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.
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