Taxes without the trauma.
Ready to keep more of what you earn?
We give a f*ck about your taxes. And the life you're building. Your advisor helps you make smart tax choices, your Tax Manager leads the team that prepares, checks and files your returns, and your bookkeeping team keeps your included books in order.
No jargon. No judgment. No bullsh*t.
Memberships start at $6,000 per year. We confirm your exact services and price before you join.
- 2019Since
- 800+Clients nationwide
- 40+Tax specialists
- All 50States served
Where we've been before The CPA Dude
The D.U.D.E. Method, on the rail
A tax plan is only useful if something gets done.
So every step gets a ticket: what we're doing, what you need to do, and what's next. Nothing sits on the rail without an owner. Pick a ticket to put it on the pass.
Discover
Understand your world.
- Action
- Review your last three years of returns and your current setup.
- Our part
- Learn about your businesses, properties, income and goals, then build your personal tax plan and a simple map of how everything is structured.
- Your part
- Share your past returns and tell us what you are building.
- Next
- Your assessment delivery call: we walk through the plan, answer questions and explain what happens next.
Unburden
Get your tax sh*t off your plate.
- Action
- Bring your taxes and bookkeeping together under one team.
- Our part
- Handle the included work, organize requests and coordinate preparation, review, bookkeeping and filing.
- Your part
- Provide records, answers and approvals by the deadlines we communicate.
- Next
- Confirm progress and identify anything still open.
Defend
Check the work. Keep the records clear.
- Action
- Check the returns and the records behind them.
- Our part
- Identify important items that need support, so you are better prepared if questions come later.
- Your part
- Share notices and changes promptly through the secured portal.
- Next
- Approve filing once the supporting records are in place.
Elevate
Keep more for your future.
- Action
- Understand the tax side before you make an important move.
- Our part
- Help you weigh the move so your plan supports the business, properties and life you want to build.
- Your part
- Tell us before the big decision, not after it.
- Next
- As your world changes, we revisit the plan.
Want the full method, step by step?
See the D.U.D.E. ExperienceWhat every membership includes
One team for the plan, the books and the filing.
Your advisor helps you make smart tax choices. Your Tax Manager leads the team that prepares, checks and files your returns. Your bookkeeping team keeps your included books in order.
Your agreement lists exactly which returns, businesses, properties and accounts are covered, so there are no surprises about scope.
How the membership works- Tax preparation and filing for the returns listed in your agreement.
- Bookkeeping for the businesses, properties and accounts listed in your agreement.
- Year-round tax strategy and planning.
- Help putting agreed tax strategies into action.
- Safe-harbor calculations or tax-payment vouchers, with deadline reminders.
- Your Private Client Assessment and a delivery call to walk through the plan.
- Question and answer messaging on the secured portal.
- Weekly group Q&A, with replays.
Gold · Diamond · Black
Pick how close you want us.
Every membership includes the core work above. The tier sets how often you meet, how fast we reply, and who leads your planning.
Memberships from$6,000per year
-
Gold
Get it handled. Know your next move.
Your advisor leads your plan. Your Tax Manager and bookkeeping team handle your included work.
- One annual 60-minute strategy meeting.
- Up to three additional 30-minute calls you can book each year.
- Question and answer messaging on the secured portal.
- Reminders and updates at key milestones.
Message repliesWithin 3 business days
-
Diamond
A partner who keeps you moving.
Everything in Gold, plus:
- Two strategy meetings a year instead of one.
- Additional scheduled advisor calls for your membership services, with no annual call limit or per-call fee.
- A dedicated text line to get our attention and arrange a call.
- Proactive updates four times a year.
Message repliesWithin 2 business days
-
Black
Work directly with Tony Hoong, Founder of The CPA Dude.
Everything in Diamond, plus:
- Tony leads your planning relationship.
- Four strategy meetings with Tony each year instead of two.
- Additional scheduled calls with Tony as needed, with no annual call limit or per-call fee.
- Monthly personal updates on progress, decisions and next steps.
Message repliesWithin 1 business day
Pay the quoted annual amount at enrollment, or every four weeks (13 payments per 52 weeks). The $3,000 Private Client Assessment fee is waived when you join with a 12-month commitment.
Our standard
Triple-A care on every return.
Before anything gets filed, it gets checked three ways.
- A1
Accuracy
Check the numbers against your records.
- A2
Advantage
Look for legal tax breaks that fit your situation.
- A3
Assurance
Check important items and their supporting records before you approve filing.
In writing
Meet the document and approval deadlines we communicate, and we'll file your included returns or valid extensions on time.
Clear fees, too: your price and services are confirmed before you join, and your signed agreement spells out what's covered.
From our clients
“He's not only a CPA he's a money coach.”
-
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.
Brandon O.Business owner -
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.Business owner -
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.
John P.Business owner
Meet the Dude
He grew up counting the till at his parents' restaurant.
Tony Hoong grew up in his parents' mom-and-pop restaurant, counting the day's cash. He went on to become a CPA, worked at KPMG, and in 2019 started The CPA Dude: tax help with no jargon, no judgment and no bullsh*t.
Today a team of 40+ tax specialists works with 800+ clients across all 50 states. On the Black membership, Tony leads your planning relationship himself.
Free · Takes a quick quiz
See your personal Tax Roadmap.
Answer a few questions and get a stage statement for your tax year: your profile, what to watch for, and how you graduate to the next stage.
Take the quiz- Stage 0Organize
- Stage 1Capture
- Stage 2Structure
- Stage 3Shelter
- Stage 4Stack
Straight answers
Questions people ask before they join.
What does The CPA Dude do?
The CPA Dude is a tax firm founded in 2019 by Tony Hoong, CPA. One team of 40+ tax specialists handles year-round tax strategy and planning, bookkeeping, and tax preparation and filing for business owners, real estate investors and high-income earners in all 50 U.S. states. Memberships start at $6,000 per year.
Do you help me put the plan into action?
Yes. We handle the tax work included in your membership, explain your steps, and follow up on agreed actions. Some steps need your information, decisions, or another professional. We make those responsibilities clear.
What actually happens on the Private Client Tax Fit Call?
We go over your tax situation and see if we can help. If we can, we walk you through the D.U.D.E. Method (Discover, Unburden, Defend, Elevate) and what working together looks like. If we can’t, we’ll tell you straight. It’s free and up to 45 minutes.
I already have a CPA. Why would I talk to you?
Filing is history. Planning is strategy. We build a plan for the year ahead, then back it with monthly bookkeeping and clear supporting records so every strategy holds up.
How do membership payments work?
Your commitment is 12 months. Pay the quoted annual amount when you enroll, or pay every four weeks (13 payments per 52 weeks). The $3,000 Private Client Assessment fee is waived when you join with a 12-month commitment, and charged if you do not complete the term.
Do you calculate my actual taxes every quarter?
We provide safe-harbor calculations or tax-payment vouchers and reminders. A fresh calculation of your actual quarterly tax liability is not included as a standard membership service.
What if I only need tax returns filed?
Our standalone Gold, Diamond and Black Tax Filing packages cover listed returns for one tax year. They have different services and access rules from our ongoing memberships.
Do you guarantee tax savings?
No. Tax opportunities depend on your situation, eligibility and follow-through. What we do promise in writing: meet the document and approval deadlines we communicate, and we’ll file your included returns or valid extensions on time.
Order up
Ready to get your tax sh*t handled?
Start with a free Private Client Tax Fit Call. We'll go over your situation and tell you straight whether we can help. Up to 45 minutes, no cost.