AI-Powered Tax Solutions. Expertly Delivered.
Maximize Tax Efficiency with Precision-Driven Strategies and AI-Enhanced Planning.
Welcome to Citrus Tax Advisors, where tax complexity meets simplicity. Our team combines cutting-edge AI technology with Big Four-level expertise to provide tax, accounting, compliance, and financial advisory services—designed to reduce your liabilities, improve efficiency, and enhance long-term financial success. Whether you're an individual, family, or business, we offer tailored solutions that maximize tax savings while ensuring legal defensibility, compliance, and optimal results.
We take a proactive approach to every client’s tax strategy, delivering predictive insights, AI-powered planning, and multidisciplinary expertise. By using advanced technology and strategic financial tools, Citrus Tax Advisors helps you achieve greater financial flexibility, reduce risks, and unlock hidden opportunities.
About Us
Citrus Tax Advisors was founded to bridge the gap between Big Four tax advisory services and accessible, strategic tax planning for businesses and individuals. Our team is a collective of CPAs, tax attorneys, enrolled agents, and financial advisors with decades of experience. We utilize AI-driven tools to deliver forward-thinking, multi-year tax strategies that reduce your tax burden while maximizing financial flexibility.
At Citrus Tax Advisors, we don’t just focus on tax compliance—we strive to create measurable long-term value. From estate planning and international tax structures to payroll tax compliance and M&A transaction support, we provide a comprehensive approach that integrates all aspects of your financial life.
We believe in the power of advanced technology to simplify complex tax planning, making it accessible, affordable, and efficient for businesses and individuals alike.
Founders
Monica Leon
Personal Note from
Monica Leon
Personal Note from
Monica Leon
Director - Global Tax Operations
"I am honored to be leading Citrus Tax Advisors, where our mission is to deliver Big Four-level expertise in tax and financial services, accessible to businesses and individuals alike. Having partnered with Fortune 500 companies and SMBs, I understand the importance of tailored solutions that drive growth and efficiency. At Citrus, we offer a multidisciplinary approach, powered by AI and backed by real-world experience, to solve complex financial challenges and help our clients maximize their financial potential."
We Offer Services That Works
Proactive Tax Planning
Reduce tax liability and plan for long-term financial flexibility
We design forward-looking, multi-year strategies that minimize taxes by optimizing the timing of income and deductions. Whether you're an executive, a business owner, or an individual, we provide specialized planning that incorporates equity compensation, charitable strategies, and more.
Tailored annual roadmap
AI-powered tax predictions
Owner compensation mix analysis
Specialized planning for Section 199A and equity compensation (ISOs, NSOs, RSUs)
Scenario modeling and quarterly checkpoints
Real Estate & Construction Tax Services
Maximize after-tax returns and streamline property tax compliance
Our real estate tax services help developers, investors, and property owners maximize deductions and minimize liabilities through cost segregation, 1031 exchange coordination, and depreciation planning.
Cost Segregation Studies for accelerated deductions
1031 Exchange coordination and timeline management
Depreciation and basis rollforward tracking
Passive loss optimization
Real Estate Professional status support
State & Local Tax (SALT) Services
Simplify multi-state compliance and uncover tax-saving opportunities
Navigate the complexities of state and local taxes with expert services that cover nexus studies, sales and use tax, and credits and incentives.
Nexus studies & monitoring
State registrations for sales/use, payroll, and franchise taxes
Sales & Use Tax Consulting for businesses
Identify multi-state credits and incentives
AI-powered predictive tools for taxability classifications
Proactive Tax Planning
Real Estate & Construction Tax Services
State & Local Tax (SALT) Services
Reduce tax liability and plan for long-term financial flexibility
Maximize after-tax returns and streamline property tax compliance
Simplify multi-state compliance and uncover tax-saving opportunities
Tax Compliance Management
We design forward-looking, multi-year strategies that minimize taxes by optimizing the timing of income and deductions. Whether you're an executive, a business owner, or an individual, we provide specialized planning that incorporates equity compensation, charitable strategies, and more.
