Back to Directory
Sweeney & Michel, LLC

Sweeney & Michel, LLC

Reviews Summary

The reviews consistently praise the team's professionalism, knowledge, and personalized service. Clients highlight clear communication, tailored financial advice, and a welcoming atmosphere. Many appreciate the long-term relationships built with the advisors, noting their responsiveness, trustworthiness, and ability to explain complex concepts simply. The team is repeatedly recommended for their client-focused approach, market expertise, and outstanding customer service.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

196 Cohasset Rd #100

Chico, California 95926

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-3PM
Tuesday 8AM-3PM
Wednesday 8AM-3PM
Thursday 8AM-3PM
Friday 8AM-2PM
Saturday Closed

Customer Reviews

I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for

Joe and his team provide unmatched service and guidance regarding my finances. They keep me up to date on the changing trends in the market and provide sound suggestions. They also take the time to talk with me to understand how aggressive I want to be in my investments and tailor their services to best suite my expectations.

Joe has been a great financial advisor for us for over 10 years. He always takes the time necessary to advise and explain any questions we may have. We highly recommend Joe and Sweeney & Michel, LLC.

I've been working with Joe for 15+ years. Have always felt he has my best interest in mind when making financial decisions. Always listens to my goals and helps me strategize. Couldn't be more happy with the service and results.

I had a financial issue that I needed help with and Joe was fantastic in helping me walk through the options and develop a solution that was tailored to my circumstances. He's very approachable and friendly; I highly recommend him.

Amazing insight, client service and flexibility. This will be your last stop for financial planning. It's more like a family and they help make every decision an informed and educated one.

Joe is easy to talk to does not pressure you. He makes you feel comfortable right off the bat. Is very knowledgeable and great at explaining your options to allow you to make the decision that is best for you. I appreciate how profession and personable he is.

The entire team at Sweeney & Michel are all brilliant and very welcoming. Joe is very open and responsive to any questions I may have regarding the market or my investments. He has proven to be the kind of advisor I trust and recommend to all my friends, family, or anyone looking for a reputable place to care for their funds/accounts!

My advisor Katie Junk has done a wonderful job with our investments. She has given me very clear and concise information at times that I have used. Katie, Renee, and Joe have an outstanding business model and are very professional. I would highly suggest this team if you are looking for a financial investment firm.

My husband and I have been seeing Joe for years. Recently visited their newer location, and loved the warm and welcoming staff. Joe is very knowledgeable and helps explain things in a way that anyone can understand. Highly recommend!

We always enjoy meeting with Renee about our investments with Sweeney & Michel investments. It always feels good to discuss changing isues in the stock market. I like being kept informed about the latest changes in my portfolio.

wonderful team and service!

They are the most professional and responsible. I'm glad I have my investments in such a good company.

Great to work with! Highly recommended!

Wonderful customer service and financial planning tools.

Very Professional and Worth every minute.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.