Where your business is our business
About Us
Accounting in a Box connects small, midsize businesses, high-net-worth individuals, and not-for-profit organizations with a network of experienced Certified Public Accountants (CPAs) and advisory firms. We understand the unique challenges faced by growing businesses, and we're dedicated to providing personalized, client-focused solutions that meet your specific needs.
Our members offer a comprehensive range of accounting and advisory services, including:
Audit & Tax Services
- Comprehensive tax preparation and filing services for individuals and businesses
- Tax planning and consulting
- Tax credit maximization through R&D Tax Credits, Tax Incentives, and Employee Retention Credits
- Trust and estate tax planning for high-net-worth clients
Business & Advisory Services
- Business valuations and mergers & acquisitions advisory
- Financial planning and budgeting
- Part-time CFO services
- Property tax management
- Risk assessment and mitigation
Tailored Solutions & Client-Focused Approach
We believe in a personalized approach to client service. Our members take the time to understand your unique business goals and challenges, offering tailored solutions to meet your specific needs. We're committed to transparent communication and reasonable fees, ensuring an exceptional client experience.
Experienced Professionals & Expanding Network
Our network includes seasoned professionals with diverse expertise in various industries and sectors. We are constantly expanding our reach to offer clients access to a wider range of services and expertise.
Finding the Right Support
Use our Provider Directory to find the perfect accounting and advisory partner in your area. If you need a service not listed, simply fill out the "REQUEST INFO" form or send us an email. We'll gladly connect you with the right member.
Accounting in a Box: Exceptional Service for Small Business Owners
The reviews of Accounting in a Box highlight the exceptional service provided by Tu Dao and her team to small business owners. The reviewers praise the team's professionalism, knowledge, and expertise in handling various accounting, tax, and financial services.
Effective Solution for Small Business Owners
The reviews emphasize the team's ability to provide an effective solution for small business owners who struggle with bookkeeping, payroll, taxes, and financial management. The team's personalized approach and attention to detail have allowed business owners to focus on their core operations while trusting them to handle their financial matters.
Proactive Communication and Guidance
The reviewers praise the team's proactive communication style, providing guidance and support throughout the accounting process. The team takes the time to understand each business's unique needs and provides tailored services to meet those needs.
Highly Recommended
All reviewers have given the highest rating of 5 stars, indicating their satisfaction with the services provided by Accounting in a Box. The reviewers highly recommend the team's services, citing their exceptional customer service, professionalism, and expertise.
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