Company Profile
Lottsa Tax & Accounting Services, Inc.
Company Overview
Our Mission
To empower clients to make informed tax and financial decisions that encourage them to thrive.
Our Vision
For Our Clients: To cultivate long-term relationships based on mutual respect, transparency and trust to empower our clients’ decision-making in pursuit of their goals.
For Our Team: To create a collaborative and supportive environment where everyone is encouraged to fulfill their potential by growing their skills, delivering excellent work, and participating in the success of the firm.
For Our Work: To deliver exceptional, responsive service in an efficient way that exceeds our clients’ expectations and positions them for success at every stage of life.
For Our Community: To be an asset within our community, creating value for our clients and helping them to thrive as active and contributing members of their own communities.
Our Values
Integrity: We do the right thing every time to earn and keep your trust. We respect your intelligence and empower you to make smart financial decisions.
Openness and Gratitude: We create authentic relationships with our clients, colleagues and the communities we serve based on transparency and trust. We consider your choice to work with us a privilege that we honor with exceptional work.
Welcoming: We meet our clients where they are in their financial lives, without judgement. We value each individual and cherish the vibrant community in which we work. All are welcome here.
Company History
Lottsa’s mission is to empower clients to make informed tax and financial decisions that encourage them to thrive.
Our company began on June 1, 1982 as a partnership between Scott Beers and Loretta Thomas to provide accounting and management services to two food co-ops. We later incorporated, and Scott became the sole shareholder upon Loretta’s death in 1989. Daniel Palahniuk became minority shareholder and Vice President effective January 1, 2018.
Lottsa Tax & Accounting Services, Inc. provides tax and accounting services. We do them well at a good value for the client. We do not provide audit or review services.
Lottsa Financial Services, Inc. is an affiliated company that offers personal financial planning and asset management on a fee-only basis while adhering to a fiduciary standard.
We join in celebrating clients’ successes and anguishing with them as they confront challenges. The truly rewarding part of the business is relating with others, being able to help them with important and sometimes very intimate decisions.
We provide the level of service that clients need, empower them to do as much as they can (and want to) do, while encouraging them to find the appropriate spot along the accounting & tax prep spectrum where our services will deliver the best value.
Ever since we started, our offices have been on the West Bank. With the University of Minnesota and Augsburg College, there’s a vibrant intellectual climate here. Its array of recent immigrants brings a dynamism that’s exciting to be amongst. We feel connected to the West Bank’s progressive and artistic roots.
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