Frequently Asked Questions
Lodovico & Associates FAQs
Many of the questions we get asked are in regards to taxes, however we welcome your questions and comments.
If you are a client of L&A already, all you need to do is submit the notice to our office. We will review the notice, along with our copies of your tax documentation, and correspond with the inquiring agency to solve your problem.
Life-changing events, such as marriage, can impact your tax situation significantly. If you were married on or before December 31st of the current year, you can no longer file as single. “Married-filing joint” or “married-filing separate” are the the only ways you can file.
For your first year of marriage, we can compare a joint return versus separate returns for you and your spouse to see which is most beneficial. Being married and adjusting withholdings is something to be considered; contact Lodovico & Associates to determine the best solution for you and your spouse.
Working with an accountant will give you the personal attention you want to feel confident in your finances. You are invited to meet with one of our CPAs personally to discuss the details of your tax situation. We will review your income, interest statements and any expenses you wish to claim to ensure that you receive the largest refund possible.
You are also welcome to call or visit our office at any time with questions that you have. We are here to help you all through the year, not just during tax season!
Should the IRS or the PA Department of Revenue dispute any information on your tax return, Lodovico & Associates will fight with you in presenting your case. Government agencies are a lot less intimidating with experienced professionals at your back!
*These are the typical dates, however the pandemic has impacted these dates.
Federal, State, & Local
Extension: October 18th
Federal & State
C-Corporations, S-Corporations, Exempt Organizations
Extension: September 15th
Extension: October 15th
Yes. We do any state and local tax returns. If you have moved to PA in the middle of the year, we will make sure that your tax obligations are appropriately split between each state so you do not pay any more than you should. Any return, for any year, for any state!
Below is a list of common tax-related documents that Lodovico & Associates would require (if applicable) to accurately file your return. If you have any questions about anything not listed below, feel free to contact our office.
- Past two years tax returns
- Social Security Cards/SSNs for self, spouse and any dependents
- Dates of birth for all mentioned above
- Earnings W2’s
- Any interest dividends earned from savings and/or investments
- Sale of stocks, cost basis and proceeds
- Self-employed income, 1099’s, 1099R’s
- Mortgage and real estate tax information (if you own a home)
- Contributions: Church, charities, non-profit
- Noncash donations: Goodwill, Salvation Army, other charities
- Local wage tax paid if not withheld from W2’s
- Unreimbursed employee expenses required by employer, to be paid by you