{"id":54,"date":"2021-12-08T14:04:29","date_gmt":"2021-12-08T14:04:29","guid":{"rendered":"https:\/\/websitebuilder-demo.net\/thepractice\/?page_id=54"},"modified":"2026-10-03T21:41:44","modified_gmt":"2026-10-03T21:41:44","slug":"pricing","status":"publish","type":"page","link":"https:\/\/ctdtax.com\/pricing\/","title":{"rendered":"Pricing"},"content":{"rendered":"
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Real advisors. Real conversations. Pricing built around you.<\/span><\/h6>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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CONTACT US<\/span><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Predictable Investments. Infinite Partnerships.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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

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At Citadel Partners LLC, we offer traditional <\/span>hourly options<\/strong> alongside our highly popular <\/span>flat-fee monthly partnerships<\/strong>. Choose the structure that fits your operational style and take full control of your financial planning.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n

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On-Demand Services<\/span><\/div>\n<\/th>\n
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The Strategic Tax Blueprint<\/span><\/div>\n<\/th>\n
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Strategic Tax Partnership<\/span><\/div>\n<\/th>\n
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Total Financial Operations<\/span><\/div>\n<\/th>\n
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Best for:<\/strong> Clients preferring transactional, as-needed support billed strictly by the hour.<\/span><\/p>\n

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Best for:<\/strong> New clients seeking an immediate, comprehensive blueprint to legally slash their tax liability.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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Best for:<\/strong> S-Corps, LLCs, & high-earning individuals who want unlimited, clock-free planning.<\/span><\/p>\n

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Best for:<\/strong> Scaling business owners wanting to completely outsource their back office and tax strategy. <\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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Best for:<\/strong> Multi-generational families, complex multi-entity structures, & estates.<\/span><\/p>\n

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$750 \/ hour<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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Bespoke Pricing <\/span><\/p>\n

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$500 \/ month<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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Starts at $750 \/ month<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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Bespoke Pricing <\/span><\/p>\n

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\u2022 Bill-by-the-minute tracking for all work<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Comprehensive diagnostic review of past returns<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Zero hourly tracking\u2014unlimited support<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Everything in Strategic Partnership<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Fully integrated personal & corporate wealth mapping<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n<\/tr>\n

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\u2022 Covers transactional prep, calls, emails, & annual tax filing<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Identification of immediate tax-saving opportunities<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Unlimited strategic emails & phone calls<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Managed monthly bookkeeping & payro<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Estate, trust, and multi-generational asset planning<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n<\/tr>\n

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\u2022 Designed for static, low-activity tax profiles<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Custom multi-year blueprint to legally lower your bracket<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Proactive, year-round tax mitigation planning<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Tax-ready monthly financial reporting & cash-flow clarity<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n

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\u2022 Cross-border and international tax structuring<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

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<\/use><\/svg>GET STARTED<\/span><\/a><\/div>\n<\/div>\n<\/div>\n<\/section>\n
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Frequently asked questions<\/em><\/h2>\n<\/div>\n<\/div>\n<\/div>\n
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What pricing options does Citadel Partners LLC offer?<\/span><\/div>\n
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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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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What is included in Citadel Partners LLC’s flat-fee monthly tax partnerships?<\/span><\/div>\n
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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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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How does hourly billing work for Annual Tax Prep at CTD Tax<\/span><\/div>\n
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Our <\/span>Annual Tax Prep ($750\/hr)<\/strong> 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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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What are the benefits of switching to a monthly Tax Partnership?<\/span><\/div>\n
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A <\/span>Tax Partnership ($500\/mo)<\/strong> is designed to remove the financial friction of working with an accountant. Under this plan, <\/span>we completely stop tracking hours<\/strong>. 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 <\/span>before<\/em> the tax year ends, rather than just reacting at filing time.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Which Citadel Partners LLC service tier is best for my needs?<\/span><\/div>\n
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  • On-Demand Services ($750\/hr):<\/strong> Best for simple tax profiles requiring transactional filing, isolated calculations, or occasional advice.<\/span><\/li>\n
  • The Strategic Tax Blueprint (Bespoke):<\/strong> Designed for new clients seeking a full diagnostic review of past returns, immediate tax-saving discoveries, and a multi-year strategy.<\/span><\/li>\n
  • Strategic Tax Partnership ($500\/mo):<\/strong> Ideal for S-Corp owners, LLCs, and high earners who want unlimited, year-round strategy without hourly bills.<\/span><\/li>\n
  • Total Financial Operations ($1,250\/mo):<\/strong> Built for growing businesses that need full backoffice management, including monthly bookkeeping, cash-flow insights, and ongoing tax strategy.<\/span><\/li>\n
  • Private Client Group (Bespoke):<\/strong> Tailored for high-net-worth families, complex multi-entity structures, estates, and cross-border tax planning.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Can I migrate from Hourly Billing to a monthly partnership during the year?<\/span><\/div>\n
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    Absolutely. Many of our small business owners start on our hourly plan but transition to a monthly <\/span>Tax Partnership + Accounting ($1,250\/mo)<\/strong> 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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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    Will I be charged extra for phone calls or emails under a monthly plan?<\/span><\/div>\n
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    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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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    How does the Total Financial Operations plan support business accounting?<\/span><\/div>\n
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    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.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section><\/div>\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    Real advisors. Real conversations. Pricing built around you. CONTACT US Predictable Investments. Infinite Partnerships. We believe the best tax strategies […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"brizy-blank-template.php","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-54","page","type-page","status-publish","hentry"],"yoast_head":"\nPricing - Citadel Partners LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ctdtax.com\/pricing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pricing - Citadel Partners LLC\" \/>\n<meta property=\"og:description\" content=\"Real advisors. 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