A positive start at the height of the depression

In 1932, in order to make ends meet, the regional accounting firm that employed Al Calegari suggested that he and a fellow CPA share one salary. Al, with a wife and two children, a smaller family than the other man’s, suggested instead that the company give his colleague a fulltime job, and that he would find other work.

A former client of Al’s heard the news and suggested a trade: accounting services for office space in downtown San Francisco. Other former clients wanted to retain Al’s services too, and he was soon doing well. Al founded his firm with three guiding principles: be your clients’ best advocate, set the standard for quality service, and deliver that service ahead of time. He followed these personal principles until the day he retired in 1979.

Serving Greater San Francisco for over 75 years

In 1942, Al volunteered to serve his country, doing so (not surprisingly) as an auditor for the army. When he returned at the end of the war, three years later, he found all his clients ready for him to resume their relationships. Al’s son Greg joined his father in 1965, bringing in other top professionals, including, in 1970, George Morris as a partner.
Today, Calegari & Morris is one of the largest CPA firms in the Greater San Francisco area. We have 40 professionals: 90% are CPAs averaging greater than five years of “Big 4” tax experience. When you work with our firm you can be assured that you will receive service from the people best suited to provide it, in the most timely manner, and at the most reasonable cost. This is the way we built our firm over the last 75 years and the reason we have extremely low turnover of professional staff and clients.

We earn our fees long before year end by proactively planning with our clients.

Greg Calegari

It's simple, increasing our client's net worth increases ours.

George Morris