Meeting/Event Information

About our Class:

This will be an overview of Quarterly and Annual Federal Payroll tax filings including 941, 940, 1099 and W2s. Reporting overview and calculations; payment deadlines and filing deadlines will be covered as well as best practices for filing accurate forms and what supporting information should be kept with these filings. There will also be discussions on extensions and form corrections.

About our Speaker:

Patty Lotz, CPP, EA 

Patty Lotz, CPP is the Payroll Lead and Accounting Professional at Biel, Fisette, Iacono, LLP a local CPA firm. She is a native of the New Orleans area. She holds a degree in Marketing from the University of New Orleans. Her payroll career started in a small CPA firm in m2004, working part-time while her children were in grade school. Since then, she has expanded her accounting and payroll roles, working full time since moving to the Dallas area in 2006. Her experience includes mostly payroll processing for small businesses and owner-operators, multi-state payroll tax filings, Payroll Tax issue resolution and filed a multitude of Employee Retention Credits during their open periods. She earned her CPP in 2016 and has been an active member of Dallas Payo since 2018.

An experienced instructor, she has taught on various payroll topics at local chapters and the Texas Payroll Conference since 2019. As empty nesters of two grown children, she and her husband of 34 years, Jimmy, enjoy local festivals, wine excursions and travel.