We give a f*ck about your taxes. And the life you're building.
Your advisor helps you make smart tax choices. Your Tax Manager leads the team that prepares, checks, and files your returns. Your bookkeeping team keeps your included books in order.
Your taxes. Your books. Your plan. One team that helps you get it done.
No jargon. No judgment. No bullsh*t.
Memberships start at $6,000 per year. We confirm your exact services and price before you join.
Apply to Become a Client ↗Watch how we work, answer a few questions, and see whether a call is the right next step.
Get My Free Tax Roadmap ↗
You can find tax tips online. Knowing which ones fit and how to use them takes more than a search.
We help turn the plan into clear steps. We handle your included tax and bookkeeping work, explain your part, and follow up so the plan keeps moving.
What we're doing. What you need to do. When it's due. What's holding it up.
We bring your taxes, books, and plan under one team. Bookkeeping is part of every membership.
Discover. Understand your world.
We review your past returns, learn about your businesses and properties, and build your personal tax plan. We explain it on your assessment delivery call so you know what happens next.
Unburden. Get your tax sh*t off your plate.
We handle the included work, make your part clear, and help you follow through.
Defend. Check the work. Keep the records clear.
We check your returns and the records behind them, so important items have clear support if questions come later.
Elevate. Keep more for your future.
Before you make a big move, we help you understand the tax side. Your plan should support the business, properties, and life you want to build.
As your world changes, we revisit the plan.
See how the D.U.D.E. Experience worksSame core tax work. Same Triple-A care. Different levels of personal access and follow-through.
Get it handled. Know your next move.
Your advisor leads your plan. Your Tax Manager and bookkeeping team handle your included work.
A partner who keeps you moving.
Everything in Gold, PLUS:
Work directly with Tony Hoong, Founder of The CPA Dude.
Everything in Diamond, PLUS:
Every tier includes the Private Client Assessment delivery call at the start of your membership. That call is separate from the strategy meetings and additional calls above.
Calls use available appointments during your assigned advisor's business hours. Texts are for attention and scheduling. Tax discussions can happen on calls; documents, written questions, and written advice belong in the secured portal.
Compare the full membership detailsAccuracy. Check the numbers against your records.
Advantage. Look for legal tax breaks that fit your situation.
Assurance. Check important items and their supporting records before you approve filing.
D.U.D.E. describes your year-round relationship. Triple-A describes the preparation and review behind your returns.
No separate invoices for questions, calls, or work already included in your membership.
Additional work is explained and priced for your written approval before we start. Amended returns are billed separately.
Take the quiz to find your stage and learn what to explore next. No tax returns needed.
Get My Free Tax RoadmapThe free quiz gives general next steps. Your Private Client Assessment reviews your actual returns and situation to build your personal tax plan.
Your commitment is 12 months. Your membership payment is due when you enroll: the quoted annual pay-in-full amount or the first four-week installment.
Four-week payments are due every 28 days. That means 13 payments per 52 weeks.
The $3,000 Private Client Assessment fee is waived when you join with a 12-month commitment. There is no separate upfront assessment payment. If you do not complete the 12-month term, the $3,000 fee will be charged.
Yes. We handle the tax work included in your membership, explain your steps, and follow up on agreed actions. Some steps need your information, decisions, or another professional. We make those responsibilities clear.
Our membership brings your included bookkeeping, tax filing, and planning under one team. Your proposal names the businesses, properties, accounts, and work we handle.
We provide safe-harbor calculations or tax-payment vouchers and reminders. A fresh calculation of your actual quarterly tax liability is not included as a standard membership service.
No. We review prior returns as part of the assessment. Amended returns are billed separately, with your written approval before work begins.
Our standalone tax-filing packages cover listed returns for one tax year. They have different services and access rules from our ongoing memberships.
See annual tax-filing options: https://thecpadude.com/taxreturns/