Setting the standard for accounting, tax and financial advisory services since 1932

Unmatched Integrity

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.

End-to-End Service

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.

It All Adds Up

Our clients come from a variety of for-profit industries, especially architecture, law, design and other professional service fields. We pride ourselves on providing “Big 4” expertise to our growing list of 2,600 clients.

A Personable, Proactive Approach.

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.

http://calegariandmorris.com/wp-content/themes/salient/css/fonts/svg/weather_star.svg

Well Worth the Change.

Unless you’re just starting a business, odds are you’re perusing our website because your present accountant has failed in some manner to measure up to your expectations. Still, we realize that it’s a big decision to change accountants. There’s only one reason to make this change: your financial wellbeing. As a new client, our first task is to find out exactly what it will take for us to meet and exceed your expectations. We will then move forward by developing tax and wealth strategies to make sure it was well worth the change.