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.
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 is its own meeting at the start. It counts toward the same monthly advisory allowance as your other meetings and questions.
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.
One shared monthly time budget in every tier. Every membership includes up to 90 minutes (1.5 hours) of advisory time per month. All advisory meetings and questions count, including the assessment delivery call, strategy meetings, Progress Calls, and portal questions. Unused time does not roll over. The 75-minute assessment delivery call uses 75 minutes of that month's allowance.
Help beyond the monthly allowance is scheduled into the next month or quoted separately for your approval. Research memos, new planning strategies, and reviews of outside advice are separately priced at $600 per hour or a fixed fee quoted in advance. We obtain your approval before additional billable work begins.
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.
All advisory meetings and questions share 90 minutes per month. No rollover; extra work needs approval.
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 within your monthly advisory allowance 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.
All advisory meetings and questions share 90 minutes per month. No rollover; extra work needs approval.
Best for: More planning, easier access, and the flexibility to arrange more conversations.
Recommended for closer collaboration03 / 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 within your monthly advisory allowance for included services.
Monthly personal updates.
Message acknowledgment within one business day.
VIP preparation scheduling when eligible.
All advisory meetings and questions share 90 minutes per month. No rollover; extra work needs approval.
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.
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, within the monthly advisory allowance.
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.
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 leave during the first 12 months, the assessment charge is the lesser of $3,000 or the membership fees remaining for those 12 months. Unpaid completed work and expenses remain due. You are not charged the remaining future membership payments.
Renewal and cancellation, clearly explained.
Membership continues until canceled. Recurring fees increase by 5% on each anniversary of your proposal signing date, with at least 30 days' email notice. A material change in scope may be separately re-quoted with notice and the cancellation rights in your engagement.
Cancel by emailing team@thecpadude.com. No phone call or reason is required. Cancellation takes effect at the end of the current billing period. Unearned prepayments are refunded after applicable charges and unpaid balances, as described in your engagement. These terms apply to membership, not standalone tax-return services.
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.
