Terms of Service

Updated: June 2025

Welcome to The CPA Dude! These Terms of Service (“Terms”) govern your use of the website https://thecpadude.com and its associated services provided by Tony Hoong The CPA Dude PC, doing business as The CPA Dude (“The CPA Dude,” “we,” “us,” or “our”). By accessing or using our website and services, you agree to comply with and be bound by these Terms.

Services Provided

The CPA Dude offers comprehensive accounting and tax-related services, including but not limited to Tax Planning, Tax Projections, Tax Filing, Bookkeeping, Business Formation, and Vendor Network services, designed primarily for high-ticket coaches and consultants.

SMS Program: The CPA Dude Notifications

Upon opting in, you agree to receive essential appointment reminders and non-marketing notifications from The CPA Dude via SMS text messages. These messages are solely for the purpose of communicating important updates regarding your scheduled appointments and services with us.

  • Program Name: The CPA Dude Notifications
  • Program Description: This program provides SMS text messages exclusively for appointment confirmations, reminders, rescheduling notices, and other critical non-marketing updates related to your booked services with The CPA Dude.
  • Opt-Out Instructions: You can cancel the SMS service at any time. Simply text “STOP” to the shortcode. Upon sending “STOP,” we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us.
  • Rejoining Instructions: To rejoin The CPA Dude Notifications, please sign up as you did initially on https://go.thecpadude.com/book, and we will resume sending SMS messages to you.
  • Help Instructions: If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to admins@thecpadude.com or 510-439-0186.
  • Carrier Liability Disclaimer: Carriers are not liable for delayed or undelivered messages.
  • Message and Data Rates: As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies based on your scheduled appointments and necessary notifications. For questions about your text plan or data plan, contact your wireless provider.

Privacy Policy

For privacy-related inquiries regarding how we collect, use, and protect your personal information, please refer to our Privacy Policy: https://thecpadude.com/privacy-policy/.

Payment Terms & Service Fees

All services provided by The CPA Dude are subject to the fees outlined in the engagement letter. Specific payment terms, invoices, and payment schedules will be outlined in your engagement letter. Payments are dictated by the terms in the engagement letter.

Refund and Cancellation Policy

We do not have any refunds on our services. If you are in a service for an ongoing service with an ongoing payment, you will need to notify us 30 days before the next billing cycle to cancel.

User Responsibilities

You agree to provide accurate and complete information when booking appointments and utilizing our services. You are responsible for maintaining the confidentiality of any account information and for all activities that occur under your account.

Disclaimers & Limitation of Liability

The services and information provided by The CPA Dude are for general guidance only and do not constitute legal or financial advice specific to your individual situation. We strive for accuracy but do not guarantee that all information on the website is error-free. The CPA Dude shall not be liable for any direct, indirect, incidental, special, consequential, or exemplary damages resulting from your use of our services or reliance on any information provided.

Intellectual Property

All content on https://thecpadude.com, including text, graphics, logos, and images, is the property of Tony Hoong The CPA Dude PC or its content suppliers and is protected by intellectual property laws.

Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of California, without regard to its conflict of law principles. If a dispute arises out of or relates to these Terms or your use of the website or our services, the parties agree to first attempt to resolve the dispute through informal negotiation in good faith. If the dispute is not resolved within 30 days, it shall be resolved through binding arbitration in accordance with the rules of a mutually agreed-upon arbitration provider. Judgment on the arbitration award may be entered in any court with proper jurisdiction. The parties waive their right to a jury trial and to participate in any class action or representative proceeding.

Compliance with Industry Standards & Legal Compliance Note

Our SMS program adheres to the guidelines and best practices set forth by the Cellular Telecommunications Industry Association (CTIA) and the Telephone Consumer Protection Act (TCPA). We are committed to maintaining compliance with all applicable federal and state laws and regulations regarding SMS messaging.

Changes to Terms

We reserve the right to modify these Terms at any time. Any changes will be effective immediately upon posting to our website. Your continued use of our services constitutes your acceptance of the revised Terms.

Contact Us

If you have any questions about these Terms of Service, please contact us at:

Email: admins@thecpadude.com

Phone: (510) 439-0186

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