We’ve been expecting you! We are different from most tax firms out there, as most prepare your taxes, get you in and out, and see you next year. We service our clients holistically and have a focus on communication and education. Instead, we focus on tax planning as this is what actually helps save you money on taxes and devising strategies to meet your tax goals.

Many of the clients that we serve today have left their prior CPA because they weren’t helping them save and were not available to take care of them because they were focused on quantity and not quality. We are not a tax firm for everyone and are only a good fit for those who want to step their tax games up by being invested in their taxes to save, are hands-off, and allow us to do our jobs.

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Everyone’s tax situation is different, use our online calculator to build the quote for your needs

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☟Reach out to us and start your savings journal !

☏ (510)-439-0186

✉ info@thecpadude.com

“Even Albert Einstein reportedly needed help on his 1040 form”  Don’t miss out our educational content !