Dear Returning Lottsa clients and prospective new clients –

Read on for what to expect as we work with our clients to file 2022 tax returns before the relevant extension deadlines:

• If you are a returning client and are interested in scheduling a tax intake meeting, please contact the Lottsa offices for assistance.
• Lottsa endeavors to work with our clients to complete their returns well in advance of the extension deadlines:
  • September 15th is the common deadline to file an extended Trust, S-Corp, Partnership and C-Corp tax returns.
  • October 15th is the deadline to file an extended individual tax return (1040)
• Returning Individual and business clients were sent their annual tax packet early in January 2023.  If you did not received a packet, please contact the Lottsa offices to arrange for delivery of the necessary materials.
• You may bring your 2022 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 2022 tax forms and information
  • If you are a new client, a copy of your 2021 tax return
• Our office hours during the Fall of 2023 are 9 a.m. – 3 p.m., Monday – Friday. The office will be closed in observance of Thanksgiving (Thursday 11/23 & Friday 11/24) and Christmas (Monday 12/25).
• Our 2023 rates are posted on the Services & Fees portion of this web site.

We are grateful for the opportunity to work with you!

Lottsa Staff