Citifund Financial Taxes & Notary *Open Year Round Services* is a Financial Planner in Inglewood, CA, located at 329 E Regent St. The firm provides tax services, real estate financing, retirement planning, and insurance advisory for businesses and individuals. With 20 years of experience in taxes, real estate, and life insurance, the business offers audit assistance, back tax resolution through Debt Relief, Offer in Compromise, and Installment Agreements, and strategic tax planning to minimize liabilities. Services are available in person or remotely via email, fax, DocuSign, and Zoom for clients throughout the United States. The business holds a 4.50 rating based on customer reviews.
The firm operates as a boutique tax and financial consultancy, providing individualized tax preparation, planning, and IRS problem resolution for small businesses, individuals, realtors, and investors. New clients receive a review of up to three years of previous taxes to identify fully captured credits and deductions, which may result in amendments to mitigate tax liabilities or secure additional refunds. The team advises on business structures to optimize tax efficiency and increase profits, utilizing strategies such as timing asset sales to minimize capital gains. As a licensed real estate broker, the firm assists with property sales and purchases, offering market evaluations, pre-sale staging consultations, and guidance on maximizing tax benefits like passive losses.
Citifund Financial also offers part-time CFO services, including budget creation, cash flow management, senior-level financial decision making, and insurance policy reviews. The firm connects clients with professionals for estate planning, trust wills, legal matters, SBA loans, refinancing, 1031 exchanges, and credit repair. Operating year-round, the business maintains specific hours during tax season and offers appointments for early meetings. The advisory team leverages its licensure and experience to guide clients through retirement planning, business planning, and investment strategies, ensuring that all allowable IRS benefits are captured to improve financial outlooks.
The business is recognized by its customers for its positive service and professional approach, reflected in its strong rating. With two decades of licensure and experience, Citifund Financial Taxes & Notary *Open Year Round Services* has established itself as a trusted resource for comprehensive financial and tax solutions.
Citifund Financial Taxes & Notary *Open Year Round Services* combines its long-standing expertise in tax and real estate with personalized financial planning to help Inglewood clients secure their financial futures.
The business is situated on East Regent Street in Inglewood, California, just a short distance from major thoroughfares like East Florence Avenue and North La Brea Avenue. It is located approximately a tenth of a mile from the Inglewood Juvenile Courthouse and the Inglewood County Building.
BizScoreAI awarded the business a Technical score of 95 out of 100, which ensures the website is secure and easily readable by search engines. The firm achieved a Discoverability score of 75 out of 100, confirming that AI crawlers can access all pages to recommend the business. BizScoreAI also noted that the business ranks number 2 of 3 Financial Planner businesses in Inglewood.
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