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Our Services

Penny L. Wasem, CPA, CFP, PFS

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.

 

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Latest Information

Client Resource Center

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Featured Article:

In The News

The following is an overview of some of the tax news and legislative proposals discussed or introduced over the past several weeks.

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Weekly Tax Tips

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Featured TaxTip:

Great Tax Reduction Ideas

The tax code is about 75,000 pages long, so it's not surprising there are many overlooked money-saving deductions hidden within it. Check out these great ideas to lower your tax.

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TaxVid Videos

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Featured Video:

2024 Individual Tax Highlights

One of the benefits of inflation is the opportunity it creates the nimble taxpayer within the tax code. Here are great examples everyone can use.

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Client Update Newsletter

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Featured Article:

Start Your Tax Planning NOW!

Keeping your taxes as low as possible requires paying attention to your financial situation throughout the year. Here are some tips for getting a head start on tax planning for your 2024 return.

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Meet Our Staff

Penny L. Wasem, CPA, CFP, PFS

President

pwasem@Lifetimefinancialplan.com

740-653-6339

Joyce H. Snyder, EA

Tax Practitioner

jsnyder@Lifetimefinancialplan.com

740-653-6339

Kim Nauman

Administrative Assistant

knauman@lifetimefinancialplan.com

740-653-6339

Stay in Touch

Where to Find Us

Here are the best ways to contact us.

740-653-6339 pwasem@Lifetimefinancialplan.com

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

Send Us a Message

We would love to hear from you!

740-653-6339 pwasem@Lifetimefinancialplan.com

Get clarity on your tax and financial situation.