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Review Keywords Analysis

DANIEL LU CPA photo
DANIEL LU CPA photo
DANIEL LU CPA photo
DANIEL LU CPA photo
DANIEL LU CPA photo

DANIEL LU CPA

4.5 8 reviews
Address: 9606 Tierra Grande St STE 105, San Diego, CA 92126, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Tax Preparation Individual Tax Returns $100 - $300
Business Tax Returns $200 - $500
Tax Deductions Consultation $75 - $150
Financial Planning Personal Financial Planning $150 - $400
Investment Consulting $200 - $600
Retirement Planning $250 - $500
Consulting Services Business Consulting $100 - $300
Tax Consultation $80 - $200
Financial Advisory $150 - $400

What people love

From reviews
Professional Knowledgeable Helpful Quick service Complicated situations Tax deductions Thorough service Patient Financial planning Excellent service

About this business

Vast experience in foreign compliances, such as Global Income Reporting and Foreign Bank and Financial Accounts Reporting(FBAR), Foreign Assets Reporting/FATCA, and Non-Resident Alien filings (NRA) for foreign immigrants, foreign investors, and businesses, as well as real estate and financial structures. We also have extensive knowledge of business financials, including bookkeeping, tax filing, payroll reporting, and sales. We are passionate about building a network of community wealth that increases the client's global wealth. Our mission is to deliver tailored solutions, control, and strategies that meet our clients' needs. Our Vision is to be a trusted advisor to our customers in a long-term partnership.

Reviews Summary

Daniel has a large number of positive evaluations that demonstrate he is an exceptional and knowledgeable consultant. The feedback includes words such as professional, quick, patient, and informative. His adaptability and problem-solving skills can make even the most complicated tax cases seem simple, according to multiple customers. Furthermore, customers requested suggestions on how to proceed in the future after they were assisted with tax returns. Clients often commended his business and personal tax preparation skills, among many other services. Daniel is more than one among the best CPAs in the business based on the reviews. However, many of the great things he does come with an even greater function-professionalism and collaboration. These diagnoses and urges originate from his ability to see the image and recognize his clients. His capacity to create a financial plan that may change over time for his customers is evident in these evaluations. In short, many consumers have shown that Daniel's services have resulted in lasting positive changes in his life. These improvements underscore the importance of hiring a competent and efficient CPA and financial planner. A must-read if you need professional accounting help goals to meet federal requirements accurately.

Frequently asked questions

7 questions
What do clients say about the work done by Daniel Lu CPA?
Clients frequently praise Daniel for his professionalism, knowledge, and ability to handle complicated tax situations. Many highlight his thoroughness and quick service, particularly for both individual and business tax returns.
What services does Daniel Lu CPA offer for tax preparation?
They provide a range of tax preparation services, including Individual Tax Returns, Business Tax Returns, and Tax Deductions Consultation, ensuring tailored solutions for various client needs.
How does Daniel Lu CPA assist with financial planning?
This practice offers Personal Financial Planning, Investment Consulting, and Retirement Planning, helping clients navigate their financial futures with expert guidance and tailored strategies.
What are the operating hours for Daniel Lu CPA?
Their hours are Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Can I get consulting services at Daniel Lu CPA, and what do customers say about them?
Yes, they offer Business Consulting, Tax Consultation, and Financial Advisory. Reviewers commend Daniel for his ability to simplify complex issues and provide valuable options, emphasizing his supportive approach.
Does Daniel Lu CPA handle foreign compliance issues?
Yes, they specialize in foreign compliances, including Global Income Reporting, FBAR, FATCA, and Non-Resident Alien filings, catering to foreign immigrants and investors.
Where is DANIEL LU CPA located?
9606 Tierra Grande St STE 105, San Diego, CA 92126, USA

Location & directions

San Diego, California
DANIEL LU CPA
Tax Accountant
Address
9606 Tierra Grande St STE 105, San Diego, CA 92126, USA
Hours
Closed Now
DANIEL LU CPA Reviews · 4.5 average
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