Service With Substance

Tax & Financial Advisory

our TAX & FINANCIAL experts:

• David Cuneo,
• Robert McEligot,
• George Morris,
• Krista Rosen,
• Monique Tiger,
• Patty Trick,
• Christine Willemsen,
• Cecilia Wong

Making the right choices from the start

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. By approaching tax planning proactively, we develop projections and identify key tax planning opportunities that can minimize current and future tax liabilities.

WE OFFER THE FOLLOWING SERVICES:

• Entity selection
• Ownership structure
• Accounting method selection
• Document review
• Business start-up advice
• Tax projections for business & the owners in tandem

Commercial Enterprises

OUR COMMERCIAL ENTERPRISE EXPERTS:

• Linda Anderson,
• Togi Darmaa,
• Helen Dahl,
• Andrea Baltzer,
• David Herron,
• Heidi Link,
• Andrea Baltzer,
• Sally McGourty,
• Alyson Minagawa,
• Krista Rosen,
• Stephen R. Stanfel,

Leveraging the best ideas in business

Bay Area companies in commercial industries have been highly valued by our firm since our founding in 1932. We know that the business environment of these industries reflects the economy of the Greater San Francisco Area as a whole. Today, we take care of the accounting needs of numerous commercial businesses, most of whom are mid-sized and privately owned with revenues ranging from $3 million to $50 million or more.

We apply the expertise gained in all our practice areas to help you meet your goals. Because the commercial industries represent such a broad cross-section of the economy, we are always learning and constantly gaining new understandings of the best business practices. We share these ideas with our clients in other industries, leveraging them in innovative ways. Our goal is to be your key business advisor, providing proactive solutions to help you gain and maintain a competitive edge in your industry.

BUSINESSES REPRESENTATIVE OF THIS INDUSTRY AREA INCLUDE:

Agribusiness, Auto parts wholesalers, Beverage distributors, Construction contractors, Distributors, Electrical contractors, Furniture design, Growers, Health and beauty products, Hotels, Investment bankers, Manufacturing companies, Masonry/Plastering contractors, Moving and storage, Reinsurance groups, Restaurants, Retailers, Trucking, Wholesale florist, Wholesalers and Vineyards.

WE OFFER THE FOLLOWING SERVICES:

• Tax planning and compliance
• Advice regarding capitalizing on cash basis accounting and on maintaining the eligibility to use it
• Choice of entity
• Deferred compensation
• Ownership transition planning and shareholder agreements
• Internal control systems and processes
• Retirement plans
• Extensive contacts to recommend attorneys, banks, insurance agents-everything you need to get started or accelerate to the next level of performance
• Bank and lease financing
• Percentage of completion contract accounting method

Design & Creative Services

OUR Design & Creative Services EXPERTS:

• David Cuneo,
• Togi Darmaa,
• Thuan Dang,
• Helen Dahl,
• David Herron,
• Heidi Link,
• George Morris,
• Stephen R. Stanfel,
• Monique Tiger,
• Patty Trick

Securing creative freedom and financial independence

As a native San Francisco firm, we’re proud that one of the categories we serve most is one for which our city is most known: creative businesses who offer products and services that lead their industries in innovation. With more relevant experience than any other accounting firm in the city, the professional accountants at Calegari & Morris help our creative clients stay ahead of the rest of their industry.

Using proactive solutions and collaboration with a team of financial and business advisors, we’ll help you increase revenues and achieve your personal and business goals. We often recommend and work closely with the city’s best attorneys, consultants, bankers, pension administrators, real estate brokers, and other key advisors. Because our team understands the challenges of using creative talent to generate revenue, we excel at putting our formidable talents to work for you.

BUSINESSES REPRESENTATIVE OF THIS INDUSTRY AREA INCLUDE:

Advertising, Architecture, Artists, Design, Engineering, Environmental, Film labs, Geotechnical, Graphic design, Industrial design, Interior design, Magazine publishers, Photographers, Special effects producers, Structural and Web design

WE OFFER THE FOLLOWING SERVICES:

• Tax planning to minimize federal, state and local taxes
• Budgeting and cash flow management
• Entity choice selection
• Non-qualified deferred compensation plans
• Banking relationships and financing options
• Internal control systems and processes
• Qualified retirement plan reviews and implementation
• Management incentive plans
• Ownership transition planning
• San Francisco Business Tax consultation

Professional Services

OUR Professional Services EXPERTS:

• Andrea Baltzer,
• David Cuneo,
• Helen Dahl,
• Lisa Dragos,
• Heidi Link,
• Robert McEligot,
• Sally McGourty,
• Alyson Minagawa,
• George Morris,
• Krista Rosen,
• Cecilia Wong

Up-to-the-minute tax and business strategies

We’re pleased to offer fellow San Francisco professionals tax planning, consulting, and compliance services. Our goal is to be your key business advisor, and in this capacity we’ll provide you with proactive accounting, tax services, tax research, planning, and insightful advice that will help you limit your tax liabilities and increase your revenues.

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. By approaching tax planning proactively, we develop projections and identify key tax planning opportunities that can minimize current and future tax liabilities.

BUSINESSES REPRESENTATIVE OF THIS INDUSTRY AREA INCLUDE:

Clinics, Doctors, Economic consultants, Financial consulting, Law firms, Medical groups, Regulated industry consultants and Third party administrators

WE OFFER THE FOLLOWING SERVICES:

• Tax planning to minimize federal, state and local taxes
• Compensation planning for owners
• Assistance with hiring key financial staff
• Qualified retirement plan reviews and implementation
• Optimization of estimated tax payment strategies
• Internal control systems and processes
• Lease structuring to avoid phantom income
• Ownership transition planning
• San Francisco Business Tax consultation

Real Estate & Partnership Entities

OUR Professional Services EXPERTS:

• David Cuneo,
• Togi Darmaa,
• Thuan Dang,
• Lisa Dragos,
• Milli Garcia,
• David Herron,
• George Morris,
• Monique Tiger,
• Virginia Tichenor,
• Patty Trick,
• Cecilia Wong

Creative strategies to reduce taxes and improve cash flow

Our real estate specialists employ years of experience in assisting clients with complex transactions involving development, investment, acquisition and disposition. Our clients benefit from proactive solutions that help them maintain investor confidence and stay ahead of the competition. We tailor our services to support developers, syndicators, property owners and managers with creative strategies that reduce taxes and improve cash flow.

Specifically our experience ranges from family groups, including those with family limited partnerships and/or a multiple trust structure, who wish to maintain their portfolios, or who wish to do lifetime gifting – to investors diversifying their holdings – to developers divesting of their business holdings. Whether buying, selling or exchanging, we offer expertise in deal structure, multi-state taxation, as well as property tax and transfer tax rules. At Calegari & Morris, we strive to be your key business advisor, providing proactive planning and outside-the-box solutions.

BUSINESSES REPRESENTATIVE OF THIS INDUSTRY AREA INCLUDE:

Family groups, family limited partnerships, Developers, Holding companies, Owner/operators, and Syndicators

WE OFFER THE FOLLOWING SERVICES:

• Like-kind exchanges: Planning and implementation of Sec. 1031 transactions including reverse exchanges and multi-party exchanges
• Tax planning for acquisitions, developments, construction projects, and dispositions
• Estate planning, family-owned real estate enterprises including family limited partnerships
• Choice of entity for ownership of real estate
• Family limited partnerships
• Internal control systems and processes
• Tenancy-in-common ownership arrangement