Our Mission
At Daniel Lu CPA, our mission is to empower individuals and businesses to achieve financial success through comprehensive tax and accounting services. We believe in building strong client relationships based on trust, expertise, and personalized guidance.
Who We Are
Founded by Daniel Lu CPA, our firm brings over 11 years of experience in tax planning, accounting, and consulting to individuals and businesses. Our team comprises dedicated professionals with diverse backgrounds and expertise in various industries. We are committed to providing bilingual services in both English and Chinese to better serve our diverse clientele.
What We Do
We offer a comprehensive range of services tailored to meet the unique needs of clients. These include:
Individual Services
- Tax planning and preparation
- Financial planning and budgeting
- Trust and estate planning
- Tax compliance reviews and filings
Business Services
- Business formation and structuring
- Accounting and payroll services
- Financial reporting and analysis
- Sales and marketing support
- Tax consulting and compliance
Specialized Expertise
- Foreign income reporting (FBAR, FATCA, NRA)
- Real estate transactions and investments
- Global income and compliance
- Business valuations and mergers & acquisitions
Our Approach
We believe in taking a proactive and personalized approach to client engagement. We take the time to understand your individual needs, goals, and circumstances. We provide clear and concise explanations of complex financial matters, ensuring you are empowered to make informed decisions.
Our Values
- Integrity: We uphold the highest ethical standards and maintain confidentiality.
- Excellence: We strive for accuracy, efficiency, and personalized service.
- Collaboration: We value open communication and teamwork to provide you with comprehensive support.
- Client-centricity: Your success is our success. We are committed to building lasting relationships based on trust and understanding.
Get Started Today
We understand that every client is unique. Contact us today to schedule a consultation and discuss how we can help you achieve your financial goals.
Professionalism and Knowledge
The majority of reviewers praise Daniel's professionalism, knowledge, and expertise in tax preparation and financial planning. They mention that he is knowledgeable, informative, and patient in explaining complex tax concepts. Many reviewers have used Daniel's services for years and continue to recommend him to others.
Communication
Reviewers highlight Daniel's excellent communication skills, saying that he is responsive, available, and clear in his explanations. Several clients appreciate that he takes the time to meet with them, review paperwork, and advise on any missing material. This has led to a sense of comfort and trust with his services.
Tax Preparation
The reviewers acknowledge that Daniel's tax preparation services are thorough, quick, and accurate. They mention that he has helped them with complicated tax situations and has always found ways to reduce their tax liabilities.
Value
Many reviewers comment on the value they receive for their money. They praise Daniel's fairness in pricing and his willingness to take the time to explain things clearly, making him a trusted adviser in both personal and business tax returns.
Unlucky Review
One reviewer had a negative experience, stating that they called Daniel's office and were told they were too busy to help them prepare their taxes. This led to a 1-star rating.
Be the first to review Daniel Lu, CPA.
Write a Review
