Email pwasem@Lifetimefinancialplan.com
 7406536339  7404221731

Penny L. Wasem, CPA, CFP, PFS

As businesses begin to re-open, we need to continue safe practices and follow guidelines. The health and safety of our clients and our staff and their families is our primary concern at this time.

My office will be open to clients by appointment only. Please call the office to schedule an appointment. We will maintain social distancing. Clients are not required to wear a mask, but are encouraged to do what makes you feel most comfortable and safe.

The Federal, Ohio, Lancaster and most Ohio cities tax return due date has been extended to July 15. Any balance due will not have penalty or interest charges for if paid by July 15.  An extension of time is not required to by filed prior to Juy 15.

If you need to drop off your tax information, the following options are available. 

Option 1 – You can drop off your tax information at the drop box located on the outside of the building by the 109 Main St  door. 

Option 2 – You can drop off your tax information in the basket by our Suite 328 office door during office hours – we ask that you do not come into our office but leave your information at the door. Please call our office to check our office hours.

Option 3- You can mail your information to us: Mail to our street address Penny Wasem, 109 E. Main Street, Suite 328, Lancaster, OH 43130

Option 4 – You can email the office pwasem@Lifetimefinancialplan.com and request a secure link to upload your client documents to us.

We appreciate your understanding and are doing what we can to eliminate the spread of this virus by minimizing client contact.

Thank you.

Sincerely,

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.

 

Services you can trust, so you can focus on the bigger picture

Woman taking a picture

What can we do for you?

Services

Services we provide

About

Who we are and what we do

Newsletters

Newsletters updated monthly

Financial Calculators

Tax & financial calculators

Client Portal

Secure file sharing

Calendar

Important dates and deadlines

Connect with us - wherever you are

Man holding smartphone

Contact Lifetime Financial Planning Solutions LLC

109 E Main St, Suite 328 • Lancaster, OHIO (OH)  43130

Location

Send an email