New Client Information
If you are a new client at JRE Financial, please fill out our New Client Worksheet to tell us a bit about yourself. Please do not forget to bring a copy of your previous year's tax return along with you to your appointment. We look forward to meeting you!
New Client Extensions
Please use the Form 4868 to mail your tax extension if we are meeting with you after the April 18th deadline.
1. Print Form 4868
2. Fill out "Part 1" at the bottom of Page 1
3. Mail form to the appropriate address located on Page 4 before April 15, 2018:
Department of the Treasury
Internal Revenue Service Center
Fresno, CA 93888-0045
(for California residents only)