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Your Complete Wealth Management Resource

General Info
Welcome! RD's Tax Strategies, Inc. was founded in 1975 by Robert Duitz, EA. Today we are one of the largest tax preparation firms in Santa Clara County, serving clients in all fifty states and several countries abroad. We have nearly forty years of experience in Silicon Valley, giving us an intimate understanding of complex financial situations. Our mission is to make your retirement goals a reality and live up to our motto to be "your complete wealth management resource".
Business History
Welcome! RD's Tax Strategies, Inc. was founded in 1975 by Robert Duitz, EA. Today we are one of the largest tax preparation firms in Santa Clara County, serving clients in all fifty states and several countries abroad. We have nearly forty years of experience in Silicon Valley, giving us an intimate understanding of complex financial situations. Our mission is to make your retirement goals a reality and live up to our motto to be "your complete wealth management resource".
Hours

Regular Hours

Services/Products
*Tax Preparation & Planning by Enrolled Agents *Audit Representation by Enrolled Agents *IRS Problem Solving by Enrolled Agents *Experts in ISO's, NQ's, ESPP's *Experts in All Real Estate Taxation *Retirement Planning *Pension & Profit Sharing Taxation *Bookkeeping and Financial Statement Preparation *Financial Services *Accounting Consulting *Business Services *Business Audits *Business Bookkeeping *Business Consulting *Business Startup *Business Tax Planning *Corporations *Electronic Tax Filing *Estate & Gift Tax Planning *Estate Liquidation *Individual Audits *Individual Federal & State Tax Preparation *Individual Tax Planning *IRA's *Limited Liability Companies *Partnerships *Payroll Check Writing *Payroll Registry *Payroll Reporting *Payroll Services *Personal Bookkeeping *Rollover Taxation *Roth IRA Taxation *S-Corporations *SEP Taxation *SIMPLE Taxation *Small Business Consulting *Standard Tax Filing* Tax Preparation* Individual 1040* Entities (Corporate, Estate, Trust, Partnership, LLCs)* Out-of-State Returns* Prior Year Returns* Tax Planning *Tax Projections *Employee Stock Options: ISO, NQ, ESPP *1031 Exchanges * Real Estate Sales and Purchases* Taxes Marriage/Divorce *Small Business Acquisitions and Dispositions * Financial Planning1,3 * Complete Financial Plans1,3 * Investment Management1,3 * Retirement Plan Management1,3 * Estate Plan1,3 * IRS Representation by Enrolled Agents * Tax Appeals * Audit Representation * Lien/Levy Release * Seizure Prevention * Tax Repayment Plans * Tax Offers-in-Compromise * Tax 100% Penalty Cases * Investment Products1,3 * 401k Plans (Solo, Rollover) 1,3 * 457 Plan Rollovers1,3 * 529 College Plans1,3 * Mutual Funds1,3 * Stocks/Bonds1,3 * Pension & Profit-Sharing Plans1,3 * IRAs (Roth, Rollover, Simple, SEP and Traditional)1,3 * Variable Annuities1,2,3 * UIT Unit Investment Trusts1,3 * Insurance Products2,3 * Dental2 * Annuities1,2,3 * Health2 * Disability2 * Life Insurance All Types2 * Health Savings * Accounts1,2,3 * Long-Term Care2 * Business Bookkeeping Services * Financial Statement Preparation *Quickbooks: Installation, Instruction and Consulting * Bookkeeping: Monthly, Quarterly, or Annual *Preparation of Apartment House Property Statement Form 571-R * Preparation of Annual Business Property Tax Statement Form 571-L * Adjustment of Journal Entries and Financial Statement Prep for Corporations, Partnerships and Sole Proprietorships * Prepayments, Monthly, Quarterly, or Annual Sales Tax Returns * 1 Investment Products: Not FDIC Insured No Bank Guarantee May Lose Value * 2 Robert Duitz: CA Department of Insurance License #OC73185 * 3 Robert Duitz: Securities offered through H.D. Vest Investment Servicessm, Member: SIPC. Advisory Services are offered through H.D. Vest Advisory Servicessm, 6333 North State Hwy 161, Fourth Floor, Irving, TX 75038. 972.870.6000
Brands
quickbooks
Payment method
check, cash, all major credit cards
Location
3190 S. Bascom Avenue Suite 205 San Jose, CA95124
Neighborhoods
Cambrian, Farnam
Other Email

Categories
Bookkeeping, Retirement Planning Services, Tax Reporting Service, Financial Planning Consultants, Financial Services, Taxes-Consultants & Representatives, Accounting Services, Tax Return Preparation, Tax Return Preparation-Business
Other Information

Wheelchair Accessible: Yes

Specialties: Retirement Planning, Real Estate

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