Morris+D'Angelo -- Not Just another CPA Firm

Financial ServicesCalifornia, United States2-10 Employees

Morris+D'Angelo is a financial services firm described as a strategic CPA and high-end financial consultancy. Based in San Jose, California, the firm emphasizes client freedom and peace of mind, offering services aimed at helping clients achieve favorable financial outcomes. The company states that its pricing is based on purpose and results rather than time, positioning itself around value provided to clients and a service guarantee. Its target market appears to be individuals seeking liberty in their financial planning and independent financial outcomes, with a focus on customized guidance rather than traditional billable-hour models. The organization presents itself as having a global footprint in order to support clients’ aspirations, though specific locations beyond its San Jose address are not detailed. The firm operates within the broader financial services industry and positions itself as different from typical CPA firms by prioritizing client independence and measurable results. A recent development noted is an emphasis on delivering sleep and peace of mind to clients, underscoring a focus on reducing client anxiety related to financial management.

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