Your Tax & Accounting Partners

 

Services

Individuals

 

  • 401K Retirement

  • All Year Tax Advice

  • Alternative Minimum Tax (AMT)

  • Amended Returns

  • Back Tax Preparation and Filing

  • Backdoor Roth IRA

  • Capital Gains

  • Cryptocurrency Investments

  • Elder Care

  • Employer Stock Options

  • Employee Equity (Vesting & Exercising)

  • Estate Planning

  • Expat Personal Tax Preparation

  • Inheritance

  • Investment Wealth Strategies

  • IRS & State Tax Letters

  • Minimizing tax liabilities

  • Multi State Tax

  • Non-Resident Aliens

  • On Demand Tax Strategy Review

  • Personal Financial Planning

  • Real Estate 1031 Exchange

  • Real Estate 1245 Tax Study

  • Real Estate Cost Segregation Strategy

  • Rental Property

  • Restricted Stock Units (RSU)

  • Retirement Planning

  • Tax Planning & Strategies

  • Tax Preparation and Filing

  • Traditional & Roth IRA

  • Trust and Estate Tax Preparation

  • Wealth Management

  • Working Abroad

Businesses

 

  • 403(b)
  • Bank Financing
  • Business Valuation
  • Business Advisory Services
  • Cash Flow Management
  • Corp, S-Corp, Partnership & Sole Proprietor
  • Entity Structure Startup
  • Exit Strategies
  • Financial Planning for Businesses
  • Litigation Support
  • LLC Taxation
  • New Business Formation
  • Non-Profit Organizations
  • Quarterly Estimated Taxes
  • Tax Preparation and Filing
  • Tax Planning & Strategies
  • Sales Tax Collections
  • S-Corp Payroll Setup
  • SEP
  • Solo 401K
  • Succession Planning

Accounting

 

  • Accounting System Setup
  • Analysis and Insights
  • Balance Sheet Summaries
  • Bookkeeping
  • Cost Reductions
  • Payroll
  • Profit & Loss Statements
  • QuickBooks & Cloud-Based Accounting
  • Tax Compliance

  • 401K Retirement

  • All Year Tax Advice

  • Alternative Minimum Tax (AMT)

  • Amended Returns

  • Back Tax Preparation and Filing

  • Backdoor Roth IRA

  • Capital Gains

  • Cryptocurrency Investments

  • Elder Care

  • Employer Stock Options

  • Employee Equity (Vesting & Exercising)

  • Estate Planning

  • Expat Personal Tax Preparation

  • Inheritance

  • Investment Wealth Strategies

  • IRS & State Tax Letters

  • Minimizing tax liabilities

  • Multi State Tax

  • Non-Resident Aliens

  • On Demand Tax Strategy Review

  • Personal Financial Planning

  • Real Estate 1031 Exchange

  • Real Estate 1245 Tax Study

  • Real Estate Cost Segregation Strategy

  • Rental Property

  • Restricted Stock Units (RSU)

  • Retirement Planning

  • Tax Planning & Strategies, On-going

  • Tax Preparation and Filing

  • Traditional & Roth IRA

  • Trust and Estate Tax Preparation

  • Wealth Management

  • Working Abroad

  • Bank Financing

  • Business Valuation

  • Business Advisory Services

  • Cash Flow Management

  • Corp, S-Corp, Partnership & Sole Proprietor

  • Entity Structure Startup

  • Exit Strategies

  • Financial Planning for Businesses

  • Litigation Support

  • LLC Taxation

  • New Business Formation

  • Non-Profit Organizations

  • Quarterly Estimated Taxes

  • Tax Preparation and Filing

  • Tax Planning & Strategies, On-going

  • Retirement Planning

  • Sales Tax Collections

  • S-Corp Payroll Setup

  • SEP

  • Solo 401K

  • Succession Planning

  • Accounting System Setup

  • Analysis and Insights

  • Balance Sheet Summaries

  • Bookkeeping

  • Cost Reductions

  • Payroll

  • Profit & Loss Statements

  • QuickBooks & Cloud-Based Accounting

  • Tax Compliance

 

