Atlanta, GA · Est. 2001
Financial Clarity
Starts Here
Caldwell & Associates CPA delivers expert tax, accounting, audit, and advisory services to individuals and growing businesses across Atlanta. We don't just file returns — we build financial strategies that move you forward.
What We Do
Our Services
From tax preparation to fractional CFO advisory, we provide the full range of accounting services that individuals and businesses need to grow with confidence.
Tax Planning & Preparation
Strategic year-round tax guidance that minimizes liability and eliminates surprises.
Bookkeeping & Accounting
Accurate, timely financial records so you always know where your business stands.
Audit & Assurance
Independent, credible financial reviews that build trust with lenders and stakeholders.
Business Advisory
CFO-level financial strategy for growing businesses — without the full-time cost.
Payroll Services
Accurate, compliant payroll processing so your team always gets paid on time.
Estate & Trust Accounting
Careful stewardship of estate and trust finances through every stage of transition.
About the Firm
More Than Numbers
Founded by Margaret Caldwell in 2001, our firm was built on a simple belief: accounting should help you make better decisions, not just satisfy compliance requirements. We work with business owners who are serious about growth and individuals who want a trusted advisor in their corner year-round.
We combine the expertise of a large firm with the personal attention of a boutique practice. Every client works directly with a CPA who knows their situation — no handoffs, no runaround.
- Proactive year-round tax planning — not just filing season
- Direct access to your CPA, not a junior staff member
- Deep expertise in small business and mid-market clients
- Fixed-fee pricing with no surprise bills
- Bilingual services available (English & Spanish)
Client Testimonials
What Our Clients Say
“Switching to Caldwell & Associates was the best business decision I made last year. Rachel cleaned up three years of messy books in a month and now I actually understand my financials. I no longer dread tax season.”
“We've worked with Margaret and her team on M&A due diligence for four acquisitions over the past two years. Their depth, speed, and accuracy are unmatched. They feel like a true extension of our team.”
“David conducted our non-profit audit with professionalism and care. He identified several internal control gaps we hadn't noticed and helped us remediate them before they became real problems. Highly recommend.”
“Thomas helped me restructure from a sole proprietorship to an S-Corp and saved me over $18,000 in self-employment taxes in the first year alone. The investment in their advisory services pays for itself many times over.”
Resources
Financial Insights
S-Corp vs. LLC: Which Structure Saves You More in Taxes?
Choosing between an S-Corp and an LLC is one of the most consequential tax decisions a small business owner can make. Here's how to think through it.
Cash Flow Forecasting: The One Financial Report Every Business Owner Needs
Profitable businesses fail every year because they run out of cash. A 13-week cash flow forecast is the single best tool to prevent that from happening to yours.
Year-End Tax Checklist for Small Business Owners
December is your last chance to make moves that reduce your tax bill. Here's what to review before the calendar flips.
Your First Consultation Is Free
Talk directly with a CPA — no sales pitch, just honest advice about your situation.