potential new clients
Our staff is working at capacity and we are not currently accepting new clients. If you want to be added to our waiting list, please contact the office.
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.
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.
Important note for Spring 2022 tax season: Due to staffing limitations, please expect delays in Lottsa’s completion of your tax return. If you have a specific deadline for your tax return’s completion, please communicate to Lottsa staff as soon as possible. We will likely be able to accommodate your deadline. Please note that Lottsa will add a 10% surcharge in these situations.
|Tax Services||Budgeting & Business Planning||Bookkeeping, Accounting, & QB Support & Coaching||Payroll|
|Tax Accountant, Level 1||220||220||165||165|
|Tax Accountant, Level 2||190||190||120||120|
|Tax Associate, Level 1||165||165||90||90|
|Tax Associate, Level 2||110||110||90||90|
|Client Services Staff||90||90||90||90|
2022 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||115|
|Entity Tax Return||230|
The total charge to the client will be the sum of the applicable fixed fee plus that which is calculated for hourly rates. 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.