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Start Here: The 3-Minute Tax
Savings Scorecard
Find out if we’re likely to save you serious money on taxes, clean up your
accounting, and whether you qualify to book a 45‑minute discovery call
with The CPA Dude team.
We’re not trying to be the biggest tax firm. We’re trying to be
the best for the right people.
This quick quiz helps us understand your situation and decide
if we should open up our calendar to you.
Business owners, real estate investors, and high‑income W2 earners with some complexity (rentals, equity comp, multi‑state, K‑1s, business‑owner spouse), especially if your books aren’t perfect.
No. Just answer based on your current income, entities, real estate, and bookkeeping situation.
Yes. It’s a deep strategic engagement. If we don’t find at least $3,000 dollars in legitimate annual savings, we refund the Blueprint fee.
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