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Getting Started - Individual Taxes

For entity taxes (SCorp, CCorp, Partnership, Nonprofit) visit this link instead.

Returning Clients

If the below steps are not completed by March 15th, 2022 we cannot guarantee we will have capacity to complete your taxes this year. This applies even if you are planning to file an October 15th extension.

1) ESign the Tax Engagement Agreement (Click here to complete)

2) Pay your 50% retainer. (Estimate emails sent out the week of January 10th)

This will help us determine our workload capacity for 2022 and serve you better.

Thank you for your cooperation!


All Clients

Please complete all 4 onboarding steps (listed below this section) no later than the following dates:

   March 1st – For the April 15th tax deadline

   May 1st – For the June 15th Deadline for Overseas Filers

   July 31st – For the October 15th Extension Deadline

If all steps are not completed by July 31st we reserve the right to cancel this engagement and refund your paid retainer less merchant processing fees (if applicable).

The only exceptions will be documents not received yet (for example, Forms K1 not issued or a foreign tax return waiting to be filed).



We are here to help! Contact us at team@krozelcapital.com


We will start on your tax return once all 4 steps below have been completed.