We give a f*ck about your taxes. That means caring about what actually gets done.
Your advisor helps you plan. Your Tax Manager leads the team that prepares, checks, and files your returns. Your bookkeeping team handles the books listed in your agreement.
You know who to ask, what we're doing, and what happens next.
No jargon. No judgment. No bullsh*t.
This page explains our ongoing memberships. Standalone Tax Filing packages are a separate option for one tax year, with different services and access.
One coordinated team. A familiar planning contact. A Tax Manager leading your filing. A designated support contact for continuity when someone is unavailable.
Your world changes. We revisit the plan.
DISCOVER → UNBURDEN → DEFEND → ELEVATE → REPEAT
A plan you understand. Help putting it to work.
Understand your world.
We review your last three years of returns and your current setup. We learn about your businesses, properties, income, and goals.
You receive a personal tax plan, a simple map of how your businesses and properties are structured, and the priorities to tackle first.
Your Private Client Assessment delivery call is included. We walk through the plan, answer questions, and explain your next steps. This call happens at the start of your membership and is separate from your ongoing strategy meetings and additional calls.
The assessment fee is $3,000. It is waived when you join with a 12-month membership commitment, with no separate upfront assessment payment. If you do not complete the 12-month term, the $3,000 fee will be charged.
Reviewing prior returns does not include preparing amended returns. Those are billed separately, with your written approval before work begins.
Get your tax sh*t off your plate.
Your taxes and bookkeeping come together under one team. We handle the included work, organize requests, and make your part clear.
You provide records, answers, and approvals. We coordinate our preparation, review, bookkeeping, and filing work.
Check the work. Keep the records clear.
We check the returns and the records behind them. We identify important items that need support, so you're better prepared if questions come later.
Keep more for your future.
We help you understand the tax side before you make important moves. Your plan should support the business, properties, and life you want to build.
As your world changes, we revisit the plan.
Know the next step.
Know who owns it.
Complete the agreed work.
See what is done or stuck.
You shouldn't have to guess how to do it.
Your plan comes with clear next steps. For agreed actions, you know:
We handle the tax and bookkeeping work included in your membership. If an action needs your payroll provider, attorney, or another professional, we explain our part and what needs to happen next.
Gold gives you clear steps and reminders. Diamond adds more scheduled access and quarterly progress updates. Black brings direct founder involvement and monthly personal updates.
Action: a tax step identified in your plan.
Our part: explain the step and complete the included tax work.
Your part: provide the information, decision, or approval needed.
Next: confirm progress and identify anything still open.
The care behind your return.
Check the numbers.
We check your return against the records you provide.
Look for tax breaks.
We look for deductions, credits, and other legal tax breaks that fit your situation.
Check the supporting records.
We review important items and the records behind them before asking you to approve filing.
Gold, Diamond, and Black receive the same standard of care. Your membership changes how closely and how often we work together.
Same core work. Your level of personal support.
Get it handled. Know your next move.
A dependable team for your included taxes and books, year-round planning, and help following through. Meet once a year for strategy and book up to three additional 30-minute calls. Use question and answer messaging on the secured portal and weekly group Q&A. No dedicated advisor text line.
A partner who keeps you moving.
Everything in Gold, PLUS two strategy meetings instead of one, additional scheduled advisor calls for your membership services without an annual call limit or per-call fee, and a dedicated text line to arrange conversations. We reach out with updates four times a year and help work through questions holding up agreed actions.
Work directly with Tony Hoong, Founder of The CPA Dude.
Everything in Diamond, PLUS Tony leading your planning relationship, four strategy meetings with Tony instead of two, and monthly personal updates. Book additional calls with Tony as needed for your membership services, with no annual call limit or per-call fee. Your Tax Manager and bookkeeping team keep the included work moving.
| Feature | Gold | Diamond | Black |
|---|---|---|---|
| Planning contact | Tax Strategist | Tax Strategist | Tony Hoong, Founder of The CPA Dude |
| Tax Manager and bookkeeping team | Included | Included | Included |
| Assessment delivery call at the start | Included | Included | Included |
| Strategy meetings each year | 1, 60 minutes | 2 instead of 1 | 4 with Tony instead of 2 |
| Additional calls | Up to 3 calls of 30 minutes you can book | Scheduled advisor calls as needed for membership services | Scheduled calls with Tony as needed for membership services |
| Annual additional-call limit | 3 | No annual call limit for included topics | No annual call limit for included topics |
| Dedicated text line | Not included | Attention and call scheduling | Attention and call scheduling |
| Proactive updates | Key milestones | Four times a year | Monthly personal updates |
| Question and answer messaging on the secured portal | Included | Included | Included |
| Preparation scheduling | Standard | Priority when eligible | VIP priority when eligible |
| We confirm receipt and the next step | Within 3 business days | Within 2 business days | Within 1 business day |
The assessment delivery call is separate from ongoing strategy meetings and additional calls. Higher-tier strategy meetings replace the lower-tier schedule; they are not added together.
