Our Services

Penny L. Wasem, CPA, CFP, PFS

Our offices are open. Please call the office or email to schedule an appointment. We will maintain social distancing. Clients are required to wear a face covering while in the building and in our offices.

If you need to drop off information, the following options are available. 

Option 1 – You can drop off your 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 information in the basket in the waiting area in our  office during office hours.

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 minimizing 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 monthly client newsletter and weekly tax tips.

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

Subscribe to the monthly e-newsletter by sending me an email request or signing up on the newsletter tab. 

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.

 

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Latest Information

Client Resource Center

Featured Article:

Avoid These Small Business IRS Audit Mistakes

Here are several mistakes to avoid if your business gets audited by the IRS.

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Weekly Tax Tips

Featured TaxTip:

Reminder: Third Quarter Estimated Taxes Due

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Wednesday, September 15th.

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Expansion of Child Tax Credit

In 2021 a newly expanded Child Tax Credit will impact millions of families. Unfortunately, the rules are anything but simple. Spend a couple of minutes to understand what, exactly is changing.

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Client Update Newsletter

Featured Article:

Time to Schedule Your Tax Planning Session

Tax planning can make a difference, especially if you review your situation before the end of the year.

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740-653-6339 pwasem@Lifetimefinancialplan.com

109 E Main St, Suite 328, Lancaster, OH 43130

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740-653-6339 pwasem@Lifetimefinancialplan.com

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