Firm Profile

Vision Statement

An elite team of professionals dedicated to the fullest realization of personal and business well-being for our clients,
our communities and ourselves.


We fulfill this Vision by assisting our clients in these ways (among many others):

  • Income Tax Savings - Maxwell & Company’s creative and modestly aggressive tax planning and preparation enables our clients to minimize their tax liability and keep more of their money for themselves. Our tax professionals are constantly monitoring changing tax laws to ensure that every possible strategy is considered.
  • Financial Planning - Whether planning and implementing a successful retirement plan, planning for family business succession issues, buying or selling a business, or devising and implementing an estate plan that minimizes estate taxes, we diligently assist our clients to build (and keep) wealth.
  • Business Management Services - Successfully growing and managing your business is our mutual goal. Our Business Services Team consists of a group of professionals who have experience "in the trenches" as former controllers, CFOs and in other management positions in local, national and international companies. We are able to provide expertise in designing, implementing or improving an accounting system, assistance in training and hiring of personnel, guidance for compliance with sales tax laws and employer requirements, development of Key Performance Indicators and other valuable management tools.
  • Financial Accounting - We proactively analyze our client’s statements, look for problems, and suggest solutions. 
  • Computer Consulting - An effectively running computer system can make all the difference in the efficiency and profitability of a business. Choosing the right hardware and software (to meet current and future needs), system conversions, and personnel training are some of the ways that our in-house computer experts assist our clients to maximize the benefits of their computer systems.

Maxwell & Company’s Statement of Core Values

We believe it as our ethical responsibility to diligently use all of our personal and professional tools and qualities in pursuit of our Mission, erasing the traditional boundaries of accounting services.

We are determined to maintain the highest standards of professionalism, confidentiality, integrity, honesty, dedication, innovation, friendliness and loyalty, while employing our business and technical expertise.

References from business and individual clients are available upon request.