Happy April!

We would like to thank everyone for continuing to wear masks and complying with our office rules to make sure we all stay safe and healthy!  We know that the vaccines are starting to roll out, but masks, worn correctly, are still required here at all times. This includes consuming food and beverages. We look forward to serving you in the future, but for now we cannot offer clients anything for safety’s sake. As a reminder, Tax Day has been extended to May 17th this year per the IRS. If […]
office hours

J.R. Financial Office Hours

J.R. Financial’s office hours are Monday-Friday, 8:00am-5:00pm. Emails, texts, and voice messages received after hours or on the weekends will be responded to as soon as possible on the next business day. We have had a noticeable increase in emails and calls after hours to our staff. We understand questions or concerns may pop up unexpectedly, and we strive to assist our clients as quickly and efficiently as possible. If an urgent matter does come up outside of business hours, please contact either James or Peter directly. For appointment scheduling, or scheduling questions, please contact our Director […]
tax documents

Tax Document Submission Deadline

Attention Clients: If you do not provide me with your tax documents by Friday, April 9 at 7:00 pm, I am not able to guarantee that I will be able to file your taxes on time.  That is April 15.  I will be able to file an extension, but would not be able to calculate any tax due.  An extension will allow you to file by October 15, but any tax due still has to be paid by April 15. Thank you,Raymond Wong, Senior Tax Professional Raymond Wong, EASenior Tax ProfessionalJ.R. […]

What Is Social Security?

E. Napoletano and John Schmidt of break down what Social Security is, how it works, and who is eligible. If you receive a paycheck, you’re probably well acquainted with a little line item that says “Social Security Tax.” Although many people most associate it with our nation’s troubled retirement financing infrastructure, Social Security still provides income and benefits to older Americans and those who can no longer provide for themselves due to disability.