Welcome to RLJ Financial Services, Inc!
We are delighted that you have chosen to allow us the privilege of offering you our professional financial services! We desire to make you as successful as possible. One of the ways we can improve our services to you is by getting to know you better. Please take a few moments to tell us about yourself.
A little bit about us...
Welcome! Here at RLJ Financial Services, Inc., we strive to provide you with exceptional and quality service! We recognize that every stage of life brings it's unique challenges. Whether your goal is college savings, tax reduction, tax planning, business profitability, preparing for retirement, or estate strategies, our personalized approach focuses on your financial goals and objectives. This results in setting our clients on a pathway towards financial peace and stability.
Our firm is one of the well-established firms in our area. We are conveniently located in Ceres, CA near Modesto. With technology, we can serve people from across the United States. Our professionals have many years of experience in financial services. Our tax preparers are Enrolled Agents, meaning they have specialized expertise in taxation and are authorized by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for collections, audits, and appeals. Our firm also has Certified QuickBooks ProAdvisors in QuickBooks Desktop, Online, and Enterprise who can help with your QuickBooks needs! We are passionate about serving you and helping you succeed at achieving your financial goals.
Here at RLJ, we work with individuals and businesses of all sizes and strive to provide each client with exceptional services based on their unique circumstances.
Please continue to fill out the following questionnaire. Once we get to know you a little better we can determine if we would be a good fit for each other!