ATTN: End of Tax Season, Raymond’s Availability

Last Day for Tax Appointments : 4/13/2022
May 2022 Monthly Digest
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ATTN: End of Tax Season, Raymond’s Availability

With Tax Season coming to a close, we wanted to let all of our clients know that our tax professional, Raymond Wong, is not available for new appointments or phone calls at this time. The best way to reach him is via email,, and he will get back to you as soon as possible. If you need to drop off documents, please call the office, and we will set up a time, but he will not be able to meet with you.

Starting April 19th, Raymond will be taking a much needed and deserved break, and will be back Monday May 9th, if you would like to make an appointment with him at that point, please call the office. J.R Financial would like to thank Raymond for all of his hard work this tax season!

If you need to file for an extension, the due date is April18th. Please email Raymond, and he will assist you. Please note if you owe, payment will be due by April 18th. 

If you have any questions or concerns, our Operations Manager, Kimberly, will be happy to help you. 

Thank you,

Kimberly Murphy
Operations Manager
Notary Public
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 393-9285 Cell