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Daniel Lu
Daniel Lu CPA

Tax Advisor

Verified

Mr. Daniel Lu works as a licensed certified public accountant (CPA) and IRS-certified Acceptance Agent (CAA). He has an extensive financial advisory background and specializes in serving non-United-States residents.

Daniel has over 10 years of public accounting experience and has serviced thousands of individuals (domestic and foreign), various businesses and investors. He has extensive experience in business structuring, foreign compliance, income tax and planning, non-profit organizations, real estate, resident and non-resident tax planning and small business.

Throughout his career, Daniel has provided services to businesses in various industries, as well as a variety of non-profit organizations. He has experience servicing both domestic and foreign businesses with more than $10 million in revenue and assets. He continues to provide business planning and tax strategies for taxpayers at a variety of levels.

Daniel is the principal and the founder of Global Wealth Consulting LLC and Daniel Lu CPA, a full-service accounting and tax firm located in San Diego, California. The company specializes in foreign compliances such as FBAR, FATCA and NRA filing for new immigrants, foreign investors, foreign businesses, and individuals. The company has extensive experience in business finance work such as bookkeeping, business formation, payroll, sales and year-end tax filing. Daniel Lu CPA also has experience in business structures, foreign compliance, and real estate matters. real estate, foreign compliance, business structures, and business financials including but not limited to business formation, sales, payroll, bookkeeping, year-end tax filing. The company can also assist foreign investors seeking to start businesses or invest in the United States.

The vision of Daniel Lu CPA is to create community wealth networks that add to clients’ global wealth. The company’s mission is to provide tailored management, services, and strategies to businesses and individuals. Finally, it is the company’s goal to become a trusted advisor and retain long-term relationships with all clients. Daniel Lu CPA’s business is their clients’ success.

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Verification

What does it mean be “Verified”?

The China Investor verifies professional members before listing them in our directory. Not all professionals pass the verification process, and we are not paid by members in any way for verified badges. The entire verification process is performed by The China Investor staff members based in Irvine, California.

We perform a background check on the member by using BeenVerified.com’s online background check tool. The BeenVerified.com criminal background database is compiled by pulling together public records. Misconduct, such as a criminal record, disqualifies the applicant from obtaining verification and being visible on our directory. Our staff members further check to ensure that each attorney who practices law in the United States is in good standing with the Bar of the state that he or she represents to us as being a state in which he or she is licensed to practice law in, at the time of verification.

Verification does not mean or represent that the professional has experience or specializes in all practice areas listed in the professional profile. Please consult the individual attorney’s State Bar website or alternate government operated websites for more information regarding a particular professional.

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Daniel Lu CPA

6344 FERRIS SQ, SAN DIEGO
CALIFORNIA

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