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For Individual Applicants: e.g. Individual Tax Returns | Grantor Trusts | Estate and Wealth Planning | etc.
If you are NOT CURRENT with any required USA disclosure, please call 1-408-292-2892 as soon as you are able and speak with either: Daniel Morris, Steven Geller, or Shiva Moozoun before writing your answer.
Steven Geller leads Morris+D’Angelo’s Southern California offerings from our Los Angeles office in addition to spending most weeks at our Silicon Valley World Headquarters.
Geller integrates tax planning, compliance, and consulting, especially in complex and complicated situations. He leads the firm’s practice areas surrounding real estate including pre/post development structuring, tax-deferred exchanges, property management advisory services, and multi-generational transfers. Geller also leads the firm’s Family Office Practice where his lifetime of entrepreneurial experience combines practical business acumen necessary for success with a comprehensive understanding of family dynamics. With expertise in all forms of businesses, both for-profit and non-profit, from startups to century-old enterprises, his depth and breadth of experience transcend to provide exemplary services and advise for you, your family, and your future generations to come.
In addition to the more traditional tax and business services, Steven is active in litigation support and forensic-accounting services. He has served as a court-approved expert witness and his professional opinions and testimonies are well respected.
Although Steven loves his profession, he knows that there is more to life than work. He enjoys spending time with his fully engaged family including his wife Stacy and children Alex and Talya. Alex recently graduated from Emory Riddle University in Aeronautics and is a pilot for a private jet company. Talya is a senior in high school and enjoys dance and photography. Stacey, a special needs teacher in the greater Los Angeles schools and Steven have been together since high school.
Along with family and friends, Steven enjoys classic photography and has an inventory of cameras and lenses, both old school film and digital image technology. He uses his photography skills as he travels the world with his family and most recently has been the formal photographer and chaperone of an annual pilgrimage known as the March of the Living where high school students replicate the movements of the Holocaust together with survivors in order to participate in connecting history with experience.
Contact Steven by eMail
CPA, CPA, CGMA, TEP
Daniel Morris is a sought after global expert in multi-national business structuring, tax optimization, and asset protection. Leveraging over thirty years of holistic accounting, tax, and business advisory services to successful entrepreneurial and family-based enterprises, he serves emerging and middle markets worldwide.
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JD | LLM, Director of Tax Services
Shiva, a native of Tehran and fluent in Farsi, she leads our overall tax department. Along with deep accounting skills, Shiva holds both her Juris Doctor and a Masters in Tax Law. An adjunct professor of accounting with Golden Gate University, Shiva blends technical tax law and customer-focused solutions.
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CPA | MST, Tax Manager
Dolma Melkote is originally from Hyderabad, India, Dolma is an instrumental leader of our tax department where she manages and provides services in our corporate and individual tax groups. Additionally Dolma provides direct support services to tax audits from the IRS, FTB, State Board of Equalization (sales tax), and the County Assessor (property tax audits).
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JD | CPA, Director of International Tax Services
Brian Gryder, is one of our newest team members at Morris+D’Angelo World Headquarters Office in San Jose with a Doctorate of Jurisprudence (Cumberland School of Law) and an Accounting Degree cum laude from Brock School of Business of Samford University.
Gryder has established himself as a leader in International Tax Compliance and Business Model Concept Development and Implementation. He has invested in his career through his participation and leadership in various Senior Management positions (Ernst & Young, Trimble Navigation, Aerojet Rocketdyne, and Fujitsu IT).
In addition to leading our expanding Global Tax and Business practice areas, Brian will operate as our Domestic Tax Services, Technical Reviews, and Chief Office Collaborator.
Brian comes to us with a Doctorate of Jurisprudence from Cumberland School of Law, Samford University, in Birmingham, Alabama. Brian earned his Accounting degree cum laude from Brock School of Business of Samford University and, he was President of his Debate Team.
When Brian isn’t helping customers or improving his Tax Skills and Knowledge, he relaxes by restoring his bungalow in the Naglee Park neighborhood in San Jose. Additionally, Brian is an avid fan of outdoor music festivals. Brian also serves as Treasurer of the San Jose Woman’s Club and is active in his neighborhood that he loves.
Contact Brian by eMail
CPA, CPA, MBA, CMAA
Patrick D’Angelo assists business owners, sellers, buyers, bankers, and advisors navigate the complexities of privately held businesses. From assisting founders and executives to helping individuals and families, Pat’s abilities to combine finance and economics is unsurpassed. Along with his lifetime career as a CPA, Pat holds is a Certified Mergers and Acquisition Advisor and enjoys assisting buyers and sellers of privately held businesses successfully navigate the complex business transactions. Pat’s core value of candid analysis serves him and his clients well.
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