Maxwell Advisors, a tax-focused firm known for deep expertise and long-standing client relationships, has joined Crete Professionals Alliance. The partnership expands Crete’s presence in California and enhances Maxwell’s ability to meet growing demand through access to technology, global delivery, and a national network.
Irvine, CA — Maxwell Advisors, LLC, formerly Maxwell & Company CPAs (“Maxwell”), a nationally recognized tax advisory firm known for its deep technical expertise and decades-long client relationships, today announced it has joined Crete Professionals Alliance. The partnership expands Crete’s presence in California while bringing Maxwell’s highly specialized tax capabilities into the broader platform. Together, the firms will enhance their ability to serve clients with greater depth, continuity, and forward-looking insight—combining trusted advisor relationships with the scale, technology, and resources of a national network.
“This partnership positions our firm for continued growth, ”said Bill K. Maxwell, CEO and Senior Partner of Maxwell. “Demand for our tax expertise continues to increase, and by joining Crete Professionals Alliance, we gain access to the technology, resources, and global delivery capabilities needed to serve more clients without compromising the quality and continuity our relationships are built on.”
Adds Dee Dodson, President and Managing Partner, “Crete provides the operational support and scalable infrastructure that allows us to expand thoughtfully and efficiently. This partnership enables our team to focus on delivering high-quality work and maintaining strong client relationships, while leveraging additional capacity and tools to meet growing demand.”
“Maxwell is a firm with deep expertise, strong leadership, and a long track record of client trust,” said Steve Stagner, CEO of Crete Professionals Alliance. “They have built something exceptional, and like many firms we partner with, they were at a point where additional scale, technology, and capacity could unlock even greater potential. We’re excited to provide the platform that enables William, Dee, and their team to grow faster, serve more clients, and continue delivering the high-quality work they are known for.”
As part of Crete Professionals Alliance, Maxwell will continue operating under its established brand and leadership while gaining access to a broader platform designed to support growth and scalability. This includes connectivity to a national network of leading accounting and advisory firms, enterprise-level support across core business functions, and advanced technology and automation to enhance service delivery.
The partnership also provides access to global talent resources in India and the Philippines, enabling increased capacity and flexibility to meet rising client demand, along with centralized support for recruiting and future M&A initiatives.
The West region represents one of Crete’s fastest-growing areas, and Maxwell will play an important role in advancing new ways of working across the platform, including leveraging a more flexible, remote-enabled workforce and adopting technology and global service delivery models to expand capacity and improve efficiency.
About Maxwell Advisors, LLC
Founded nearly 50 years ago, Maxwell Advisors is a tax-focused advisory firm providing business and tax consulting services designed to support growth and minimize tax liabilities. Known for its deep technical expertise and long-standing client relationships, the firm delivers tailored tax planning and compliance solutions to individuals and businesses across the United States, taking a proactive and practical approach to complex financial challenges.
About Crete Professionals Alliance
Crete Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Crete empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang, and backed by Thrive Holdings, Crete delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 40 high-performing firms across the country. Named one of Accounting Today’s fastest-growing firms, Crete is redefining what it means to thrive in today’s professional services landscape.
