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Caldwell CPA provides a wide range of services to individuals and businesses in a variety of industries. At Caldwell CPA, I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Caldwell CPA will pick up your tax documents, monthly activity for write-up, etc. and deliver the final product to your doorstep at no additional cost to you.  We also offer a portal to upload all materials and for delivery of final product, eliminating extra papers.

My professional services include:

Tax Management Services

At Caldwell CPA, tax preparation services are offered for individuals and small businesses. The returns are reviewed with the clients prior to filing to ensure understanding of the year’s activity.

Throughout the year, Caldwell CPA can guide clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow and keeps you on track to your financial goals.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Caldwell CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Personal financial statements
  • Corporate tax planning and return preparation
  • Compilations

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if it is setup and used properly. Caldwell CPA not only helps you use the software, you are shown how to use it more efficiently and more effectively.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Caldwell CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. This can be done monthly, quarterly, or yearly. For more information, please call Caldwell CPA.

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