Happy May!


We can’t believe how quickly the year is flying by! As a reminder, if you would like to have your taxes prepared by Raymond, the deadline to bring your paperwork in is this Friday morning, May 7th 2021. Please call ahead to schedule a time that you will be stopping by so that we can make sure we receive your documents.

Please contact our office if you have any questions. 

We would also like to remind our clients that even though vaccines are rolling out, we still require mask wearing in our office at all times. This also means we are still not able to offer or allow beverages or snacks at this time. If you are not able to follow these guidelines, we will make other appointment accommodations for you, such as a virtual meeting. J.R. Financial & Insurance Services follows strict CDC and Santa Clara County Guidelines regarding incorrect mask wearing for the safety and health of clients, as well as staff.

Have you been keeping up with our social media? We post useful information and articles daily on our Facebook, Twitter, and LinkedIn accounts! Below is a sample of some of the articles we shared this past month. Check them out!


IRS Refund Delays 

Has COVID-19 Pushed More People Into Retirement?  

Get An Identity Production PIN (IP PIN) 

Have you claimed SocialSecurity and then gone back to work?

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