Business Details
50+ Years
experience
Expert Accounting & Tax Services in San Francisco
Calegari & Morris has been delivering exceptional certified public accounting and tax advisory services for 92 years, specializing in high-net-worth individuals and businesses across the San Francisco area. Our collaborative culture fosters long-lasting client and employee relationships, driven by forward-thinking strategies and deep technical expertise. Grounded in human connection, authenticity, and empathy, we prioritize proactive tax planning, estate management, and business transition strategies tailored to each client's unique needs.With a team of over 50 professionals, including 90% CPAs with Big 4 experience, we integrate accounting, tax, and financial planning services seamlessly. Our commitment to innovation and client-centric solutions has made us a trusted advisor for enterprises, families, and professionals navigating complex financial landscapes.
Services
Tax Advisory
Estate Planning
Ownership Transition
High Net Worth Services
Corporate Accounting
Details
- Year established: 1932
Highlights and features
- We offer 92 years of experience in accounting and tax advisory services.
- Our collaborative team includes 90% CPAs with Big 4 experience.
- We specialize in proactive tax planning for complex financial scenarios.
- Our client retention rate exceeds 99% due to personalized service.
- We integrate accounting, tax, and wealth management strategies seamlessly.
What people say
Exceptional service
Best tax provider
Compassionate leadership
Proactive solutions
Trusted advisors
Services
Tax Advisory
Our tax advisory services focus on minimizing liabilities through strategic planning for individuals and businesses. We specialize in entity selection, compliance, and projections, leveraging decades of experience to optimize financial outcomes. Clients benefit from proactive strategies tailored to evolving regulations and personal or corporate goals.
Estate Planning
We provide comprehensive estate planning solutions including trusts, gifting strategies, and foundation management. Our team coordinates with legal advisors to ensure seamless asset distribution while minimizing tax burdens. Services cover charitable trusts, family partnerships, and intergenerational wealth transfer for high-net-worth clients.
Ownership Transition
Specializing in business transition planning for family-owned enterprises, we guide clients through sales, mergers, and generational transfers. Our expertise includes buy/sell agreements, valuation analysis, and tax-efficient strategies to ensure continuity and maximize value during ownership changes.
High Net Worth Services
We deliver personalized financial planning for affluent individuals, addressing tax optimization, investment strategies, and retirement planning. Our services integrate with external advisors to provide holistic wealth management solutions tailored to complex financial portfolios and lifestyle needs.
Corporate Accounting
We offer compilation and review of financial statements aligned with tax strategies for businesses. Our services support compliance, cash flow forecasting, and strategic decision-making through accurate reporting integrated with proactive tax planning and advisory services.
Questions
What accounting services does Calegari & Morris offer?
We provide tax planning, estate management, business transition services, corporate accounting, and wealth management tailored to high-net-worth individuals and enterprises.
How long has Calegari & Morris been in business?
We've served clients since 1932, combining 92 years of experience with modern strategies to address evolving financial needs.
Do you specialize in specific industries?
We focus on high-net-worth individuals, family-owned businesses, creative professionals, real estate entities, and commercial enterprises in the San Francisco Bay Area.
What sets Calegari & Morris apart from other firms?
Our collaborative culture, 99% client retention rate, and integration of tax, accounting, and wealth management services create unique value for clients.
Can I schedule a consultation?
Yes, we offer free consultations with no obligation to discuss your specific financial planning or business needs.
