Website and service terms / Updated November 12, 2026

Clear services.
Clear terms.

Who we are and when work begins

Tony Hoong The CPA Dude PC, doing business as The CPA Dude, provides tax preparation and filing, tax strategy and planning, and accounting or bookkeeping as listed in the accepted proposal. Taking a quiz, using the calculator, booking a discovery call, or sending an inquiry does not create a client relationship or engage the firm to meet a filing deadline.

Client services begin under an accepted proposal and engagement. Standalone tax-return services are separate from recurring membership. Their package names may be the same, but the included services and payment terms differ.

Membership advisory time

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.

Tier meeting schedules do not create extra time outside the monthly allowance. Gold includes one annual strategy meeting and three Progress Calls; Diamond replaces the strategy schedule with two meetings and offers additional scheduled strategist calls within the monthly allowance; Black has four strategy meetings and scheduled founder access within that same allowance. Text lines are for attention and coordination. Tax documents and written questions belong in the secured portal.

Membership payment and renewal

The first membership payment is due at enrollment: the annual pay-in-full amount or the first every-four-week installment. Every-four-week installments recur every 28 days, meaning 13 payments per 52 weeks. The quote states exact amounts, savings, and any final-installment rounding adjustment.

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.

The proposal and engagement identify the applicable start date, billing frequency, and payment authorization. Annual pay-in-full and every-four-week billing are alternative payment options, not charges added together.

The assessment, cancellation, and refunds

The $3,000 Private Client Assessment fee is waived when you complete the first 12 months after the engagement Start Date. There is no separate upfront assessment charge.

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.

The assessment charge also applies if the firm withdraws within those first 12 months because of nonpayment or material breach. It is not charged after the first 12 months or if the firm ends the engagement for another reason. The assessment charge is the engagement’s sole early-termination remedy, separate from amounts already owed for completed work and expenses. Work already paid for is not billed twice.

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.

Earned fees are non-refundable; unearned prepaid amounts are refundable after applicable deductions under the engagement. The engagement provides for refunding the remaining unearned balance within 30 days after the final invoice, with payment-processor posting time outside the firm’s control. Applicable legal rights remain intact.

The membership assessment and early-termination charge do not apply to standalone tax-return services. Their payment and scope are stated in the filing engagement.

Scope changes and additional fees

Fees cover the services listed in your proposal. Minor changes generally do not change the quote. Significant changes, complex events, or previously undisclosed work may require an additional scope and price. We explain additional work and obtain your approval before starting it. Amended returns, prior-period cleanup, specialized studies, legal work, audit representation, and other unlisted work are separately scoped unless expressly included.

Any payment-method fee must be permitted by applicable law and the payment processor and card-network rules and disclosed before the charge. A general reference to processing fees does not authorize an otherwise prohibited surcharge.

Filing and client responsibilities

You must provide complete and accurate records, answer requests, review the return, and provide required approvals and signed filing authorizations by communicated deadlines. We do not file before receiving the required authorizations and, where applicable, payment. An extension gives more time to file, not more time to pay tax.

We do not offer a filing guarantee or guarantee a refund, tax savings, investment result, audit outcome, or acceptance of a tax position. This does not eliminate the firm’s professional responsibilities or liability that cannot lawfully be limited. Those matters are governed by the signed engagement and applicable law.

Privacy, security, and communication

See the Website Privacy Policy and Client Privacy Notice. Overseas access to tax-return information requires the affected client’s separate optional Section 7216 consent before access; clients may refuse it. We do not enter client data into AI tools. Use the secured client portal for confidential taxpayer information.

Texts currently cover requested follow-ups, discovery-call reminders, and client-service messages. Message frequency varies, and message and data rates may apply. Consent is not a condition of purchase. Reply STOP to opt out or HELP for help. See the SMS Terms. Stopping texts does not cancel an engagement or payment obligation.

Website information and content

Website articles, quizzes, videos, and calculators provide general information and do not constitute personalized tax, legal, or investment advice. Advice for your situation requires an engagement and review of the relevant facts. Website estimates are not filing authorization or a promise of results.

Website content belongs to the firm or its licensors. Use it only as permitted by applicable law or permission from the rights holder.

Disputes and changes

For service concerns or disputed charges, contact us promptly so we can review them. Dispute-resolution and liability provisions for client services are set out in the signed engagement, subject to applicable law. Merely browsing this page does not substitute for signing that agreement or waive rights that cannot lawfully be waived.

We may update website information, with the current revision date shown above. Changes to a signed engagement follow its change provisions and applicable law; posting new website text does not itself amend an existing agreement.

Questions, requests, or concerns

Tony Hoong The CPA Dude PC
3346 Park Ridge Dr, Richmond, CA 94806
Email: ops@thecpadude.com
Phone: 254-272-3833

Please do not include tax returns, Social Security numbers, or bank details in an ordinary email or contact form. Existing clients should use the secured client portal.