Calls use available appointments during your assigned advisor's business hours. Texts are for attention and scheduling. Tax discussions can happen on scheduled calls. Documents, written questions, and written advice belong in the secured portal.
Message timing means we confirm receipt and the next step. It does not promise a completed answer or a booked call within that time. Preparation priority requires complete records, timely answers, and approvals by the applicable cutoffs. It does not guarantee original-deadline filing or immediate completion.
Ask your question. Don't brace for an invoice.
No separate invoices for work, questions, or calls already included in your membership.
Your proposal lists the returns, bookkeeping, and other services we handle. Minor changes generally will not affect your quoted price. Significant changes, complex events, or previously undisclosed information may require additional work.
We explain additional work, give you a price, and obtain your written approval before starting. Amended returns are billed separately. Third-party fees are identified separately.
Meet the document and approval deadlines we communicate, and we'll file your included returns or valid extensions on time. If a qualifying late-filing penalty results solely from our mistake, we cover it under our written guarantee and its conditions.
Know the commitment before you join.
Your membership commitment is 12 months. Your quote shows two payment options:
Pay the quoted annual pay-in-full amount when you enroll. Your quote shows the exact dollar and percentage savings compared with the total under four-week billing.
Pay your first installment when you enroll, then another every 28 days. That is 13 payments per 52 weeks. Your quote lists the exact schedule, including any final-payment penny adjustment.
The $3,000 Private Client Assessment fee is waived when you join with a 12-month commitment. There is no separate upfront assessment payment. If you do not complete the 12-month term, the $3,000 fee will be charged.
Your signed agreement confirms your exact services, payment schedule, renewal, and cancellation terms.
Let's confirm your next step.
Decide how closely you want to work with us. Your advisor helps you compare Gold, Diamond, and Black against your situation.
Confirm the returns, bookkeeping, planning services, membership, and payment option. Ask about anything that is unclear before signing.
Your membership payment is due at enrollment. We introduce your contacts, set up your secured portal, request records and access, and identify immediate deadlines.
We review your situation, build your plan, and walk you through it on the assessment delivery call. We confirm the timing of your priorities, meetings, bookkeeping, and filing work with you.
After today, you should know what we're doing, who to contact, how often we'll connect, and how payment works.
No. The assessment is part of starting your membership. Its $3,000 fee is waived with the 12-month commitment and charged if you do not complete that term.
No. The delivery call is included at the start and is separate from your ongoing strategy meetings and additional calls.
Our membership brings your included books, filing, and planning under one team. Your proposal lists the businesses, properties, accounts, and bookkeeping work we handle.
For the activities in your agreement, we categorize transactions, reconcile included accounts each month, and provide routine reports showing income, spending, and what the business owns and owes. Included accounts and workload are listed in your proposal. Historical cleanup is separately priced unless expressly included.
We provide safe-harbor calculations or tax-payment vouchers and deadline reminders. A fresh calculation of your actual quarterly tax liability is not included as a standard service.
Gold clients can book up to three additional 30-minute calls each year. Diamond clients can book advisor calls as needed about membership services. Black clients have the same flexible access with Tony. Calls use available appointments during business hours. Additional projects still need a separately approved price.
Start with your main contact through your membership's support channels. Your team coordinates coverage and handoffs. You do not need to manage our internal workflow.
Provide complete records, answers, access, and approvals by the deadlines we communicate. Tell us about changes and share notices promptly through the secured portal. We make agreed responsibilities and next steps clear.
Amended returns are billed separately. Historical cleanup, specialized studies, legal implementation, audit representation, and new or materially expanded work are separately priced unless expressly included. Payroll processing, sales-tax work, bill payment, and other additional responsibilities must be expressly agreed. We obtain written price approval before additional billable work starts.
Defend describes our careful work and supporting records. Audit representation and notice-response work are included only when expressly agreed. We do not promise to prevent an audit or guarantee its outcome.
No. Tax opportunities depend on your situation, eligibility, and follow-through. Our role is tax work and tax planning, not investment management or legal services.
We communicate the document, clarification, and approval deadlines that apply to your work. Complete information and timely approvals are required. Extensions may be appropriate. The written filing guarantee explains qualifying penalties, conditions, and exclusions. It does not cover underlying tax, tax-payment interest, or other damages.
Your signed agreement sets out those terms before enrollment. If you do not complete the 12-month membership term, the waived $3,000 assessment fee will be charged.
No. The free quiz gives general guidance about your stage and next steps. Your assessment reviews your actual returns and situation to build your personal plan.