William j. CaldwellCEO, CPA
Bio
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 curtinCOO, PAFM
Bio
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. |
Fowmitha BanuDirector of Tax, EA, CTRS, CAA
Bio
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. |
Sherman LedetSr. Regional Tax Manager
Bio
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. |
DASHA SPIRINManager, Business Services
Bio
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. |
Nkoumbuoh TazehAudit Manager
Bio
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. |
Gabriel JArrinTax Manager, EA
Bio
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 traveling; 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 SCHMIDTOperations Manager
Bio
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. |
CRISKA COORAY
Sr. Business Accountant
Aleyda Salinas, CPA – Tax Manager
Ana Javashivilli-Khachidze – Business Accountant Bhim Guragain, CPA- Tax Manager Bojana Aleksic – Assistant to Director of Tax Din Bonny- Business Accountant Dusica Nesic Operations Associate Grace Caldwell – Billing Specialist Haley Goettsch- Operations Associate John Brewington Jr, MBA – Tax Accountant Joshua Celestin - Tax Accountant Joyce Harris, MBA – Tax Associate |
Joyce Harris, MBA – Tax Associate
Kayla Goettsch - Operations Assistant Laurie Olsen – Sr. Business Accountant Rosa Rodriguez- Business Accountant Shweta Shah, CPA- Tax Manager Sue Wang, CPA - Tax Accountant Wendy Woodward – Business Accountant Vitor Sa - Regional Tax Manager Yesica Gonzales-Jordan, MBA – Business Accountant Zekarias Abebe, EA- Tax Accountant |