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.