Morris+D’Angelo Leadership

Our Partner’s Commitment:
To remain small and nimble.

Our focused attention on “You” emphasizes the importance we put on our Customer Relationships. This may be “Old Fashioned”, but this is a “Value” we hold dear to our Financial Firm’s empowering success.

We have three primary levels of service providers: Partners that are ultimately responsible for the shared success of our firm, supervise all of our engagements, and are coordinated to facilitate our combined success.

Morris+D’Angelo
Senior Management:

Our team of Managers, Senior Managers, and Directors are responsible for the day-to-day technical service solutions.

From tax compliance, research, and filings to financial statements, the experienced team of CPAs and in-house tax-lawyer, coordinate the work of the firm and stand at the ready to provide continual care and assistance as requested.

Morris+D’Angelo
Financial Support Professionals:

High-Level Service With a Smile:
All of our top-notch team of administrators, coordinators, and Para-professionals are knowledgeable about the process of receiving customer information and seeing that projects are timely and properly delivered.

We are supported by our office management team lead by Elizabeth whose has been with the firm over 15 years. Meanwhile, Karen leads our bookkeeping and Para-professional services and has also been with the firm for over 10 years.