ONBOARDING STEPS – TAX SEASON 2026

Please complete all onboarding steps listed below no later than the following dates or we cannot guarantee a filing by the respective deadline.

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

• March 9th  – For the April 15th tax deadline
• May 4th  – For the June 15th Deadline (Available only if living abroad)
• August 17th  – For the October 15th Extension Deadline
• October 5th – For the December 15th Extension Deadline (Available only if living abroad)***

***If you are abroad and we have received your retainer payment, we will prepare and mail a Dec 15th extension if your onboarding is not completed by August 17th. The fee is $175.

If onboarding is not completed by October 5th, we reserve the right to cancel the engagement.

Retainer fees paid are non-refundable.

Have questions during onboarding? Please email us at team@krozelcapital.com 

Concierge Onboarding – $385

Too busy to complete your onboarding tasks timely? Do you find it mentally difficult to start the process each year and end up filing after your desired deadline? Ask us about our Concierge Onboarding, an add-on service designed to ensure your tax onboarding process is smooth, efficient, and completed on time. Concierge Onboarding provides additional support with more personalized touch-points, customized reminders and personal assistance from our onboarding team to help you meet all necessary deadlines.

We will move your file to our ‘Tax Preparation’ stage once ALL of the steps below have been completed.

We look forward to working with you!