Business Details
Trusted Tax and Accounting Services in San Diego
Daniel Lu, CPA is a professional tax and accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With over 15 years of public accounting experience, we specialize in tax preparation, financial reporting, and international compliance, serving clients globally through remote consultations. Our team combines deep expertise in U.S. tax law with bilingual English-Chinese support, ensuring tailored strategies for high-net-worth individuals, real estate investors, and multinational businesses. We prioritize client success through meticulous attention to compliance, strategic tax planning, and personalized financial guidance.Our commitment to excellence is reflected in our track record of over 8,000 cases served and long-term relationships with clients since 2015. As an IRS Certified Acceptance Agent, we offer trusted ITIN application assistance and navigate complex cross-border tax requirements. Our mission is to build community wealth networks by delivering reliable, transparent, and ethically sound financial services that empower clients to achieve their goals.
Services
Tax Preparation
Accounting Services
Business Formation
International Compliance
Payroll Reporting
Highlights and features
- We offer 15+ years of experience in tax and accounting with bilingual English-Chinese support
- Our team includes an IRS Certified Acceptance Agent for ITIN applications
- We provide tailored compliance strategies for international clients and high-net-worth individuals
- Our firm has served 8,000+ clients since 2015 with personalized financial solutions
- We combine technical expertise with transparent communication and ethical practices
Associations and certifications
- IRS Certified Acceptance Agent
- CPA
What people say
Trust worthy, reliable and very kind
Very professional and trusted service
Exceptional job advising on business mergers
Clear communication and thorough documentation
Long-term client relationships since 2015
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, including federal, state, and local filings. Specializing in complex returns for high-net-worth clients, real estate investors, and multinational entities. Our service ensures compliance with evolving tax regulations while optimizing deductions and credits.
International Compliance
Expert handling of cross-border tax requirements including FBAR, FATCA, and NRA filings. We assist U.S. taxpayers with foreign income reporting and non-residents navigating U.S. tax obligations. Our team mitigates penalties through accurate disclosure of foreign assets and business ownership.
Business Formation
Strategic business entity selection and formation services for startups and established companies. We guide clients through choosing optimal structures (LLC, S-Corp, etc.) and handle all compliance requirements from incorporation to tax registration, ensuring legal and tax efficiency.
Accounting Services
Full-cycle accounting solutions including bookkeeping, payroll processing, and financial statement preparation. We support businesses with accrual/cash basis accounting methods, sales tax compliance, and year-end tax-ready financial reports tailored to industry-specific needs.
ITIN Application
IRS-certified assistance with Individual Taxpayer Identification Number applications for non-U.S. residents. Our streamlined process ensures proper documentation submission and compliance with identity verification requirements, facilitating tax filing and financial transactions.
People
Daniel Lu
Licensed Certified Public Accountant
Daniel Lu is a CPA with 15+ years of experience in tax and accounting, specializing in international compliance and business financials. He serves as IRS Certified Acceptance Agent and has helped thousands of clients with tax planning, business formation, and cross-border compliance.
Questions
What tax services do you offer for international clients?
We specialize in cross-border tax compliance including FBAR, FATCA, NRA filings, and foreign income reporting. Our services cover ITIN applications, U.S. tax obligations for non-residents, and global income reporting for expatriates.
How do you handle business entity formation?
We guide clients through optimal entity selection (LLC, S-Corp, etc.) and handle complete formation including EIN registration, state filings, and tax election applications tailored to business goals and compliance requirements.
Do you provide accounting services for small businesses?
Yes, we offer full accounting solutions including bookkeeping, payroll processing, sales tax reporting, and financial statement preparation for small to mid-size businesses across various industries like restaurants and real estate.
What sets your firm apart from other accountants?
Our unique combination of IRS-certified expertise in international tax matters, bilingual English-Chinese support, and personalized service approach with 15+ years of experience differentiates us in handling complex cross-border financial situations.
How are your services priced?
Most services are charged on a per-project basis considering complexity and time required. Special projects and hourly consultations are available for specific needs like tax return preparation and compliance audits.
Can you assist with tax audits?
Yes, we provide audit representation and support, helping clients respond to IRS notices, prepare documentation, and resolve compliance issues with our deep understanding of tax code and audit procedures.