Pricing

Pricing

 

Tax Preparation & Consultation

 

$450 per hour

 

 

 

Full Service Tax Partnership

Full Service

Tax Partner

 

$750 per month

 

  • Annual Accounting for Tax Preparation (4 bank and credit card accounts)

  • Businesses and Rental Properties Tax Preparation (3 entities)
  • Investment Account Tax Preparation (5 accounts)
  • Payroll Administration (5 employees)
  • Unlimited Backoffice Assistance
  • Unlimited Communications: Calls, Emails, Meetings, and Texts
  • Unlimited Tax Strategy and Planning Consulation and Adjustments

Full Service Tax Partner & Accounting

 

$1,250 per month

 

All Tax Partner Services Plus Accounting:

  • Accounting System Setup

  • Analysis and Insights

  • Bookkeeping

  • Balance Sheet Statements (Monthly)

  • Cost Reductions

  • Payroll

  • Profit & Loss Statements (Monthly)

  • QuickBooks & Cloud-Based Accounting

  • Tax Compliance

 

Custom Partnership

 

 

Contact Us

 

Have a larger portfolio and need more help? We'll create a custom partnership to provide comprehensive tax and accounting support. 

Contact Us

 

Making a major financial decision and need professional tax planning and strategy? We can help with that. 

 

We'll provide a custom roadmap for your business or personal needs. You can take the roadmap and execute it on your own, or partner with us and we'll implement it for you. The choice is yours. 

$2,000 per month

 

All Tax Partner Services Plus Accounting:

  • Accounting System Setup

  • Analysis and Insights

  • Bookkeeping

  • Balance Sheet Statements (Monthly)

  • Cost Reductions

  • Payroll

  • Profit & Loss Statements (Monthly)

  • QuickBooks & Cloud-Based Accounting

  • Tax Compliance

$500 per month

 

  • Annual Accounting for Tax Preparation (4 bank and credit card accounts)

  • Businesses and Rental Properties Tax Preparation (3 entities)

  • Investment Account Tax Preparation (5 accounts)

  • Payroll Administration (5 employees)

  • Unlimited Backoffice Assistance

  • Unlimited Communications: Calls, Emails, Meetings, and Texts

  • Unlimited Tax Strategy and Planning Consulation and Adjustment

$750 per hour

 

  • 1 hour minimum

  • Additional time is prorated up half an hour

  • Applies to any and all Citadel Partner LLC services that include but are not limited to tax preparation, tax filing, and on-going communications, among others. 

 

Contact Us

 

Have a larger portfolio and need more help? We'll create a custom partnership to provide comprehensive tax and accounting support.

 

$450 per hour

 

  • 1 hour minimum
  • Additional time is prorated up half an hour
  • Applies to any and all Citadel Partner LLC services that include but are not limited to tax preparation, tax planning, and on-going communications, among others. 

 

 

 

$750 per month

 

 

 

 

  • Annual Accounting for Tax Preparation (4 bank and credit card accounts)

  • Businesses and Rental Properties Tax Preparation (3 entities)
  • Investment Account Tax Preparation (5 accounts)
  • Payroll Administration (5 employees)
  • Unlimited Backoffice Assistance
  • Unlimited Communications: Calls, Emails, Meetings, and Texts
  • Unlimited Tax Strategy and Planning Consulation and Adjustment

 

 

 

$1,250 per month

 

 

All Tax Partner Services Plus Accounting:

  • Accounting System Setup

  • Analysis and Insights

  • Bookkeeping

  • Balance Sheet Statements (Monthly)

  • Cost Reductions

  • Payroll

  • Profit & Loss Statements (Monthly)

  • QuickBooks & Cloud-Based Accounting

  • Tax Compliance

 

 

 

Contact Us

 

 

Have a larger portfolio and need more help? We'll create a custom partnership to provide comprehensive tax and accounting support.