Staff Members

Your Professional Team

Following are the key staff members with their contact information.

William J. Caldwell
CEO
  • bill@caldwellcpas.com
  • Introduction 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.

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    Lisa Curtin
    COO
  • lcurtin@caldwellcpas.com
  • Introduction Lisa joined Caldwell & Company in March of 2016, bringing 25 years of process management and client service experience to the Firm. Prior to joining Caldwell & Company, Lisa was the Vice President of Operations for a major corporation and has extensive experience in managing the back end process of company acquisitions, while remaining focused on the client experience. In her spare time, Lisa enjoys travel and anything related to the outdoors, from hiking Virginia’s trails to kayaking area rivers and creeks.Lisa’s Alma Mater is the University of Wisconsin and she remains a Badger’s fan. She is an active member of CPAFMA, an association dedicated to the profession of CPA Firm management.

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    Herb Rendo
    CPA
  • communications@caldwellcpas.co
  • Introduction Herb earned his degree in Financial Management from Virginia Commonwealth University and operated an accounting practice in Bethesda for three decades before merging with the Caldwell team in 2006. A jack of several trades, Herb is proficient as a data processing manager, a methods analyst, and a real estate manager. While operating his own accounting firm, he managed a half million square feet of Bethesda office space, handling the financial management and financing. He also holds a class “A” Virginia contractor’s license. At Caldwell & Co., Herb focuses on individual income tax issues, estates, and trusts. He enjoys “turning chaos into order” and providing clients ‘peace of mind.’ In his free time, Herb collects cars and motorcycles, and keeps company with his 100-pound Labrador mix, Sammy.

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    Charles J. Becker
    CPA
  • communications@caldwellcpas.co
  • Introduction Known as “Chick” to friends and clients, Charles Becker has practiced as a CPA in the Washington, DC metro area for four decades. A graduate of American University, Chick founded the public accounting company, C. J. Becker & Associates, where he served as president and CEO until 2009. He is a past president of the Association of Practicing CPAs and is a member of the Maryland Association of CPAs and the Greater Washington, DC Institute of CPAs. An expert in corporate tax, individual tax, estate tax, and partnerships, Chick served as an expert witness in Montgomery and Howard Counties in federal bankruptcy courts in various accounting and tax matters. He was instrumental in the completion of three accounting and auditing peer reviews, each of which received unqualified opinions. Chick enjoys spending time with his three grown children and three grandchildren.

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    Shahram Sharafi, FCCA (UK)
    CPA
  • communications@caldwellcpas.co
  • Introduction Shahram Sharafi merged his practice with Caldwell & Co. in 2008 after 22 years of independent practice. He is a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of CPAs (MACPA), the California Society of CPAs (CALCPA), the Association of Practicing CPAs (APCPA), and the Chartered Association of Certified Accountants (ACCA) in UK, a global body for professional accountants. For 10 years, he taught accounting and related subjects at universities abroad. In addition to being a CPA, auditor, and tax expert, Shahram is a member of the Washington Metropolitan Artists Society (WMAS); a watercolor artist. He has exhibited locally and has paintings in private collections in the U.S. and overseas. His works are on display in the Caldwell offices and online at the WMAS website. A number of his paintings have been auctioned to support charitable causes.

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    Rakesh Suthar
    Senior Tax Manager, EA
  • Rsuthar@caldwellcpas.com
  • Introduction Rakesh Suthar earned his Accounting degree in India and joined Caldwell & Co. in 2006. His prior experience was gained in India as the Gujarat State Treasurer’s Assistant for BJP, India’s second largest political party. He also spent several years handling election financial data at the state level for BJP. Rakesh enjoys helping clients with complex tax and accounting needs. He speaks Gujarati and Hindi. Outside the office, he enjoys family time and watching cricket matches.

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    Fowmitha Banu
    Senior Tax Manager, EA
  • banu@caldwellcpas.com
  • Introduction Like world humanitarian Bono, Banu is simply known as Banu! She is a credentialed Enrolled Agent, licensed by the IRS to practice in all 50 states. She also holds the designation of CTRS (Certified Tax Resolution Specialist). In 2013, Banu earned her Bachelor of Science in Accounting while minoring in Business Management. She also has a diploma in Information Technology and Project Management from NIIT in India. She began her career in Maryland at Sharafi & Associates, and has over 10 years of experience in bookkeeping and preparing tax returns. At Caldwell, Banu handles both the IRS and state audits and notices, and also provides client support for the firm. in In her spare time, Banu enjoys oil painting on canvas. She also is a member of both the Maryland Society of Accountants and ASTPS.

