Personal Taxes

With our professional help, you can minimize your personal tax burden and maximize the return of your hard-earned money. Our tailored strategies ensure compliance while keeping an eye on every penny – giving you peace of mind during filing season.

Our Services

Professional tax services to help you get your taxes in order​

Tax filing

Tax season doesn't have to be stressful. Let us ensure you're prepared and ready when the time comes. If more time is needed, we'll help you file an extension and make sure you have enough estimated taxes paid so that you can avoid any unwanted penalties.

Tax strategy & planning

Investing in a tax plan can be more profitable than you think! We can help you free up funds through savvy tax planning and exploration of tax strategies, so that you don't have to worry about overpaying Uncle Sam. Maximize your investments and minimize taxes.

Areas of Expertise

Tech Workers

We can help you understand the tax implications of Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Employee Stock Purchase Plan (ESPP), and calculate Alternative Minimum Tax (AMT).

Real Estate

Whether you're a mom-and-pop real estate investor or a real estate professional, we can help you take advantage of various tax strategies, such as cost segregation, grouping, and the short term rental loophole.

Content Creators

We know that tax write-offs can be a grey space for content creators, so we'll help you understand what you can deduct to minimize taxes. Plus, we'll make sure your funds are properly structured to meet your future goals.

Crypto

With our knowledge of cryptocurrency tax rules, we understand how to handle NFTs, staking, mining, and trading. Let us help you navigate the crypto tax landscape so that you can make the most of your investment.

Client Testimonials

“Working with Tony and his team is a true pleasure, and a great convenience. His platform is very easy to use for collaborating with his team and his responsiveness is superb. From the start it’s clear that Tony is looking out for your best interests – super cordial “dude,” professional, and knows his stuff. I’m looking to do more with him and his team as I advance my career and investments.”

John P.

“This was my first experience working with a CPA for tax filing. Tony and his staff were extremely patient, engaged, and detailed in the entire process. I asked many questions and they got back to me in a day or less with much more information than I asked for. If you are looking for a CPA to help you with your LLC taxes, I would highly recommend the CPA Dude!”

Rick C.

“Tony has changed my life for the better. My tax life was a mess and unmanageable. I didn’t understand what was going on and why I was loosing so much money every year. Finally I’m on the road to financial freedom. He’s not only a CPA he’s a money coach. I mean he has such good vibes I could go as far as calling him a life coach. He’s the number one cpa dude in the USA.”

Brandon O.

Client Testimonials