Frequently Asked Questions:

Q: I need to reach my tax preparer, what is the best way to do that?

For most of the year, the easiest way to reach your tax preparer is either by calling our office or by sending them an email.  During tax season (roughly February 1st to April 15th), getting in touch with your preparer may become difficult due to scheduling.

As a rule, if you call our office between 8:30am and 9:00am, you can speak to your preparer before the first appointments arrive at 9:00am.  You can also send an email, but we do recommend following up with a phone call during tax season due to the increased activity.

Q: I received a notice in the mail from IRS/Franchise Tax Board/other tax authorities.  What should I do?

The first thing to do is to get a copy of your notice to our office.  You may fax it in (408-879-9184), scan and email it to the reception desk, or drop it off during business hours.  For current clients of RD's Tax & Financial Strategies, a preparer will review the notice to determine what needs to be done at no charge.

We know that it can be alarming, but rest assured that we will do everything to make whatever course of action as smooth as possible for you.

Q: I am currently a client of RD's Tax Strategies, Inc. / RD's Financial Strategies.  What is the password to the sections of this website marked "password"?

You can either send an email to our reception desk or call our office to obtain the password after we verify your status as a client.

Q: Do I need an appointment to pick up my completed tax return?

Fortunately, there is no appointment necessary to pick up your completed tax return.  After we notify you by phone that your return is complete, you may come to our office during normal business hours to pick it up.  If you do not live in the area, arrangements can easily be made to get your information to you as quickly as possible.

Q: This will be the first time I go to your office.  Where should I park?

Parking is available in the lot located directly behind our building.  For easiest access, you should use the back door from the parking lot, and not the door facing Bascom Avenue.

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