Frequently Asked Questions

Lor-etta.com is a personal and professional platform centered on legacy, financial education, and U.S. federal tax preparation services provided online.

Services include U.S. federal tax return preparation and financial education designed to support individuals and families with organization, planning, and informed decision-making.

Lor-etta.com focuses on U.S. federal tax return preparation only. State tax returns may require a separate provider depending on jurisdiction.

All services are provided online and remotely, allowing clients to work with us regardless of location.

No. Lor-etta.com does not offer investment advisory, securities, or portfolio management services. All financial services are educational and non-investment in nature.

This platform is intended for individuals, families, and small business owners seeking federal tax support, financial education, and legacy-focused guidance.

Lor-etta.com provides financial education and advisory support that is non-investment. It does not operate as a licensed investment advisory or brokerage firm.

Yes. Lor-etta.com may expand to include additional educational content and advisory offerings over time.

You can get started by using the Contact page. You will be guided through the next steps and informed of what information is needed.