Citadel Partner LLC provides tax planning, accounting, and financial guidance for individuals and businesses, with services for small businesses, medical practices, high-net-worth individuals, and accredited investors. Serving California taxpayers, the firm offers year-round support designed to help clients understand tax obligations and make informed financial decisions.

Individual services include tax preparation and filing, ongoing tax strategy, retirement and investment planning, wealth management, estate and trust taxation, and assistance with multistate, expatriate, and nonresident tax matters. The firm also advises on real estate transactions, cryptocurrency, employer stock, and IRS or state tax notices.

For businesses, Citadel Partner LLC provides entity formation and structuring, business tax preparation and planning, advisory services, cash flow management, valuation, financing support, payroll, sales tax, and succession planning. Accounting services include bookkeeping, accounting system setup, financial statement preparation, cost analysis, QuickBooks and other cloud-based accounting support, and tax compliance.

Clients can choose tax preparation or consultation, ongoing tax partnerships, accounting packages, or a customized arrangement.