About Us

Our Philosophy

You Keep and Control the Money You Earn

 

You've put in serious effort to build your success. Our goal is to make sure you're in command of your income. You keep and decide what to do with as much of it as legally possible. We provide strategic tax and accounting expertise for small businesses, medical offices, and accredited individuals. We fortify your plans with careful bookkeeping and dedicated wealth management. You're the CEO and we're the operators to ensure you get to use your money exactly how you want to: Invest it to expand your future, protect it for later generations, or donate it to causes you're passionate about. You earned it. We're just here to give you the freedom to use it your way.

 

Ready for smarter tax planning? Contact us today for a private chat!

Who we are

Your Tax & Accounting Partners,

Built on Real-World Experience

 

We're two friends who first met in college at UCLA, and we've learned a lot by working everywhere—big companies, small startups, and even running our own businesses and a non-profit. Through all those adventures, we realized how crucial and complex taxes and wealth management are. We had to get really good at it, and we genuinely enjoy showing others how to handle their finances smartly. That's why we started Citadel Partners LLC. We have over 20 years of combined tax prep experience and we view ourselves as your partners in success—not just distant "bean counters" or cold advisors. We take what we've earned and use it to make your life financially better.

 

 

How we support

We Treat Your Finances Like Our Own

 

We know your financial information is incredibly personal and important—it’s like our family's business, and we treat it that way. We get that the details matter, from quick response times to staying deeply sharp on every changing tax law. We promise to look out for you, reminding you about documents you might miss and giving you options when you hit big financial milestones. We secure this part of your life so you can focus on everything else. Think of us as your guides, helping you navigate changes in your goals or any life event. Most importantly, our ethical responsibility to you is our top priority. We are here to earn your trust, every single day.

Who you are

Your Financial Life is Complicated

 

Maybe you run a growing small business, operate your own medical office, or earn a strong income that qualifies you as an accredited investor. You might be juggling multiple assets, from properties to investment accounts. Money flows in and out from everywhere, and you might have a mix of employees and 1099 contractors. You've managed it all so far, but you have that gut feeling there's a much smarter, easier way to handle it all. Tax filings are definitely not fun, bookkeeping isn't how you want to spend your nights, and let's be honest, strategic tax planning is outside your expertise. We get it. We provide the full suite of accounting services and wealth management you need. Sleep easy. We're here to help you fix all of that.

Our team

Blair Aihara

I grew up in the South Bay of Los Angeles and completed my undergraduate studies at UCLA before going straight to law school. I began my career in a tax office, where I quickly realized that to truly understand tax, I needed a deeper grounding in accounting. I returned to UCLA in the evenings to strengthen that foundation and build the technical skills clients depend on.

 

That experience made something clear: taxes touch every part of a person’s financial world. So I broadened my education—earning my State Bar tax specialist certification, obtaining insurance licenses, then securities licenses, and finally my CFP® to fully integrate tax, planning, and risk management.

 

Today, as a dad, I’ve seen firsthand how tax-efficient decisions create stability and opportunity for my family. Protecting capital for growth has become a guiding principle—and it’s what I help others achieve in their own lives.

 Yukhong Lum

I grew up in a small business family in San Francisco, so I understand what it means to work hard and make every dollar count. I actually started my career as an accounting manager, and that eventually turned into leading teams in finance operations at Google. Along the way, I got curious about every part of business, and that naturally led me to start a few of my own.

 

One thing that kept showing up in every decision I made? Taxes. And now that I’m a dad, the importance of making smart financial moves hits even harder. Good tax planning has helped me reinvest in my businesses, take care of my team, and brighten my daughter’s future.

 

That’s why I doubled down on building my tax expertise—it just made sense. I want to make smarter money decisions so I can create real financial freedom. And honestly, I love helping others do the same. If I can make your life a little easier and help you keep more of what you earn, that’s a win for both of us.

Advice

Our thoughts and learnings on tax planning, tax strategies, cost savings, and wealth management.