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Tax & Financial Advisory

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


Seamless, highly efficient services

Many of our clients want us to prepare and frequently review financial statements for their owners, creditors, bankers, and others. Coordinating with our clients, we ensure that these engagements are managed efficiently and integrated effectively with our tax planning and compliance efforts. At Calegari & Morris, we combine our accounting and tax services in a unique way; the same experienced team members who provide tax planning also provide accounting services.Since most of us came from “Big Four” firms, we recognize the disadvantages of separating these functions—including a lack of communication and cooperation between departments—and, likewise, the advantage of one team handling both: you receive seamless, highly efficient services from a relatively small engagement team. So unlike the clients of most large firms, you don’t end up “training” the staff. Our clients find that our thorough review and compilation procedures meet their financial reporting needs, while eliminating the expense and administrative burden of an audit.

We offer the following services:

  • Compilation and review of financial statements
  • Tax strategy and compliance
  • Budget and cash flow forecasting
  • Break-even analyses
  • Internal control systems and processes
  • Financial forecasts and projection reports
  • Pro forma financial information reports
  • Compliance with contracts and royalty agreements

Estates, Trusts & Foundations

A single objective: seeing your wealth grow

Estates, Trusts & Foundations

At Calegari & Morris, we bring a wealth of collective experience to this strong practice area, providing broad expertise and sophisticated advice to estate, gift, and trust tax planning and compliance. Our expert team prepares tax returns, distributes estate assets, handles fiduciary accounting and related issues, compiles trust accounting reports, and assists in the selection of qualifying fund assets. We also coordinate IRS estate and gift tax audits. Working in tandem with attorneys, executors/trustees, and other advisors, our goal is to speedily resolve estate planning and gifting issues that affect our clients.

Private Foundations

Calegari & Morris has extensive experience in providing tax planning and compliance services to private foundations. As part of this service, we often assist clients in determining, in light of the family’s estate plan, whether establishing a private foundation is the wisest option. In addition, we assist foundation managers with charitable distribution planning, ensuring that the foundation meets its minimum distribution requirements and minimizes excise tax.

We offer the following services:

  • Charitable remainder trusts (CRTS)
  • Grantor retained annuity trusts (GRATS)
  • Qualified personal residence trusts (QPRTS)
  • Intentionally defective irrevocable trusts (IDITs)
  • Family limited partnerships (FLPs)
  • Private annuities
  • Installment sales

Financial Management Services

A valuable, objective management service

Calegari & Morris is fortunate to have team members with significant finance and operations experience in private industry, and these talented people assist privately held companies in a variety of ways. The various experiences the members of this practice offer include complex management reporting, managing private audit committees, development of internal control systems, and implementation of financial systems. For some of our clients with new and faster growing enterprises, having access to professionals outside the company who have these competencies is invaluable. Calegari & Morris is accustomed to functioning as a key business advisor, and this practice extends this role to help you with the tactical and strategic thinking that makes things happen and assures significant growth in small environments. When it comes to start-ups, high growth companies, any company that needs help gathering information from their operations, we “get it.”

We offer the following services:

  • Development of management reports
  • Analytical and operational reporting
  • Reporting packages for board of directors meetings
  • Business modeling: cash flows and budgets
  • Corporate governance
  • Internal control reviews

Ownership Transition

Calegari & Morris is familiar with every stage of business. Our seasoned professionals can guide you through the purchase or sale of a business, addressing issues such as cash flow analysis and tax considerations. The team here can also help design and review buy/sell agreements as well as compensation and benefit packages, for owners and employees, including retirement planning and partnership agreements.

We’re aware of the importance of having a comprehensive succession plan and will work with you to thoroughly address the complex issues of business transition. What make us so qualified? Over 70 years of successfully handling the unique issue of transition for closely held and family-owned businesses. Often now, we’re working with third-generation owners!

We offer the following services:

  • Asset sales
  • Stock sales
  • Part sale, part gift
  • Cash flow projections
  • Tax planning & projections
  • Document review

High Net Worth Individuals

Anticipating generations of success

Calegari & Morris’s forward-looking, hands-on personal tax planning and compliance practice is highly regarded in the San Francisco Bay Area. Our proactive, interactive team takes expert care of individuals, family groups, high net-worth individuals, the owners of closely held businesses, as well as younger individuals anticipating success. We’re good listeners, good analyzers, and good thinkers, and we put our depth and breadth of experience to work from the first meeting on. We’re also a firm where people stay for many years, so there’s always a team member who’s familiar with you and your family.

In addition to our keen expertise, you’ll have access to a network of professionals, including attorneys, investment managers and retirement experts that we’ll recommend depending on your specific needs and the complexity of your situation. By collaborating with these experts, we’re able to ensure that you receive the best guidance available. Independent and objective, we don’t receive any fees or commissions for our recommendations, only the satisfaction of seeing you achieve your financial goals.

We offer the following services:

  • Quarterly and annual income tax planning
  • Retirement contributions and distributions
  • Employee stock option analyses
  • Alternative minimum tax planning
  • Acceleration or deferral of income
  • Cash flow analyses
  • Tax-deferred exchanges
  • Charitable donation planning
  • Life insurance reviews