Our real estate tax services help developers, investors, and property owners maximize deductions and minimize liabilities through cost segregation, 1031 exchange coordination, and depreciation planning.
Navigate the complexities of state and local taxes with expert services that cover nexus studies, sales and use tax, and credits and incentives.
Tailored annual roadmap
AI-powered tax predictions
Owner compensation mix analysis
Specialized planning for Section 199A and equity compensation (ISOs, NSOs, RSUs)
Scenario modeling and quarterly checkpoints
Cost Segregation Studies for accelerated deductions
1031 Exchange coordination and timeline management
Depreciation and basis rollforward tracking
Passive loss optimization
Real Estate Professional status support
Stay compliant across all jurisdictions with minimal administrative burden
Our compliance management services ensure you meet all tax deadlines while minimizing risks. We provide automated workflows for filing sales tax, payroll tax, franchise tax, and more.
Full compliance lifecycle management
Automated workflows for sales tax & information returns
Exception handling and proactive issue remediation
Real-time tax dashboards to track filing statuses
Integrated services with Payroll and HR
Nexus studies & monitoring
State registrations for sales/use, payroll, and franchise taxes
Sales & Use Tax Consulting for businesses
Identify multi-state credits and incentives
AI-powered predictive tools for taxability classifications
Tax Preparation & Filing
Seamless and accurate tax return preparation across all levels
At Citrus Tax Advisors, we handle all your tax filings—whether for individuals, businesses, C corporations (1120), S corporations (1120S), partnerships/LLCs (1065), or nonprofits (990).
Accurate, audit-ready returns
Basis tracking and depreciation schedules
Amended returns and estimated taxes
Full-service federal, state, and local filings
Year-end planning memo to flag future opportunities
Advanced Tax Planning
Long-term strategies for wealth preservation and tax minimization
We go beyond basic compliance with advanced tax strategies tailored to individuals, families, and businesses.
Entity structuring & optimization
Income deferral and shifting strategies
Real estate and investment tax planning
Charitable giving strategies and estate freezes
International tax planning for cross-border businesses
Payroll Tax & Fringe Benefits
Tax Compliance Management
Ensure payroll compliance and optimize benefits strategy
From payroll tax compliance to designing accountable plans and managing fringe benefit taxation, we ensure your business stays on top of evolving payroll regulations.
Fringe benefit taxation (health, HSAs, transportation benefits)
S-Corp officer wage planning
Executive benefits & retirement plans
Automated imputed income calculations
Full-service payroll tax compliance
Accounting Methods & Periods
Optimize your accounting method and unlock significant tax savings
Tax Preparation & Filing
We help businesses choose the most tax-efficient accounting method (cash vs. accrual) and implement revenue recognition strategies.
Depreciation strategies and bonus depreciation
Inventory capitalization compliance (§263A/§471(c))
Section 481(a) adjustments & Form 3115 filings
ERP integration for operational efficiency
Scenario planning for long-term savings
Credits & Incentives
Advanced Tax Planning
Unlock valuable tax credits and incentives
At Citrus, we specialize in identifying and securing federal and state tax credits such as R&D credits, energy-efficiency incentives, and workforce credits.
R&D tax credits (IRC §41)
Work Opportunity Tax Credit (WOTC)
Energy-efficiency credits (179D, 45L)
State & local credits and incentives
Automated tracking and documentation support
Entity Selection & Restructuring
Design the most tax-efficient legal structure for your business
Choosing the right entity structure is crucial. We help you select the optimal structure—LLC, S corp, or C corp—to reduce tax liabilities.
LLC vs. S corp vs. C corp modeling
Partnership incorporations and corporate reorganizations
Mergers, acquisitions, and liquidations planning
State and local tax alignment
Basis and capital modeling
Estate, Gift & Trust Services
Preserve wealth and reduce estate tax exposure
Our estate planning services ensure your legacy is protected and passed on in the most tax-efficient manner.
