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 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.

 

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Latest Information

Client Resource Center

Featured Article:

Business, Medical and Moving Mileage Increases for Final Six Months of 2022

The business mileage rate is increasing by 4 cents, to 62.5 cents per mile, while the medical and moving mileage is also increasing by 4 cents, to 22 cents per mile, for the final six months of 2022.

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Weekly Tax Tips

Featured TaxTip:

Effective and Marginal Tax: Know Yours!

What is the difference between a Marginal Tax Rate and an Effective Tax rate? Who cares? You might if you add a second job and see some of your tax benefits disappear. Here is what you need to know.

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TaxVid Videos

Featured Video:

Not Everything is Taxed

Not everything is taxed by the IRS. Here are a number of examples that everyone should know. By being aware of non-taxable income or pre-tax spending you can better manage your tax bill.

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Client Update Newsletter

Featured Article:

New Electric Vehicle and Other Energy Credits

Recently passed legislation has new provisions to provide incentives for energy saving purchases. Here are the details.

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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