Big Firm Expertise Without the Big Firm Price
Skip the “Big 4” firm BS with a much more personalized approach, at a much more budget-friendly cost.
Individual, business, estate, and trust tax preparation and planning
Internal controls, financial statement analysis, and benchmarking
Outsourced accounting, bookkeeping, and financial statement preparation
About us
Reliable, Veteran-Owned
The oldest of four, Nathan Caldwell is a native North Carolinian, born in Gastonia.
At the age of six, Nathan’s family relocated after his mother accepted a job as the controller of an up-and-coming fire protection company headquartered in Wilmington, NC.
About two years after relocating, Nathan’s mother stepped down from her role as controller and opened her own bookkeeping firm from the comfort of the family home.
Nathan grew up surrounded by business and was naturally academically gifted, later discovering his gift in music around the age of 12, when he joined the middle school band. When his senior year of high school arrived, Nathan enlisted in the United States Army after winning an audition with an Army Band near Charlotte, NC to help pay for his education.
Nathan later went on to attend the University of North Carolina at Wilmington, obtaining both his bachelor’s and master’s degrees in accounting. While in college, Nathan worked alongside his mother, helping her grow the bookkeeping firm and working under a prominent CPA in Wilmington, James Kelly.
During his grad program, Nathan studied for and successfully passed all four sections of the uniform CPA examination, becoming the first in his graduating class to attain the title. Fast forward, Nathan moved back to the Charlotte, NC area in 2023 after accepting a position with a large public accounting firm, later stepping down in 2024 to start his own practice.
More than just a CPA, Nathan is also a soldier, musician, and composer; he understands the challenges of the small-business owner in today’s economic climate and understands what it means to put others before himself in service to his country. Whether it is tax planning, business formation, financial accounting, or preparing tax returns, Nathan is well-equipped to service the needs of almost any business owner. Call us today for a free consultation to see if we’re the right fit for you.
Our Services
Accounting Done Right. No Corner-Cutting.
Quality that rivals big firms, at a more personalized level.
Why Choose Us
Feel confident in your decisions.
Rest easy knowing the job was done right, without overpaying.
You shouldn’t have to pay big firm prices for the highest quality
Business relationships are built on personal trust
We’ll spend our time on your accounting needs, so you can enjoy yours
How it works
Our Three-Step Approach
Schedule a free introductory call to see how we can help
We’ll help determine the services that best fit your needs, and get to work
We’ll provide you with a finished, easily accessible end product
Need more help?
Schedule a call or send us message so we can point you in the right direction.
FAQ
Frequently Asked Questions.
Contact us to schedule a free consultation! We can assess your situation and develop a plan of action that best suits your needs.
If you have complex financial situations, such as owning a business, managing investments, or dealing with estate planning, a CPA can provide valuable expertise and guidance. Additionally, if you’re facing significant tax liabilities or need assistance with tax planning and compliance, a CPA can help navigate these complexities and potentially save you money. Even if your financial matters are relatively straightforward, having a CPA can provide peace of mind and ensure you are making informed decisions. If you're unsure, consider scheduling a free consultation to discuss your specific needs and how we can assist you.
Yes, we specialize in crypto assets and understand the unique challenges and opportunities they present. With the rapidly evolving landscape of digital currencies, we offer tailored services to help clients navigate tax implications, compliance issues, and investment strategies related to cryptocurrencies. Whether you're an investor, a trader, or a business accepting crypto payments, we can provide expert guidance to ensure you stay informed and compliant. If you have questions or need assistance with your crypto assets, feel free to reach out for a consultation.
We proudly serve a diverse range of industries, equipped to address the unique tax implications that each sector faces. Our expertise encompasses everything from navigating the complexities of §263A UNICAP rules for inventory to managing §754 partnership basis adjustments. Whether you operate in manufacturing, retail, real estate, or any other industry, we understand the intricacies that can impact your business’s tax position. We are committed to delivering personalized solutions that help you optimize your tax strategy and drive financial success.
Our fees vary depending on the specific services and the complexity of your situation. For personal tax returns, our starting fee is $250. Additionally, we offer monthly bookkeeping and business advisory packages that begin at just $400 per month. For more specialized services or complex financial situations, fees may be higher. We recommend scheduling a consultation to discuss your needs in detail and provide you with a tailored estimate. Your financial well-being is our priority, and we strive to offer competitive pricing for the value of services provided.
We have offices in both Wilmington, NC, and Matthews, NC, enabling us to serve clients in these areas effectively. However, our services are not limited to clients located in North Carolina; we assist individuals and businesses nationwide. Whether you're local or located elsewhere, our team is ready to help with your accounting and tax needs.
Yes, we can help with your tax issues. Our services include penalty forgiveness strategies to help reduce or eliminate penalties assessed by the IRS. If you're facing an audit, we provide comprehensive IRS audit support to guide you through the process and ensure your rights are protected. Additionally, we can assist in negotiating settlements for back taxes owed, working with the IRS to find a resolution that fits your financial situation. Whether you need advice or representation, our team is here to support you every step of the way.
What sets us apart from other CPA firms is our commitment to taxpayer education and transparency. We believe in empowering our clients by helping them understand their tax situations, rather than keeping answers convoluted and charging exorbitant fees for basic services. Our approach is to foster open communication, ensuring that clients feel comfortable asking questions without the fear of being nickel-and-dimed for each inquiry. We pride ourselves on being fair and straightforward in our pricing, providing valuable services that prioritize your financial well-being. With us, you can expect personalized support and a clear understanding of your tax landscape.
We provide expert advice for all size businesses.
Whether you’re new to business or well-established, we have the expertise needed to assist you. From sole proprietors to multi-state businesses, we got you covered.
