Tax Services for Individuals

We are the tax professionals of choice for individuals

We are not just tax professionals, but your Tax Professionals, focused on working with you personally on tax-saving strategies, tax law issues, and preparing for the future.  After listening to your needs, our CPAs will help you simplify and manage your situation, and in the process, we hope to gain your trust and become a lifelong advisor.  Our personalized, knowledgeable service will give you confidence in your financial future.

Individual Tax Services

Tax Return Preparation

Our Tax Professionals have over 75 years of combined experience, with a proven track record of success in preparing any return, for any year, at any time.  We can handle your federal tax return, your PA or any out-of-state return, as well as any local tax return that you require.  We cater to the individual needs and concerns of our clients, providing personal attention and high quality service.  We can assure you of your maximum refund or minimize your tax due, while helping you to understand every aspect of your tax return.  You are welcome to meet with a Tax Professional personally to discuss your tax situation so we can tailor our services to meet your specific needs.

1040 Tax Form

Tax Planning Services

We will guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. We can create tax projections to plan for non-taxed income, advise you when buying a home or pursuing a line of credit, and provide evaluations of investment property, all to ensure sustained financial success into your future. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities that are found in existing as well as recently-altered tax laws.

Financial and Retirement Tax Planning

Through our association with Certified Financial Planners (CFP), we can guide you through difficult decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, estate and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

We can help you develop, implement, and administer your benefits, retirement and profit-sharing plans with an eye towards maximizing tax advantages.

Real Estate Tax Appeals

If you own property or are considering purchasing property, our Property Evaluation Consultants (PEC) can assist you in any and all phases of the appeal process, including the filing of the appeal, preparation of the case evidence, authorized representation at the appeal hearing and beyond. Before any appeal procedures are recommended, our professionals review and evaluate the case to determine if it will be viable to pursue the appeal. With over 25 years of experience in negotiating maximum reductions, our PEC services continue to maintain a 99.5% success rate in reducing real estate taxes for both residential and commercial properties.

Tax Audit Representation

Professional representation can be vital during an audit.  Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.  We can help you organize and prepare necessary documentation, assist with finding legal representation, and participate in negotiations of settlements for tax leans.  You can face an audit with confidence knowing that the Tax Professionals have your back!

Lodovico & Associates, P.C. provides a full range of accounting, tax and related services. Please note that Lodovico & Associates, P.C. does not provide legal services or legal advice.

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