I used Daniel to handle the merger (I merged law firms) to make sure our books/accounts were in order. He did an exceptional job advising us on how to make sure our accounts were still balanced after the merger. He does a great job keeping track of our payroll and bookkeeping so there are no mistakes. The information contained in this website is for general information purposes only.
The information is provided by Daniel Lu CPA and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose.
The information is provided by Daniel Lu CPA and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose.
Services
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.
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.
Supporting the day-to-day accounting, tax, and financial needs of businesses in various industries. Providing tax plannings and income tax preparation services to individual and business clients throughout the U.S. and in other countries. Specialize in international compliance such as reporting foreign income, foreign business ownership, Non-Resident with U.S. situs asset, and more!
Reviews (20)
Jeffrey Kiu
Oct 24, 2021
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Jeff K.
May 08, 2021
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Mint C.
Mar 13, 2021
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Dan Dan C.
Jul 09, 2020
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Kristina M.
Feb 26, 2020
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My friend and I came here to get our taxes done together. Although I had found Daniel on yelp and saw the high ratings, I was a bit skeptical and didn't get my hopes up too high about the service provided. He ended up exceeding my expectations. My friend and I both left more than satisfied with how the appointment went and we both felt that the communication with Daniel was so easy! I don't regret getting my taxes done with him at all and I definitely recommend going to him for anyone who needs help with their taxes.
Thank you so much Daniel :)
Thank you so much Daniel :)
Yan Sun
Dec 31, 2019
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Sparta C.
Mar 26, 2019
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Daniel was quick to respond to my initial inquiries. We then setup a meeting and he walked me through my tax situation in a clear and understandable manner. I had many questions but he was patient and professional.
I felt comfortable moving forward with having Daniel handle my taxes this year, and would return again.
I felt comfortable moving forward with having Daniel handle my taxes this year, and would return again.
Sky Sasa C.
Feb 25, 2019
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Gloria S.
Apr 14, 2018
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I have dealt with several CPAs in the past decade and all of them have been really good. But Daniel is GREAT.
They provide full bookkeeping and stellar accounting services. Great in communication. No BS.
Really looking forward to grow our business so we can give them MORE business.
Highly recommend.
They provide full bookkeeping and stellar accounting services. Great in communication. No BS.
Really looking forward to grow our business so we can give them MORE business.
Highly recommend.
Hong Lily
Dec 08, 2017
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Simply incredible! Daniel is an amazing CPA and tax expert! He is one of the rare ones, who has more than exceeded expectations.
Daniel understands the tax laws like no else. His experience gives him a wealthy of knowledge that can apply to just about everyone. He is excited to mentor and provide excellent service to ensure you are comfortable with your tax information.
This was our first year with Daniel and I could not have learned more. He gives you the tools to empower you to make smart choices towards a successful future of wealth.
In one word, I would highly recommend Daniel. Not only
Daniel understands the tax laws like no else. His experience gives him a wealthy of knowledge that can apply to just about everyone. He is excited to mentor and provide excellent service to ensure you are comfortable with your tax information.
This was our first year with Daniel and I could not have learned more. He gives you the tools to empower you to make smart choices towards a successful future of wealth.
In one word, I would highly recommend Daniel. Not only
Yen-Kuan W.
Oct 25, 2017
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I have been doing my tax with Daniel for 2 years now, and I don't think it can get any better. I've been using TurboTax previously but my tax situation got a bit tricky and need some help from CPA. While other agency rejected or don't know how to handle my tax, Daniel gave me a clear picture of how I should handle my tax. I appreciate that he always explain things really well.
Also, I sometime do have some questions regarding tax related decisions. We can have discussion over it that helps a ton for me without any charge. I don't know if he wants me to advertise this though
Also, I sometime do have some questions regarding tax related decisions. We can have discussion over it that helps a ton for me without any charge. I don't know if he wants me to advertise this though
Jason V.
May 03, 2017
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Anastasia Nagel
Jan 23, 2017
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Lisa D.
Dec 11, 2016
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Eric C.
Nov 29, 2016
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I merged law firms and I used Daniel to handle the merger to make sure our books / accounts were in order. He did an exceptional job advising us on how to make sure our accounts were still balanced after the merger. Additionally, we use Daniel for payroll and bookkeeping. He does a great job keeping track of our payroll and bookkeeping so there are no mistakes. I highly recommend him to handle business accounting and payroll services. He has a lot of knowledge related to tax (international and domestic).
VanVey V.
Sep 22, 2016
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Daniel is a very good man and a good CPA. He was recommended to me by my banker when I just started my own business. I'm so glad that I found him! He's not only just taking care of the taxes, but he take care of more problem of you like a friend. He helped me build a lot of basic sense of running a business and I really appreciated it. I would definitely recommend Daniel!
Tawnee D.
Aug 29, 2016
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I found Daniel through a recommendation of a friend. Not only that Daniel is extremely knowledgeable in his field, he has the best work ethics of anyone that I personally know. Efficient, prompt, and professional, I cannot ask for more from my tax advisor. Running my own business is already hard enough for me and having Daniel really taken off that load of my shoulder. I usually don't write a review unless I think the service has exceeded my expectation and in this case, it did. I highly recommend Daniel as a CPA.
Yuan L.
Aug 26, 2016
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Okay so me and my husband made an appointment at this place at 2 o clock this Friday. We called him 5 days prior to this appointment. On the day of our appointment, we got a phone call pass 12 o clock from his office telling us they have to reschedule us to 4 pm because of unknown reasons. We have other plans and it is really unprofessional for them to call less than two hours ahead to notify us. We made it clear we can't make it other than 2 o clock. And somehow his secretary got scared and Daniel picks up the phone. While talking to him he told us direct quote "I don't give anything
Shane O.
Jul 22, 2016
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Jeffrey K.
Feb 10, 2016
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Daniel Lu is the man!
If you're looking for a trustworthy and honest accountant, Daniel Lu is the one for you! He is detail-oriented and will make sure to maximize your tax return.
Daniel was able to fix my 2014 taxes I did it myself on Turbo Tax (Don't recommend it) and got me an extra $400 refund!
My 2015 return was done within an hour and the experience was very pleasant!
Go see him if you need individual or corporate tax services. He and his staff will take great care of you!
If you're looking for a trustworthy and honest accountant, Daniel Lu is the one for you! He is detail-oriented and will make sure to maximize your tax return.
Daniel was able to fix my 2014 taxes I did it myself on Turbo Tax (Don't recommend it) and got me an extra $400 refund!
My 2015 return was done within an hour and the experience was very pleasant!
Go see him if you need individual or corporate tax services. He and his staff will take great care of you!
