NEWS & ARTICLES

Hello everyone! There has been quite a delay for some in receiving their IRS refund.  The IRS has not officially commented on why this is happening other than saying they are behind in processing.  JR Financial has no control over this situation.  If you want to know the status of your tax return, you can go to their website using the link below.  You will need your social security number, filing status and refund amount. https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Raymond Wong, EASenior Tax ProfessionalJ.R. Financial & Insurance Services2005 De La Cruz Blvd. Suite 120Santa Clara, […]

As a reminder, if you owe money to the IRS or to the State, e-filing does not mean the money has to be withdrawn at the same time.  We are able to specify the date at which the money is to be withdrawn from your bank account.  Or, we can request the money to be not withdrawn at all.  In which case you have several options listed below. 1.  If you wish to pay money owed to the IRS by debiting your bank account use this link (free) https://directpay.irs.gov/directpay/payment?execution=e1s1  2.  If […]

We would like to thank everyone for continuing to wear masks and complying with our office rules to make sure we all stay safe and healthy!  We know that the vaccines are starting to roll out, but masks, worn correctly, are still required here at all times. This includes consuming food and beverages. We look forward to serving you in the future, but for now we cannot offer clients anything for safety’s sake. As a reminder, Tax Day has been extended to May 17th this year per the IRS. If […]

J.R. Financial’s office hours are Monday-Friday, 8:00am-5:00pm. Emails, texts, and voice messages received after hours or on the weekends will be responded to as soon as possible on the next business day. We have had a noticeable increase in emails and calls after hours to our staff. We understand questions or concerns may pop up unexpectedly, and we strive to assist our clients as quickly and efficiently as possible. If an urgent matter does come up outside of business hours, please contact either James or Peter directly. For appointment scheduling, or scheduling questions, please contact our Director […]