Happy New Year!

We hope that everyone has had a great holiday season – we can hardly believe how quickly 2022 passed us by!

As we gear up for Tax Season to begin this February (it always comes up so fast), we felt that we should check in with everyone before everything gets kicked into high gear.

Although Bob stopped doing tax returns in 2020, this will be the first calendar year that he is fully retired. So far, both Bob and Lena are finding that they enjoy retirement more than they thought they would! It’s been great seeing them be able to do fun things and spend time doing exactly what they want. They worked so many years, and we are all thrilled that they are enjoying their retirement.

As for the rest of us at RD’s Tax Strategies, Inc., 2022 was a pretty eventful year. We served a healthy influx of new clients along with our already robust client list, and that has been very fulfilling. Due to the new business coming in, we hired a couple more assistants for our team, and we are excited about their future with us.

The sale of RD’s Financial Strategies finally closed last year, and Alex Hayes has been putting in enormous effort to continue Bob’s example of excellent service and attention to detail that has been a hallmark of that business. He has taken steps to establish his own style and carve out his own space – moving across the hall from us in our same building. We are excited to see him fully take charge of RD’s Financial Strategies and we continue to lend our support when needed.

We would like to reiterate that RD’s Tax Strategies, Inc. is a wholly independent business from RD’s Financial Strategies. We know that there has been some ongoing confusion during the process of the sale of RD’s Financial Strategies, which is entirely understandable.

Here is a quick primer on RD’s Tax Strategies, Inc.:

  • RD’s Tax Strategies, Inc. has been owned jointly by Robert Duitz, Jason Marino and Teresa Marino since 2014.
  • Jason Marino has served as President of RD’s Tax Strategies, Inc. since 2014.
  • Teresa Marino has been Chief Operations Officer since 2018, and served as Business Manager between 2014 and 2018.
  • Robert Duitz remains as an Owner/Founder and continues to serve as an ongoing consultant for Jason and Teresa Marino.

We hope that helps clear up any remaining confusion! We have now updated our forms in the Client Center and added instructions for TaxDome Account activations. Stay tuned for more information (including the updated password for the Client Center) as Tax Season goes into full swing on Februrary 1st!

Sending you all wishes for a Happy and Prosperous 2023!

~ The Staff of RD’s Tax Strategies, Inc.