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Morris D'Angelo CPA

Beyond Your Typical Financial Services

Accountant in Portland, OR (show on map)
Google 1.0
★☆☆☆☆
1 reviews

Boutique financial firm offering Family Office Services, tax optimization, asset protection, and wealth preservation for high net worth families.

Call (408) 292-2892
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Morris D'Angelo CPA website

About

Morris+D'Angelo is a boutique firm supporting the sophisticated needs of high net worth families and their related entities with Family Office Services of Coordinated Customized Opportunities and Solutions in areas of Luxury Engagement, Private Equity Introductions, Tax Optimization Strategies, Asset Protection, Wealth Preservation, Family Governance, and Associated Services. At Morris+D'Angelo, they provide financial services in preparing tax returns, accounting, and consulting and advisory services.

Their services extend beyond typical financial services to include valuations for tax purposes, international and domestic transfer pricing (SALT), business economics, benchmarking, peer group competitive intelligence, license and research, government expert witness and audit support, operational transfer pricing and profit maximization, internal tax department coaching, and transfer pricing software implementation. They are affiliated with the International Association of Practicing Accountants (IAPA), an international network of independent financial firms servicing customers on six continents.

Boutique firm supporting sophisticated needs of high net worth families
Family Office Services with coordinated customized opportunities and solutions
Beyond typical financial services with specialized offerings like transfer pricing and business economics
International network through IAPA servicing customers on six continents

Services

Family Office Services

Coordinated customized opportunities and solutions for high net worth families including luxury engagement, private equity introductions, tax optimization, asset protection, wealth preservation, and family governance.

Luxury Engagement Private Equity Introductions Tax Optimization Strategies Asset Protection Wealth Preservation Family Governance

Tax Preparation and Accounting

Financial services in preparing tax returns, accounting, and consulting and advisory services.

Tax Return Preparation Accounting Services Consulting and Advisory

Valuations for Tax Purposes

Valuation services specifically for tax purposes.

Tax Purpose Valuations

Transfer Pricing (SALT)

International and domestic transfer pricing services including operational transfer pricing and profit maximization.

International Transfer Pricing Domestic Transfer Pricing SALT Operational Transfer Pricing Profit Maximization

Business Economics and Benchmarking

Business economics, benchmarking, peer group competitive intelligence, license, and research services.

Business Economics Benchmarking Peer Group Competitive Intel License and Research

Government Expert Witness and Audit Support

Expert witness services and audit support for government engagements.

Government Expert Witness Audit Support

Credentials & Certifications

International Association of Practicing Accountants (IAPA)

Reviews

Google
Rating
1
★☆☆☆☆
Reviews
1

Frequently Asked Questions

What types of clients does Morris+D'Angelo serve? +

High net worth families and their related entities.

What are the key service areas of Morris+D'Angelo? +

Luxury Engagement, Private Equity Introductions, Tax Optimization Strategies, Asset Protection, Wealth Preservation, Family Governance, and Associated Services.

Does Morris+D'Angelo offer international services? +

Yes, they are part of the International Association of Practicing Accountants (IAPA), an international network servicing customers on six continents, and offer international transfer pricing services.

What financial services are provided beyond typical offerings? +

Valuations for tax purposes, international and domestic transfer pricing (SALT), business economics and benchmarking, government expert witness and audit support, operational transfer pricing and profit maximization, internal tax department coaching, and transfer pricing software implementation.

Where are Morris+D'Angelo's office locations? +

San Jose, San Francisco, Los Angeles, Portland, Ann Arbor, and New York.

Contact Morris D'Angelo CPA

Morris D'Angelo CPA
Website
cpadudes.com
Category
Accountant
Wheelchair Accessible
Call (408) 292-2892

Opening Hours

Monday
08:00–17:00
Tuesday
08:00–17:00
Wednesday
08:00–17:00
Thursday
08:00–17:00
Friday
08:00–17:00

Location

Location of Morris D'Angelo CPA, 707 SW Washington St #1100, Portland, OR 97205 · View on Google Maps

Get in Touch

Ready to work with Morris D'Angelo CPA?

Reach out today to schedule a consultation.

(408) 292-2892

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