Caldwell & Companies - ​Your Financial Ally

Caldwell & Company is a skilled, reliable, client-focused certified public accounting firm that can help you manage your business and achieve the highest levels of efficiency and profitability. Based in metropolitan Washington, DC, our clients include individual taxpayers, professionals in the fields of health and law, nonprofit organizations and small businesses in a variety of industries, including high-tech, food & beverage, hospitality, construction and real estate. We’re located close to embassies and multinational organizations in the nation’s capital which allows us to specialize in the financial challenges faced by foreign nationals working in the United States as well as by U.S. companies and citizens working abroad.

​Caldwell & Company believes every individual and business has unique financial needs that call for a customized approach.  We provide tax planning, tax preparation services, audit review, estate planning, financial planning, small business management advisory services, and outsourced bookkeeping – all tailored to your needs.

our history

Caldwell & Company was established by CEO William Caldwell, CPA, and a core team in 2002. Since then, the company has grown through widespread client referrals and the acquisition of three established financial firms. Each merger resulted in greater expertise, expanded capacity, and renewed dedication to providing top-tier accounting and tax consulting services to a diverse clientele in the metro DC area.
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Caldwell is uniquely suited to serving small businesses and busy professionals. “Many of our clients find that we are right-sized for their needs,” says William Caldwell. “We give individualized service to each client—whether an individual or a business—customizing solutions and applying the most expert solutions possible to tax planning, accounting practice, and operations management.”