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    Sandra Dunwoodie
    Manager, CPA
  • sdunwoodie@caldwellcpas.com
  • Introduction Sandy joined Caldwell & Company in 2012. She received her Associates degree in accounting at Frederick Community College, and earned her B.S. in accounting at Mount St. Mary’s University. She loves to travel and spend time with her family. She is great at problem solving, and you'd do well to stay on her good side, as she has her black belt in Tang Soo Do!

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    Martin Morris
    Senior Tax Manager, CPA
  • mmorris@caldwellcpas.com
  • Introduction Martin joined Caldwell & Company in 2013. He received a Bachelor’s Degree and a Master of Science in Accountancy from George Washington University. He passed each section of the Uniform CPA Exam on the first attempt in 2006. He is a member of the Maryland Association of CPAs. Prior to entering the accounting profession, Martin worked as a management consultant with Accenture. He enjoys developing comprehensive tax-planning strategies and collaborating with his clients and their other professional advisors. In his spare time, he likes to play basketball and tennis and spend time with family and friends.

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    Gail Suit
    Senior Tax Manager, CPA
  • gsuit@caldwellcpas.com
  • Introduction Gail recently joined Caldwell & Company in August of 2017, but is bringing 30 years of experience in providing accounting, tax and business advisory services to clients for several certified public accounting firms, including one she founded with a partner in 1998. She strives to provide unique and effective service accomplishments to each client engagement. Gail graduated from the University of Maryland with a bachelor’s degree in business/accounting, and shortly thereafter passed the CPA exam. She is a member of the American Institute of Certified Public Accountants and the Greater Washington Society of CPAs. Outside of business hours, she enjoys golf, travel and fun with family and friends.

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    Gayle Berkley
    Tax Manager, CPA
  • gberkley@caldwellcpas.com
  • Introduction Gayle recently joined Caldwell & Company. She has more than 15 years of accounting knowledge and experience. She earned her BS in accounting at the University of the District of Columbia, and is a Certified Financial Planner candidate at the Georgetown University School of Continued Education. Gayle has performed advisory services in various areas of accounting for individuals, small size businesses and exempt organizations. Throughout her career, Gayle has exhibited the qualities of an entrepreneur. A couple examples include partnering with others in a tax franchise venture with over 100 clients, and also managing a volunteer tax site which serviced low income taxpayers. She is driven by career development and inspiring others to be aware of their personal finances and to see the “big picture”. Even at a time when work-life balance called her to leave corporate life to spend more time with family, Gayle managed to continue to stay busy. She spent a number of years as an independent consultant advising clients through a network of affiliations and working with other like-minded professional women.

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    Gabriel Jarrin
    Tax Accountant
  • gjarrin@caldwellcpas.com
  • Introduction Gabriel joined Caldwell & Company in July of 2017. He graduated from University of Maryland, University College with a B.S In Business Administration & a Minor in Finance. He began his career as a tax preparer with another CPA firm, where he quickly moved into being the main tax accountant. He is also working on passing the IRS Enrolled Agent examination. In his spare time, Gabriel likes playing and watching sports, particularly soccer and tennis. He also enjoys travelling; he went backpacking through several countries in South America and China, and he also went to Brazil to see his home country of Ecuador play in the 2014 FIFA World Cup.

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    Sanjaya Bhattarai
    Business Accountant
  • sbhattarai@caldwellcpas.com
  • Introduction Sanjaya joined Caldwell & Company in September of 2014. He graduated with a B.S. in accounting from Strayer University. He also earned his CPA in the state of Virginia in 2010. Sanjaya enjoys cycling and traveling in his spare time.

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    Giorgi Maisuradze
    Staff Accountant, EA
  • gmaisuradze@caldwellcpas.com
  • Introduction Gio joined Caldwell & Company in June of 2016. He graduated with a B.S. in Accounting from the George Mason University's School of Business. He recently passed the IRS Enrolled Agent examinations, and will shortly become a Licensed Tax Practitioner in all 50 states and by the IRS for federal tax matters. Before joining the Caldwell team, Gio worked for a D.C.-based CPA consulting firm. In his spare time, Gio enjoys spending time with family and friends, playing soccer, and traveling to his home country of Georgia.

