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Daniel D. Morris, CPA
Partner
Daniel D. Morris is a partner in the San Jose CPA firm of Morris + D'Angelo, a founder of the VeraSage Institute, a think tank dedicated to promulgating and teaching Value Pricing, Customer Economics, and Human Capital Development to professionals and businesses around the world, and an adjunct professor of accounting for Foothill College in Los Altos Hills, California.
As a frequent speaker at seminars and conferences, and a consultant to professional and business service firms on implementing Total Quality Service and Value Pricing, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1998 and has authored and instructed over a dozen courses for them, including: Mining Your Assets: Implementing the Concierge Service Model; Improving your Firm’s Customer Selection, Retention, and Loyalty; You Are What You Charge For: Success in Today's Emerging Experience Economy (with Ronald J. Baker); Everyday Ethics: Doing Well by Doing Good (with Ronald J. Baker), and Developing Today and Tomorrow’s Firm and Community Leaders.
Dan’s business consulting has included members of the Fortune top 50 along with several members of the S&P 500 and leading NASDAQ listed companies. Dan’s expertise integrates business strategy with total customer commitment leading to enhanced profitability through improved customer experiences.
Dan graduated from the University of Oregon and started his career at Ernst & Young in San Jose. Dan is active with the California Society of CPAs, the American Institute of Certified Public Accountants, ICFA, and the Professional Pricing Society. Dan is frequently interviewed and quoted by various newspapers and has authored several articles for the California CPA Magazine and the Journal of Accountancy on topics ranging from export tax incentives to human capital development. Additionally, Dan is the forthcoming author of Finding the Sweet Spot: The Wisdom of Customer Selection scheduled to be published by the AICPA.
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 Patrick J. D’Angelo, MBA, CPA
Certified Mergers and Acquisition Advisor
Partner
Pat is a native San Josean completing his undergraduate and graduate degrees at Santa Clara University. After completing his MBA, Pat founded his first CPA firm. Through the years Pat has developed the skills of a CFO, performed the accounting and tax services for a large number of privately held businesses in the area. He currently focuses on business advisory services and the technology needs of closely held businesses. He is a certified merger and acquisition advisor with the AMAA.
Pat is a former chairman of the American Musical Theater board, enjoys movies, weekends in Carmel, time with his children and grandchildren and woodworking projects.
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Tim is the newest M+D partner. He is a graduate of the University of Colorado and worked as an investment advisor before becoming a CPA. Prior to joining Dan and Pat he worked for the firm of Brooks, Steinitz and Rhodes in San Jose. He heads up the firms tax practice and does the trust and estate work at Morris + D’Angelo. Currently he serves on the board of the YMCA and is a member of the San Jose Kiwanis club.
He is the proud father of two little girls, he loves to play golf and follow Colorado Football.
|  Mary Walker, EA
Director of the 1040 Experience
mary@cpadudes.com
Mary joined Morris + D'Angelo as a seasonal tax preparer and ended up staying! In the last 4 years Mary has been named the Director of Individual Tax as well as the Director of the Morris + D'Angelo subsidiary, Xpress Tax Solutions. What she loves most about her job is working with the clients. She enjoys the variety of projects that cross her desk and is no longer intimidated by the IRS or the Franchise Tax Board. Xpress Tax provides a different perspective on the tax world and she really enjoys the diversity of her cliental. Just as the Morris + D'Angelo clients are very loyal, after 4 years she is finding the Xpress clients returning and referring their friends.
She loves Cardinals baseball, playing golf, readying and spending time with her husband and three teenage children.
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Elizabeth joined Morris + D'Angelo eight years ago after working for
Hewlett-Packard Company for 13 years in Marketing and Sales
Administration and then as an event planner and marketing and sales
training coordinator. Elizabeth is the office manager for Morris +
D'Angelo and handles a wide range of responsibilities – if you have a
question, she may have the answer or will know who does!
Elizabeth is very involved in youth sports with her son. This is her
fourth year on the Willow Glen Little League Board of Directors and is
the Treasurer for her son’s competitive soccer team. She is also with
a local PEO Chapter and teaches scrapbooking in her “spare time”.
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Lina joined Morris +D’Angelo after having spent 10 years as a senior controller at a major semiconductor company. Her focus on customer needs was developed during her subsequent tenure at H&R Block and David Lee Accountancy. Lina earned a BS in Finance from Southwest Missouri State University and an MBA from Kansas State University.
In addition to her work at Morris +D’Angelo, she is a busy mom and enjoys Ikebana. Lina is an Ikebana Sensei with 2 teacher degrees in the Japanese art of flower arrangement. Lina also serves as Vice President for the Wafu School of Ikebana, California Chapter and on the Home + School Club Board of Del Roble Elementary School.
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Dolma joined Morris + D’Angelo in January 2008. She previously served as Assistant Manager (Finance) at a multinational pharmaceutical company in India, followed by a position as Tax Consultant at a regional CPA firm. Dolma earned an MS in Taxation from San Jose State University.
Dolma has two kids, and during her spare time enjoys outdoor activities with her children, watching independent cinema and reading mainly non-fiction. She also enjoys whitewater rafting and trekking.
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I have had the pleasure of working at Morris + D'Angelo for almost 7 years. I don’t share my past but I was born on Christmas Day – what a blessing and what a jip.
If you are so inclined, I enjoy presents.
I am a California girl, growing up in Southern California, attending college and even working at Disneyland. I made my television debut on Truth or Consequences not the Miss America Beauty Pageant as some times reported.
I have held various board positions in organizations that I have been an active member throughout the years. The most recent project I have been involved with is sending care packages to over 6,000 troops serving abroad in the military. I am blessed with a wonderful family, friends and I enjoy gardening, reading and traveling in my spare time.
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Leslie is part of our administrative team. She was born and raised in San Jose, California. Leslie graduated from San Jose State University with a Bachelor of Science in Business Administration.
She likes to read and is currently learning to play golf.
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Art earned his Bachelor of Arts Degree, Management, from St. Mary’s College of California. Before joining Morris + D’Angelo, Art worked for David A. Lee Accountancy Corporation of San Jose.
Art serves on the Board of Directors for Silicon Valley Crimestoppers and has served on the Board of Directors for Next Door Solutions to Domestic Violence. He also volunteers for the First Tee of Monterey County and the AT&T Pebble Beach Pro Am Golf Tournament. | |
Graduate of Santa Clara University with a Bachelor of Science in Commerce. Worked for several high tech companies in the fields of accounting, financial analysis and human resources.
During her career, she has been actively involved in many community organizations. In addition to her regular volunteer work, she has served as chair on: Girl Scouts of America, St. Marys’ School Board, Presentation High School Booster Club, and Board of Directors for American Musical Theater of San Jose.
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Tim Allen, CPA
Lina Van Scherrenburg
Sue Nichols
Leslie Scheifer
Art Gilmore
Karen Schneider