Okay, I can get that together. What are the steps in the tax preparation process with LOTTSA?
It begins with receiving your tax information. New clients will meet with Scott. Returning clients can meet with Scott or can mail/drop off their materials. One of our staff preparers will make an initial data entry run through your tax materials and will organize the file for Scott’s preparation work. If there are missing or unclear items, you will be contacted and asked to fill in the gaps, hopefully before Scott gets to your file in turn. When your turn comes in the queue, Scott will work on your taxes. If the file is complete and there are no needs for information, we’ll get it printed and right out to you. Often there will be some additional info needed or decisions to make about some tax matter. You’ll receive our inquiry on this, and we’ll wrap it when we’re complete. Unless you tell us differently or we’re pushing up against a filing deadline, our work product will be mailed to you along with an invoice.
