Daniel LU CPA

Daniel LU CPA is a tax and accounting practice that works with clients remotely by phone, mail, email and video, including people living abroad. It handles everything from small local businesses to parent and subsidiary companies with international operations, and its website also carries a Chinese-language description.

What Daniel LU CPA offers

• Tax returns and planning — individual, business, trust, gift, estate and non-profit returns.
• Business accounting — company formation, payroll, sales tax and financial reports, from set-up to year-end filing.
• International tax — foreign income reporting, FBAR and FATCA compliance, and NRA withholding for foreign parties.
• ITIN applications — as an IRS Certified Acceptance Agent.
• Planning and consultation — entity choice, budgeting, income and retirement planning, usually starting with a consultation.

Who it works with

High-net-worth individuals, property investors and people with stock options, plus businesses such as restaurants, construction, retail, wholesale, import, franchises, medical offices, law firms and creative professionals.

Key facts

• Experience: 11+ years
• Delivery: phone, mail, email and video conference
• Status: IRS Certified Acceptance Agent