RLJ Financial Services, Inc.

RLJ Financial Services, Inc. No annoying tax professional lingo. Just straight, authoritative and friendly advice. Visit us at: www.rljfinancial.com
Or give us a call: (209) 538-7758

RLJ Financial Services, Inc. located in Ceres CA is dedicated to leading small business and individuals to success. Our passion is to serve our clients with a top-quality team, supported by exceptional resources and unique services including Tax Preparation, Tax Reduction Strategies, Payroll, and many more. Our firm’s core values are Faith, Family, Integrity, Trust, and Honesty. We truly enjoy hel

ping clients with tax reduction strategies and assisting with organizing all their financial matters, including, tax, estate, retirement, and legacy planning. Cetera Disclosure:
Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!
06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Want a lower tax bill? Your tax planning needs to start now!
05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

From American tax history to everyday money habits, this issue connects past and present. Test your tax history knowledg...
04/01/2026

From American tax history to everyday money habits, this issue connects past and present. Test your tax history knowledge, reset your finances, and rethink the tech ideas shaping your decisions.

Anniversaries have a way of bringing forgotten pieces of history back into view. As the United States marks 250 years of independence in 2026, we're reminded that money has shaped our national story in surprising and sometimes strange ways. In this month’s newsletter, test your own knowledge a...

Address

1788 Mitchell Road, Ste 102
Ceres, CA
95307

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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