Penny L. Wasem, CPA, CFP, PFS
It's tax season!
If you need to drop off information, the following options are available.
Option 1 – You can drop off your information in the basket in the waiting area in our office during office hours. No appointment is necessary.
Option 2- You can mail your information to us: Mail to our street address Penny Wasem, 109 E. Main Street, Suite 328, Lancaster, OH 43130
Option 3 – You can email the office pwasem@Lifetimefinancialplan.com and request a secure link to upload your client documents to us.
We provide tax and financial planning services to individuals, as well as tax, consulting, accounting and accounting software support to 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, Blog 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.