Client Testimonials

I came to Carlin & Associates looking for some sound advice with respect to my tax returns. My own tax preparer had filed erroneous returns and the IRS was demanding a substantial amount of money. Pat was quick to find the solution and prepare updated returns. Pat and team were on top of the situation and brought me peace of mind in what could have been a very upsetting time. I was extremely satisfied with the knowledgeable services and personal attention that was provided to properly address my issue.”

Margaret Reimche

I have worked with Pat for 25 years. He has always been timely and consistent with our needs. He has helped us through several different business transactions and been that person we can count on.”

Moe Malek, CEO – New Method FD Co., Inc.

The family I represent and I have worked with Pat for more than 25 years. We have had some very complex issues that he has guided us through. More recently his team assisted us with an estate administration and tax return. Their attention to detail and timeliness made this process much smoother than anticipated.”

Moe Malek, CFO – High Net Worth Family Office

Pat and his dedicated team have partnered & supported our growing family of entities for more than 20 years. They have been instrumental in providing business insight and planning on multiple transactions, real estate acquisitions, trademark dispositions. Pat's business tax planning & estate tax advice for a multi generational family are invaluable.”

Keith Casale, CFO – 3 Badge Beverage Corp.

Having worked with Pat for the last five years his attention to detail in the planning process has helped us continue to grow and have our net profits increase year over year.

I have the upmost confidence in the work Carlin & Associates has done for us and have referred several businesses similar to myself to work with them.”

Richard Armusewicz, President – Rich Armusewicz Construction Inc.

We have worked with Pat in many different facets from business consulting to outsourced pension plan audits. His counsel and understanding to our business as well as our clients is an invaluable resource to have.”

Rick Wedge, Managing Member – Wedgeworld LLC

We have worked with Pat for well over a decade. His attention to his client’s needs and his personal demeanor allow us to include him in our long-term planning. There is a comfort level that allows for open dialogue which give us the confidence we are moving in the right direction.”

John Jakiemiec, Managing Member – Northgate Benefits and Retirement Services, LLC

Pat is our “go to” professional with all of our tax and accounting needs. We work with him on our business, personal and estate needs. We have found Pat's knowledge and advise superior to other tax and accounting professionals. He is consistently available and open to meet or get on a call so that our needs are addressed in a timely manner.”

Rick Shepherd – Shepherd Family Office

I have worked with Pat since the founding of our company in 2005. From both business and personal level, he has helped us navigated through various tax and financial issues. His knowledge and expertise have been invaluable.”

Brendan Walsh, Managing Member – Walsh Carter & Associates Insurance Services LLC