tax time

Now Scheduling Tax Appointments!

J.R. Financial & Insurance Services will have a Tax Professional starting with us February 16th, 2021 Monday-Friday, 10:00 am – 7:00 pm. We are able to do in office or over the phone appointments. To schedule, please contact our office by calling (408) 642-1322, and we’ll be happy to help you!

Planning for 2021: How To Prepare Financially for Two Different Halves of the Year

With so much uncertainty, it might be hard to plan for all of 2021 — but here’s what experts say will have you prepared for whatever the year throws our way. Gabrielle Olya of Yahoo!Finance explores more. Right now, it feels like we are in financial limbo. Coronavirus vaccines have begun to be administered, giving hope that by some point in 2021, we’ll be able to return to some kind of normalcy — along with all the expenses that go with that, like commuting and travel. We also have a […]

Get to know Elizabeth Hansen, our Director of First Impressions!

If you’ve called, or come into our office, chances are the first person you’re greeted by is Elizabeth! Elizabeth is a Bay Area Native who ran away to the East Coast for a few years, but couldn’t stay away from home. She has worked in everything from a pet shop to construction, but loves working at J.R. Financial & Insurance Services the best! In her spare time, she crafts cross stitch and period clothing for the Society for Creative Anachronism. She also enjoys reading, spoiling her cats with lots of […]

How Long Should You Keep Your Tax Returns? Your Paystubs? Your Car Purchase Paperwork?

What is it about a new year that fills us all with the urge to purge? Clothing, old toys—that’s the easy stuff. (If it’s gently used, donate, please!) But how to deal with the piles upon piles of financial paperwork? How long should you keep your tax returns? What about old checkbook registers and pay stubs? We tapped New York Times bestselling author and organizing and productivity consultant Julie Morgenstern to give us the answer once and for all.