Privacy Policy

Updated: June 2025

This Privacy Policy describes how Tony Hoong The CPA Dude PC, doing business as The CPA Dude (“The CPA Dude,” “we,” “us,” or “our”), collects, uses, and protects your personal information when you visit our website https://thecpadude.com (and https://go.thecpadude.com), use our services, or interact with our communications, including SMS messages.

Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with you. This may include:

  • Contact Information: Name, email address, phone number, mailing address.
  • Professional Information: Details relevant to the CPA services you seek (e.g., business type, financial data, tax information).
  • Technical Information: IP address, browser type, operating system, and information about your website usage (e.g., pages visited, time spent).

How We Use Your Information

We use the information we collect for various business purposes, including to:

  • Provide, operate, and maintain our services (Tax Planning, Tax Projections, Tax Filing, Bookkeeping, Business Formation, Vendor Network).
  • Communicate with you, including sending essential appointment confirmations, reminders, and service-related updates via email and SMS.
  • Process transactions and manage your account.
  • Improve and personalize your experience with our services.
  • Analyze website usage and optimize performance.
  • Comply with legal obligations and protect our rights.

SMS/Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services (e.g., GoHighLevel and its underlying SMS carriers). This information is strictly used for the purpose of delivering the requested essential appointment reminders and notifications.

How We May Share Your Information (General Business Operations)

We may share your information with trusted third-party service providers who assist us in operating our business and providing our services, such as:

  • CRM systems for managing client relationships.
  • Payment processors for handling transactions.
  • Cloud hosting and IT support.
  • Email service providers for sending communications.


Important Disclaimer Regarding Mobile Information Sharing:

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services. This means your mobile phone number and SMS consent are specifically protected and are NOT shared for marketing, promotional, or any other purposes beyond the necessary functionality of sending you the SMS messages you opted into (appointment reminders/notifications).

Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

Your Choices and Rights

You have certain choices regarding your personal information:

  • SMS Opt-Out: You can stop receiving SMS messages from us at any time by texting “STOP” to the shortcode.
  • Access & Correction: You may request access to or correction of your personal information.
  • Data Portability & Deletion: You may request to receive a copy of your data or request its deletion, subject to legal and contractual limitations.


To exercise these rights, please contact us using the information below.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any changes will be effective immediately upon posting the revised Privacy Policy on our website. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Email: admins@thecpadude.com

Phone: (510) 439-0186

Mailing Address: 3346 Park Ridge Dr, Richmond, CA 94806

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