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OUR TEAM

Daniel D. Ross CPA, PFS, CFP®

Daniel D. Ross is the founding shareholder of Daniel D. Ross, CPA A Professional Corporation.  Dan earned a Bachelor of Science degree in Business Administration from California State University-Chico. He performed his internship at Price Waterhouse and Co., and has been a board certified CPA in good standing since 1983.

Dan has earned expert status in the areas of tax and financial planning by earning the credentials of Certified Public Accountant (CPA), Certified Financial Planner™ and Personal Financial Specialist, PFS®.  

Dan is affiliated with the American Institute of CPA’s, AICPA Financial Planning Section, California Society of CPA’s, and CPAConnect, one of the largest CPA networks in the United States.  Dan has been an instructor of Accounting at University of California-Davis extension program.

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As of January 1 2024 Dillon Miles, CPA has taken over the tax and accounting clients, that are not in our Financial Planning Program.  If you are a current client, and in our Financial Planning Program, then Dan will be providing your Financial Planning and Tax services.  

Dan Bio

Dillon S. Miles, CPA

Dillon joined the firm in 2016 after receiving his Bachelor of Science degree in Managerial Economics from the University of California-Davis. While at UC Davis, he was an inaugural member of the Davis Accounting Society. Dillon has experience helping clients in a wide variety of areas including tax, financial statement preparation, bookkeeping, and payroll. He believes that a key to a strong accounting system is the use of technology to improve efficiency and accuracy.

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Dillon has taken over the tax and accounting clients of Daniel D. Ross, CPA APC.  you can reach Dillon at Miles.cpa or at this link:  

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Ashley Hernandez


Office Manager - Midtown. Ashley has worked in a variety of industries in the past 22 years, supporting companies in multiple fields.  She has over ten years of experience in administrative support, seven years in A/R and enjoys expanding her knowledge in all aspects accounting.  Apart from work, she values spending time with her family and going on new adventures with her sons and husband.

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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