Machen McChesney

Machen McChesney

Reviews Summary

Machen McChesney receives consistently outstanding reviews for their exceptional service, professionalism, and responsiveness. Clients praise their team for being knowledgeable, courteous, and always willing to go above and beyond. Many highlight the firm's ability to handle complex needs with efficiency and accuracy, making them a trusted partner for businesses of all sizes. The staff is commended for their patience, timely assistance, and dedication to ensuring client satisfaction. Highly recommended for accounting and financial services.

About This Listing

Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience

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

Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience

Contact Information

Address

1820 E University Dr

Auburn, Alabama 36830

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Machen McChesney does a great job of getting what we need completed, in a timely manner, with no hassle whatsoever. The staff is kind, professional, and responsive if ever we have questions. We would highly recommend their services!

Machen McChesney is great! Joe Janning and the entire team at Machen McChesney have been huge resources for me and my career. Everyone is extremely courteous, professional, and knowledgeable. I would definitely recommend them for any of your accounting needs and services.

I have used Machen McChesney from day one of my business and I couldn't imagine using anyone else! Joe Janning has always helped me out and made sure I was up to date with everything that could benefit my business or to make sure I took advantage of it. They have always been there to answer my questions and seem to work around the clock to be efficient as possible. Joe is super easy to work with and will always make sure you get things done in a timely manner! If you are looking for a firm to handle your pe

We love the entire team at Machen McChesney! We have a complex non-profit organization that runs off of multiple government grants. As we have had questions arise, they have been lifesavers time and time again over the years. The whole team is absolutely great to work with!

It?s easy to give Joe Janning (and the Machen McChesney team) five stars! Joe patiently answered all our questions and guided us through every step. We would certainly recommend him to anyone.

It was a pleasure working with Joe Janning at Machen McChesney. Joe is extremely responsive and knowledgeable in his area of profession. I highly recommend using Joe with any of your accounting needs. He is very professional and easy to reach with any questions you might have. Lastly, Joe helped us find the solutions we were looking for. Highly recommend Joe!

I love Machen McChesney. Joe and Julie are amazing! They take their time to ensure that our accounting is accurate and timely. They are always willing to lend a helping hand and encourage questions for understanding. I couldn?t ask for better accountants.

Even though we are a very small business, Machen McChesney has always treated our business as a major customer. I have never felt that I've been given less than their best.

We have been working with Nick for a few years in various businesses. He is fantastic, always wiling to go above and beyond. We couldn't ask for better!

They are very responsive and do great work.

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.