Auburn-Opelika (334) 887-7022 | Montgomery (334) 244-8900
Individual Services

Individual Services

We Return Value to individual clients with insightful tax planning and preparation as well as forward-thinking wealth management strategies and family care services.

All of our individual clients share two common financial goals. The first goal is to minimize current year tax liability while staying in compliance with federal, state and local regulations, and the second goal is to develop and implement a financial plan that helps ensure stability for themselves and their families into the future.

The CPAs and professionals at Machen McChesney are uniquely positioned to help you achieve both of these critical goals. We have been providing tax planning and preparation services to individuals since our inception over 60 years ago. In addition, we are honored to have a strategic alliance with one of Alabama’s premier wealth management firms McDonald & Hagen.

Together, we can bring a robust and powerful skillset to bear as we guide you through critical financial decisions and an ever-changing tax and financial market landscape. Our services to individuals include:

  • Personal income tax preparation & planning
  • Personal income tax organizer & interview
  • Estimated quarterly tax maintenance & planning
  • Estate, gift & trust tax preparation & planning
  • Executor (Executrix) & trustee services
  • Section 1031 like-kind tax-deferred exchange
  • Personal  financial statements
  • Self-employment tax strategies
  • Charitable giving strategies
  • Comprehensive written financial plans
  • Full service brokerage/advisory services
  • Insurance planning & review
  • Retirement planning
  • College funding solutions
  • Family office services

Interested in learning more about our individual tax services, estate tax planning and wealth management services? Our CPA firm proudly serves, Auburn, Opelika, Montgomery and the rest of Alabama and surrounding states. Contact us today at 334-887-7022 or simply fill out our form below and one of our professionals will be glad to help.

Questions? Contact Donald G. Chastain, CPA