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Charles W. Caldwell, Jr, CPA/PFS

Phone 601-442-7411 ext. 230
MS License # 1894
LA License # 12071
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Chuck received a BBA from the University of Mississippi with a major in accounting in 1976. He is also a Personal Financial Specialist.

He is a member of the Mississippi Society of CPAs, Louisiana Society of CPAs, and the American Institute of Certified Public Accountants, in which he is a member of the Personal Financial Planning Section.

Specialty Areas: Tax Planning, Wealth Management, Business Consulting Services, Selection, design, and implementation of accounting systems and the integration of technology into the business process.

Community Involvement: Jefferson Street United Methodist Church, Natchez Rotary Club, Historic Natchez Foundation.


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