Attention all clients: Our Tax Professional, Raymond Wong, will not be taking any appointments after Wednesday, 4/13/2022.
If you need to schedule an appointment, or need to file for an extension, now is the time! An extension will give you an extra 6 months, however if you do owe money, it’s still due on April 18th to avoid penalties and interest.
If you need to speak with Raymond you will need to schedule an appointment by contacting our office directly, and we will try to accommodate your needs as soon as possible.
Raymond’s schedule is very full, and he is working very hard to complete everyone’s taxes on time, (up to 12 hours a day). If you have any questions for Raymond, please contact the office and he will get back to you as soon as possible. Please be patient and courteous, as he is our one and only Tax professional.
As a reminder, J.R. Financial does not accept walk in appointments, and our in office hours are Monday-Thursday, 8:00am-5:00pm. Fridays we all work from home. We do not offer any weekend appointments of any kind.
Tax preparation is a free service that J.R. Financial offers to our direct clients with assets under management.
Of course if you have any questions or concerns, please contact our Operations Manager Kimberly, and she will be happy to help you.
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 393-9285 Cell