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DANIEL LU CPA

DANIEL LU CPA

No reviews yet
San Diego, CA

About

Founded in 2014, Daniel Lu CPA is a full-service tax and accounting firm based in San Diego, CA. They specialize in services such as Global Income Reporting, Foreign Bank and Financial Accounts Reporting, and Non-Resident Alien filing. The bilingual firm, providing services in English and Chinese, aims to create community wealth networks to enhance their clients' global wealth. With a focus on tailored strategies and management, Daniel Lu CPA aspires to be a trusted long-term advisor for individuals and businesses.


Highlights

12 years in business
Serves San Diego, CA

Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting
Hr And Payroll
Business Tax Preparation
Individual Tax Preparation