Leanna S.
8/22/2012
The people are so awesome and professional. They have been consulting on my personal and business tax matters for 7 years now. They are so good at what they do and they do it with a very...
Morris & D'angelo
Closed
(6)
1046 W Taylor St
San Jose, CA 95126
Morris & D'Angelo is a boutique firm dedicated to addressing the sophisticated needs of high-net-worth families and their related entities through a range of Family Office Services. Their expertise encompasses luxury engagement, private equity introductions, tax optimization strategies, asset protection, wealth preservation, and family governance.
In addition to typical financial services, Morris & D'Angelo offers comprehensive solutions such as tax return preparation, accounting, consulting, and advisory services. Their specialized offerings include valuations for tax purposes, transfer pricing, benchmarking, and operational support, ensuring clients receive tailored financial strategies to meet their unique requirements.
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Reviews
3.06 reviewsChristian Y.
1/28/2025
Extremely fishy company. We hired them to handle our Quickbooks and to prepare our federal tax filings for two years as we were behind. Once they received payment, they stopped answering our...
S C.
7/23/2024
I was a vendor of M&D for multiple years, and they built up 10s of thousands of dollars of debt via services and because they were a repeat user of our services, it was allowed and then they...
Hope C.
8/4/2017
HORRIBLE FIRM! The accountant neglected to file a form with my tax return and despite my numerous requests and their empty promises (from the accountant & Elizabeth, his so-called supervisor), it...
Lisa O.
1/1/2011
Morris & D'Angelo has been my personal and business CPA firm for over 15 years. The advice and service I get from my main advisors there, Dan Morris and Mary Walker, is amazing. I've been...
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