RLJ Financial Services, Inc.

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...

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...

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...

03/04/2026

March momentum starts now - smart 2026 tax planning, credits vs. deductions, retirement tips for every age, and stronger protection against 2FA scams. Read more in this month's newsletter.

March is all about momentum, especially when it comes to planning ahead for 2026. In this month’s newsletter, we explore why your tax planning cycle begins now and share practical steps to help you get started in the right direction. A key part of this strategy is understanding the difference...

02/04/2026

A little preparation can make tax season smoother. This month's newsletter shares tips for early organization, avoiding IRS issues, and cutting hidden costs.

A little preparation can change the entire tax return experience. In this month's newsletter, read about how getting organized early with a clear checklist can help you gather the right information and avoid last-minute pressure. You'll also learn how spotting easy-to-miss income sources can help yo...

01/12/2026

We are hiring a Payroll Specialist to join our team at RLJ Financial Services.

This role supports over 100 small business clients by ensuring payroll is processed accurately, taxes are filed correctly, and questions are handled with care and professionalism. It is detailed work that requires focus, follow-through, and integrity.

At RLJ, we believe our work is more than just numbers. Every task is an opportunity to serve others well and bring order where there is complexity. We value faith, family, trust, and honesty, and we seek team members who share those values.

This is a full-time, in-person position based in Ceres, California.

If you are growth-oriented, detail-driven, and want your work to have lasting impact, we would love to hear from you.

Apply here:
https://rljfinancial.com/resources/careers/

“Whatever you do, work heartily, as for the Lord and not for men.” Colossians 3:23

01/07/2026

Smarter tax moves, simple ways to stay organized during tax season, solid money ideas, and tech changes already shaping daily life. Here's a quick read with value that lasts beyond January.

Happy New Year! With the holidays behind us, it's time to summarize last year's activities and prepare to file your 2025 tax return. So as you wait to receive the needed documentation, why not consider squeezing in a tax-savings New Year's resolution? This month's newsletter outlines three to consid...

12/03/2025

New tax rules arrive in 2026 - get a quick preview and simple steps to make your 2025 filing easier.

Plenty of new tax laws are set to land in 2026. This issue gives you an easy way to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier. Also read how year-end is a good time to handle a few financial tasks that can trim taxes and set you...

11/21/2025

Considering loaning yourself money from your retirement account? Read this first!

Many are dipping into their employer-sponsored retirement plans using the lending feature. Unfortunately, many are later faced with a tax problem!

11/20/2025

How Do Modesto Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

You don’t have to lose your profit to capital gains taxes — here’s how timing and strategy can keep more in your pocket.