Child Tax Credit Update

From the desk of Raymond Wong, our Senior Tax Professional, to our active clients: For those of you who have children 18 years or younger, please take note; The IRS has sent letters to taxpayers stating the amount of Child Tax credit sent to you during 2021. The bottom right-hand corner of these letters should show “Letter 6419“. If you filed a joint return, you should get two of these letters. If you are an active client, and make an appointment for Tax prep with J.R. Financial, please have this letter(s) ready. We want […]

COVID-19 Safety Protocols, Virtual Appointments

J.R. Financial would like to remind our clients that masks are still required at all times in our office. They must be worn properly over the nose, mouth, & chin. We would also like to encourage our clients to schedule virtual meetings through Zoom instead of in office meetings. With Tax Season quickly approaching, and appointment slots  filling up, we are asking clients to choose a virtual appointment to lower the amount of people who are in our office at a time, per the Santa Clara County ordinance. While we will still do office […]

Best of Santa Clara Award for Financial Planning 6th year in a row!

SANTA CLARA January 6, 2022 — J.R. Financial & Insurance Services has been selected for the 2022 Best of Santa Clara Award in the Financial Planning category by the Santa Clara Award Program. Each year, the Santa Clara Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Santa Clara area a great place to […]

J.R. Financial listed in’s top 12 Financial Advisors in Milpitas, CA

J.R. Financial & Insurance Services has been serving residents in Milpitas and the surrounding areas since 2008. It creates financial plans by reviewing the clients’ current position, determining the status of their assets, and identifying issues that need to be addressed. The firm provides financial advice in areas such as retirement planning, long-term care, tax planning, and charitable work. Its president, James Rukstalis, is a Certified Financial Planner who has also worked with federal employees and football workers.