RD’s Tax was originally founded under the name “RD’s Tax & Bookkeeping Service” in 1975 by Robert Duitz, EA. We have had quite the evolution since our founding – going from a one-man business doing tax returns in people’s homes, to one of the largest tax preparation firms in Santa Clara County. We currently serve clients all over the United States, as well as clients overseas.
2019 was a pretty big year for us. After working with H.D. Vest for more than twenty years, we switched to a new broker-dealer – LPL Financial. The financial planning business got a makeover, and we expect to launch a new website for RD’s Financial Strategies at the end of January, 2020. As soon as we launch that site, you will be able to find a link to it in the menu bar above.
This coming year promises to be momentous as well, since we will celebrate our 45th Anniversary in business! As always, we are humbled and grateful to have such wonderful clients who have supported us all these years.
Stay tuned for our celebration announcements later in the year!
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