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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

1. Esign Engagement Agreement

If filing a joint return, both spouses must esign an agreement.

2. Pay 50% Retainer

How do I pay?

Returning Clients: We emailed out estimates with a link to pay the retainer the week of January 18th.

New Clients: You should receive an email soon with your retainer invoice and a link to pay.

If you have not yet received your payment link or would like us to resend, please email Laura at laura@krozelcpa.com  Feel free to continue to Step 3 below if you are waiting to receive the invoice.

3. Complete the Tax Organizer

Only have a few minutes here and there?

If you can’t complete the online organizer in one sitting you will have the option to save your entries and resume later.

4. Upload Tax Documents

Email Us Once Completed!

Some clients like to upload all their documents at one time and others in batches. No problem for us either way! Just let us know once all of your documents have been uploaded, by sending an email to our onboarding team at team@krozelcpa.com

If we see documents have been uploaded and we don’t hear from you, we may reach out by email to double check the status.

Returning Client?

Can’t remember everything you need to provide? No problem! We have uploaded an excel file to your portal named ‘2019 Tax Preparation Guide’ that includes a list of your documents from last year.

New Client?

If you did not receive a login password by email to access the portal, you can get one by going here and clicking the ‘Forgot Password’ link.

If you have any problems, please contact Laura at laura@krozelcpa.com

 

Please upload the following along with your tax documents this first year:

-Your last two years of Federal and State tax returns  (also include copies of any FBAR’s filed if applicable).

-Copy of your US drivers license or passport picture page (must provide for both spouses if filing joint)

-Social Security card copies for any children/dependents.