At Calegari & Morris, we believe our clients are best served by obtaining expert advice in every area of their financial profile. In order to achieve this, we have built an expert tax and financial advisory practice with the most highly qualified, experienced and personable people in San Francisco. We have 40 professionals: 90% are CPA's averaging greater than five years of "Big 4" tax experience. In addition, we have an extensive network of complementary services providers such as lawyers, bankers, pension administrators and investment managers who share our philosophy and quality of talent. As a result, 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.
''At Calegari & Morris, we believe that sound advice is never a commodity; that personal relationships are the best way to serve our clients; and that our mission is to provide our clients greater service and higher satisfaction than any firm in San Francisco.''
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Professionalism
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