I am writing to introduce myself as the new Tax Specialist for J.R. Financial & Insurance Services. I recently joined James and his wonderful team and will now be responsible for coordinating any tax preparation needs that our clients may have.
For the past several weeks I have undergone extensive training to bring me up to speed about company policies, practices and programs. I am ready and excited to help you with your tax preparation needs. As such, I would love to have the opportunity to speak with you over the phone about our procedure for the upcoming tax season.
My hope is to discuss these with you sometime within the next four weeks. Please let me know when would be a convenient time for you by responding to this email. I will contact you on the number I have associated with your account or with the phone number you provide in the email.
As your new Tax Specialist, I look forward to helping you have a smooth transition for this tax season. With the new tax law in place, you may have questions and concerns that you want addressed. There will be an email from me regarding the list of documents to bring/drop off, so make sure you’re signed up for our newsletter! Any questions or concerns you may have prior to making an appointment with me, you may call or email me and you will get a response within 48 hours.
Financial Planning is the best form of planning your future and Tax Projection is part of that. I commend you for taking the time and effort to work with us. I look forward to speaking with you soon and working with you in the future.
Julie Atienza, EA
For more information, or to schedule an appointment with Julie, please contact us!
Julie Atienza, EA
Senior Tax Professional
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 131
Santa Clara, CA 95050
(408) 642-1322 Main
(408) 780-3829 Cell
(408) 320-2221 Fax
“A goal without a plan is just a wish.”