C+M

Calegari & Morris (C+M) is a San Francisco-based certified public accounting firm serving for-profit companies with annual revenue of approximately $5 million to $50 million. The firm combines accounting and tax expertise with experience and personal connection, aiming to help clients navigate complex decisions with confidence. Its approach emphasizes curiosity, humility, and understanding each client’s priorities, with services intended to support long-term success rather than focus solely on annual transactions.

C+M provides specialized accounting, tax, and advisory services across a range of practice areas. These include tax and financial advisory, commercial enterprises, design and creative services, professional services, real estate and partnership entities, estates, trusts and foundations, ownership transition, and high-net-worth individuals. The firm also offers a free, no-obligation consultation with an accounting professional and publishes tax newsletters for business and individual readers. Client testimonials highlight its service, practical support, and compassionate guidance. Through its people-focused approach and broad practice experience, C+M works with businesses and individuals on their accounting and tax-related needs.