Raymond Wong out of office 5/24-5/28/2021

Hello everyone! We wanted to inform you that our Tax Professional, Raymond Wong will be taking a much deserved break and will not be in office Monday 5/24-Friday 5/28. If you have any questions regarding your taxes during that time, you may contact our Operations Manager Kim (, (408) 393-9285). However your questions might not get answered until Raymond returns on Monday 5/31. Raymond will be in office the rest of this week if you need to reach him. Thank you! Raymond Wong, EASenior Tax ProfessionalJ.R. Financial & Insurance Services2005 De La […]

Deadline for Taxes Monday 5/17/2021 ⌛

Hello Everyone! Monday 5/17/2021 is the deadline to file your taxes. If you haven’t submitted them yet, and would like them to be prepared by Raymond, you must submit your documents by Monday. However, at this point, we cannot guarantee they will be submitted to the IRS on the 5/17/2021 date. We will be able to file an extension for you, but we must know as soon as possible. If you have had your taxes prepared by us, but have not signed off on submitting them to the IRS, please contact Raymond […]
May Digest

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 […]
no fax

Sending Tax Documents Via Fax

We wanted to let you know that we are no longer accepting tax documents via fax. The information on these forms tend to be small text, and once it comes through via fax, it can be very difficult to read, or becomes completely unreadable.  Documents must either be emailed or dropped off to our office from now on. If you would like to drop off documents, please call ahead and schedule a time to stop by, or place them in our mail slot. Thank you, Raymond Wong, EASenior Tax ProfessionalJ.R. Financial […]