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RD's Tax Strategies, Inc.
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Tag: RD’s Notes

RD’s Notes: OBBB Breakdown

August 1, 2025 rdstax

Clients and friends, As we addressed in the email announcing this blog post, this is to help make some sense out of the One Big

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RD’s Notes: Curantis Wealth Management

June 27, 2025 rdstax

To our Clients, Colleagues, and Friends, As many of you are aware, our family business has always been founded on long-term relationships and thoughtful transitions.

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Client Portal Login (TaxDome)

Office Hours

Monday - Friday: 8:30am - 5:00pm (Please see Holiday Hours for exceptions below)

Holiday Hours:
Wednesday, December 24th: 8:30am to 2:00pm
Thursday, December 25th: Closed for the Christmas Holiday
Friday, December 26th: Closed

Wednesday, December 31st: 8:30am to 2:00pm
Thursday, January 1st & Friday, January 2nd: Closed

We will resume normal office hours on Monday, January 5th, 2026.
Wishing everyone a Happy New Year!

Before coming to our office, please review our Safety Protocols - Covid-19.

Location

3190 S. Bascom Ave.
Phone: 408-879-9181
We are located on the second floor, Suite 205.

Next Tax Filing Deadline: April 2026

April 15, 2026
3 months to go.
Text Message Disclaimer/Privacy Policy

Should you elect to have us remind you of your appointment via the use of SMS text messages - please see the following:
- Disclaimer: By providing my phone number to RD's Tax Strategies, Inc., I agree and acknowledge that RD's Tax may send text messages to my wireless phone number for any purpose. Message and data rates may apply. We will only send one SMS as a reply to you, and you will be able to Opt-out by replying “STOP”.

- SMS Text Message Privacy Policy: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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