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RJI CPAs

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10/21/2026

The year is coming to a close, but there’s still time to make strategic tax moves for your business.

From capital asset deductions to research credits, proactive planning can help reduce your tax liability and maximize potential savings before December 31.

We’ve outlined five year-end tax planning strategies to help your business finish 2026 on a stronger financial footing.

Read the full article to explore your opportunities: https://loom.ly/5mg7NX8

10/20/2026

Not every transaction that needs a closer look is easy to spot.

From duplicate invoices to missing purchase orders, identifying irregularities early is an important part of maintaining accurate financial records and strong internal controls.

A recent Journal of Accountancy article explores how Excel can help accounting teams flag unusual transactions, streamline reviews and focus attention where it's needed most.

Read more: https://loom.ly/VvP7eSI

10/17/2026

A little appreciation goes a long way, especially on tax deadline day.

As our team wraps up another busy season, the partners at RJI took a moment to recognize the hard work, dedication and long hours that go into serving our clients.

A special catered lunch from Inclusive Events was the perfect way to bring everyone together, recharge and celebrate the team’s efforts.

We’re grateful for the incredible people who make RJI CPAs what it is. Thank you for all that you do!

10/15/2026

When finance and procurement measure success differently, it can be harder to see the full financial impact of business decisions.

New research found that one in 10 procurement leaders have no shared metrics with their CFOs. Aligning on how negotiated savings and other procurement results translate into actual financial outcomes can give both teams a clearer picture of the value being realized.

Read more: https://loom.ly/6diox8U

10/13/2026

Accessing important tax information just got a little easier.

The IRS has introduced an updated mobile app that allows taxpayers to securely access account balances, payment history, tax records and certain IRS notices directly from their phones.

The update makes it more convenient to stay informed about tax obligations, track payments and access important account information when needed.

Read more: https://loom.ly/GV-3PHI

10/09/2026

Recent changes to federal disaster tax relief may provide new opportunities for affected taxpayers.

The recently signed LaMalfa Act expands tax relief for victims of certain federally declared disasters, including changes that may allow more taxpayers to claim personal casualty loss deductions. The law also extends certain tax benefits for wildfire victims.

For individuals and families impacted by qualifying disasters, understanding these changes can be an important part of evaluating available tax relief.

Read our latest article for a closer look at the LaMalfa Act. https://loom.ly/KNqJghw

10/06/2026

At RJI, we continue to follow how AI is reshaping the finance function and the role financial leaders play in turning new capabilities into business value.

For finance teams, the opportunity isn’t simply having more data. Start with the decision that needs to be made, whether that’s understanding a margin shift, identifying rising costs or explaining a forecast variance, then use AI to surface the information and trends that can help answer it.

Read more: https://loom.ly/F9SumEM

10/03/2026

The future of accounting is bright.

The RJI CPAs team had a great time at Cal State Fullerton’s Meet the Firms, an event that brought together nearly 800 students exploring their futures in accounting.

It was an honor connecting with students, hearing about their goals, sharing our experiences, and getting to know some of the future talent entering our profession.

Thank you to CSUF Accounting Society and CSUF Beta Alpha Psi for bringing together today’s professionals and tomorrow’s leaders.

Melissa Ballesteros | Michael Bonilla | Natalya Karnes Wilch | Pedro Gonzalez | Patricia Salazar | Gigi Wong | CSUF Accounting Society | CSUF College of Business and Economics | Beta Alpha Psi

10/01/2026

Accounting standards continue to evolve, and staying ahead of changes can make implementation easier.

The PCAOB recently simplified certain requirements within its new quality control standard, which takes effect December 15.

For accounting firms, the takeaway is simple: reviewing current processes before the deadline can help identify needed changes and make the transition smoother.

RJI continues to monitor developments impacting audit quality and the accounting profession.

Read more: https://loom.ly/5uqKnDw

09/30/2026

Opportunity Zones are here to stay, and the timing of your next taxable sale matters more than ever.

A reinvestment made before or after January 1, 2027 can fall under different rules. In his latest Forbes Finance Council article, RJI CEO Fernando Jimenez breaks down what Opportunity Zones 2.0 means for investors. He also explains why planning for the deferred tax matters as much as the savings.

Read more: https://loom.ly/QAJ0Mfk

Address

18012 Sky Park Cir, Ste 200
Irvine, CA
92614

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19498521600

Website

http://www.rjicpas.com/

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