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PLEASE READ: We’re highly selective about who we work with and our calendar fills up fast.

To ensure we’re the right fit before getting on a call, please take a moment to answer a few quick questions about your business below.

This helps us make the best use of our time and ensures we can provide real value when we speak.

Click "NEXT" below to proceed.

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IP Address

What best describes your primary business activity? *

I run a service-based (agency, consulting, coaching, etc.)

I’m a real estate investor (buy, sell, rent, etc.)

I do both service-based and real estate

Other

Why we ask: So we can tailor your tax strategy to your income model for maximum benefits.

What was your approximate revenue last year? *Why we ask: This helps us understand where tax strategies can have the biggest impact.

Do you currently work with a tax pro, CPA, or firm? *

Yes, I do

No, I don't

Why we ask: So we know what’s already in place and what might be missing.

What are you looking for help with? *

Lowering my tax bill

Fixing past mistakes or missed deductions

Strategic planning for scale

Real estate-specific tax help

I just want someone to take this off my plate

None of the above

Why we ask: Let us know what your top priorities are so we don’t waste time on the call.

Are you willing to invest in expert support to maximize your tax savings and peace of mind? *

Yes, I am

No, I’m not

Not sure

Why we ask: This helps us ensure we’re aligned on expectations before the call.

How ready are you to invest in professional help to get this handled? *

I’m ready now if it’s a fit

I’m planning for it in the next 1–3 months

I’m just exploring options

Why we ask: We want to make sure the timing is right on yours and our side.

What's your first name? *

What's your last name? *

What's your primary email? *

IMPORTANT: To avoid duplicate bookings, please make sure to use the same email address you used when you initially opted in. You have an option to update it later.

"The CPA Dude team made doing taxes actually enjoyable. Super quick, very clear, and the portal made everything so easy!"

Sima T.

Austin, TX

"Been using CPA Dude for years now for my rental business. He and his team are spectacular to work with. Kind, respectful, driven, and prompt."

Charlie P.

San Bruno, CA

"Another year of working with The CPA Dude team. The experience continues to be great! The entire process is smooth, fast, and thorough."

Chris A.

San Rafael, CA

"I usually did my own taxes… but needed help with transitions. These guys were prompt, thorough, and didn’t miss a beat. Highly recommended."

Natasha P.

Houston, TX

"I had a complex return with crypto, rentals, and business income. They handled it all. Fast, efficient, and I got money back."

Tyler B.

Chicago, IL

"The CPA Dude is a lifesaver. I had no clue how to file taxes for my new business. He walked me through everything and made it simple."

Alaina T.

Los Angeles, CA

"I've been doing self employed work on top of a W-2 for the past few years and THE CPA DUDE team is the best to organize your tax return and avoid those costly penalties."

Isaac C.

Chicago, IL

"Found them online and wow! Honestly the whole team is so nice and patient. They really take their time on stuff and anything I don't understand they explain to me in simpler terms."

Sanaz S.

Irvine, CA

3346 Park Ridge Dr Richmond CA 94806

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Disclaimer: The results shared in this case study are from actual clients of The CPA Dude, but your results may vary depending on your unique tax situation. This information is provided for educational purposes only and is not financial or legal advice. For personalized guidance, please consult a licensed CPA or tax advisor.