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Dao CPA, P.C. Dao CPA, P.C.
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Your Trusted Partner for Accounting & Advisory Services
As a network of boutique CPA and advisory firms, we provide comprehensive accounting and consulting services tailored to small and midsize businesses, high-net-worth individuals, and not-for-profit organizations. Our member firms specialize in Audit, Tax, R&D Tax Credits, Bookkeeping, Business Valuation, Part-time CFO services, and more, combining the expertise of national firms with the personalized approach of smaller practices. With professionals across the US, UK, and Canada, we prioritize client-focused solutions and transparent pricing.

Our team holds prestigious accreditations, including Certified Public Accountant (CPA), Accreditation in Business Valuation (ABV), and Chartered Business Valuator (CBV), ensuring technical excellence and industry-specific insights. We serve as trusted partners, addressing daily challenges faced by businesses while maintaining rigorous professional standards. Our flexible service model allows clients to request customized solutions or connect with new member firms as our network expands.
Services
Bookkeeping Tax Services Audit Business Valuation Part-time CFO M&A Advisory Financial Planning
Highlights and features
  • We offer decades of combined experience in serving small and midsize businesses.
  • Our network provides access to specialized accounting services typically available only at large firms.
  • We maintain rigorous professional standards with CPA and international accreditations.
  • Our client-first approach ensures personalized service and transparent pricing.
  • We combine technical expertise with proactive communication and tailored solutions.
Associations and certifications
  • Certified Public Accountant (CPA)
  • Accreditation in Business Valuation (ABV)
  • Chartered Business Valuator (CBV)
What people say
Exemplary service Proactive communication Thorough reports Reasonable fees Quick turnaround
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Services
Tax Services
We provide comprehensive tax solutions including preparation, filing, and audit representation. Our expertise covers income tax, trust and estate taxation, and tax credit programs like R&D and Employee Retention Credits. Clients benefit from strategic tax planning to minimize liabilities while ensuring compliance with federal and state regulations.
Business Valuation
Our accredited professionals deliver precise business valuations for exit strategies, estate planning, and legal disputes. Services include litigation support, ownership transition analysis, and defensible valuation reports tailored to client needs. We serve attorneys, accountants, and business owners with transparent methodologies and industry-specific insights.
Part-time CFO
We offer strategic financial leadership including budgeting, forecasting, and capital structuring. Our CFO services help businesses optimize cash flow, secure financing, and navigate mergers or acquisitions. Clients receive executive-level financial guidance without the cost of a full-time executive.
Audit Services
Our independent CPAs conduct audits, reviews, and attestation services tailored to client requirements. We streamline the audit process through customized planning and early engagement, ensuring efficient compliance with regulatory standards while providing actionable financial insights.
Bookkeeping
We manage transaction recording, bank reconciliations, and tax filings while offering optional payroll and entity administration. Our bookkeeping services provide accurate financial data for decision-making, with features like job costing and DCAA reporting for government contractors.
Questions
What accounting services does Accounting in a Box offer?
We provide tax preparation, audit services, business valuation, part-time CFO support, bookkeeping, R&D tax credits, and M&A advisory through our network of accredited professionals.
Are your services available outside the United States?
Yes. Our network includes firms in the UK, Canada, and Australia, offering localized expertise while maintaining global accounting standards.
How do property tax consulting fees work?
Property tax consulting fees are contingent upon the tax savings we secure for your industrial or commercial properties.
Can I request a service not listed on your website?
Yes. Fill out the REQUEST INFO form to connect with a professional who can address your specific accounting or advisory needs.
What accreditations do your professionals hold?
Our team includes Certified Public Accountants (CPA), Accredited Business Valuators (ABV), and Chartered Business Valuators (CBV) across the US and Canada.
Reviews (5)
Thomas Miller
Apr 07, 2022 Report
I've been Dao CPA for 3 years now. As a small business owner, I was struggling with bookkeeping. Tu and her team are amazing! They came in and helped and took over my payroll, bookkeeping, and taxes. I definitely recommend!
Michael Gilmore
Aug 11, 2020 Report
I have been a customer of Accounting in a Box since 2015. I was researching a new accountant after a particular bad experience. I heard about AIB via my local NPR station; in the past I have had much luck in using NPR sponsors. My initial consultation went well, with all my questions' being answered. Tu did a great job in providing recommendations and suggestions on how to structure my business based upon my accounting needs.

When I have questions she provides meaningful guidance on how best to proceed. The entire team responds quickly and best of all are friendly and honors my lack of knowledge, making me feel empowered and not talked down to. They are also proactive in communicating. There is nothing about taxes that I look forward to, except that knowing that Accounting in the Box has me covered and will make this process and painless as it can be. Thanks!
Anh P.
Feb 07, 2020 Report
As a small business owner, I have always struggled finding time and resources to cover all bases of our company's accounting and financial needs. I am glad we found Accounting in a Box. It is like a one-stop shop for accounting, tax and other financial related services. I can free up my time focusing on other value added activities to generate more revenue and profit for our company while letting Accounting in a Box handle the rest.

Their services have been very attentive and professional. They spent time to learn about our business as well as our needs and gave us their tailored services so we could get the most out of them. I would highly recommend Accounting in a Box.
Kanchana Madurawala
Jan 07, 2020 Report
Tu and her team is providing us an exceptional service so far. This is my second 2nd They are very knowledgeable and helped us switching us from LLC to S Corp. We had a so many questions in the beginning and during the transition. Tu and the team patiently replied back to all the questions. Highly recommended!
Cheryl Lutz
Nov 17, 2019 Report
Our company, Apogee Engineering has been a client of Accounting in a Box since 2012 when we contacted Tu Dao at Dao CPA and began negotiations to purchase a manufacturer's representative business. Tu Dao and her professional team expertly guided us through that process. Moving forward and as our company has grown, each step of the way, Tu Dao and her team has been responsive, accurate and timely in all of their services.

Because of our confidence in Tu Dao and the Accounting in a Box system, we have been able to focus on growing our company and being responsive to our client's needs. From bookkeeping, using QuickBooks, to taking care of all our federal and state tax requirements, Tu Dao and her competent team has efficiently and correctly handled all of our accounting needs. Apogee Engineering highly recommends Tu Dao and the Accounting in a Box services. We are grateful and feel very fortunate to have been with Tu Dao for over six years and we look forward to a business relationship for many more years to come.