About the Business
Daniel Lu, CPA is an experienced tax and accounting practitioner who provides a wide range of services for individuals and businesses. As an IRS ITIN Certified Acceptance Agent (CAA), he offers full accounting services such as tax return preparation and planning, new business setup and structuring, and assistance with foreign and domestic, as well as resident and non-resident taxes. He speaks both English and Chinese (Mandarin).
With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
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- 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!
- (858) 633-3381
- 9606 Tierra Grande St Ste 105, San Diego, CA 92126
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed