McSweeney & Associates, APC

Employee Benefit Plan Auditor

Grass Valley, CA

About McSweeney & Associates, APC

<p>Founded in 1981, McSweeney &amp; Associates, APC handles audit and accounting work from Grass Valley in California’s Sierra Nevada foothills, serving clients across the greater Sacramento region and beyond.</p> <p>The firm provides financial statement services, including audit, review, and compilation engagements. It also supports retirement plan sponsors that need an outside firm for financial reporting and related <a href="/auditors/401k">401(k) auditors</a> work.</p> <p>Beyond attest services, McSweeney &amp; Associates offers income tax planning and preparation for individuals, partnerships, and corporations. The practice also handles litigation support, business valuation, estate and trust services, and management advisory work.</p> <p>A key differentiator is the breadth of services under one CPA firm, which can help clients keep tax, reporting, and advisory work coordinated with the same team. Contact Zackary McSweeney at (530) 272-5555.</p> <ul> <li>Financial statement preparation: audit, review, and compilation</li> <li>Income tax planning and preparation</li> <li>Litigation support</li> <li>Business valuation</li> <li>Estate and trust services and management advisory</li> </ul>

Website: https://www.mcsweeneyandassociates.com/

Founded: 1981

Office Locations

  • Grass Valley, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 1
  • Total AUM Audited: $36.1M
  • 401(k): 1 plans, $36.1M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
AJA VIDEO SYSTEMS, INC. 401(K) PLAN AJA VIDEO SYSTEMS, INC., CA $36M 182

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