History and Mission


We believe Caldwell & Company is here to partner with you to help individuals and businesses achieve their financial goals. This is our mission. Everything we do, including bringing the best ideas and best people together to meet your unique needs, reflects this mission. 


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 four established financial firms. As our team has grown, so has our expertise, our resources, and our dedication to provide top-tier accounting and tax consulting services to a diverse clientele.

Caldwell is uniquely suited to serve small businesses and self-employed 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.”