Rachel R. Caldwell

Rachel Caldwell is a member of the Andersen Private Client Services group and works with wealthy families to assist individuals and multi-generational family groups with tax planning and income tax compliance.

Rachel has over 14 years of experience in professional tax and accounting services. She collaborates closely with her clients and their team of advisors to provide comprehensive services including structuring and implementing income tax and estate planning strategies, charitable giving strategies and cash flow planning.

Rachel has extensive experience in individual taxation, trusts, family partnerships, and other closely held entities. Rachel works primarily with entrepreneurs, venture capitalists and family offices.

Prior to Andersen, Rachel practiced as an auditor with a regional bank in San Francisco.

Rachel serves as Co-Chair of The San Francisco Foundation’s Professional Advisor Council and on the Board of Directors for Buen Dia Family School.