potential new clients
Lottsa is not accepting new individual or business entity clients at this time. However, potential clients are encouraged to join our waiting list. We reach out to interested individuals and businesses in the late Spring to explore whether Lottsa is a good fit. If you are interested, please get in touch with us via the “Contact Us” web page, or call our office during business hours at 612-338-7459. Provide us with your full name(s), contact info, and what specific services you are looking for and for which tax years. We will get back to you!
Services
Lottsa is pleased to offer tax preparation services for individuals and businesses. This includes support with accounting and business planning. We endeavor to meet our clients’ needs in the tax and financial planning domains while educating and empowering decision-making in pursuit of their goals.
Fees
We bill by the hour since we think it is the fairest way to set fees. The well-organized client requires less of our time and pays a lower fee than does the similarly situated client who does not put in as much up-front effort to prepare their materials. More complex work takes more time, so it costs more than does a simpler fact pattern, which we work through more quickly. The per-hour rates depend on the staff person’s experience and expertise, and are described below.
Our tax compliance work also requires substantial expenditures that are not time-based (software, continuing education, tax organizers, etc.). For transparency, we separately state this charge on our invoices using the Fixed Cost schedule below.
2025 Rates
| Tax Services | Budgeting & Business Planning | Bookkeeping, Accounting, & QB Support & Coaching | Payroll | |
| Principal | 320 | 320 | 320 | 320 |
| Tax Accountant, Level 1 | 280 | 280 | 240 | 240 |
| Tax Accountant, Level 2 | 240 | 240 | 160 | 160 |
| Tax Associate, Level 1 | 195 | 195 | 125 | 125 |
| Tax Associate, Level 2 | 165 | 165 | 125 | 125 |
| Tax Associate Level 3 | 125 | 125 | 125 | 125 |
| Client Services Staff | 100 | 100 | 100 | 100 |
2026 Rates
| Tax Services | Budgeting & Business Planning | Bookkeeping, Accounting, & QB Support & Coaching | Payroll | |
| Principal | 330 | 330 | 330 | 330 |
| Tax Accountant, Level 1 | 290 | 290 | 240 | 240 |
| Tax Accountant, Level 2 | 250 | 250 | 185 | 185 |
| Tax Associate, Level 1 | 210 | 210 | 130 | 130 |
| Tax Associate, Level 2 | 170 | 170 | 130 | 130 |
| Tax Associate Level 3 | 130 | 130 | 130 | 130 |
| Client Service Staff | 100 | 100 | 100 | 100 |
2025 Fixed Costs
| Individual Tax Return | 140 |
| Entity Tax Return | 310 |
| 1099/W-2 | 55 |
2026 Fixed Costs
| Individual Tax Return | 145 |
| Entity Tax Return | 275 |
| 1099/W-2 | 55 |
The total charge to the client will be the sum of the applicable fixed fee plus that which is calculated for hourly rates. In the event that the work on a tax return must be prioritized or rushed, Lottsa will add an additional fee to reflect that accommodation. A 10% surcharge will be added to an invoice when an expedited draft or final return is requested (e.g. a return is required by an imminent date to submit a financial aid or loan application). A 20% surcharge will be added in the event that tax materials are delivered late, after a cutoff date communicated by Lottsa, and thereby requires that the work on the return(s) must be prioritized in order to file by a relevant deadline.
If our fees present a genuine barrier to you obtaining the services that you need, please communicate with us about it. In most cases the charges can be modified in a mutually satisfactory way.