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Financial Planning + Taxes...Together as They Should Be

We offer financial planning, tax preparation/planning or combined services.

Learn about our service plans, fill out an inquiry form & schedule

an initial meeting today!

Financial Planning Packages

Transparent Pricing, Fee-Only, No Commissions

Tax Preparation Packages

2023 Tax Preparation & Planning Services

If you need tax preparation services for 2023, we are only taking on new clients under our Elite Package through the end of 2024. The Elite package base fee is $1,675.

We are currently full for the October 15th deadline, but if you live abroad a December extension is available.

Fill out an inquiry form below to receive a price quote for you 2023 tax preparation.

2024 Tax Preparation & Planning Services

We are taking on a limited number of new clients for the 2025 tax season.

Fill out an inquiry form below to receive a price quote and reserve your spot today!

Experienced Tax Professionals, Online Client Onboarding, Year-Round Availability

U.S. tax return packages start at $875 (Fed & State)

Expat tax return packages start at $875 (Fed) + $250 (State).

Do you own a non-US company? We also prepare Form 5471

Contact Us

OUR PRIVACY POLICY:  We will NEVER share your personal information with anyone without your express consent. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

 

Prospective Clients: [email protected]

Current Clients: [email protected]

Call (US Number): 1 (480) 702-2301

Krozel Capital
6424 E Greenway Pkwy Ste. 100
Scottsdale, AZ 85254 USA

We look forward to connecting with you!