Zappitelli Financial Services

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Zappitelli Financial Services ZappitelliWealthAdvisors.com Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Robert A. Zappitelli, CFP®, E.A.

Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera does not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site. Partner, Director of Wealth Management

John M. Zappitelli, CPA, Partner
CPA, Partner

Robert A Zappitelli II, MBA
Financial Advisor

Jeffrey Burch, CFP ®, MBA
Financial Advisor

Rob Sason
Financial Advisor

Diana Zappitelli-Ridenour, CPA
Registered Representative

10/22/2026

The new Trump Accounts began accepting contributions on July 4, 2026. Children born between 2025 and 2028—like Financial Advisor Bobby Zappitelli’s little one—will receive $1,000 pilot program payment in their accounts to help kick-start the savings. Individuals and employers may contribute up to $5,000 per year, combined, and that amount will be indexed for inflation beginning in 2027. Account funds must be invested in low-cost U.S. equity index funds or exchange-traded funds. Our team can help set up you child’s Trump Account at the bank of your choosing. Call us today!

Nearly every financial decision you make has an accompanying tax implication, so be sure you're reaping the benefits of ...
10/20/2026

Nearly every financial decision you make has an accompanying tax implication, so be sure you're reaping the benefits of a financial advisor who works directly with your tax professional. When you work with the Zappitelli team, you get more than just tax preparation. Our tax professionals work collaboratively with our financial advisors, giving you the guidance you need to make informed financial decisions today while preparing for retirement tomorrow.

Starting in 2027, the federal government will match up to 50% of money you contribute to save for retirement. If you’re ...
10/19/2026

Starting in 2027, the federal government will match up to 50% of money you contribute to save for retirement. If you’re eligible and contribute to a retirement plan or IRA for 2027, you can claim the Saver’s Match when you file your 2027 federal tax return in 2028. The federal government will match up to $1,000 per person each year—deposited directly into your designated retirement account. For married couples filing jointly, the match applies to each spouse. Learn more here: https://www.irs.gov/credits-deductions/savers-match

Timely, accurate tax return preparation is the bare minimum. At Zappitelli Financial Services, we pride ourselves on goi...
10/14/2026

Timely, accurate tax return preparation is the bare minimum. At Zappitelli Financial Services, we pride ourselves on going above and beyond—even during the busiest of tax season. When you work with us, you can expect helpful and responsive team members, proactive communication, and detailed follow-through. We'll treat you like family and strive to make your tax experience stress-free.

10/13/2026

529 plans allow your child's future education to grow tax-free, but they aren't only for traditional four-year colleges. Funds can be used for private elementary schools, trade schools, certificate programs, apprenticeships, graduate school, and other qualifying expenses. Talk with our financial team about whether a 529 plan fits in your family's savings strategy.

You work hard for your money. Shouldn't your tax professional work just as hard for you? For more than 40 years, Zappite...
10/12/2026

You work hard for your money. Shouldn't your tax professional work just as hard for you? For more than 40 years, Zappitelli Financial Services has been helping individuals and businesses navigate tax season with experience, personal attention, and trusted advice. With 13 locations across Northeastern Ohio and CPAs, Enrolled Agents, and dozens of experienced tax preparers on staff, we have the knowledge you need for a better tax experience. If your tax professional doesn't deliver quick turnaround times, a high level of attention to detail, and competitive pricing, it's time for a change. Call Zappitelli to see why working with a local, family-owned firm makes a difference.

At Zappitelli Wealth Advisors, we believe in a tax-intelligent approach to financial planning—because you should never p...
10/06/2026

At Zappitelli Wealth Advisors, we believe in a tax-intelligent approach to financial planning—because you should never pay more than you have to in taxes. Our tax and wealth management teams collaborate to help maximize your financial opportunities. Swipe to connect with our team and learn how we can support your financial goals.

Tax-intelligent financial advisors often use a strategy called 'tax-loss harvesting' to lower the taxes owed on your inv...
10/05/2026

Tax-intelligent financial advisors often use a strategy called 'tax-loss harvesting' to lower the taxes owed on your investment portfolio. Capital gains result when an individual sells an investment for an amount greater than its purchase price. However, capital gains taxes can be reduced by selling another investment at a loss to lower your portfolio's overall gains.

Learn more on our blog: https://www.zappitelliwealthadvisors.com/blog/a-taxing-story-capital-gains-and-losses

One of the best ways a business owner can save on taxes is to contribute to a qualified retirement plan. If you're self-...
10/02/2026

One of the best ways a business owner can save on taxes is to contribute to a qualified retirement plan. If you're self-employed with no eligible employees other than yourself (and a spouse), a solo 401(k) affords the added benefit of being able to contribute in two roles: as an employee and employer. Often, this enables larger tax-deferred contributions than many IRAs. Talk with our tax team about the best way to save on taxes—and toward your retirement—as a self-employed business owner.

College is a major expense that will be here before you know it. Tax-advantaged vehicles like 529 plans can help you sav...
10/01/2026

College is a major expense that will be here before you know it. Tax-advantaged vehicles like 529 plans can help you save toward education expenses, and in Ohio, you can receive a 529 tax credit on your state income tax return! Even small amounts when saved consistently add up over time. Contact our office if you'd like to open one and start saving for your student's future.

Address

9946 Johnnycake Ridge Road
Painesville, OH
44077

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14403540375

Website

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