COVID-19 Tax Season Update  - Effective March 17, 2020

The health and safety of our clients and our staff and their families is our primary concern at this time.  For those reasons we are trying to minimize and eliminate client contact as much as possible for the next 3 weeks. 

While the due date for returns remains April 15, any balance due will not have penalty or interest charges for 90 days.  For any returns not filed by April 15, we will take care of filing an extension, but no checks are needed by April 15. No payment will be due until July 15, so there is no need to bring in any checks.

If you have already brought in your tax information, please know that we are working on your return and will contact you once it is complete to make arrangements to review your information with you.

If you have not already provided us with your tax information, you do not need to bring in your tax information prior to April 15 .  Please just contact our office by phone or email and confirm that we will be preparing your return or not. We will file any necessary paperwork needed for an extension.

We encourage you to wait until after April 15 to bring any information in.

If you feel the need to bring in the information prior to April 15,

Option 1 – You can drop off your tax information at the drop box located on the outside of the building by the 109 Main St  door. 

Option 2 – You can drop off your tax information in the basket by our Suite 328 office door – we ask that you do not come into our office but leave your information at the door.

Option 3- You can mail your information to us: Mail to our street address Penny Wasem, 109 E. Main Street, Suite 328, Lancaster, OH 43130

Option 4 – You can email the office pwasem@Lifetimefinancialplan.com and request a secure link to upload your client documents to us.

We appreciate your understanding and are doing what we can to eliminate the spread of this virus by eliminating client contact.

Thank you.

Sincerely,

Penny L. Wasem, CPA, CFP, PFS

We provide tax and financial planning services, as well as accounting and accounting software support to individuals, small businesses and nonprofit organizations.   

With our website, you can:

Submit your Financial Planning Questionnaire using the link on the Services tab. 

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Client Resource Center tab.

Subscribe to the monthly e-newsletter by sending me an email request. 

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.