Calegari & Morris, Certified Public Accountants
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Team Directory

Helpful Tools

We have compiled the following list of Helpful Tools that we thought might be of interest and assistance to our clients, guests and employees. The resources below may answer your tax and accounting questions; however, if you do not find the information you need, our team members are happy to personally answer any questions you may have.

Tax Notebook
Login to your online organizer here
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Privacy Policy - We work with our clients to provide a clear understanding of our policies with regard to their confidential data. Please read our Calegari & Morris Privacy Policy.

Helpful Links

Calegari & Morris Customer Portal

Internal Revenue Service

Franchise Tax Board

Employment Development Department

IFACnet KnowledgeNet for Professional Accountants

Team Members Only Tools

Outlook on the Web - Access your Calegari & Morris Outlook environment here.

Citrix installation application (now called XenApp)

Research Links: Click the following links for on-line research

RIA / Checkpoint