April 2022 Monthly Digest


Happy April Everyone! Time sure is flying by! We’ve been busy with Seminars and Tax Season, which, if you have not made your Tax Appointment yet please contact us as soon as possible! Raymond’s schedule is filling up, and he’s been working hard to get our clients taxes completed. The deadline to complete your taxes is April 18th this year.

We’re getting ready to host our April Seminars, which are happening Tuesday April 19th and Wednesday April 20th. You can contact us, or visit https://jrfis.com/seminars/  for more information!

Reminder: Please call ahead if you need to stop by our office to drop off or pick up documents. We need to be sure someone will be available to assist you. We do not accept walk-in appointments.

Below are a few of the articles we’ve posted on social media the past month. Give us a follow to stay up to date on the latest from us, and to see beneficial articles.

Tax Appointment Deadline Coming up!
If you would like to have your taxes done by Raymond, you must schedule an appointment. 

Can You Work Longer? Some Simple Ways To Tell
For most workers, the single-biggest factor in being able to work is their health. 

Where’s My Refund?
Some tax returns take longer to process than others

When First COLA Checks Will Arrive in March 2022
The second round of Social Security checks reflecting the new 5.9% cost of living adjustment went out this month
We hope everyone has a safe and happy month, and if you have any questions, please do not hesitate to contact us! Thank you, 
Amy Cantrell
Digital Marketing Specialist
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 728-1566 Cell
amy@jrfis.com