M&A Advisory

Tu Dao guided us as we purchased a manufacturer’s representative business in 2012. Since that time, her team has taken care of our bookkeeping, our payroll, and our taxes, and advised us each step of the way.

We highly recommend  anyone looking for professional, reliable, and efficient accounting or bookkeeping services to contact Tu Dao and her team.

Apogee Engineering

UK Corporation

I first came across Dao CPA/ Accounting in a Box whilst looking to outsource my US accounting function… The quality of service and technical knowledge I experienced whilst working with Dao CPA were exemplary. Should I need to outsource any US accounting in the future, Dao CPA will be my first call!

UK Corporation


I heard about Accounting in a Box via my local NPR station and has been a client since 2015.  Tu provides meaningful guidance when I have questions. The entire teamresponds quickly and best of all, is friendly and honors my lack of knowledge, making me feel empowered. They are also proactive in communicating. There is nothing about taxes that I look forward to, except knowing that Accounting in a Box has me covered. Thanks!

Michael Gilmore

Business Valuation-Litigation Support

I recently retained Aspen Valuations to perform an expert report for litigation purposes. Yen was knowledgeable and went to great efforts to understand the unique aspects of the issues at hand. The report was very thorough and Yen was highly professional in her role as an objective expert witness.

Former shareholder of a distribution company, Alberta, Canada

HOA Bookkeeping

Lone Star Bookkeepers, LLC has been a life-saver to our Property Owner’s Association. They have helped us recover significant bad debt while providing strong financial advice and transparency in every transaction. We always feel like we receive individual attention because of the friendliness and high level of professionalism.”

Indian Beach POA Community

Business Valuation – Utility Equipment

Aspen Valuations recently completed a valuation report for a company that I owned to facilitate the sale of my shares. The valuation performed by Yen and her team was precise, thorough and defensible, not to mention at a very reasonable cost and a quick turnaround.

Former shareholder of a utility equipment agency, Alberta, Canada

Tax Services

When I see receipts from all of the Federal and State forms that  you have filed for Apogee, I always stop and say ‘thank you’ in my mind for having found your wonderful company over 7 years ago.

Apogee Engineering

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