About Our Firm
The business has been in existence since 1988 serving the Peninsula and the greater Bay Area. We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment and learn about our history, our credentials, and our areas of specialization.
If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.
Our Credentials
Daniel J. Ross received his C.P.A. certificate in January 1992. In addition, he received an additional certificate as a CVA (Certified Valuation Analysts) in March 1995. Mr. Ross is also a member of the California State Chapter of C.P.A.'s. Mr. Ross and employees undergo continuing education every year pertaining to their particular field.
Our Areas of Specialization include:
- Personal Tax Returns
- Business Tax Returns including Corporate, LLC.
- Estate & Fiduciary Returns
- Individual & Estate Planning
- Business Valuation
- Estate Valuation
- Full Bookkeeping Services
- Civil Litigation - Business separation
- Estate & Trust Court Accounting
Our Team
Daniel J. Ross, CPA, CVA
Email: dan@djr-cpa.com
Phone: (650) 875-1040
Ivy Cheng
Email: ivy@djr-cpa.com
Phone: (650) 875-1040
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