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 CPAs 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.
Lisa joined Caldwell CPAs in March of 2016, bringing 25 years of process management and client service experience to the Firm. Prior to joining Caldwell CPAs, 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.
Director of Tax
Like world humanitarian Bono, Banu is simply known as Banu! She has over 15 years of experience in bookkeeping and preparing personal, corporate, partnership, and nonresident tax returns, in addition to filing and preparing foreign information reports including FinCen, 1042, 5471, 8938, and Foreign Investment in Real Property forms (FIRPTA). She is a credentialed Enrolled Agent (EA), licensed by the IRS in all 50 states to represent taxpayers before the examination, collection, and appeals branches of the IRS. She also holds the designation of CTRS (Certified Tax Resolution Specialist), specializing in resolving IRS problems including: late filing, penalty and interest abatement, liens and levies, and Offer in Compromise. Banu is also a Certified Acceptance Agent (CAA), Banu is a graduate of Strayer University in Maryland, where she graduated Summa Cum Laude and with Alpa Chi National Honors to earn her Bachelor of Science in Accounting and a Minor in Business Management. She also has a diploma in Information Technology and Project Management from NIIT in India. She is also a member of the Maryland Society of Accountants and ASTPS. In her spare time, Banu enjoys oil painting on canvas and photography.
Sr. Regional Tax Manager
Sherman holds a bachelor’s degree in Accounting and an MBA with an emphasis in Sports Management. With over 20 years of experience in the tax industry, he joined Caldwell CPAs 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. Sherman has been a member of IMA (Institute of Management Accountants) since 2006. 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 enjoys working out in early mornings to start his day, golfing and spending time with his wife and four daughters.
EA, CPA Candidate
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. In 2017, Gio earned his Enrolled Agent credentials by passing through a rigorous IRS examination process. He is 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.
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.
Tax Manager, EA
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 obtained his Enrolled Agent (EA) designation in April of 2019. 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.
Sara joined Caldwell CPAs in the Virginia Beach office in September of 2019. As the Operations Manager at Caldwell CPAs, she works alongside several departments ensuring day-to-day operations run smoothly and effectively. With a degree in Medical Office Administration and over 10 years of experience in client relations in the field of law and higher education, she brings a wealth of knowledge to the Caldwell CPAs team.
In her spare time, Sara enjoys spending time with family, friends and her two dogs and always has a good book nearby.
Aleyda Salinas, CPA – Tax Accountant
Ana Javashivilli-Khachidze – Business Accountant
Bojana Aleksic – Assistant to Director of Tax
Criska Cooray – Sr. Business Accountant
Grace Caldwell – Billing Specialist
Haley Goettsch- Operations Assistant
John Brewington Jr, MBA – Tax Accountant
Joyce Harris, MBA – Tax Associate
Laurie Olsen – Business Accountant
Manolo Hernandez – Business Accountant
Martin Le – Database Specialist
R. Scott Grimes – Tax Accountant
Rosa Rodriguez- Business Accountant
Sue Wang, CPA – Tax Accountant
Tim Thomas, EA – Tax Accountant
Wendy Woodward – Business Accountant
Yesica Gonzales-Jordan, MBA – Business Accountant
Zekarias Abebe, EA- Tax Accountant