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Our Services

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 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.

 

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Latest Information

Client Resource Center

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Featured Article:

1099 K Reporting Change Delayed

You know that new reporting requirement the IRS is implementing? Well, it is changing as of December 23. Here is what you need to know.

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Weekly Tax Tips

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Featured TaxTip:

Understanding the Gift Giving Tax

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful the over generous gift giver could end up with a surprise tax bill and a note from the IRS.

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TaxVid Videos

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Featured Video:

Tax Tips for Self Employed

Running a business is complex and tax obligations are often one of the root causes. Here are some tips.

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Client Update Newsletter

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Featured Article:

New Tax Rules Mean Changes for Retirement Accounts

A bill passed by Congress in late 2022 features numerous ways to save more money in your tax advantaged retirement accounts. Here are several of the bill's provisions and what they mean for you.

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Call or email to get started today!

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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.

Contact Us Today