DANIEL LU CPA

Daniel Lu CPA is a full-service tax & accounting firm based in San Diego, California. We are a bilingual firm providing services in both English and Chinese. Our Vision is to create community wealth networks which can add-on to our clients’ Global Wealth. Our Mission is to provide tailored services, management, and strategies to our individual and business clients. We believe the community wealth of networks and relationships are the keys to success. Our goal is to be the trusted advisor and retain long-term relationships. Our business is in your success. In God we Trust! Our San Diego office is located at Sorrento Valley area. We provide tax and accounting services to both Individuals and Business clients. We have extensive experiences on real estate, foreign compliance, business structures, and business financials. We provide full accounting services for businesses from business formation, sales, payroll, bookkeeping, year-end tax filing, and more. We also service foreign investors who are looking to start a business or having investments in the U.S. We specialize in foreign compliances such as FBAR, FACAT, NRA filing for new immigrants, foreign investors, foreign businesses, and individuals. Mr. Lu is the principal of Daniel Lu CPA accounting firm since 2013 and also the founder of Global Wealth Consulting LLC since 2016. Mr. Lu brings public accounting experiences since 2008 and has provided tax & accounting services to thousands of businesses and individual. He specializes in foreign compliance, income tax & planning, small business, real estate, business structuring, non-profit organization, and resident/non-resident tax planning. Daniel is a Licensed Certified Public Accountant with a financial advisory background. Daniel is also an IRS Certified Acceptance Agent (CAA). Over the years, Daniel has serviced domestic and foreign businesses with over 10 million in revenue and assets, businesses in different industries, and various non-profit organizations. He has provided effective business planning and tax-saving strategies tailored to taxpayers at various levels.