Unlike many CPA firms, we do not offer audits and we do not sell financial planning services and related products. We only focus on our core practice areas. This objectivity allows us to be your most effective advocate.LEARN MORE
“We earn our fees long before year end by proactively planning with our clients.”
“It’s simple, increasing our client’s net worth increases ours.”
We have 40 professionals, with 90% of our CPAs averaging over five years of “Big 4” tax experience. This leading edge technical capability directly translates to limiting your tax liabilities and increasing your net worth.MEET THE TEAM
Our approach is proactive: we know your business, and often your family, and we project and plan to your best advantage. Our firm’s culture is built on cooperation: we make use of one another’s experience and knowledge every single day. We don’t believe in hierarchy. We encourage a healthy work-life balance and it works: less stress equals a sharper, more productive staff. We continually update our technology to ensure team members have private, 24/7 access to the information they need to answer your questions.
With a membership of more than 115 accounting firms in over 70 countries, TIAG member firms have exceptional reputations for quality of service and client satisfaction, and strive to cooperate to provide resources and expertise as if they were right down the hall from one another. As the Northern California accounting firm representative to TIAG, Calegari & Morris is able to access a network of exemplary additional regional, national and international accounting and tax support to help us better serve our clients. TIAG members can also utilize the highly regarded TAGLaw resources – TAGLaw ranks as one of the largest legal alliances in the world. What this means for our clients is that we are equipped to help you with all of your regional, national and international needs. If, for example, you are a Bay Area consulting firm expanding nationally and/or internationally, we can help you get there with our professional “boots on the ground” resources wherever you want to be.