Tax services

Business and Individual
Tax Preparation & Planning

Need a CPA to prep your taxes? Navigating the complexities of the tax code can be difficult. Our firm will not only employ traditional tax strategies, but strategies that wealthy business owners have been using for years.

When you work with Citadel, we build a custom tax mitigation strategy using these tools to minimize your tax liability and keep more of your hard-earned money.

Contact us About Your Tax Needs

We will provide a free review of your previous tax return for any missed deductions or opportunities.

Our Tax Services

At Mockary Financial, we offer the following tax services:

  • Business and Individual Tax Planning

  • Business and Individual Tax Preparation

  • Bookkeeping/Accounting

We are a planning-first, preparation-second firm. That means we want to be your partner and advisor throughout the year, not just at tax time! We employ tax planning throughout the year, including quarterly tax projections and recommendations on investments or capital improvements that you can make to mitigate your taxes.I am licensed in both California and Idaho, and can file in all 50 states.