Helping You Achieve Your Future Goals
At MacAlpine Carll & Co., LLC, we pride ourselves on providing personalized financial guidance to individuals and businesses in the Philadelphia, PA area. With over 100 years of experience, our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals.
Our Services
We offer a wide range of services to cater to the diverse needs of our clients. For individuals, we provide personal financial planning, retirement planning, estate planning, elder care, wealth management, and more. Our business services include small business accounting, bookkeeping services, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, business advisory services, financial planning for businesses, succession planning, new business formation, non-profit organizations, internal controls, and litigation support. We also provide tax services, including individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, cryptocurrency accounting services, and tax relief.
Our Team
Our team of experienced professionals, led by Charles Adams, CPA, and James L. Wilson, CPA, is dedicated to providing high-quality services with excellence and professionalism. We believe in open communication, thorough research, and sound analysis to meet the unique needs of our clients.
Our Values
At MacAlpine Carll & Co., LLC, we value our clients' trust and strive to maintain the highest standards of excellence and professionalism. We are committed to helping our clients achieve their financial goals and maintaining financial viability in the present and future.
Mixed Experience with Tax Preparation and Services
Positive Experiences
- Jim Wilson and Paul are praised for their exceptional service, professionalism, and expertise in handling personal taxes and small business accounting.
- Clients appreciate the prompt and efficient service, with some reporting significant savings on their taxes.
- The firm's website is commended for being informative and helpful in guiding clients on wealth management and tax planning.
Negative Experiences
- Some clients have had frustrating experiences with the firm, citing errors in tax preparation, delayed filings, and unresponsive communication.
- Clients have reported feeling neglected and unvalued, with some even experiencing significant financial losses due to the firm's mistakes.
- Complaints include unreturned phone calls and emails, and a lack of accountability and apology for mistakes made.
