Tax Planning and Preparation Specialist Mark Sipos, and Tax Associate Josh Wenhold.
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.
Lineweaver Tax Services is here to help you take the first step in your tax planning. Our team is led by Tax Planning and Preparation Specialist Mark Sipos, who has over 37 years of experience providing individuals with tax and personal financial services.
We know making sure you know the questions to ask yourself will go a long way toward making sure you don't under or overestimate your annual tax obligation or risk any penalties.
Filing Your Tax Returns
To timely file tax returns we need your assistance. Please try to schedule an appointment with us, or drop off your information, as soon as possible. To ensure we can complete your tax return, we need your information to us by end of business on Monday, March 25, 2024. After this date, we can no longer guarantee your tax return will be completed by the due date of April 15, 2024. If we cannot complete your return by the due date, we will file an extension for you, along with an estimate of money due or expected refund. We will contact you in advance to discuss. There will be an additional charge for filing the extension if you submit your information after the March 25, 2024 deadline.
We do understand that certain information is sent to you late in the filing season such as brokerage statements and K-1’s. Please submit all other information necessary to complete your tax return to us in advance of these late arriving documents. We will input all other information ahead of time and have the tax return ready to complete once the last information is available.
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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.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
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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