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    Daniel Lu, CPA

    4.6 (36 reviews)
    Closed 9:00 am - 5:00 pm

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    Response time

    11 hours

    Response rate

    100%

    Services - Daniel Lu, CPA

    Accountants

    Business consulting

    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Photo of Nadine W.
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    1 month ago

    I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.

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    2 years ago

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    5 years ago

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    3 years ago

    Very knowledgeable & professional! Mr Lu. Helped my business tremendously! I definitely recommend

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    2 years ago

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    5 years ago

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    6 years ago

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    6 years ago

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    9 years ago

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    8 years ago

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    10 years ago

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    10 years ago

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    8 years ago

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    10 years ago

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    4 years ago

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    Photo of Vanessa G.
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    9 years ago

    Great accountant, prompt and courteous. Would recommend!

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    Daniel L.

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    10 years ago

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    Daniel L.

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    10 years ago

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    10 years ago

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    9 years ago

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    10 years ago

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    7 years ago

    Very professional and trusted service from Daniel. Had provided both tax and accounting related service for me since 2015. Excellent!

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    8 years ago

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    10 years ago

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    9 years ago

    Great CPA to speak with if you have complicated tax matters. Courteous, professional and knowledge.

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    10 years ago

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    Ask the Community - Daniel Lu, CPA

    Review Highlights - Daniel Lu, CPA

    But I'm dedicated to writing this one because Daniel Lu literally saved me from trying to figure out how to file taxes.

    Mentioned in 3 reviews

    Read more highlights

    HeartCore Business

    HeartCore Business

    (84 reviews)

    The program is challenging yet rewarding. Coaches are supportive and there is tons of…read moreaccountability. You receive what you put in. If you want to elevate your leadership this program is worth consideration.

    I was brought into the first weekend of Heartcore Leadership as part of another coaching program…read more At the end of that weekend, Shanda came on and told us that if we enrolled in the rest of the course, she would give us a "half VIP day." She stated directly, "I charge $35,000 to work with me, and I'm going to sit down with you and help you sort out your business if you sign up for the rest of it." Based on that statement, I invested several thousand dollars. When the time came, I discovered that the "half VIP day" was actually structured as a two-hour group session with approximately 20 participants. I received exactly nine minutes of her time. Nine minutes. The interaction felt rushed and dismissive. There was no meaningful strategic support, no real business sorting, and no follow-up afterward. When I raised concerns about the clear discrepancy between what was promised and what was delivered, there was no accountability and no attempt at repair. We have a serious problem right now, both in the coaching industry and in the world at large, with leaders who are unwilling to take accountability when there is a gap between marketing and reality. That was my experience here. This was not a small investment. The difference between the sales conversation and the actual experience was significant.

    ActionCOACH Business Coaching - Business owners doing quarterly action planning with Coach Karie

    ActionCOACH Business Coaching

    (31 reviews)

    Career and Life-Changing!…read more Working with Karie is the best investment I've ever made in my business. Even after earning a MBA from the Rady School at UC San Diego and 6 years of working hard to build my firm, she was able to absolutely revolutionize the way I run my company. Not only are revenues up 60%, my stress level and total work hours are down at least 50%. We immediately saw results on our bottom line within a month or two of working together. A year later, my whole world is different (in a good way!). I've learned to create the processes to run the business efficiently and to get the right people in the right roles. We've cleaned up the systems and prepared the business for a potential sale! I couldn't be happier with the work I've done with Karie and her team. My only regret is that I was referred to her a full year prior to working with her, and I don't know why I waited so long. Highly recommended, worth every penny and more!

    Recently I attended GrowthCLUB which is a 90-Day business planning event. Often events like this…read moremake you feel great and you might leave with a lot of ideas in your head, but nothing on paper...and no actual implementation into your business. This event is the EXACT opposite. You truly leave this event with a week-by-week plan for the next quarter that is based on where your business is at today and your goals for the future. You have a full day of coaching and education that is worth easily 10x what they charge. The networking is phenomenal - and that's saying something as I attend this event virtually from Washington! Karie is a wealth of knowledge and insight and an incredible educator. I know several of her clients that she's worked with and the results they have seen in their businesses have been nothing short of AMAZING.

