May 2022 Monthly Digest

Hello everyone! April flew by for us here at J.R. Financial! Our seminars this past month were a great success. If you joined us, thank you! At this time, we do not have any future seminars planned yet, but we will notify everyone when the next ones are scheduled. In other exciting news, James Rukstalis has been interviewed and featured in this months issue of Advisors Magazine! The article, “Taking Care Of Others“, focuses on James’ efforts to protect his staff and clients during the Covid-19 Pandemic, how J.R. Financial has grown and adapted […]

ATTN: End of Tax Season, Raymond’s Availability

With Tax Season coming to a close, we wanted to let all of our clients know that our tax professional, Raymond Wong, is not available for new appointments or phone calls at this time. The best way to reach him is via email,, and he will get back to you as soon as possible. If you need to drop off documents, please call the office, and we will set up a time, but he will not be able to meet with you. Starting April 19th, Raymond will be taking a much […]

Last Day for Tax Appointments : 4/13/2022

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 […]

April 2022 Monthly Digest

Happy April Everyone! Time sure is flying by! We’ve been busy with Seminars and Tax Season, which, if you have not made your Tax Appointment yet please contact us as soon as possible! Raymond’s schedule is filling up, and he’s been working hard to get our clients taxes completed. The deadline to complete your taxes is April 18th this year. We’re getting ready to host our April Seminars, which are happening Tuesday April 19th and Wednesday April 20th. You can contact us, or visit  for more information! Reminder: Please call ahead […]