2021 Tax Appointment Document Drop Off Info

Attention Clients who have scheduled a tax preparation appointment with our Tax Professional, Raymond Wong; please provide Raymond your tax documents at least 3 days before your appointment.  These documents can be emailed to, or can be dropped off to our office before hand. If you would like to physically drop off your documents, please contact our office to schedule a day and time to come by ahead of time. We are continuing to limit the amount of people who are in our office at the same time. If you have any additional […]

2021 Tax Document Checklist

Are you planning to have your taxes prepared and filed by us? Raymond Wong, our Senior Tax Professional, has compiled a checklist to make sure you have all the documents needed to file correctly. Tax Doc. Check List Download If you are an active client of J.R. Financial & Insurance Services, you can schedule your Free Tax Appointment. Be sure to schedule as soon as possible, appointment slots are filling up quickly. We are also asking clients to option for a virtual or over the phone appointment due to safety. We are still […]

January 2022 Monthly Digest

Hello everyone! We’re well on our way into 2022! There’s already so much that has happened already! We’ve been named Best Financial Planning in Santa Clara (for the 6th year in a row!), and Best Financial Advisors in Milpitas by We’re honored to receive these accolades, and we have our clients to thank!  As many of you know, we are fresh into Tax Season. If you are an active client of J.R. Financial, you can schedule your free Tax Appointment with Raymond Wong. Be sure to schedule as soon as possible, appointment […]

Info Regarding The Third Economic Impact Payment

From the desk of Raymond Wong, our Senior Tax Professional, to our active clients: In late January 2022, the IRS will begin issuing letters to those that received stimulus checks in 2021.  The letter says, “Your Third Economic Impact Payment” near the top and, “Letter 6475” on the bottom right-hand side of the page. If eligible the maximum credit is $1400 per individual ($2800 for married couples) and $1400 for each dependent. Otherwise known as the Recovery Rebate Credit (RRC), the amount of credit was based on your 2019 or 2020 tax return.  […]