{"id":26,"date":"2021-12-08T14:02:50","date_gmt":"2021-12-08T14:02:50","guid":{"rendered":"https:\/\/websitebuilder-demo.net\/thepractice\/?page_id=26"},"modified":"2026-10-05T05:41:26","modified_gmt":"2026-10-05T05:41:26","slug":"about-us","status":"publish","type":"page","link":"https:\/\/ctdtax.com\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"
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Real partners, real experience, real results.<\/span><\/h6>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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START THE CONVERSATION<\/span><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Strategic Tax Operations & Wealth Preservation.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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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\u00ae, EA, and J.D. designations, Citadel Partners LLC takes a partner-led, personalized approach \u2014 helping clients minimize tax liability, stay compliant with changing tax law, and build long-term financial strategies tailored to their business or personal wealth.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n

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About Our Firm:<\/strong><\/h5>\n

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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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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<\/use><\/svg>OUR PHILOSOPHY<\/span><\/a><\/div>\n
<\/use><\/svg>WHO WE ARE<\/span><\/a><\/div>\n
<\/use><\/svg>HOW WE SUPPORT YOU<\/span><\/a><\/div>\n
<\/use><\/svg>WHO WE SERVE<\/span><\/a><\/div>\n
<\/use><\/svg>MEET OUR TEAM<\/span><\/a><\/div>\n
<\/use><\/svg>CONTACT US<\/span><\/a><\/div>\n
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Our Philosophy: You Built It, You Should Keep It<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Building real success takes real work \u2014 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.<\/span><\/p>\n

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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 \u2014 <\/span>you’re the CEO of your finances, and we’re your operators.<\/strong> 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.<\/span><\/p>\n

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Ready for smarter tax planning?<\/strong> Contact us today for a private consultation. <\/span><\/p>\n

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Who We Are: Tax & Accounting Advisors Built on Real-World Experience<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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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 \u2014 and how important \u2014 tax strategy and wealth management really are.<\/span><\/p>\n

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With <\/span>more than 20 years of combined tax and accounting experience<\/strong>, 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.<\/span><\/p>\n

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How We Support You: Your Finances, Treated Like Family<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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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:<\/span><\/p>\n

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