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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    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 firm administrator 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). She is a member of the International Association of Professional Women. 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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    Sherman Ledet
    Regional Tax Manager
  • sledet@caldwellcpas.com
  • Introduction CALDWELLCPAS-TIDEWATER Sherman holds a Bachelor’s degree in Accounting and an MBA with an emphasis in Sports Management from Tiffin University. With over 15 years of tax experience, he joined Caldwell CPAS – Tidewater after serving as Senior Tax Advisor for a large Florida based tax franchise where he was responsible for the daily operations and expanding the clientele list for multiple franchise locations. An avid lover of sports, in 2009 Sherman and his business partner started a sports agency where he served as lead scout and contract advisor to numerous athletes pursuing a career in professional football. Sherman is a member of the Institute of Management Accountants and Omega Psi Phi Fraternity Incorporated.

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    Vitor Sa
    Regional Tax Manager
  • vsa@caldwellcpas.com
  • Introduction CALDWELLCPAS-TIDEWATER Vitor holds two Bachelor’s degrees in Accounting and Finance from Old Dominion University. His experience and knowledge of the tax code continues to provide individuals and business owners with expert tax advice. Originally from Brazil, Vitor received an athletic scholarship to be part of the Swim & Dive team at Old Dominion University in Virginia Beach.

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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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    Gayle Berkley
    Senior 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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    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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    Greg Armstrong
    Tax Manager, EA
  • garmstrong@caldwellcpas.com
  • Introduction Greg joined Caldwell & Company in August of 2017. He has more than 15 years of public accounting and financial advisory services knowledge and experience. Greg's education includes Bachelor of Science degrees in Accounting and Political Science from Ohio State University, and an MBA with a Finance concentration. He has also completed Georgetown University’s CFP candidate program. Other designations earned through the years include Chartered Financial Consultant, Chartered Life Underwriter, and Enrolled Agent. Outside of the office, Greg is an outdoor sport adventurer and enjoys hiking and kayaking. He has also completed several marathons over the years. When he's not conquering the outdoors, he also finds enjoyment with the culinary arts, traveling, and wine events.

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    Sanjaya Bhattarai
    Tax Manager, CPA
  • 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
    Tax Manager, 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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    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. 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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    Nkoumbuoh Tazeh
    Tax Accountant
  • ntazeh@caldwellcpas.com
  • Introduction Nkoumbuoh joined Caldwell and Company with over 10 years of previous tax accounting experience in both the public and private sector. His previous responsibilities have included multistate tax compliance issues for corporations and partnerships, personal income tax matters, personal property tax compliance, sales and use taxes, and tax compliance for timeshares and homeowners’ associations. Nkoumbuoh graduated from the University of Wisconsin-Whitewater with a B.B.A. in Accounting. In his free time, Nkoumbuoh enjoys spending time with his family, photography, travelling, and watching soccer.

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    Rachel Clark
    Business Services Manager
  • 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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    Daria Spirin
    Business Accountant
  • dspirin@caldwellcpas.com
  • Introduction Daria (known as Dasha!) received a bachelor’s degree in accounting from Wilmington University. Before joining the Caldwell team, Dasha worked with another CPA firm, where she got experience in financial accounting and income tax preparation. Dasha likes spending her free time with family and friends, cooking and being outdoors.

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    Rosa Rodriguez
    Business Accountant
  • rrodriguez@caldwellcpas.com
  • Introduction Rosa earned a B.S. in Accounting at Metropolitan University in Puerto Rico. She recently moved from Puerto Rico to Maryland, and has over 8 years of experience as an accountant in multinational and manufacturing industries. In her spare time, she enjoys spending time with her family, traveling, running, and working out.

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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, Daniel worked as an operations manager for a malpractice law firm, and also as a staff assistant on a Maryland congressional campaign. In his spare time, Daniel enjoys sports, political activism, and spending time with his wife and their exuberant boxer-bulldog, Chance.

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    Ritika Hamal
    Administrative Assistant
  • rhamal@caldwellcpas.com
  • Introduction Rit earned a B.A in International Relations from Louisiana State University in 2014. She joined Caldwell and Company in October of 2017, and has previous experience in Public Relations and Administration. She is passionate about traveling, rock climbing, and relishes the opportunity of unfamiliar but exciting new experiences. In her free time, she likes to paint and watch Animal Planet or Netflix. Her bucket list includes (but is not limited to) climbing the rock walls in Yosemite Valley.

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    Hannah Maka
    Administrative Assistant
  • hmaka@caldwellcpas.com
  • Introduction Hannah studied Communications at the University of Maryland, College Park, earning distinction for Excellence in Literature and induction into the Phi Theta Kappa Honor Society. Prior to joining Caldwell & Company, Hannah spent several years as an Office Manager and worked as a Lead Canvass Director on political campaigns across the country. Hannah is passionate about exploring new cities on foot and by tastebud, enjoys playing games, watching movies, and spending time with friends.

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    Jessica Mansour
    Administrative Assistant
  • jmansour@caldwellcpas.com
  • Introduction Before joining us, Jessica worked for other accounting firms in the Maryland area. She has held positions as office manager and executive assistant; she also worked in the salon industry for over a decade. In her spare time, she enjoys spending time with her two daughters and husband, in addition to watching hockey and riding her horse. Her upbeat personality is a perfect fit for Caldwell & Company.

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    Michelle Sok
    Intern
  • msok@caldwellcpas.com
  • Introduction Michelle graduated with a B.S. in Finance from George Mason University in Fairfax, Virginia. Before joining Caldwell & Company, Michelle completed an internship as a business analyst in London, UK. In her spare time, she enjoys photography, baking, and taking dance classes.

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