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.


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

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Helping Your Fellow Business Owner

Until the economy fully emerges from the pandemic, small businesses can help one another stay afloat. Here are some suggestions for how your company can help.

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Weekly Tax Tips

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Turning Your Hobby Into a Business

Turning your hobby into a business can get you a big tax benefit if you do it right - or a big tax headache if you do it wrong.

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2020 COVID Relief

Deep inside a 5,500 plus page bill is additional relief due to the ongoing pandemic. Here is what you need to know.

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Client Update Newsletter

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Know This Number!

Knowing your net worth and how it changes over time is one of the most important financial concepts everyone needs to understand. Here is what you need to know about this important number!

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Here are the best ways to contact us.

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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