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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).

 

QUESTIONS?

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.

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 will send out estimate emails the week of January 10th, 2022 with a link to pay the 50% retainer.

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 us at team@krozelcapital.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 & Document List

What/Where is my Document List?

The Document List applies to returning clients (so if you are a new client, you can skip this).

-We have uploaded an excel file to your portal named ‘2021 Tax Preparation Guide’ that includes a tab with a list of your documents from last year.

-Please download/update this list by checking off the documents you are uploading and noting any documents that no longer apply

-Then upload this list along with your 2021 tax documents.

-Doing this will enable us to prepare your taxes much faster – we promise! Instead of chasing documents from you that we may or may not need, we can spend that time looking for potential deductions and other tax savings on your return.

Questions? Email us at team@krozelcapital.com

 

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 us at team@krozelcapital.com

New Clients – 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.