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Daniel D. Ross, CPA
 A Professional Corporation

Pay My Bill

OUR SERVICES

Financial Planning

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs

Tax Planning & Return Preparation 

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

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Whether you are an individual or operate a multi-tiered corporation or partnership, our team can accommodate your needs.

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Our Services

Contact

OUR LOCATION

2009 V Street, Suite 203

Sacramento, CA 95818

 

Tel:   (916) 742-5950

Fax:  (916) 742-5952

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IMPORTANT DISCLOSURES 

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Daniel D. Ross CPA APC is an independently owned and operated member firm of CPAConnect, an alliance of CPAmerica, Inc. CPAmerica, an association of independent accounting firms that maintain the highest practice standards, is a member of Crowe Global, providing our firm access to the eighth largest accounting network in the world, with over 200 independent accounting and advisory firms in more than 130 countries.  As a client of our firm, you truly receive the best of both worlds: the personal attention and sincere concern of a local firm and the knowledge and resources of an international association.

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To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

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These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Investment advisory services offered through Liberty Wealth Management (LWM), a registered investment adviser with the SEC. For additional information on LWM or your investment adviser representative, please visit the following website, www.adviserinfo.sec.gov.

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Check the background of this financial professional on FINRA's BrokerCheck.

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A Copy of the current Client Relationship Summary (CRS) is available at this link:  

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No client information will be shared with third parties/affiliates for marketing/promotional purposes.​

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