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About Us

About Our Firm

 

 

Caldwell, Ott & Co was started in 1963 in Chillicothe, Ohio. The firm acquired the practice of Lucetta Henkelman, a local public accountant. She worked with her brother-in-law, Dennis Pfarr, who established the first recognized public accounting firm in Ross County in 1939. Upon Mr. Pfarr's death, Lucetta continued his practice and later joined Jim in his practice.

 

Sue Ott joined the firm as a student intern in 1986. After graduating from Ohio University in 1987 she joined the firm on a full-time basis. Sue sucessfully passed the CPA exam and became licensed by the state of Ohio in 1990. She became a partner in the firm in 1993.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs. Caldwell, Ott & Co., CPA's is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Caldwell, Ott & Co., CPA's receive competent and timely advice.

Our Team

JAMES M. CALDWELL, CPA, CRC, EA, ATA

Jim, President of Caldwell, Ott & Co., CPA's, graduated in 1963 with a Bachelor of Business Administration from Ohio University. He also received a Master of Arts in Public Service Honoris Causa from the University of Rio Grande in 1990 and Doctor of Public Service Honoris Causa from the University of Rio Grande in 2005. Jim is a Certified Public Accountant, a Certified Retirement Counselor and a member of the Ohio Society of CPA's. He is also the President of the Ross County Board of Commissioners, Director of the Vinton County National Bank, Trustee of the University of Rio Grande and former member of the Board of Standards of the International Foundation for Retirement Education. Jim is an active member of the Trinity United Methodist Church and former chairman of the finance committee. He is also a member of Scioto Masonic Lodge #0006, a trustee for the David Meade Massie Trust and is a member of the Board of Directors of Economic Development Alliance of Southern Ohio. Jim and his wife have helped with the Kairos Ministry. Jim enjoys traveling, visiting beaches, and reading. Jim resides in Chillicothe, Ohio with his wife, Pam. He has two children, Jennifer L. Domo and James P. Caldwell and four grandchildren, Emma Lynn Domo, Christopher Domo, Caleb Caldwell and Madeline Caldwell. Jim and his wife's favorite thing is spending time with their children and four grandchildren.

SUSAN M. OTT, CPA, CRC, EA, ATA

Sue received her Bachelors of Business Administration from Ohio University in 1987 with majors in accounting and finance. She joined the firm on a part time basis in 1986 while still a student. Sue is a Certified Public Accountant, a Certified Retirement Counselor and a member of the Ohio Society of CPA's. Community involvement is important to Sue and she has been a part of several organizations including the United Way, Red Cross, Chillicothe Jaycees and Chillicothe Business and Professional Women. She is also on the Ross County Convention Facilities Authority Board. Sue is a life long member of St. Peter's Catholic Church and has served in various capacities. She is currently chairman of the St. Peter's Church Finance Council and serves on the Bishop Flaget School Finance Oversite Committee. Sue lives in Chillicothe with her husband Dave and daughter Jessica. Her interests include spending time with her family, walking, photography and traveling.

MATTHEW M. NORMAN, CPA, EA

Matt received his bachelor's degree in Business Administration from Shawnee State University in 2011. He joined the firm on a part-time basis in 2007 while still a student. In 2014 Matt passed the CPA examination and is now a Certified Public Accountant. He is a current board member for Junior Achievement of Ross County and an active member of his church, Storms Chapel Christian Union. He lives just outside of Bainbridge with his wife Tristan. Matt's interests include woodworking, hunting, golfing, and spending time with his family and friends.

JODY NORMAN

Jody has been an employee with Caldwell, Ott & Co., CPA's since 1993. She is a 1980 graduate of Adena High School and has an Associate Degree in Business from Ohio University. Jody resides on Owl Creek Road, Frankfort, Ohio with her husband, Mark. She has two children, Jessica Blevins and Matthew Norman. Jody is a previous 4-H advisor and volunteer at Adena Regional Medical Center. She enjoys spending time with her family, gardening, cooking, traveling and genealogy.

KAREN RICKEY

Karen has been an employee with Caldwell, Ott & Co., CPA's since 1999. She has an Associate Degree in Accounting. Karen resides in Chillicothe with her husband Kevin. She has two children and two grandchildren. Karen is a member of Andersonville United Methodist Church. Karen enjoys reading, traveling, crafts and spending time with her family and friends.

KIM TAYLOR

Kim joined the Caldwell, Ott & Co. CPA's team in June 2015. She graduated in 2012 from Southern State Community College with an Associate Degree in Accounting. Kim and her husband Zach, live just outside of Greenfield and are raising their four children. She enjoys being outdoors, spending time with friends and family, but her biggest joy is being a mother.