As a client who relied on Morris + D’Angelo for strategic financial advice and long-term planning—not just taxes—I was very disappointed. I engaged them mid‑2023 to prepare my prior-year returns and informally confirmed they had all necessary materials. Despite numerous follow-ups and clear concerns about missing deadlines, they delayed action until months later. In April 2024 I was told filing was postponed under “IRS relief,” even though the critical deadlines had already passed. That delay cost me over $5,000 in refunds from both IRS and California FTB. They made no attempt to explain or compensate, offering only advice to appeal. Beyond tax issues,... read full review
November 2018
Our family has four separate businesses that use Morris+D'Angelo. In spite of complex web of revenue streams and ownership, the M+A team has always come through. We're very happy with them.
As a client who relied on Morris + D’Angelo for strategic financial advice and long-term planning—not just taxes—I was very disappointed. I engaged them mid‑2023 to prepare my prior-year returns and informally confirmed they had all necessary materials. Despite numerous follow-ups and clear concerns about missing deadlines, they delayed action until months later. In April 2024 I was told filing was postponed under “IRS relief,” even though the critical deadlines had already passed. That delay cost me over $5,000 in refunds from both IRS and California FTB. They made no attempt to explain or compensate, offering only advice to appeal. Beyond tax issues,... read full review
Our family has four separate businesses that use Morris+D'Angelo. In spite of complex web of revenue streams and ownership, the M+A team has always come through. We're very happy with them.