Richard Caldwell, CPA
Managing Partner
Rick founded Caldwell & Associates in 1994 after 8 years at a Big Four firm. Licensed CPA and QuickBooks ProAdvisor with deep expertise in business tax strategy, entity structuring, and succession planning. He has guided hundreds of Arizona businesses through growth, transitions, and generational transfers.
Patricia Nguyen, EA
Senior Accountant & Enrolled Agent
Patricia is a federally licensed Enrolled Agent with over 15 years of experience in individual and small business tax preparation. Her EA credential gives her unlimited practice rights before the IRS, making her the firm's go-to for audits, appeals, and complex filing situations.
Daniel Reeves
Tax Specialist & Bookkeeper
Daniel manages the firm's bookkeeping clients and handles partnership and corporate returns. QuickBooks ProAdvisor certified, he specializes in setting up clean chart-of-accounts structures and training business owners to use their financial data effectively.