Financial Planning

Hourly based, fee-only financial planning services including retirement planning, college funding, a...

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Accounting Software Support

Provide support for Quickbooks and Sage accounting software.


More Services

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.