Tax preparation
Individual, entity, out-of-state, and prior-year returns.
RD's Tax & Financial Strategies
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About RD's Tax & Financial Strategies
Based in San Jose, RD's Tax Strategies is a tax preparation and financial services firm serving individuals and businesses. Its services include federal and out-of-state tax returns, entity returns, prior-year filings, and tax planning for matters such as employee stock options, real estate transactions, cryptocurrency, and business acquisitions. Enrolled agents provide IRS representation, including audit representation, appeals, lien and levy releases, repayment plans, offers in compromise, and seizure prevention. The firm also handles business bookkeeping on monthly, quarterly, or annual schedules, financial statement preparation, QuickBooks installation and consulting, and business property tax statements. Client meetings take place by phone or web conference. Clients can exchange documents and message the firm through an encrypted TaxDome portal.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
IRS representation
Enrolled agents assist with audits, appeals, and tax resolutions.
Remote meetings
Client meetings are held by phone or web conference.
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