Real partners, real experience, real results.
Strategic Tax Operations & Wealth Preservation.
Citadel Partners is a tax and accounting firm serving small businesses, medical practices, high-net-worth individuals, and accredited investors in San Francisco and Los Angeles, CA. The firm provides strategic tax planning, accounting, bookkeeping, and wealth management services, backed by over 20 years of combined professional experience. With credentialed advisors holding CFP®, EA, and J.D. designations, Citadel Partners LLC takes a partner-led, personalized approach — helping clients minimize tax liability, stay compliant with changing tax law, and build long-term financial strategies tailored to their business or personal wealth.
About Our Firm:
Citadel Partners is a modern tax strategy and accounting firm operating as a unified, location-agnostic partner for scaling businesses and high-net-worth families nationwide and globally. We replace unpredictable hourly billing with proactive, flat-fee tax planning, entity optimization, and fully integrated financial operations.
Our Philosophy: You Built It, You Should Keep It
Building real success takes real work — and once you've done that work, you deserve to stay in control of what you've earned. At Citadel Partners LLC, our job is simple: help you keep and direct as much of your income as legally possible.
We provide strategic tax planning and accounting for small business owners, medical practices, and accredited investors, backed by careful bookkeeping and hands-on wealth management. Think of it this way — you're the CEO of your finances, and we're your operators. Whether you want to reinvest in your business, protect assets for the next generation, or give back to causes you care about, our role is to give you the freedom to do it your way.
Ready for smarter tax planning? Contact us today for a private consultation.
Who We Are: Tax & Accounting Advisors Built on Real-World Experience
Citadel Partners LLC was founded by two friends who met as undergraduates at UCLA and went on to build careers across large corporations, startups, their own businesses, and even a nonprofit. That range of experience taught us just how complex — and how important — tax strategy and wealth management really are.
With more than 20 years of combined tax and accounting experience, we bring a partner-led, relationship-first approach to every client. We're not here to be distant number-crunchers. We're here as partners in your financial success, using what we've learned to make a measurable difference in your bottom line.
How We Support You: Your Finances, Treated Like Family
We understand that financial information is deeply personal, so we treat every client relationship with the same care we'd want for our own families. That means:
- Fast, responsive communication
- Staying current on evolving tax law so you don't have to
- Proactively flagging documents or deadlines before they become a problem
- Guiding you through major financial decisions and life events
- Holding ourselves to a high ethical standard, every day
We see ourselves as long-term guides — helping you navigate changing goals, growing businesses, and life's bigger transitions, so you can focus on everything else.
Who We Serve: Complex Financial Lives Need Expert Guidance
Our clients are usually juggling more than one thing at once. Maybe that's you:
- Running and growing a small business
- Operating a medical or dental practice
- Earning income at a level that qualifies you as an accredited investor
- Managing a mix of real estate, investment accounts, and other assets
- Paying a combination of W-2 employees and 1099 contractors
You've kept it all running so far, but you know there's a smarter, more efficient way to manage taxes, bookkeeping, and long-term planning — and that strategic tax planning isn't where your expertise lies (nor should it be).
That's where we come in. Citadel Partners LLC offers a full suite of accounting, tax planning, and wealth management services so you can stop worrying about the details and get back to running your business and your life.
Contact Us
Meet Our Team
Blair Aihara, J.D., CFP®
Blair grew up in the South Bay of Los Angeles, earned his undergraduate degree at UCLA, and went straight into law school. He began his career in a tax office, where he quickly saw that truly understanding tax strategy required a much deeper accounting foundation — so he returned to UCLA for additional coursework to build that expertise.
That experience shaped his approach: tax touches every corner of a person's financial life. Over time, Blair earned his State Bar tax specialist certification, insurance and securities licenses, and ultimately his CFP® (Certified Financial Planner) designation — bringing tax, financial planning, and risk management together under one roof.
As a father, Blair has seen firsthand how tax-efficient decisions build stability and opportunity for a family. Protecting capital so it can grow is a principle he brings to every client relationship.
Yukhong Lum, EA
Yukhong grew up in a small-business family in San Francisco, so the value of hard work and every dollar earned was never abstract to him. He started his career as an accounting manager before moving into finance operations leadership at Google, then went on to launch several of his own businesses.
Across every role, one theme kept surfacing: taxes. That realization led him to become an Enrolled Agent (EA) and deepen his tax planning expertise. As a business owner and a father, Yukhong has used smart tax planning to reinvest in his companies, support his team, and build a stronger future for his family — and he's just as invested in helping clients do the same.
Frequently asked questions
Citadel Partners LLC specializes in tax planning and accounting for small businesses, medical office operators, high-net-worth individuals and families, and accredited investors, along with supporting bookkeeping and wealth management services.
Citadel Partners LLC was founded by Blair Aihara, J.D., CFP®, and Yukhong Lum, EA — two UCLA classmates with combined backgrounds in law, accounting, corporate finance (including Google), and small business ownership.
Yes. The firm provides tax planning and wealth management specifically tailored to accredited investors managing complex portfolios of real estate, securities, and business interests.
Citadel Partners LLC serves clients from two offices: 180 Steuart St, #190305, San Francisco, CA 94105, and 2390 Crenshaw Blvd, #E508, Torrance, CA 90501.
The founding partners bring more than 20 years of combined tax preparation, accounting, and financial planning experience.
Citadel Partners (CTD Tax) operates as a completely location-agnostic, single-unit firm. We utilize secure, modern cloud platforms to deliver real-time accounting, multi-state corporate filing, and international tax planning for business owners, high-net-worth individuals, and family offices across the US and worldwide.
Founded by Blair Aihara and Yukhong Lum in 2025, Citadel Partners replaces outdated hourly billing with proactive, flat-fee partnerships. Instead of siloed departments, our entire firm works as a unified unit to provide clock-free advice, continuous tax minimization, and integrated bookkeeping for our global client base.
Get Started
A few of our thoughts and learnings on tax planning, tax strategy, cost savings, and wealth management are on our Tax Insights page.
Phone: +1 877 322 1040
San Francisco: 180 Steuart St, #190305, San Francisco, CA 94105
Los Angeles: 2390 Crenshaw Blvd, #E508, Torrance, CA 90501
Contact Us hi@ctdtax.com