Business Details
Your Trusted CPA Partner in Houston, TX
As a leading network of boutique CPA and advisory firms, we specialize in delivering comprehensive accounting solutions tailored to small and midsize businesses, high-net-worth individuals, and nonprofit organizations. Our member firms provide a full spectrum of services including tax preparation, audit assurance, business valuation, part-time CFO support, and specialized tax credits like R&D and Employee Retention Credits. With professionals holding certifications such as CPA, ABV, and CBV, we combine national-level expertise with the personalized attention of local firms.Our focus on client-centric service and transparent pricing has earned us long-term partnerships with businesses navigating complex financial landscapes. Operating across the U.S., U.K., and Australia, we maintain rigorous membership standards to ensure quality and consistency. Our teams deep understanding of industry-specific challenges enables us to deliver actionable insights that drive growth and compliance.
Services
Tax Preparation
Bookkeeping
Business Valuation
M&A Advisory
R&D Tax Credits
Part-time CFO
Audit Services
Property Tax Consulting
Highlights and features
- We offer decades of combined experience in accounting and advisory services.
- Our team holds specialized certifications including CPA and ABV designations.
- We provide tailored financial strategies for small to midsize businesses.
- Our transparent fee structure ensures no hidden costs for clients.
- We maintain rigorous quality standards across all member firm services.
Associations and certifications
- Certified Public Accountant (CPA)
- Accreditation in Business Valuation (ABV)
- Chartered Business Valuator (CBV)
What people say
Exemplary service quality
Proactive communication
Technical knowledge
Personalized attention
Efficient solutions
Services
Tax Preparation
We provide comprehensive tax preparation and filing services for businesses and individuals. Our experts handle federal, state, and local tax requirements while identifying credits and deductions. Clients benefit from audit representation and strategic tax planning to minimize liabilities.
Business Valuation
Our certified valuators deliver precise business assessments for mergers, sales, or legal matters. We analyze financial performance, market position, and growth potential. Clients receive defensible reports that support strategic decisions and compliance requirements.
R&D Tax Credits
We help businesses claim R&D tax credits by documenting qualified research activities and expenses. Our process identifies eligible wages, materials, and contractor costs. Clients reduce tax liabilities through federal and state incentive programs.
Part-time CFO
Our CFO services include financial strategy, budgeting, and capital structuring for growing businesses. We provide cash flow management and investor relations support. Clients gain executive-level financial guidance without full-time costs.
Audit Services
We conduct independent audits and assurance engagements for regulatory compliance. Our team tailors procedures to client systems and industry standards. Businesses receive accurate financial reporting and improved internal controls through our audit process.
People
Tu Dao
Founder
Tu Dao leads Dao CPA, P.C., specializing in accounting and advisory services for small businesses. With expertise in tax credits and M&A transactions, she provides strategic financial guidance to Houston-area clients and international companies.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, business valuations, R&D tax credits, part-time CFO services, and M&A advisory for small to midsize businesses.
Do you serve international clients?
Yes, our member firms support U.S.-based businesses and subsidiaries of multinational companies in the UK and Australia.
How do your tax credit services work?
We help businesses claim R&D tax credits and Employee Retention Credits through detailed documentation of qualified expenses and compliance filings.
What industries do you work with?
We serve diverse sectors including manufacturing, real estate, technology, and nonprofit organizations with tailored financial solutions.
How are your fees structured?
Our fees are transparent and client-focused, with property tax consulting fees contingent upon achieved tax savings for clients.
