The Firm
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!
Daniel Lu CPA
Daniel Lu is a Licensed Certified Public Accountant (CPA) with a financial advisory background. Daniel is also an IRS Certified Acceptance Agent (CAA) specialized in serving Non-U.S. Resident.
Mr. Daniel Lu has over 11 years of public accounting experience and servicing clients in the fields of food service (restaurant), servicing, real estate investment, import/export, professional fields, Research Development, and more. He also specialized in individual, small to mid-size business, non-profit organization tax reporting, tax audit, financial reporting, and various compliances. Mr. Lu has provided professional tailored services to thousands of individual and business organizations.
Over the years, Daniel has helped form various business entity types including entities for applying for L1 Visa, grouped foreign investments into U.S. Real Estate, Non-Profit Entity establishment and recognition, and IRS recognition of Religious Church Entity. Mr. Lu has also service mid-size businesses with over 10 million in revenue assets and various operating branches. He continues to provide effective business planning and tax-saving strategies tailored to taxpayers at various levels.
Mr. Lu is the principal and the founder of Daniel Lu CPA, a full-service tax & accounting firm based in San Diego, California. He is also one of the partners of Global Wealth Consulting LLC.
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Company Timeline and History
About our associates
Professional Associates – Specialties