Machen McChesney

Overview

Machen McChesney provides accounting, audit and assurance, business advisory, business valuation, business and individual tax, estate and trust tax, family office and elder care, outsourced bookkeeping, international tax, and wealth management services.²

Its broader offerings include payroll processing, benefits administration, retirement-plan consulting, human-resources management, asset-management programs, succession planning, college funding, estate planning, insurance reviews, and retirement planning.³

The firm reports having more than 20 CPAs, a licensed financial advisor, and a certified business valuation analyst. It became a member of BDO Alliance USA in 2001, giving clients access to broader capabilities through the alliance’s independently owned accounting-firm network.¹

History

Machen McChesney began in 1954 as a bookkeeping and tax practice and marked its 70th anniversary in 2024.⁴

Timeline

1. 1954Machen McChesney began in 1954 as a bookkeeping and tax practice and marked its 70th anniversary in 2024.
2. 2001It became a member of BDO Alliance USA in 2001, giving clients access to broader capabilities through the alliance’s independently owned accounting-firm network.

Leadership

Michael D. Machen, CPA, CVA, is the managing partner. The partner group includes Robert Murry Guy III, Louis Hawkins, Melissa W. Motley, Jessica L. Pagan, Lesley L. Price, Bobby L. Taunton Jr., Aaron K. Waller, Nick Wheeler, and Martin D. Williams.⁵

Michael Machen’s practice areas include accounting and auditing, taxation, business valuation, and business advisory services. His industry experience includes construction, real estate, manufacturing, distribution, retail, and professional services.⁶

Services

The firm’s services span core accounting and tax work, assurance, advisory projects, valuation, family office and elder care support, bookkeeping, international tax, and wealth management.²

Additional planning and administrative support covers payroll, employee benefits, retirement plans, human resources, asset management, succession, college funding, estates, insurance, and retirement planning.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Administration and bill pay
• Risk and insurance
• Business owner services
• Retirement planning
• Cross-border planning

Client Focus

Machen McChesney reports that its client base is concentrated in East Alabama and nearby communities while extending throughout the United States.¹

Approach

The firm says its client-service philosophy centers on candid advice, consistent value, understanding each client’s business, and building trusted long-term relationships.⁷

Its stated mission is to serve clients committed to value and excellence while maintaining a trustworthy, self-motivated, highly skilled professional team.⁸

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.