Calegari & Morris

At Calegari & Morris, we pride ourselves on being a CPA firm that is dedicated to setting the standard for accounting, tax, and financial advisory services. Since our inception in 1932, we have remained committed to providing unparalleled expertise and personalized attention to our clients. Our team of professionals is renowned for their extensive experience and knowledge in their respective fields, ensuring that our clients receive the best possible guidance and support.

Our Unique Approach

Unlike many CPA firms, we do not offer audits and we do not sell financial planning services and related products. Instead, we focus exclusively on our core practice areas, including Tax & Financial Advisory, Enterprises Estates, Trusts & Foundations, Ownership Transition, and High Net Worth Individuals. This objectivity allows us to be your most effective advocate, providing unbiased advice and solutions tailored to your specific needs.

Expertise and Services

Our services are designed to address the diverse needs of our clients, from tax planning and advisory services to estate planning and ownership transition strategies. We understand that every client is unique, and we strive to provide comprehensive solutions that take into account their specific goals, objectives, and industry. Our team is equipped to handle a wide range of clients, from small businesses to high net worth individuals, and everything in between.

Our Culture

At Calegari & Morris, we believe in fostering a culture of cooperation and collaboration. We encourage a healthy work-life balance among our staff, recognizing that a sharper, more productive team is essential to delivering exceptional results for our clients. Our commitment to ongoing training and professional development ensures that our team is always up-to-date with the latest technologies and best practices.

Global Reach

As a member of TIAG, we have access to a network of exceptional accounting and tax support around the world. This allows us to provide our clients with resources and expertise as if we were right down the hall from one another, no matter where their business may take them. Whether you are expanding nationally or internationally, we are equipped to help you navigate the complexities of global finance and taxation.

Dedication to Client Satisfaction

At Calegari & Morris, we are dedicated to ensuring 100% client satisfaction. We take the time to thoroughly understand our clients' businesses, anticipate their needs, and provide responsive and accessible support. Our goal is to build long-term relationships based on trust, integrity, and exceptional service.