Tax and Financial Advisory

Making the right choices from the start

Working in this core area, we often begin at the beginning with clients, helping them with basic decisions: choosing the optimal entity structure (partnership, LLP, LLC, C-corporation, or S-corporation) and accounting method. These initial choices play a critical role in the success of tax management and planning for years to come. Once an entity is up and running, we work with our client to identify areas that might affect profits and growth and then develop technically sound solutions.

As an owner or manager, you’ll receive our best counsel on matters such as cash requirements, collection of receivables, borrowing requirements, review of deferred compensation agreements, ownership transition, and financial acquisitions. By approaching tax planning proactively, we develop projections and identify key tax planning opportunities that can minimize current and future tax liabilities.

Ownership Transition

Calegari & Morris is familiar with every stage of business. Our seasoned professionals can guide you through the purchase or sale of a business, addressing issues such as cash flow analysis and tax considerations. The team here can also help design and review buy/sell agreements as well as compensation and benefit packages, for owners and employees, including retirement planning and partnership agreements.

We're aware of the importance of having a comprehensive succession plan and will work with you to thoroughly address the complex issues of business transition. What make us so qualified? Over 70 years of successfully handling the unique issue of transition for closely held and family-owned businesses. Often now, we’re working with third-generation owners!

We look forward to meeting you and to helping you achieve your financial goals.