potential new clients
Beginning October 1, 2024 Lottsa is unable to accept new individual and business entity clients. If you are looking for a firm to prepare future tax filings, we do expect to open to new clients in the early summer of 2025. You may contact Lottsa today to add your name or company to a waitlist. We otherwise encourage you to contact our offices after Memorial Day to discuss the possibility of working together.
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.
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 | 160 | 160 | 125 | 125 |
| Tax Associate Level 3 | 125 | 125 | 125 | 125 |
| Client Service Staff | 100 | 100 | 100 | 100 |
2024 Fixed Costs
Our tax compliance work 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 following schedule —
| Individual Tax Return | 135 |
| Entity Tax Return | 300 |
| 1099/W-2 | 55 |
2025 Fixed Costs
Our tax compliance work 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 following schedule —
| Individual Tax Return | 140 |
| Entity Tax Return | 310 |
| 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.