RD's Tax & Financial Strategies

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Federal, State & Local Tax Links

- IRS Website -
State & Local Tax Websites
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About Us

  • Robert Duitz, EA
  • What is an Enrolled Agent?
  • Our Staff
  • Our Location
  • Office Hours
  • Menu of Services
  • FAQs
  • Client Center (password)
  • Appt. Guide & Quality Assurance (password)
  • Important Links
  • Federal, State & Local Tax Links
  • Tell A Friend
  • Professional Money Management
  • RD's on Facebook & Twitter - Check us out!
Contact Us

3190 S. Bascom Avenue
Suite 205
San Jose, CA 95124

Phone: 408.879.9181
Fax: 408.879.9184

Map and Directions

RD's Tax & Financial Strategies | 3190 S. Bascom Avenue, Suite 205 | San Jose, CA 95124


Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI.  Robert Duitz is advisory licensed in California and Maryland.  Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.

Securities offered through H.D. Vest Investment Securitiessm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Servicessm, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.