Caldwell & Company Accounting

KC is knowledgable, accommodating and fair. Let’s be honest – taxes aren’t fun and cause most people a lot of stress! KC and his team work efficiently, are communicative, and take that stress out of the equation. Highly recommend!

KC Caldwell is extremely knowledgeable, professional and entirely dedicated to provide his clients exceptional service. Not only KC provide tax services but he excels in business acumen and customer service. I highly recommend Caldwell & Company Accounting for all your financial needs.
Thank you KC for helping me all these years with my Business taxes and my personal taxes, you did a great job. KC is the greatest CPA ever!!

I’ve known KC since 2005 via a networking group. My only regret is not having switched to his company way back then. KC pays attention to detail; he always looks out for me and I have to say, takes the ominousness of the IRS and makes it all painless. (I had a few rough years after getting divorced while also dealing with a real estate downturn and paying hefty child support, all while working to re-establish myself financially and still look after my kids and myself. Needless to say, life had some snags).

My previous CPA gave me little to no guidance on anything. KC always makes time for advice (a little harder during tax season understandably, but still makes time). KC really takes the pain out of accounting and his staff is highly knowledgeable. They’re always friendly and I don’t think I’ve ever had to wait long for either a reply to an email or a call back.

I have questions; they get answered; I have needs, KC addresses them. Personal and Business accounting. I would trust no one more than KC. He’s honest, sincere and attentive.

I just got off the phone with KC and I’m disappointed to say the least. I’ve been a business owner for over 15 years and my business has hired three CPAs during that time, KC Caldwell being the latest. His many mistakes within the first few weeks of the 2019 tax season forced us to go back to our previous CPA, whose mistakes now seem minuscule in comparison to that of KC and his staff. 1) They filed 1040s with incomes that were different from what the W2s actually showed, 2) They failed to use all the tax information provided to them such as 1099s, direct deposit account information and etc, when preparing the taxes, and 3) Until today, they still have not completed work that we have paid them to do in 2018. I would normally say that Caldwell & Company could possibly work for individuals with the simplest tax returns (W2 only), but given the fact that they have even managed to make errors on one of our simplest returns and considering their price point, I don’t believe that this is the case. For those returns that are more complex/include more than one simple W2, I believe that their disorganization, below average cloud software and the poor manner in which they transfer information, leaves the possibility of too many errors which could prove disastrous for any individual or organization. That being said, I do believe that KC and his staff are good people, although Francene can be short at times. However, despite how nice they are, the bottom line remains that my expectations from any CPA is pretty simple: 1) that they be knowledgeable of current tax law and regulations, 2) they file returns promptly and with the correct information, 3) that bottom numbers are accurate, and 4) that they provide an overall experience and service that warrants what they charge. Unfortunately, Caldwell and Company did not meet these basic requirements.

Sloppy work. My new accountant found many errors in their record keeping. Apparently they miss paying payroll taxes. I knew about the recent one but one goes back a few months ago. Now I have to pay double amount because of their poor record keeping. Do I say more.