• WE PROVIDE SERVICES REMOTELY BY:

    EMAIL,FAX,DOCUSIGN ETC.

    CLIENT MAY CHOOSE TO COME TO INTO OUR OFFICE OR GET SERVICES REMOTELY.

    WE ARE OPEN YEAR ROUND.

  • GIVE TO CAESAR WHAT IS CAESAR'S

    DON'T OVER PAY

    ONLY PAY FAIR SHARE

  • We provide efficient service for Businesses and Individuals in Tax Services, Real Estate Finances , Retirement Plans and Insurance.

  • We take the headache out of things for you by utilizing a team of our collaborative professionals to find answers and solutions to any of your financial needs.

  • 20 YEARS EXPERIENCE IN TAXES, REAL ESTATE & LIFE INSURANCE ENHANCES CLIENTS FINANCIALS

  • TAX SAVINGS STRATEGIES FOR BUSINESSES AND INDIVIDUALS

    TAX SMART PLANS FOR FINANCIAL GROWTH

  • We provide audit assistance and help solve back taxes issues. Give us your IRS headache and we’ll help find solutions via Debt Relief, Offer in Compromise and Installment Agreement

WE PROVIDE EFFICENT SERVICES FOR BUSINESSES AND INDIVIDUALS IN TAXES, REAL ESTATE AND RETIREMENT PLANNING

We are a boutique tax firm providing uniquely individualized tax planning, preparation and IRS problems resolutions for Small Businesses, Individuals, Realtors and Investors. Our 20 years of licensure and experience in Taxes, Real Estate and Life Insurance provide us the advisory leverage to guide client’s financials for Retirement planning, Business Planning, Real Estate and other investment types.

We explore all credits and benefits allowed by the IRS and make sure the right deductions are captured. Some solutions are as simple as timing asset sales using appropriate strategies or selling appreciated assets along with depreciated assets to minimize capital gains.

We take the headache out of things for you by utilizing a team of our collaborative professionals to find answers and solutions to any of your financial needs.

We provide services throughout entire usa ,we can connect with you via zoom,execute all documentations with secure web portal email ,fax,docusign etc. Client may choose to come to into our office or get services remotely.

ASK US A QUESTION

WE OPEN YEAR ROUND FOR CLIENTS IN ALL STATES,IN PERSON OR REMOTELY

BUSINESS /TAX STRATEGY

We provide advisory on most practical form of business structure to minimize tax liabilities increase profits & business growth

INDIVIDUAL TAX PLANNING

Citifund is a boutique tax firm providing uniquely individualized tax preparation,planing & advisory to our clients.Tax clients profile provide us the opportunity to guide them in improving financial outlook in re investments & retirement planning

BACK TAXES / AUDIT ASSISTANCE

Give us your irs headache and we'll help find a solution assist with irs debt relief, installment agreement & offer in compromise

REAL ESTATE SERVICES

We assist with property sales & purchases either in house or through referral to associate brokers & agent network as a Licensed Real Estate broker

we’ll connect you with professionals of extensive knowledge, experience & unsurpassed marketing tools .

Let sit down & explore strategies to purchase your 1st home, investment property or smart tax selling of your real state property.

Call us for complementary market evaluations to determine values as well as pre-sale & staging consultation.

We Offer Plans for Personal taxInheritance TaxCorporate & LLC

We take the headache out of things for you by utilizing a team of our collaborative professionals to find answers and solutions to any of your financial needs.

 

OUR SERVICES

What We Provide

We provide services throughout entire usa ,we can connect with you via zoom,execute all documentations with secure web portal email ,fax,docusign etc. Client may choose to come to into our office or get services remotely.

 

Tax Planning & Preparation.

New clients are provided up to 3 years review of previous taxes to determine if allowable credits and deductions were fully captured. This process sometimes results in us doing amendments to mitigate tax liabilities or an award of additional refunds. We then recommend steps or actions needed for future tax savings.

