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.

 

Michael T. Hullen, CPA, PFS, CFP®, MST

Michael Hullen is a founding partner with Hullen Accountancy, LLP. Michael earned a Bachelor of Science degree in Business Administration from California State University-Chico and a Master of Science degree in Taxation from Golden Gate University in San Francisco. 

Michael has been a board certified CPA in good standing since 1983 and specializes in providing income tax planning strategies for both businesses and individuals.

Michael's credentials also include the designations of CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist. He is affiliated with the Financial Planning Association, California Society of CPAs, the American Institute of CPAs, and CPAConnect, one of the largest CPA networks United States.  He has been an instructor of income taxation and financial planning strategies through the University of California-Davis extension program.

 
 

Sue Hullen, CPA, MST

Sue Hullen is a founding partner with Hullen Accountancy, LLP.  Sue earned a Bachelor of Science degree in Business Administration from California State University-Chico and a Master of Science degree in taxation from Golden Gate University in San Francisco.  

Sue was a Senior Auditor with the Internal Revenue Service before forming Hullen Accountancy LLP.

Sue has been a board certified CPA in good standing since 1983.

Sue is affiliated with the American Institute of CPA’s, California Society of CPA’s, and CPAConnect, one of the largest CPA networks in the United States. 

Simone Andra

Office Administrator. Simone assists with managing projects, providing support to the CPA's, selective bookkeeping, client payroll, and servicing our clientele. She has worked in the accounting industry for over 13 years serving a variety of different clients. She is a licensed notary public for the State of California. Her time outside of work is dedicated to her son and daughter, and husband of 22 years.

Anne K. Ross

Administrative Operations Manager.  Anne is a certified life coach bringing a new perspective and insights to managing client staff relationships, government agencies, and handling difficult, as well as common, situations with these groups.  She has an AA degree from the Apple Valley College Pleasant Hill in Dental Assisting, and a BS degree in Clothing & Textiles from CSU Chico as well as a minor in Business Administration.

Dillon S. Miles

Financial Accountant. Dillon joined the firm in 2016 after receiving his Bachelor of Science degree in Managerial Economics from the University of California-Davis. While at Davis, he was an inaugural member of the Davis Accounting Society. Dillon is currently sitting for the CPA exam. 

Tom McKay

Tom is the owner of New Millennium Technologies, a small business consulting firm that has been helping local businesses with their technology needs for 16 years. He has a Bachelor of Science degree in Business Administration (Management Information Systems) from California State University Sacramento. He has 30 years of experience in information technology with networks large and small. He is certified by Microsoft® as a certified partner, midmarket solution provider, and small business specialist. His long-standing member of the Sacramento SMBiT Professional’s network. As a trusted business advisor Tom aims to utilize enterprise class technology on a small business budget. He is constantly seeking out and testing cutting edge technology to better serve his client’s needs.

IMPORTANT DISCLOSURES 

Hullen & Ross, CPA's 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.

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.

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.

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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