Daniel Lu, CPA
Accountant
5 recommendations
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Hong E.
Simply incredible! Daniel is an amazing CPA and tax expert! He is one of the rare ones, who has more than exceeded expectations.
Original recommendation
Daniel understands the tax laws like no else. His experience gives him a wealthy of knowledge that can apply to just about everyone. He is excited to mentor and provide excellent service to ensure you are comfortable with your tax information.
This was our first year with Daniel and I could not have learned more. He gives you the tools to empower you to make smart choices towards a successful future of wealth.
In one word, I would highly recommend Daniel. Not only for tax preparation, but as trusted adviser. He might not be the right fit for everyone, but if you are the right fit, I'm sure you'll be as happy as I am. -
Yen-Kuan W.
I have been doing my tax with Daniel for 2 years now, and I don't think it can get any better. I've been using TurboTax previously but my tax situation got a bit tricky and need some help from CPA. While other agency rejected or don't know how to handle my tax, Daniel gave me a clear picture of how I should handle my tax. I appreciate that he always explain things really well.
Original recommendation
Also, I sometime do have some questions regarding tax related decisions. We can have discussion over it that helps a ton for me without any charge. I don't know if he wants me to advertise this though :) Anyway, it's a good feeling to know that if you have any tax related question, you're covered. Highly recommended! -
Kevin J.
Just had my taxes done by Daniel after having used TurboTax for the last 10 years. I will never do taxes on my own again! Appointment scheduling was very easy, he has a team to help with those logistics. He'll let you know what documents to bring, so come prepared! Know that even if you have a professional do your taxes, you still need to put in the work to collect the documents and track certain items if your tax situation applies. Daniel was also nice enough to chat and give some general advice during our session. He's very to the point and has a good perspective on life. Will definitely be back for any tax consultation and definitely next tax season. Appreciate all the help and smooth process.
Original recommendation -
Anastasia Nagel
Even with complicated tax situations, Daniel is very understanding and able to advise best options. I am very happy to have had his assistance. I recommend anyone looking for a professional and knowledgeable CPA to contact Daniel.
Original recommendation -
EChing Ching
Daniel is very knowledgable in tax issues related to foreign assets. If you have real estate holdings or bank accounts or assets outside of US, definitely reach out to him to understand the tax consequences and what you need to do to protect yourself.
Original recommendation
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Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.