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 now has its own website! You can find a link to that website in the menu bar above, or you can get to it by clicking here.
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.
For more information about our special event celebrating our 45th Anniversary – check out our blog post here!
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