We are the only tax firm that gives a f*ck about your taxes.

Ready to keep moreof what you earn?

Your strategist 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 $9,000 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.

Not ready to talk? Find your next move.

Take the free Tax Roadmap quiz to find your stage, spot gaps to explore, and see what to focus on next. No tax returns needed.

Get My Free Tax Roadmap ↗
Tony Hoong, founder of The CPA Dude, smiling with arms crossed
Tony HoongFounder, The CPA DudeMeet your tax team
THE CPA DUDE

A tax plan is only useful if something gets done.

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.

THE CPA DUDE

Every membership brings it together.

  • Tax preparation and filing for the returns listed in your agreement.
  • Bookkeeping when included in your proposal, for the listed businesses, properties, and accounts.
  • Year-round tax strategy and planning.
  • Help putting agreed tax strategies into action.
  • Safe-harbor calculations or tax-payment vouchers, with deadline reminders.
  • Your Private Client Assessment and a 75-minute delivery call to walk through the plan.
  • Question and answer messaging on the secured portal.
  • Weekly group Q&A, with replays.

We bring your taxes, books, and plan under one team. Bookkeeping is available in every tier and is included when listed in your proposal.

OUR PROCESS. YOUR PROGRESS.

The D.U.D.E. METHOD.

Four connected parts.
One team that gives a f*ck.

A plan for your world. The work off your plate. Care behind your returns. Tax choices that support your future.

Select a step to see what it means for you.

01 / DISCOVER

Understand your world.

We review your past returns, learn how your businesses and properties fit together, and build your personal tax plan.

WHAT THIS MEANS FOR YOUYour world, understood. Your next steps, clear.See how it works ↗

Your world changes. We revisit the plan.
DISCOVER → UNBURDEN → DEFEND → ELEVATE → REPEAT

YOUR MEMBERSHIP

Same give-a-f*ck.
Choose how closely we work together.

INCLUDED IN EVERY MEMBERSHIP

Your taxes handled.
A plan you can actually use.

01 / FILE

Tax preparation and filing

Your Tax Manager owns preparation, review, and filing for the returns in your agreement.

02 / UNBURDEN

Your books and taxes, together

When bookkeeping is included in your proposal, your bookkeeping and tax teams coordinate the included records, reports, and deduction review.

03 / PLAN

Year-round tax planning

Opportunities that fit your situation, clear next steps, and follow-up to help put your plan into action.

04 / DISCOVER

Private Client Assessment

Your tax picture, deduction opportunities, written roadmap, structure map, and first priorities.

05 / UNDERSTAND

A 75-minute Assessment delivery call

We explain your plan and next steps. This call is separate from your ongoing strategy meetings and Progress Calls.

06 / STAY CONNECTED

Support throughout the year

Secured portal Q&A, weekly group Q&A with replays, and safe-harbor calculations or tax-payment vouchers with deadline reminders.

Your proposal lists the exact returns, bookkeeping, businesses, properties, and accounts we handle. Every tier receives the same Triple-A standard of care.

01 / YOUR FOUNDATION

Gold

Handled. Supported. Moving forward.

Your Tax Strategist leads your planning. Your Tax Manager owns your included filing.

  • One annual 60-minute strategy meeting.
  • Three 30-minute Tax Plan Progress Calls. We reach out to schedule them and keep your plan moving.
  • Secured portal Q&A and weekly group Q&A.
  • Message acknowledgment within three business days.
  • Standard preparation scheduling.

Best for: A clear plan and a dependable team, with a defined rhythm of scheduled calls.

Use the secured portal to arrange one of your three Progress Calls. No dedicated individual strategist text line.

02 / A CLOSER RELATIONSHIP

Diamond

Everything in Gold, PLUS:

  • Two strategy meetings each year instead of one. About six months apart.
  • Additional scheduled strategist calls with no annual limit or per-call fee for included membership services.
  • A dedicated text line to get our attention and arrange a conversation.
  • Quarterly proactive updates.
  • Message acknowledgment within two business days.
  • Priority preparation scheduling when eligible.

Best for: More planning, easier access, and the flexibility to arrange more conversations.

Recommended for closer collaboration
03 / DIRECTLY WITH THE FOUNDER

Black

Limited seats

Everything in Diamond, PLUS:

  • Tony Hoong, Founder of The CPA Dude, leads your planning relationship.
  • Four strategy meetings with Tony each year instead of two. About three months apart.
  • Three proactive Progress Calls and additional scheduled calls with Tony, with no annual limit or per-call fee for included services.
  • Monthly personal updates.
  • Message acknowledgment within one business day.
  • VIP preparation scheduling when eligible.

Best for: A direct planning relationship with Tony and more frequent personal contact.

Limited seats protect Tony's availability. Your Tax Manager and included bookkeeping team keep the work moving.

See the complete membership comparison

Your 75-minute Assessment delivery call and strategy meetings are separate from your three proactive Tax Plan Progress Calls. Diamond and Black also include additional scheduled calls about included services, with no annual call limit or per-call fee.

THE CPA DUDE

Triple-A care. Every return.

Accuracy. 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.

THE CPA DUDE

Ask your question. Don't brace for an invoice.

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.

THE CPA DUDE

Not ready to talk? Start with your free Tax Roadmap.

Take the quiz to find your stage and learn what to explore next. No tax returns needed.

Get My Free Tax Roadmap

The free quiz gives general next steps. Your Private Client Assessment reviews your actual returns and situation to build your personal tax plan.

YOUR TAX ROADMAP

Know where you are.
See your next move.

0STAGE 01STAGE 12STAGE 23STAGE 34STAGE 45STAGE 56STAGE 67STAGE 78STAGE 8

A preview of the roadmap. Your stage and next steps come from the quiz.

THE CPA DUDE

How membership payments work

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.

THE CPA DUDE

A few straight answers

Do you help me put the plan into action?

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.

Can I keep bookkeeping separate?

Our membership brings your included bookkeeping, tax filing, and planning under one team. Your proposal names the businesses, properties, accounts, and work we handle.

Do you calculate my actual taxes every quarter?

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.

Does the assessment include amending old returns?

No. We review prior returns as part of the assessment. Amended returns are billed separately, with your written approval before work begins.

What if I only need tax returns filed?

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: See annual tax-filing options

THE CPA DUDE

Ready for a team that helps you get it done?

Apply to Become a Client