Lotus FAQ
Do I need to meet in person?
No. We are a fully virtual and paperless firm. All documents are securely uploaded through our client portal and returns are reviewed digitally. Clients can complete the entire tax process from the comfort of their home.
How do I upload my tax documents?
Clients receive access to their secure portal where documents can be uploaded securely and organized in one place.
Do you work with clients outside California?
Yes. Because our firm operates virtually, we are able to work with clients throughout the United States.
How much do your services cost?
Our services are offered through structured packages designed to match different levels of tax complexity and advisory needs. Individual tax return preparation begins at $750. More complex returns or clients seeking tax planning may require a planning or advisory package.
What is included in the Essential Compliance package?
The Essential Compliance package is designed for clients who require annual tax return preparation and filing only. This package does not include tax planning or ongoing advisory support. Clients seeking strategic guidance throughout the year should consider a planning or advisory package.
What happens if my tax situation is more complex?
If additional reporting requirements exist—such as rental properties, K-1 investments, or foreign financial accounts—additional fees may apply depending on complexity.
What happens after I become a client?
After onboarding through our portal: You complete a short tax organizer, upload your documents securely, we prepare and review your return, you sign electronically and we file.
How long does tax preparation take?
Preparation timelines depend on the complexity of the return and the completeness of documentation. Most returns are completed within 2–3 weeks after all documents are received.
How is my information protected?
Client information is handled through our encrypted portal. Documents, communications, and electronic signatures are securely stored in one centralized system.
Can I ask tax questions during the year?
Ongoing tax advisory support is included in our Strategic Planning and Comprehensive Advisory packages. Clients in the Essential Compliance package may request consultations separately.
Do you accept all clients?
Our firm focuses on clients who value proactive tax planning and organized financial records. We may decline engagements that fall outside our expertise or service model.