DANIEL LU CPA

SERVICE CLIENT WORLD WIDE

By Phone, Mail, E-Mail, Teleconference, Video-Conference Providing Service directly to where you live From Tax Planning to Income Planning to Retirement Planning From choosing an Entity Type to Budgeting to Financial Report Local – Mom and Pop Businesses International – Parent and Subsidiary Businesses

HOW TO GET STARTED?

Most people start with consulting service which is to — Help answer your list of questions — Help you understand the current situation — From here, How to get to your goal Give us a call or send us an email to schedule your consulting appointment today!

HOW IS THE SERVICE CHARGED?

Most service is charged on a per-project basis One-time or special services are charged by time

Tax Return Project is charged based on: 1 Amount of time required from the start to the end 2 Complexity and audit risk of the project 3 Client collaboration and completeness of documentation

WE ARE ONE OF THE BEST REVIEWED TAX AND ACCOUNTING FIRM

Trust worthy, reliable and very kind The best quality of Daniel is very clear about what he says You’ll get your tax done and so much more — Mint C — Very professional and trusted service from Daniel Had provided both tax and accounting related service for me since 2015 Excellent! — Yang L — I used Daniel to handle the merger (I merged law firms) to make sure our books/accounts were in order He did an exceptional job advising us on how to make sure our accounts were still balanced after the merger He does a great job keeping track of our payroll and bookkeeping so there are no mistakes

— Eric C —

“The Chinese use two brush strokes to write the word ‘crisis.’ One brush stroke stands for danger; the other for opportunity.”

– John F Kennedy – High Net Worth, Stock options, Retirements, Real Estate, 1031 Exchange & Foreign Compliance – FBAR, FATCA, Informational Reporting Restaurant, Construction, Retail, Wholesale, Import, Expense, Franchise, Medical office, Law Firm, Advertising, Creative Artist, Professional Athlete Business Structure planning for Domestic and Foreign shareholders Full tax & accounting service for business From initial formation to year-end tax filing If you are a U S person and overseas income If you pay taxes or have a business in another country This is for You! Did you know…there is a positive correlation between Tax Saving and Tax Planning? Need an ITIN? We are IRS Certified Acceptance Agent We are here for you!  Whether you only have one W-2 or have 50 K-1s and 20 Real Estate Investments The information contained in this website is for general information purposes only The information is provided by Daniel Lu CPA and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose Any reliance you place on such information is therefore strictly at your own risk