    Alan Spiegel, CPA - Alan Spiegel, CPA

    Alan Spiegel, CPA

    (4 reviews)

    Okay, this guy is a FORMER IRS AGENT!!! Do you know how rare that is to find?? I don't know of…read moreanyone else in San Diego who can claim that. Plus he's a SUPER NICE GUY!! He is funny and also quite brilliant. He knows codes and rules and strategies and can recite them to you from memory. I use him for my personal and business tax filings. I have never been audited and even if I did, he completely knows the system so well, that I would not even lose a moment's sleep because I know he would handle the whole thing. He has told me some amazing stories about his days in the IRS (28 years!), stuff you will never here elsewhere. NOTE: HE IS NOT FOR EVERYONE!!! You can't be Mr. Cheap and pay him a bargain rate because he is experienced and he knows what he is doing. Use him if the IRS is going after you or you are in serious hot water. HE WILL SAVE YOUR ASS. But understand that his time is valuable, he has a waiting list of people to see him. His Yelp page says he gives free consultations, so you can at least find out what he's all about. Bottom line: if you want to make sure your taxes are flied correctly, nay, to perfection, then you can trust this man. Call him and talk to him, you will see right away what I'm saying.

    Alan was an IRS audit/appeals officer for 28 years and after a stellar career, decided to cross…read moreover and help people who have tax issues. I cannot think of a better or more knowledgeable individual to have working alongside you if you need tax counsel. He helped me immensely with an offer/compromise and crafted it in a manner where he knew what the IRS would accept and reject. Don't joust with the IRS alone... get advice from Alan Spiegel and follow it to the "T".

    Tayde Aburto Business Coach - Are you ready to make your business more profitable? I have proven success helping scale business over the M line.

    Tayde Aburto Business Coach

    (1 review)

    Tayde Aburto coaching and mentoring has helped me identify and implement new strategies that…read moreallowed me to take my career and business to a new level. Tayde always provides valuable guidance and perspective and his passion is evident in every meeting and collaboration . I highly recommend Tayde Aburto as an executive and entrepreneur coach and with his business guidance experience to anyone who are serious about growing and being a true leader.

    From the owner: Running a business is tough —you don’t have to do it alone. I can help you increase profits,…read moreoptimize operations, and access the capital you need to grow. Whether you’re looking for expert marketing strategies that actually bring in clients, practical business consulting to streamline your operations, or lending solutions to fuel your next big move —I’m here to help you win. I don’t believe in cookie-cutter advice. Every business has unique challenges, and I take the time to understand yours. My goal is simple: help you build a stronger, more profitable, and more valuable business. - Ready to attract more customers, boost your bottom line, and free up your time? - Need flexible funding to take advantage of new opportunities? - Want guidance from a trusted advisor who’s helped businesses scale successfully? Let’s talk. Click the button to connect with me today and take the first step toward building the business you’ve always wanted.

    Willis Tax and Notary Service

    Willis Tax and Notary Service

    (10 reviews)

    This was the second year Monique prepared our taxes, and we couldn't be happier with the…read moreexperience. The first year we actually switched tax advisors midway through the process because it had become confusing and frustrating, and finding Monique truly turned things around for us. Starting with her from the beginning this year made the entire process a breeze. Her website is very organized and intuitive, which made uploading and providing all the required documents simple and efficient. She communicates clearly, is readily available to answer questions, and takes the time to explain the process so you always know what's going on. What really stands out is the value she provides--not just in completing the return, but in making the entire experience smooth, transparent, and stress-free. You feel confident that everything is being handled carefully and correctly. Overall, it has been a great experience working with her. We're very happy to have found such a reliable and professional tax service, and we would absolutely recommend Monique to anyone looking for knowledgeable, responsive, and trustworthy tax support.

    The IRS suggested that I have tax consultant review documents that I was proving at their request…read more I had 20 days to get it done. I called Willis and she (sorry I don't know her name) was able to see me the same day at no charge. What a fantastic thing these days when everything costs so much. I would highly consider having my taxes done by Willis. She gave me additional advice for filing taxes since my status changed this year.

    Top Hat Tax & Financial Service

    Top Hat Tax & Financial Service

    (39 reviews)

    I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

    I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

    Daniel Lu, CPA - taxservices - Updated June 2026

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