Integrating Tax and Financial Planning
What We Offer
Comprehensive Financial Planning
Our financial planning services are designed to create a roadmap for your financial future. We focus on understanding your goals and developing strategies that align with your life vision, ensuring you are well-prepared for what lies ahead.
Wealth Management
Our wealth management services provide you with the expertise needed to grow and protect your assets. We tailor investment strategies to fit your risk tolerance and financial objectives, helping you maximize returns while minimizing risks.
Tax
Planning
Integrating tax planning into our financial strategies is what sets us apart. Our CPAs work closely with you to identify tax-saving opportunities and ensure compliance, allowing you to keep more of your hard-earned money.
Retirement Solutions
We offer customized retirement solutions that prepare you for a financially secure future. From retirement accounts to investment strategies, we help you navigate the best options to ensure peace of mind during your golden years.
Estate
Planning
Our estate planning services ensure that your legacy is protected and passed on according to your wishes. We help you navigate the complexities of wills, trusts, and estate taxes, providing clarity and security for your loved ones.
Education
Planning
Our services help you prepare for the cost of higher education while balancing your other financial priorities. We develop strategies for saving and funding education expenses, helping you make informed decisions about the best ways to support the next generation.
Insurance
Planning
We can help protect the financial security you have worked hard to build. We evaluate your coverage needs and recommend strategies to help protect you, your family, and your assets from unexpected events, while ensuring your insurance fits within your broader financial plan.
Charitable
Giving
Our charitable giving strategies help you make a meaningful impact while maximizing the financial and tax benefits of your generosity. We work with you to develop thoughtful giving strategies that align with your values, financial goals, and broader estate and tax planning objectives.
Who
We
Are
We are a group of financial professionals, including CPAs with extensive experience in tax practices. Our team is committed to empowering clients through tailored financial strategies that align with their unique aspirations. Discover how our collaborative approach sets us apart in the industry.
Daniel D. Ross CPA, PFS, CFP®
Dan Ross is the founding shareholder of Daniel D. Ross, CPA A Professional Corporation. He earned his Bachelor of Science in Business Administration from California State University, Chico, and has been a CPA in good standing since 1983. Dan brings extensive expertise in tax and financial planning and holds the CPA, CFP®, and Personal Financial Specialist (PFS®) designations. He has also served as an instructor of accounting at the University of California, Davis Extension program.
Dillon S. Miles, CPA, CFP®
Dillon Miles is the principal shareholder of Miles CPA PC. He earned his Bachelor of Science in Managerial Economics from the University of California, Davis, and has developed expertise in tax consulting, personal financial planning, financial statements, and accounting systems. In 2024, Dillon purchased the book of business from his former employer and founded Miles CPA, where he focuses on delivering holistic, technology-driven financial solutions with a client-first approach. Outside of work, Dillon enjoys pickleball, ultimate frisbee, cycling, and motorcycling.
Kelvin Kwan
Kelvin Kwan is a Financial Planner and Investment Advisor Representative with more than a decade of experience in financial planning and wealth management. He earned his Bachelor of Science in Finance from California State University, Sacramento, and has worked in the financial services industry since 2010. Kelvin specializes in helping clients develop structured strategies to manage their finances and pursue both short- and long-term goals. A Sacramento native, Kelvin enjoys tennis, traveling with his family, exploring new restaurants, and wine tasting.
Michael T. Hullen, CPA, PFS, CFP®, MST, RICP
Mike Hullen is a founding partner of Hullen Accountancy, LLP. He earned his Bachelor of Science in Business Administration from California State University, Chico, and a Master of Science in Taxation from Golden Gate University. Michael has been a CPA in good standing since 1983 and specializes in income tax planning for businesses and individuals. He also holds the CFP®, PFS®, and Retirement Income Certified Professional (RICP®) designations and has taught income taxation and financial planning through UC Davis Extension.
Contact Us
Phone: 916-299-5550
2009 V St. Ste. 202
Sacramento, CA 95818