Hours During Tax Season
Mon, Wed, Thu, & Sat: 10 am - 8 pm
Available by Appointment Fri & Sun


  • Tax Preparation
  • Tax Resolution
  • Bookkeeping / Payroll


  • Investment Management
  • Retirement Planning
  • Insurance

Tax Preparation

Utilize a competent firm with over 20 years experience helping clients with tax preparation services.  Rest assured that your taxes are accurately prepared.  We focus on tax strategies and our goal is to educate our clients on their personal tax situation.  We are knowledgeable in all tax situations including personal income tax, international tax law, corporation, partnerships, LLC, estates & trusts and payroll taxes.  We provide year round tax consultation for all your needs.  Our preparers are certified and educated in new tax updates annually.

Tax Resolution

Having trouble with the IRS?  Work with a professional firm to help you through the complex maze at the IRS.  We will review your situation and make recommendations.   We are Enrolled Agents with the IRS and can represent you appropriately.

Bookkeeping / Payroll

Have an experienced accountant manage your books for you.  Business owners have their hands full with daily management, operations and sales functions.  Rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  Utilize RYKAT’s detail orientated and flexible bookkeeping and payroll services to help with short term projects and year-round services.  We are up to date with compliance requirements for payroll and bookkeeping services.  We also offer benefit plans for your employees, including 401K, health plans, profit sharing, etc.   We can tailor our services to your needs.

Investment Management

Diversification is the key in investment management.  How should you diversify your portfolio?  When should you make a change in your investments?  How much?  What timing?  These are all questions which come to mind when attempting to move with the changes in our global economy.  We offer individualized services to help meet your specific goals.  The customized plans will fit your individual risk tolerance and comfort levels.  We are available to discuss and answer your questions.

Retirement Planning

Whether you are self-employed or employed by a company with a pension plan and 401K plan it is always prudent to receive financial guidance to ensure you are headed in the right direction.  Small amounts invested regularly in your plan allow you to meet your future plans.  We all want to retire with a peace of mind that our needs can be met comfortably in our golden years.  Contact us to help with 401K rollovers into IRA or setting up a new account to get started with a ROTH IRA or Traditional IRA.  We’ll help you understand the pros and cons of each plan.  Our goal is to educate you so that you are able to make an educated decision in your future.  Start a new portfolio to invest gradually toward your goals.


Life Insurance is a key product for financial planning.  How much do you need?  Can I convert my policy to Long Term Care Insurance?  There are many types of life insurance and each one has a purpose.  Make sure you pick the right policy for your needs.  We are here to explain and show you what each type can do for you.  Our goal is to help you understand vs. quoting the lowest price.

Health Insurance is something we should not go without.  We can enroll you in Covered California as well as other nationally recognized health plans.

Long Term Care Insurance is always part of good financial planning discussion.  Is it for you?  Are you self insured?  It is very common to utilize most of the your assets in caring for a loved one and basically not enough for the remaining spouse.  Have a peace of mind that you have a plan in place.


RYKAT Financial was established in 1997 in the City of Long Beach by June Shoji.  She is a graduate of UCLA, certified financial planner (CFP) and Enrolled Agent (EA).  All staff are CTEC registered with the State of California and registered tax preparers with the IRS.  RYKAT Financial offers tax planning and preparation services throughout the year.  We offer investment management, retirement planning and insurance services to our clients.

Our Mission

Provide our clients accurate, responsive and dependable service in taxes, accounting, investments and insurance.


Integrity: Meet responsibilities in an ethical and fair manner.

Quality: Consistently exceed clients expectations.

Knowledge: Stay abreast of all new laws and developments.

Respect: Treat every individual and relationship with dignity and respect.

Community: Support the community in which we live, work and play.

Call Today: 562.438.1618

5520 E. 2nd Street
Naples Island, Long Beach, CA 90803

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