Tax Planning and Preparation

Our tax planning and tax preparation philosophy

The WealthWatch Center has been designed to assist you in making sure you pay Uncle Sam, and related State and City entities, the proper amount of taxes each year - what we call your “fair share.” Unfortunately, tax laws and provisions are subject to change, and many of the provisions can be quite complicated and confusing. As a result, many taxpayers, unknowingly pay more than they should when completing their annual tax return, or, in some cases, unknowingly fail to include certain items that can trigger an audit or additional tax and interest penalties.

At the WealthWatch Center we strive to act as the quarterback of your financial plan so that we eliminate the lack of coordination among various well meaning advisors. Tax planning demands that every “i” is dotted and “t” properly crossed for you to gain all of the intended benefits.

In fact, to help you take the first step, our Tax Accountant in residence, Mark Sipos, a professional with more than 20 years experience in advising both individuals and businesses on tax matters, has developed the WealthWatch Tax Planning Checklist. Making sure you know the questions to ask yourself, will go a long way towards making sure you don't under or over estimate your annual tax obligation.

Tax Intake Form


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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.

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