Business & Estate Taxes

In addition to the procedures under tax planning & preparation, we review the client's business structure to determine if the business is being conducted under the most tax efficient structure, educate the client and make recommendations for an entity for best tax optimization, increased profits and business growth.

IRS Problems Resolution/Audit Assistance

We provide small businesses and tax support and help solve back taxes issues. Give us your IRS headache and we’ll help find solutions via Debt Relief, Offer in Compromise and Installment Agreement.

RETIREMENT PLANNING

We help with evaluation of you current retirement .
We explore larger deductions that will also help fund your retirement dreams.

Real Estate Tax Planning

As a Real Estate licensed broker we zero in on what will yield the best results for specific types of real estate investments.
People invest in real estate for a variety of reasons, one of those being the major tax benefits. Passive losses are one such benefit often cited yet commonly misunderstood. We work with our clients to maximize their financial and tax positions with unique strategies for tax optimization.

OUTSOURCED SERVICES

We link our clients with the right professionals in the following area:
ESTATE PLANNING –TRUST WILLS BUSINESS CFO
LEGAL MATTERS
BUSINESS FINANCES/SBA LOANS
REFINANCE & MORTGAGE LOANS
REAL ESTATE 1031 EXCHANGES
CREDIT REPAIR

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OUR SERVICES

Tax Planning and Tax Problems Resolutions

We Specialize in tax saving strategies for businesses and individuals advisory & services in the following areas: 

Tax Preparation

Back Taxes

Audit Assistance

Business Formation

Corporate and Estate Taxes

Tax free and Tax Deferred
Retirement Investments

Kenny Diel
Kenny Diel

You want someone you can TRUST to do the job right, I Highly recommend this firm.

DETHRUAL BOWMAN
DETHRUAL BOWMAN

Been using this service for over 20 years.. Started using this tax service when my daughter was a little girl.; she’s is now grown & since graduated college. She now uses the service ..Highly recommend! Very professional!! Get’s no better that this!!✔️❤️😊

CLAUDETTE ALLEN
CLAUDETTE ALLEN

Professionalism, Quality, Responsiveness, Value

ROWENA SMITH-KERSAINT
ROWENA SMITH-KERSAINT

North Hollywood, Los Angeles, CA

I want to tell you my TRUE story. I am 55 years old and I have used pretty much every type of Tax Preparation service available. H&R Block, Jackson Hewitt, Turbo Tax, VITA Free Tax Prep, my neighbor, I even had a CPA one year as well, and these are just to name a few. Now one would think that out of all the aforementioned Tax Prep entities I would have found at least 1 of them that provided service that would make me want to go back to them a second time, Right? WELL LET ME TELL YOU NOT ONE OF THEM MADE THE CUT! Then about 7 years ago i was referred to Tony at Citifund Financial and I am pleased to say I have been using Citifund Financial to address not only my Tax Preparation every year, but also any other Financial Planning needs and questions as well. I know you that are reading this, you don't know me. I am struggling to find the best choice of words or the best way to convey that HANDS DOWN Citifund Financial is the best in the business! In my experience and as far as I am concerned. Tony has earned my TRUST which is a feat that is not easy to say the very least. In a word or two Citifund Financial is, Professional, Knowledgeable, Reliable, Fair, Honest, Personable, Reasonable, and best of all, KEEP-ABLE 🙂 I beseech you to do yourself a BIG FAVOR and try Citifund for yourself. I know that once you do you too will know that you have finally arrived at the right company for all your Tax Prep and Financial Planning needs.

Angela A.
Angela A.

Canoga Park, CA

I have been filing my taxes with Citifund forever, Tunde is definitely the best at what he does! Would definitely be lost without him! Customer service is always professional and friendly and most importantly Tunde is honest! If anyone is in need of filing taxes or a notary, Citifund Financial is definitely the way to go! We appreciate your great service!

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