Financial Planning
Transparent Pricing, Fee-Only, No Commissions
Financial Planning Inquiry Form
Fill this form out to schedule a no-obligation meeting to review our services, pricing and processes.
Tax Preparation Packages
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.
Tax Packages – Expat
For taxpayers living and/or working outside the U.S.
Tax Packages - U.S.
For taxpayers living and/or working in the US to include US Military or Foreign Service with no foreign income.
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
Inquiry Form - I live outside the U.S.
Tax inquiry form for taxpayers who lived abroad at any time during 2024.
Inquiry Form - I live in the Netherlands
Tax inquiry form for taxpayers who lived in the Netherlands during 2024.
Inquiry Form - I live in the U.S.
Tax Inquiry form for taxpayers who lived in the U.S. during 2024.
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!