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Who We Serve

“Thank you for your excellent service.  I’ve worked with three of the “Big Four” accounting firms over the years in preparing my taxes and working with you was a far better experience. I look forward to working with you again next year.”

– D. Perry (Singapore)

Expats / Americans Working Abroad

We specialize in working with US citizens and green card holders living overseas and non-US citizens living in the US to stay compliant with their tax obligations and invest their money responsibly and in a  tax compliant manner. We have served clients in Malaysia, China, Germany, UK, Abu Dhabi, Thailand, Denmark, Mexico…the list goes on and on. Our founder, Kaitlin Krozel, was an expat herself in Singapore and understands the need for expats to have access to professional and reliable tax and investment services. Our integrated approach is unique in that your taxes and investement management can be handled under one roof…no more being the middleman between multiple firms.

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Foreign Nationals / Non-U.S. Citizens

We work with non-U.S. citizens to help them stay compliant with their U.S. tax filing requirements. Our tax system is complex, confusing and overwhelming for foreign nationals moving to the U.S for the first time. We help navigate this complexity and can also answer questions and work on planning related to investing in U.S. employer retirement plans, employer stock compensation, etc. When our foreign national clients leave the U.S. we make sure to properly break residency on the final U.S. tax return filed.

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We understand what it’s like to pick up and move often as our founder Kaitlin Krozel is married to a US Naval Officer. Krozel Capital offers stability in that we are set up to work with clients all over the world. We also offer something that many tax and financial firms cannot – integrated tax and financial planning expertise in one place. We specialize in helping military families in these common, more complex situations: both spouses working, different state residencies, rental properties, military spouse as a business owner.

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Business Owners

We work with business owners to maximize their tax efficiencies on both their business and individual tax returns. Our integrated tax and investment management approach allows us to create a team of advisors under one roof. No more feeling like the ‘middle man/woman’ between your CPA and investment advisor. You can concentrate on your core business, while we work in the background to keep you compliant, informed and invested responsibly.

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Diplomats/Foreign Service

At Krozel Capital we understand the unique financial challenges faced by U.S. diplomats and their families serving abroad. Our team of seasoned tax professionals is well-versed in U.S. tax laws and  multi-state and non-resident filings. We strive to tailor our service to accommodate your unique circumstances, offering flexible consultation hours and efficient document exchange, no matter where you are posted. As a company that employs EFMs, we’re intimately familiar with the dual challenges of diplomatic life and tax obligations. Our insider perspective enables us to provide comprehensive support to your entire diplomatic family while upholding the highest ethical standards in all our services, ensuring that you remain in compliance with U.S. tax laws.

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