Professional Quality. Personal Service.
Kaitlin is no stranger to moving and expat life as she has moved five times in the last 12 years with two of those moves being international (Singapore, Spain and moving to Santiago, Chile in 2023). Kaitlin Krozel is a Certified Public Accountant (CPA) and received her undergraduate degree with a B.S. in Accounting and Finance and a minor in Spanish from California Polytechnic State University, San Luis Obispo. She also holds a Masters degree in Tax & Financial Planning from San Diego State University. Before starting Krozel Capital, she worked for Ernst & Young in San Diego, CA and also as a tax preparer in Singapore. Her husband is a Commander in the U.S. Navy and they have two young children.
Florencia Bojaxhi is a Certified Public Accountant (CPA). She received her undergraduate degree with a B.S. in Accounting and Operations Management from the University of Wisconsin – Oshkosh. She has over 10 years of experience in tax, audit and financial statement reporting. Florencia’s area of expertise is in structuring and reporting for US entrepreneurs living abroad that own foreign companies. She speaks four languages and has lived in the United States, South Korea, Singapore, Italy and Costa Rica, where she currently resides. She enjoys yoga and gardening when she is not helping others with taxes.
Laura Astorga is a certified tax preparer through the California Education Tax Council (CTEC). She earned her B.S. in Accounting from the University of Baja California in Tijuana, Mexico. Laura is fluent in Spanish and has experience with Mexican tax laws and regulation. She worked as an accountant in Mexico from 1990-1999 before moving to the United States where she continues to reside with her husband and two children.
Lex Vogelgesang is a Financial Planning Associate. She received her certificate of Financial Planning from Boston University. She holds her undergraduate degree from the United States Naval Academy. She also holds a master’s degree from the University of San Diego. Before starting Krozel Capital, she worked for Workable Wealth in San Diego, CA. She currently is a reservist in the United States Marine Corps. Her husband is in the U.S. Navy and they have three children.
Giving back is important at Krozel Capital and we are proud to support the following program through direct donations:
Penelope’s Ride: Supports The Cystic Fibrosis Foundation by holding a yearly bike ride to raise awareness about Cystic Fibrosis and money for research, treatments and hopefully one day, a cure.
Our clients are some of the smartest individuals we know. They are professors, surgeons, lawyers, executives, masters in their fields. Yet, due to the extremely complex and time consuming ordeal of preparing a US tax return, these same individuals need to hire a professional. The US has an entire industry of tax preparers and attorneys whose only job is to help people understand the tax laws and calculate their taxes. How insane is this situation? Most professionals would never openly advocate against their own profession, but I guess that makes us different (or crazy).
We believe that in the perfect world our firm’s tax services would not be needed by a majority of taxpayers, and instead we would be helping clients save their money and plan for their futures full time. One thing we do know is that taxes and financial planning go hand in hand, and that is why we offer BOTH tax compliance and fee-only financial planning services to our clients. Having a team of tax and financial advisors working together creates efficiencies and helps streamline our clients’ financial life.