William J. Caldwell, CPA

Chief Executive Officer

William J. Caldwell With his extensive knowledge of tax codes combined with strong accounting skills, CEO William J. Caldwell is able to help his clients realize their dreams. His own firm exemplifies the business management strategies and growth principles he shares with his clients. Over 10 years, Caldwell & Company has grown to encompass a team of 17 experts who provide valuable financial services to an array of clients – from successful professionals to expanding nonprofits to fast-growing companies. Bill is an innovative problem-solver who serves to minimize his clients’ financial burdens and maximize their growth opportunities.

Bill Caldwell honed his financial skills during a year spent at the U.S. Department of Army Audit Agency and a successful career at the accounting firm, Bond Beebe.  An astute businessman, he recognized that his generalist approach to accounting was an asset to small business entrepreneurs, so in 2002 he opened the doors to his accounting practice in Bethesda, Maryland. Prior to earning his B.A. in Business and Accounting from University of Minnesota, Bill had a successful career as an executive chef in Minneapolis. He was certified as a public accountant in 1988 after passing the CPA exam. A voracious reader, Bill stays current with U.S. tax law and its implications for taxpayers. On average, he completes 40 hours of continuing education each year, which has enabled him to remain current in all areas of small business and individual taxation, as well as to specialize in international tax law.An outdoors enthusiast, Bill sails a 27-ft. sloop in the Chesapeake Bay. He enjoys international travel and in 2011, he participated in a trade mission to India with Maryland Governor Martin O’Malley, along with other business leaders from across the state. Currently, Bill is learning to become fluent in Spanish.

 

“Many large accounting firms are dedicated to clients in big business, but are somewhat less accessible to small businesses,” says Bill Caldwell. “Caldwell & Company supports small businesses, their owners, and independent professionals who can benefit from tax planning, estate planning, and other financial counsel they may not otherwise receive.”

A leader in the accounting community, Bill is a past president of the Maryland Estate Planning Council of Suburban Maryland, a member of the American Institute of CPAs and its Tax Division special interest group, and a member of the Maryland Society of CPAs. He is also a past president of the National Capital Optimist Club, a global association of volunteers dedicated to ‘bringing out the best in kids’ by providing a helping hand to youth. Caldwell & Company also is a member of the Bethesda/Chevy Chase Chamber of Commerce.

While an expert in small business development and management, Bill also is a knowledgeable collector of contemporary art and a patron of D.C’s. most innovative theater company, Woolly Mammoth, where he serves on the Board of Directors. In addition, he volunteers with the humanitarian mission of Green Door, a DC-based community program that prepares people with severe and persistent mental illness to work and live independently. Green Door helps nearly 2,000 DC residents annually move from institutions and homeless shelters to fulfilling, independent lives. Bill serves Green Door as a member of its Board of Trustees.

Invite Bill Caldwell to your organization’s next meeting. You and your members will gain insight through his inspiring life story as well as practical information about personal financial planning.

Submit Speaker Request

Meet the Staff Members