Accounting + Financial Planning + Taxes...All On The Same Team

No more juggling multiple advisors—at Krozel Capital our team works together to provide you with cohesive, integrated solutions that align with your goals.

Let us handle the details, so you can focus on what matters most to you.

 We serve clients living in the U.S. and abroad.

ACCOUNTING / VIRTUAL CFO SERVICES

Grown beyond your bookkeeper and ready to level-up? Advisory, Virtual CFO & Tax Compliance for small-mid size businesses.

FINANCIAL PLANNING

Transparent Pricing, Fee-Only, No Commissions

TAX PREPARATION / PLANNING

Standard Package– SOLD OUT FOR THE 2025 TAX SEASON

  • Federal Individual Return Preparation
  • 1 State tax preparation (not included for expat returns)
  • Complete and secure virtual experience (online portal/app, e-signatures, online organizer)
  • Tax legislation updates throughout the year through our client newsletters
  • Access to regular ‘Client Corner’. 30 minute webinars covering a range of topics + live Q&A
  • Excellent service
  • $1,250 starting price

Premium Package – all of the above plus:

  • Personalized tax return review video upon draft delivery
  • Customized tax estimate for the current year
  • 20% discount on any Federal or State tax resolution services
  • +$150

Elite Package – all of the above plus:

  • Priority Service Tax Prep (vs. first in-first out)
  • Collaboration with any other advisors
  • Up to 3 hours of Fed/State tax resolution per year 
  • Annual meeting with one of our CPA’s to discuss tax strategy, planning, goals, questions, etc. 
  • +$750

 

See below buttons for further package details.

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 schedule a call today.

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

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!