Calegari & Morris is a unique accounting firm. Our structure is optimized to provide tax and accounting-related services to a specific niche: for-profit companies with revenue in the $5 – 50 million range. Additionally, we provide very sophisticated services to the high net worth owners and managers of these companies and their families.
This focus has allowed us to profitably weather the economic downturn of the past few years and continue our steady, conservative growth. We are not a “leverage” firm; our partners aren’t primarily managers. Instead, each has exceptional technical expertise – especially in tax – and take pride in providing their clients with an uncommonly high level of service.