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. 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.
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.
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.
Services
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.
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.
At Calegari & Morris we strive to create meaningful connections with our clients at all times.
And to approach every engagement with curiosity, warmth, humility, responsiveness, and a sense of humor.
Our team of dedicated financial professionals address challenges with a high level of honesty and a low level of ego.
We believe this approach is the key to fostering high-quality, long lasting client relationships.
Honesty, integrity and professionalism carry through our whole firm.
A respectful and collaborative culture enables the entire company to be singularly focused on client service.
And to approach every engagement with curiosity, warmth, humility, responsiveness, and a sense of humor.
Our team of dedicated financial professionals address challenges with a high level of honesty and a low level of ego.
We believe this approach is the key to fostering high-quality, long lasting client relationships.
Honesty, integrity and professionalism carry through our whole firm.
A respectful and collaborative culture enables the entire company to be singularly focused on client service.
If you have the special knowledge, drive and people skills we're looking for, we'd love to hear from you.
The greatest thing about Calegari & Morris is our people.
We're truly our own secret sauce.
Our staff members come from the best schools and have been trained at the best firms.
Before coming to Calegari & Morris, they've already decided that they love working in a service environment, providing tax and financial advice.
When someone joins our firm, they're welcomed into a culture where service, integrity, accuracy, value, and timeliness are the most critical components.
The greatest thing about Calegari & Morris is our people.
We're truly our own secret sauce.
Our staff members come from the best schools and have been trained at the best firms.
Before coming to Calegari & Morris, they've already decided that they love working in a service environment, providing tax and financial advice.
When someone joins our firm, they're welcomed into a culture where service, integrity, accuracy, value, and timeliness are the most critical components.
We realize that it's a big decision to change accountants and there's only one reason to make this change: your financial well-being.
When you become a client here, we'll learn everything we can about what your past accountant has or hasn't done for you.
We will then move forward develop strategies to make sure it was well worth the change.
Get in touch today so we can help you plan and manage a better financial future.
When you become a client here, we'll learn everything we can about what your past accountant has or hasn't done for you.
We will then move forward develop strategies to make sure it was well worth the change.
Get in touch today so we can help you plan and manage a better financial future.
Reviews
Be the first to review Calegari & Morris.
Write a Review
