Daniel Lu, CPA

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(35)

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9606 Tierra Grande St Ste 105
San Diego, CA 92126

History

Daniel Lu CPA specializes in foreign compliances such as Global Income Reporting, Foreign Bank and Financial Accounts Reporting (FBAR), Foreign Assets Reporting (FATCA), and Non-Resident Alien (NRA) filing for new immigrants, foreign investors, and businesses. The Company has extensive experience in real estate, foreign compliance, business structures, and business financials such as sales and payroll reporting, bookkeeping, income tax filing, and more. Our Vision is to create community wealth networks that can add to our clients' Global Wealth. Our Mission is to provide tailored services, management, and strategies to our clients. Our goal is to be the trusted advisor in a long-term relationship. We believe that the key to success is through community wealth and community networks. Our business is in your success. In God we Trust!

Specialties

IRS ITIN Certified Acceptance Agent (CAA) Full Accounting Service Tax Return Preparation and Planning New Business Setup and Structuring Foreign & Domestic, and Resident & Non-Resident English and Chinese (Mandarin)

Reviews

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4.535 reviews
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Grace C.
7/14/2024

Long overdue review for this business! We found Daniel through Yelp after some major changes and needing a little stability in our tax situation. He's done our taxes for two years in a row at this...

Paul Q.
4/17/2025

This is a long-overdue review for Daniel. He's very kind and gave a great free presentation on tax planning to our minority community in San Diego. While trying to select and invite speakers for...

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Jeff K.
5/7/2021

3rd year coming back to Daniel for taxes. He's does everything with integrity and prudence. We got a huge tax return and his consultation is very professional. Highly recommend!

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Jax Y.
2/24/2023

Very knowledgeable & professional! Mr Lu. Helped my business tremendously! I definitely recommend

Pauley V.
1/29/2024

This was my first time getting a business consultation and while being patient, Daniel explained every detail accommodating to my current business situation, making sure I was aware of what I was...

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