell Advisors was founded in 1985. It employs 1 to 10 people.
Where is Maxwell Advisors based?
Maxwell Advisors is headquartered in Irvine, United States, in the North America region.
How does Maxwell Advisors make money?
Four revenue lines are on record. Tax Services are the primary driver. The others are consulting Services, financial Planning and business Management Services.
Who are Maxwell Advisors's main competitors?
Broad incumbents on record are BDO USA and H&R Block. Direct peers are Marcum LLP, Withum, CliftonLarsonAllen (CLA), RSM US, CBIZ, Creative Planning and Wipfli. Crete Professionals Alliance is listed as an others.
Does Maxwell Advisors have an API?
No public API is recorded for Maxwell Advisors.
What industry is Maxwell Advisors in?
Maxwell Advisors's product category is Accounting & Tax Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 541211 and its SIC code is 8700.