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    Rachel Clark
    Business Accountant
  • rclark@caldwellcpas.com
  • Introduction Rachel earned a Bachelor of Science in both Accounting and Finance from Radford University. She began her career as an accountant at a small non-profit in the DC area and joined the Caldwell & Company team in 2014. In her spare time, Rachel enjoys watching all types of sports, especially basketball, and returning to her hometown of Lexington, Virginia, to visit with family.

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    Christopher Mills
    Business Accountant
  • cmills@caldwellcpas.com
  • Introduction Christopher Mills earned his Accounting degree at Saint Francis University and joined Caldwell & Associates in 2017. His prior experience was gained at another CPA firm based in Florida. Chris enjoys assisting clients with bookkeeping and payroll related issues. Outside the office, he enjoys distance running and watching movies with his family.

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    Sheila Schneider
    Controller
  • sschneider@caldwellcpas.com
  • Introduction Sheila earned a degree in Business Education at University of Maryland and continued post graduate work in Adlerian Psychology at Bowie University. She began her career at Caldwell & Company in 2003 as Office Manager and ascended to Controller after several years. Sheila has direct experience in small business management, having owned and operated a word-processing business. She also served as the Executive Director of a local chamber of commerce in Anne Arundel County, Md., where she created a prosperous business environment and expanded the Chamber’s membership. Active in her community, Sheila was recognized by the Greater Crofton Chamber of Commerce as Business Person of the Year, following years of service to bring greater awareness to crime prevention and issues of personal safety for women.

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    Dana Edwards
    Firm Administrator, PAFM
  • dedwards@caldwellcpas.com
  • Introduction Dana Edwards has 25+ years experience in office management and has worked for Consulting Firms, Advertising Agencies and Design Firms, she was the office manager at C J. Becker & Associates (CPA Firm) for eight years prior to filling her position at Caldwell & Company in 2009. She is a member of CPA Firm Management Association and is a “Certified” Public Accounting Firm Administrator (PAFM). Her efficient office management style and organizational skills are in sync with Caldwell & Company’s mission. In her free time, Dana loves to read, she is a fitness walker and is involved in activities at her Church in Silver Spring.

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    Romula Hawthorne
    Executive Assistant
  • rhawthorne@caldwellcpas.com
  • Introduction Romula earned a Bachelor’s of Arts degree in Psychology from Gannon University, in Erie, Pennsylvania. She has been with Caldwell & Company since February 2014. She really enjoys the team-driven, friendly, and professional environment here at Caldwell. Romula takes pleasure in spending time with her family, reading, hiking, camping, and traveling. She is a member of the Chesapeake Guardian Program and Tree Sisters Organization where she makes donations to help give back to the planet and restore balance in the bay and in the forests. Romula is also searching for a therapy program to obtain her Master’s degree.

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    Daniel Garay
    Communications Administrator
  • dgaray@caldwellcpas.com
  • Introduction Daniel graduated with a B.A. in International Studies from American University in Washington, DC in 2016. Before joining Caldwell and Company in 2017, Daniel worked for a malpractice law firm, and also as a field manager on a local congressional campaign. In his spare time, Daniel is a sports enthusiast who also enjoys the outdoors with his wife and their exuberant boxer-bulldog, Chance.

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    Sierra Hall
    Administrative Assistant
  • shall@caldwellcpas.com
  • Introduction Sierra joined the Caldwell family after earning a B.A. in psychology from McDaniel College in Westminster, MD. When she's not behind our front desk flashing her famous smile, Sierra enjoys yoga, singing, and being a mom. She is also an active member of Gamma Sigma Sigma.

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    Kenneth Onyechi
    Production Administrator
  • konyechi@caldwellcpas.com
  • Introduction Kenneth joined Caldwell & Company in March of 2017, and he loves the cultural diversity of our team. As a lifelong learner, he makes it a priority to learn at least one new thing each day. Prior to joining us, he graduated from the Wentworth Institute of Technology in Boston with a B.A. in Communications Management. In his spare time, he enjoys writing, researching, listening to music, networking, and working out.

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