RD's Tax & Financial Strategies

Founded in 1975, RD's Tax & Financial Strategies is currently one of the largest tax preparation firms in Santa Clara County.  Among our services, we offer advice in a number of complex financial situations and help make your retirement goals a reality.

We truly are "Your Complete Wealth Management Resource"

We Have Moved!

We have now moved to our new location:

3190 S. Bascom Avenue, Suite 205

San Jose, CA  95124

Directions to our new location can be found by clicking here.

All of our contact information (emails, phone numbers) will remain the same.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

More Newsletters →