Business Details
50+ Years
experience
Your Trusted Accounting Partner in San Francisco
Founded in 1932, Calegari & Morris has built a legacy of delivering exceptional accounting and tax advisory services to businesses and high-net-worth individuals in the San Francisco Bay Area. Our collaborative culture, technical expertise, and client-centric approach have fostered long-lasting relationships with clients and employees alike. We specialize in tax planning, financial statement preparation, estate and trust services, ownership transition strategies, and tailored solutions for commercial enterprises, professional services firms, and real estate entities.Our team of over 50 professionals, including 90% CPAs with Big 4 experience, combines proactive problem-solving with a deep understanding of evolving regulations to minimize tax liabilities and maximize growth opportunities. With a commitment to transparency, humility, and personalized service, we act as strategic partners to help clients navigate complex financial challenges and achieve long-term success.
Services
Tax Advisory Services
Financial Statements
Estate Planning
Ownership Transition
High Net Worth Individuals
Commercial Enterprises
Professional Services
Real Estate Entities
Trust Administration
Business Tax Compliance
Details
- Year established: 1932
Highlights and features
- We have 92 years of experience serving San Francisco Bay Area clients.
- Our team includes 50+ professionals, 90% of whom are CPAs with Big 4 experience.
- We offer proactive tax planning integrated with accounting and financial strategy.
- Our collaborative culture ensures personalized service from experts best suited to your needs.
- We maintain 99% employee retention to provide consistent, familiar client relationships.
What people say
Exceptional service
Best tax service
Compassion, empathy
25 years
Instrumental growth
Services
Tax Advisory Services
Our tax advisory services focus on minimizing liabilities through proactive planning and compliance strategies. We help businesses and individuals optimize entity structures, manage cash flow, and implement tax-saving techniques. With expertise in federal, state, and local regulations, we provide tailored solutions for long-term financial success.
Estate Planning
We offer comprehensive estate and trust planning to preserve wealth across generations. Our services include preparing tax returns, establishing trusts, and coordinating with legal advisors. We specialize in complex strategies like charitable remainder trusts, family limited partnerships, and spousal lifetime access trusts to meet individual client needs.
Ownership Transition
Our ownership transition services guide businesses through sales, acquisitions, and generational transfers. We develop cash flow projections, review buy/sell agreements, and structure compensation packages. With 70+ years of experience, we ensure smooth transitions for closely held and family-owned businesses.
Commercial Enterprises
We serve mid-sized commercial businesses with tax compliance, financial reporting, and strategic planning. Our clients include manufacturers, distributors, and construction firms. We provide entity selection guidance, deferred compensation planning, and industry-specific financial insights to enhance competitiveness.
High Net Worth Individuals
Our personalized tax and financial planning services cater to high-net-worth individuals and families. We offer quarterly tax planning, retirement strategy analysis, and investment guidance. With 99% employee retention, we maintain deep knowledge of client accounts to deliver consistent, expert advice.
People
Monique Tiger
Managing Partner
Monique Tiger leads Calegari & Morris with over 25 years of experience in tax strategy and client relations. She specializes in business succession planning and has guided hundreds of clients through complex transitions while maintaining the firm's collaborative culture.
Christine Willemsen
Partner
Christine Willemsen brings 30+ years of expertise in tax advisory services for commercial enterprises. She focuses on entity structuring and compliance strategies, helping businesses optimize financial operations while maintaining regulatory adherence.
David Cuneo
Partner
David Cuneo specializes in estate planning and trust administration with a focus on minimizing tax liabilities. He has worked with high-net-worth families for over 20 years, developing customized wealth preservation strategies.
Linda Anderson
Partner
Linda Anderson leads financial statement preparation services for commercial clients. With expertise in compilation and review procedures, she ensures accurate reporting integrated with tax planning strategies for business owners.
Sabrina Bravo
Partner
Sabrina Bravo specializes in tax planning for high-net-worth individuals and family groups. She combines technical expertise with personalized service to develop strategies that align with clients' long-term financial goals.
Questions
What accounting services do you offer for commercial businesses?
We provide tax compliance, financial reporting, entity selection, and deferred compensation planning for mid-sized commercial enterprises in the San Francisco Bay Area.
How do you support business ownership transitions?
Our team develops cash flow projections, reviews buy/sell agreements, and structures compensation packages to ensure smooth transitions for family-owned businesses.
What estate planning services are available?
We offer trust establishment, tax return preparation, and wealth preservation strategies including charitable remainder trusts and family limited partnerships.
How do you assist high-net-worth individuals?
We provide quarterly tax planning, retirement strategy analysis, and investment guidance tailored to the unique needs of high-net-worth clients.
What sets your firm apart from other accounting services?
With 92 years of experience and 50+ professionals, we combine deep technical expertise with personalized service and 99% employee retention for consistent client relationships.
