Email pwasem@Lifetimefinancialplan.com

Our Services

Dollar bills background


Explore our service areas


Tax Preparation & Planning Services

Nonprofits
We enjoy working with nonprofits in our community, preparing their annual Federal and Ohio filings and assisting with their accounting and software needs.
Tax Planning
No one likes surprises when it comes to paying taxes. Tax planning can save you money. If you have a change in jobs, circumstances, or capital gains or other taxable income, it's best to have a tax projection prepared to explore opportunities to maximize
Business Tax Returns
We enjoy working with many small businesses in our community. Whether a corporation, partnership or sole proprietor, we can assist you with your tax, accounting and payroll tax needs.
Payroll Tax Preparation Services
We provide payroll tax preparation, W-2 and 1099 preparation services.
Individuals
Over 30 years experience working with individuals to maximize their tax savings.

Accounting Services

Accounting Software Support
Need assistance with Quickbooks, Sage or another accounting software? We can help.

Financial Planning Services

Financial Planning
Hourly based, fee-only financial planning services including retirement planning, college funding, asset allocation, and estate planning.