Real advisors. Real conversations. Pricing built around you.
Predictable Investments. Infinite Partnerships.
We believe the best tax strategies are built on open, continuous communication. If you are watching the clock every time you send your accountant an email or hop on a call, you aren't getting the proactive advice you deserve.
At Citadel Partners LLC, we offer traditional hourly options alongside our highly popular flat-fee monthly partnerships. Choose the structure that fits your operational style and take full control of your financial planning.
On-Demand Services | The Strategic Tax Blueprint | Strategic Tax Partnership | Total Financial Operations | Private Client Group |
|---|---|---|---|---|
Best for: Clients preferring transactional, as-needed support billed strictly by the hour.
| Best for: New clients seeking an immediate, comprehensive blueprint to legally slash their tax liability. | Best for: S-Corps, LLCs, & high-earning individuals who want unlimited, clock-free planning.
| Best for: Multi-generational families, complex multi-entity structures, & estates.
| |
$750 / hour | Bespoke Pricing (Contact Us) | $500 / month | Starts at $750 / month | Bespoke Pricing (Contact Us) |
• Bill-by-the-minute tracking for all work | • Comprehensive diagnostic review of past returns | • Zero hourly tracking—unlimited support | • Everything in Strategic Partnership | • Fully integrated personal & corporate wealth mapping |
• Covers transactional prep, calls, emails, & annual tax filing | • Identification of immediate tax-saving opportunities | • Unlimited strategic emails & phone calls | • Managed monthly bookkeeping & payro | • Estate, trust, and multi-generational asset planning |
• Designed for static, low-activity tax profiles | • Custom multi-year blueprint to legally lower your bracket | • Proactive, year-round tax mitigation planning | • Tax-ready monthly financial reporting & cash-flow clarity | • Cross-border and international tax structuring |
Frequently asked questions
Citadel Partners LLC provides two primary models: transparent hourly billing at $750/hour for transactional support, and flat-fee monthly partnerships starting at $500/month for proactive, year-round tax advisory. Customized bespoke pricing is also available for individual tax strategy blueprints and multi-entity private client groups.
Flat-fee monthly packages feature zero hourly tracking, offering unlimited strategic phone calls and email consultations. Lower tiers focus on continuous tax planning and mitigation, while higher tiers integrate managed monthly bookkeeping, financial reporting, and tax-ready backoffice support.
Our Annual Tax Prep ($750/hr) option is built on a traditional hourly billing model. Under this plan, all interactions and tasks are tracked and billed by the hour. This includes phone calls, strategy emails, bookkeeping adjustments, and the actual preparation of your tax return. It is ideal for clients with static, straightforward files who only need transactional assistance during the year.
A Tax Partnership ($500/mo) is designed to remove the financial friction of working with an accountant. Under this plan, we completely stop tracking hours. You can call us, email us, and ask strategic tax questions throughout the year without receiving a surprise invoice. This allows us to work together proactively on wealth preservation strategies before the tax year ends, rather than just reacting at filing time.
- On-Demand Services ($750/hr): Best for simple tax profiles requiring transactional filing, isolated calculations, or occasional advice.
- The Strategic Tax Blueprint (Bespoke): Designed for new clients seeking a full diagnostic review of past returns, immediate tax-saving discoveries, and a multi-year strategy.
- Strategic Tax Partnership ($500/mo): Ideal for S-Corp owners, LLCs, and high earners who want unlimited, year-round strategy without hourly bills.
- Total Financial Operations ($1,250/mo): Built for growing businesses that need full backoffice management, including monthly bookkeeping, cash-flow insights, and ongoing tax strategy.
- Private Client Group (Bespoke): Tailored for high-net-worth families, complex multi-entity structures, estates, and cross-border tax planning.
Absolutely. Many of our small business owners start on our hourly plan but transition to a monthly Tax Partnership + Accounting ($1,250/mo) package once they experience the value of having a proactive tax strategist on call. We can transition your account seamlessly at any point to help you stabilize your monthly cash flow.
No. All flat-fee monthly tiers eliminate clock-watching by including unlimited strategic communication via phone and email, ensuring you get real-time answers without added costs.
The Total Financial Operations tier combines full strategic tax management with outsourced accounting services. It includes monthly bookkeeping, bank reconciliations, cash-flow reporting, and year-end audit-ready financial statements.