Dear Lottsa clients –

Read on for what to expect as we work with our clients to complete their 2023 tax returns:

• If you are interested in scheduling a meeting, please contact the Lottsa offices (612-338-7459).
• Lottsa will work with our clients to meet extended filing commitments by the federal and state deadlines:
  • September 15th 2024 is the common deadline to file a return or an extension for S-Corp, and Partnership tax returns.
  • October 15th is the deadline to file the following extended returns:  individual tax returns (1040), Trust Tax Returns, and most C-Corp returns.
• You may bring your 2023 tax materials to an in-person meeting OR you may deliver your tax materials to Lottsa (via Mail, the portal, or by dropping off at the office.)  We will begin work on your return once we have received:
  • Your signed Engagement Letter  (If married, both spouses must sign.  If a dependent must file a return and is currently 18 years or older, they must also sign their own Engagement Letter.)
  • A completed tax organizer
  • Your 2023 tax forms and information
• Our Spring Office hours are  9 a.m. – 3 p.m., Monday – Friday
• Our 2024 rates are posted on the Services & Fees portion of this web site.

We are grateful for the opportunity to work with you!

Lottsa Staff