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Who We Are

Professional Quality. Personal Service.

  • We believe you deserve to spend every minute possible living* and not feeling burdened by complex tax regulations and financial decisions.

 

 

  • At Krozel Capital we are proving that professional services can be provided on a personal level – we do this every day.
  • We do not agree with the complexity of the US tax system. In a perfect world, tax preparation would be more straightforward and manageable leaving more time to focus on financial planning, asset management and (insert here anything you like doing more than tax prep!).

 

  • We work hard to keep our clients educated and informed about policy and law changes, that could affect their financial life.

living* = focusing on what matters most to you.

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Kaitlin Krozel

Kaitlin Krozel is a Certified Public Accountant (CPA). She 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 Lieutenant Commander in the U.S. Navy and they have two young children.

Holly Evans

Holly Evans is a Certified Public Accountant (CPA). Her areas of tax specialty are individuals, small businesses, cancellation of debt income, real estate, and rental properties.

Laura Astoga

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. 

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Lex Vogelgesang

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.

Tamika Nolen

Tamika Nolen is an authorized tax preparer with the IRS. She earned her B.S. in International Business from Northwest Missouri State University and is currently studying to become an Enrolled Agent. She worked in software as a Technical Associate with Wolters Kluwer and as a Tax Examiner with the IRS. She enjoys reading, traveling, and has resided in Hawaii and South Korea. She currently resides in Spain with her husband who is a Chief Petty Officer in the U.S. Navy.

Giving Back

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 Philosophy

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.