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Getting Started - Individual Taxes

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

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

NEW FOR 2021!!!

Returning Clients Only – A late onboarding fee of $100 will be added to your invoice if the below steps were not completed by March 15th, 2021.

1) Esign the Tax Engagement Agreement.

2) Pay your 50% retainer.

This allows us to determine our workload capacity and staffing requirements earlier in the year and we thank you for your cooperation.


QUESTIONS? We are here to help! Contact us at team@krozelcpa.com