Trust design & administration
Estate freezes and valuation discounts
Charitable giving strategies (DAFs, CRTs)
Estate tax minimization
Fiduciary accounting and compliance
Indirect Taxes & Property Tax
Manage indirect taxes and reduce property tax burdens
Stay compliant across all jurisdictions with minimal administrative burden
Seamless and accurate tax return preparation across all levels
Long-term strategies for wealth preservation and tax minimization
Our compliance management services ensure you meet all tax deadlines while minimizing risks. We provide automated workflows for filing sales tax, payroll tax, franchise tax, and more.
At Citrus Tax Advisors, we handle all your tax filings—whether for individuals, businesses, C corporations (1120), S corporations (1120S), partnerships/LLCs (1065), or nonprofits (990).
We go beyond basic compliance with advanced tax strategies tailored to individuals, families, and businesses.
Full compliance lifecycle management
Automated workflows for sales tax & information returns
Exception handling and proactive issue remediation
Real-time tax dashboards to track filing statuses
Integrated services with Payroll and HR
We handle sales & use tax, excise taxes, and business personal property tax—helping businesses stay compliant while reducing costs.
Property tax assessments & appeals
Sales & use tax exposure management
Excise & gross receipts tax compliance
Audit defense for indirect taxes
Automated filing systems for ongoing compliance
Accurate, audit-ready returns
Basis tracking and depreciation schedules
Amended returns and estimated taxes
Full-service federal, state, and local filings
Year-end planning memo to flag future opportunities
Entity structuring & optimization
Income deferral and shifting strategies
Real estate and investment tax planning
Charitable giving strategies and estate freezes
International tax planning for cross-border businesses
Payroll Tax & Fringe Benefits
Accounting Methods & Periods
Credits & Incentives
Ensure payroll compliance and optimize benefits strategy
Optimize your accounting method and unlock significant tax savings
Unlock valuable tax credits and incentives
From payroll tax compliance to designing accountable plans and managing fringe benefit taxation, we ensure your business stays on top of evolving payroll regulations.
We help businesses choose the most tax-efficient accounting method (cash vs. accrual) and implement revenue recognition strategies.
At Citrus, we specialize in identifying and securing federal and state tax credits such as R&D credits, energy-efficiency incentives, and workforce credits.
Fringe benefit taxation (health, HSAs, transportation benefits)
S-Corp officer wage planning
Executive benefits & retirement plans
Automated imputed income calculations
Full-service payroll tax compliance
Depreciation strategies and bonus depreciation
Inventory capitalization compliance (§263A/§471(c))
Section 481(a) adjustments & Form 3115 filings
ERP integration for operational efficiency
Scenario planning for long-term savings
R&D tax credits (IRC §41)
Work Opportunity Tax Credit (WOTC)
Energy-efficiency credits (179D, 45L)
State & local credits and incentives
Automated tracking and documentation support
Entity Selection & Restructuring
Estate, Gift & Trust Services
Indirect Taxes & Property Tax
Design the most tax-efficient legal structure for your business
Preserve wealth and reduce estate tax exposure
Manage indirect taxes and reduce property tax burdens
Choosing the right entity structure is crucial. We help you select the optimal structure—LLC, S corp, or C corp—to reduce tax liabilities.
Our estate planning services ensure your legacy is protected and passed on in the most tax-efficient manner.
We handle sales & use tax, excise taxes, and business personal property tax—helping businesses stay compliant while reducing costs.
LLC vs. S corp vs. C corp modeling
Partnership incorporations and corporate reorganizations
Mergers, acquisitions, and liquidations planning
State and local tax alignment
Basis and capital modeling
Trust design & administration
Estate freezes and valuation discounts
Charitable giving strategies (DAFs, CRTs)
Estate tax minimization
Fiduciary accounting and compliance
Property tax assessments & appeals
Sales & use tax exposure management
Excise & gross receipts tax compliance
Audit defense for indirect taxes
Automated filing systems for ongoing compliance
Start Your Tax Strategy Today
Ready to start your tax strategy with AI-powered planning and Big Four-level expertise?
Let’s work together to maximize your savings, reduce liabilities, and ensure compliance across the board.
Explore Citrus tax strategies that help you maximize savings and simplify compliance!
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