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Home > Financial Services > Accountants > Calegari & Morris CPAs
Calegari & Morris CPAs
In 1932, in order to make ends meet, the regional accounting firm that employed Al Calegari suggested that he and a fellow CPA share one salary. Al, with a wife and two children, a smaller family than the other man’s, suggested instead that the company give his colleague a fulltime job, and that he would find other work.
At Calegari and Morris, they believe their clients are best served by obtaining expert advice in every area of their financial profile. In order to achieve this, they have built a boutique tax and financial advisory practice with the most highly qualified, experienced and personable people in San Francisco. They have 30 professionals 90 percent are CPA's averaging greater than five years of Big4 tax experience.
At Calegari and Morris, they believe that sound advice is never a commodity; that personal relationships are the best way to serve their clients and that their mission is to provide the clients greater service and higher satisfaction than any firm in San Francisco. In addition, they have a network of complementary services providers such as lawyers, bankers, pension administrators and investment managers who share their philosophy and quality of talent. As a result, when you work with their firm you can be assured that you will receive service from the people best suited to provide it, in the most timely manner and at the most reasonable cost. This is the way we built their firm over the last 70 years and the reason they have extremely low turnover of professional staff and clients.
Calegari & Morris is fortunate to have team members with significant finance and operations experience in private industry, and these talented people assist privately held companies a variety of ways, including Acting CFO and controller support, Development of management reports, plus analytical and operational reporting, Reporting packages for board of directors meetings and committees of the board, and Business modeling cash flows and budgets.
At Calegari & Morris, they combine their accounting and tax services in a unique way. The same experienced team members who provide tax planning also provide accounting services. Many of their clients want them to prepare and frequently review financial statements for their owners, creditors, bankers, and others. Coordinating with their clients, they ensure that these engagements are managed efficiently and integrated effectively with their tax planning and compliance efforts.
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