Tax & Accounting
Tax & Accounting
Financial Services
Financial services
Client Log in
Client Log in

Dear Lottsa clients –

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

For a high likelihood that you will file by the extension due date of October 15, we need all of your 2023 information to the Lottsa offices by 3 pm on Monday, September 16.    You may deliver your tax materials in a manner convenient to you — mail, drop or upload to our secure client portal .  (To protect your personal information, do not email forms.)  If you deliver your tax materials to Lottsa after September 16, you will be subject to a 20% surcharge to account for the prioritization of the work required to file by the October 15 deadline.

  • Lottsa is working 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.
  • If you are interested in engaging Lottsa to file your 2023 tax return as a new client, please contact the Lottsa offices (612-338-7459) to schedule a meeting.
  • For our clients who have already provided 2023 tax materials, and have extended 2023 tax returns, Lottsa staff are currently working on files in the order that they came into the offices.  If you require a completed return by a specific date, please let us know so that we can work with you to get the return(s) finalized in that timeframe.
  • If you are an existing client, but have not yet provided your 2023 tax documents, you may bring your 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 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