LJR Tax, Financial & Insurance Services 2655 First Street
Suite 250
Simi Valley, CA 93065
(805) 583-8953
Who We Are
LJR Tax, Financial & Insurance Services is a full-service financial firm committed to helping people pursue their financial goals. Offering a wide range of services to individuals and business owners. LJR Tax, Financial & Insurance Services believes you will be better able to identify your goals, and make sound decisions helping you reach them by our providing sound financial information and guidance.
Please call LJR Tax, Financial & Insurance Services if you have any questions about the firm or the range of services we provide.
Lawanda J. Reed
Founder LJR Tax, Financial and Insurance Services
Lawanda Reed founded LJR Financial Planning & Insurance Services in 1989. She has offered income tax preparation for more than 40 years. She received her BS degree in Business Administration from Pepperdine University in 1972. She is currently retired.
James Lee, CFP® EA
General Partner, Enrolled Agent, Lic Insurance Agent
James Lee joined LJR Tax, Financial & Insurance Services in 2005. He is married with two children. He received his BS in Mathematics from the University of California at Northridge. He has worked as an RF Electronic engineer for more than 20 years. He is licensed to offer insurance services in CA and tax preparation. He has worked as a tax preparer for several years including time spent working for H&R Block. He earned the designation of enrolled agent. He also earned a certificate in Financial Planning from Pepperdine University and the designation of CERTIFIED FINANCIAL PLANNERTM.
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© 2021
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