Daniel Lu

Daniel Lu Email and Phone Number

Principal Owner at Daniel Lu CPA @ DANIEL LU CPA
san diego, california, united states
Daniel Lu's Location
San Diego, California, United States, United States
Daniel Lu's Contact Details

Daniel Lu work email

Daniel Lu personal email

About Daniel Lu

Greetings, Thank you for taking the time to find me on LinkedIn. I am the principal and founder of Daniel Lu CPA accounting firm. I bring more than 6 years of public accounting experience to the company. I have provided accounting and tax services to over a thousand businesses and individuals. I am a California Licensed Certified Public Accountant (CPA) with a Financial advisory background. I specialize in foreign investments, foreign compliance, domestic non-profit filings, and resident/non-resident tax planning.Over the years, I have serviced domestic and foreign businesses with over 10 million dollars in assets, successfully formed several non-profit organizations, and provided effective tax-saving strategies tailored to taxpayers at various levels of their financial situations.I am very much looking forward to connecting with you and seeing how I can support your goals and business networking on LinkedIn.I look forward to working with you!Best Regards, DanielDaniel LuPrincipal OwnerDaniel Lu CPAOur business is in your success!DanielLuCPA.com(858) 693-3333dlu@daniellucpa.com

Daniel Lu's Current Company Details
DANIEL LU CPA

Daniel Lu Cpa

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Principal Owner at Daniel Lu CPA
san diego, california, united states
Website:
daniellucpa.com
Employees:
3
Daniel Lu Work Experience Details
  • Daniel Lu Cpa
    Principal Owner
    Daniel Lu Cpa 2013 - Present
    San Diego, Ca
    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 provide, manage, and addon to the Global Wealth of our clients. Our mission is to create a community wealth network and provide tailored service to businesses and individuals. We believe the community wealth of network and relationship is the key to success. Our goal is to be the "trusted advisor" and retain a long-term business relationship. Our business is in your success.
  • Rhema Consulting Corp
    Cpa Consultant
    Rhema Consulting Corp 2013 - Present
    Greater San Diego Area
    Rhema Consulting Corporation. is a small organization in the business consulting services industry located in Oceanside, CA. It opened its doors in 2010 and now has an estimated $160,000 in yearly revenue and 2 employees. Rhema Consulting Corp. primarily operates in the Business Consulting, nec business / industry within the Engineering, Accounting, Research, and Management Services sector.
  • Philip Chang Cpa
    Staff Accountant
    Philip Chang Cpa Nov 2010 - Dec 2013
    Greater San Diego Area
    Public Accounting and Government Reporting services to small and midsize businesses--Financial Compilation & Review, Payroll & Sales Tax, Analysis, and ComplianceTaxation and Income Tax Preparation to Individual, Corporation, and Partnership (LLC)--Book/Tax Reconcile, Sch. M1/M2/M3, R&D/Manufacturing/Accessibility Credit--Complex Sch. C & E, 1031 Exchange, and Multi-State source income filing
  • Ameriprise Financial Services, Inc.
    Financial Adviser Sponsorship
    Ameriprise Financial Services, Inc. Mar 2008 - Aug 2008
    Investment StrategyIn a world of account balances and market swings, it’s easy for the numbers to feel like the goal and to lose sight of what we’re working for in the long run. An Ameriprise financial advisor takes the time to understand what’s truly important to you. Together, you’ll develop a holistic financial plan customized for your life – to help you live more confidently today. And tomorrow.If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way.That’s exactly what an Ameriprise financial advisor will do — they’ll get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.Your first meeting with an advisor:Learn about how to prepare and what to expect as you meet an Ameriprise financial advisor for the first time.Your ongoing advisor relationship:Once you’ve decided to work together, a financial advisor will help you develop, track and modify your plan over time to meet your dreams and goals.
  • Michigan State University
    Confucius Institute Translator / Transcriber
    Michigan State University Jan 2007 - Dec 2007
    Established in May 2006 MSU Confucius Institute (CI-MSU) is a collaborative effort of Michigan State University, Office of Chinese Language Council International (Hanban), and Open University of China. CI-MSU is the premiere Confucius Institute, offering innovative programs and services to meet the rising demand for high-quality Chinese language and culture education worldwide. It has been selected for three consecutive years as the Confucius Institute of the Year by the Chinese Ministry of Education. Its eTextBook Chinese Your Way has won international Chinese language curriculum awards. CI-MSU offers Chinese language and culture instruction to over 30,000 students worldwide. CI-MSU has fostered partnerships with dozens of schools, districts, intermediate school districts and community colleges in the U.S. Through these partnerships CI-MSU has helped its partners to receive over $3 million in grant funding to fund their Chinese language programs.Goals: Meet the ever-increasing demand for Chinese education in the U.S; promote Chinese culture and language worldwide. Provide quality Chinese learning materials and experience to both K-12 students and adults. Develop new teaching resources and for teachers and schools as well as provide consulting to existing teachers and school districts. Recruit and train highly qualified & certified Chinese teachers for K-12 schools. Conduct research on issues specific to teaching Chinese as a foreign language. Reform and create an innovative & effective learning and teaching system for Chinese language and culture.I translated and transcribed various Chinese to English, English to Chinese, and mix match documents in the field of education.

Daniel Lu Skills

Accounting Financial Analysis Microsoft Excel Quickbooks Financial Reporting Gaap Financial Modeling Cpa Bookkeeping Financial Statements Due Diligence Nonprofits Auditing Taxations Consulting Proseries Public Speaking Foreign Languages Comptia A+ Certification Life Insurance Health Insurance

Daniel Lu Education Details

Frequently Asked Questions about Daniel Lu

What company does Daniel Lu work for?

Daniel Lu works for Daniel Lu Cpa

What is Daniel Lu's role at the current company?

Daniel Lu's current role is Principal Owner at Daniel Lu CPA.

What is Daniel Lu's email address?

Daniel Lu's email address is ti****@****hoo.com

What schools did Daniel Lu attend?

Daniel Lu attended University Of California, San Diego, Michigan State University, California Board Of Accountancy (Cba).

What are some of Daniel Lu's interests?

Daniel Lu has interest in Volunteer At Orphanage, Children, Bible, Education.

What skills is Daniel Lu known for?

Daniel Lu has skills like Accounting, Financial Analysis, Microsoft Excel, Quickbooks, Financial Reporting, Gaap, Financial Modeling, Cpa, Bookkeeping, Financial Statements, Due Diligence, Nonprofits.

Who are Daniel Lu's colleagues?

Daniel Lu's colleagues are Chia-Cheng Ho.

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