Learn More About Our Services


Tax Preparation & Planning Services

Nonprofits

Nonprofit organizations in our community are very special. We enjoy working with nonprofits, often discounting the price of our services to assist the nonprofit with their accounting, software or tax compliance needs. Call us to see how we can assist your nonprofit organization.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Business Tax Returns

Small business tax return preparation and consulting is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor, tax planning and a properly prepared tax return can be filed to minimize the tax owed.  

Payroll Tax Preparation Services

Does your business need assistance filing your quarterly and annual payroll taxes?  We can prepare your quarterly and annual Federal and State tax filings and prepare of all W-2's and 1099 forms. Many of our clients use software to prepare their own payroll, but like having the expertise of a CPA preparing the tax filings.  Contact our office to see how we can assist you.

Individuals

A core specialty of our firm is the preparation of tax returns for individual taxpayers. Today's tax laws are so complex that filing a relatively simple return can be confusing. It is too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there's no substitute for the assistance of an experienced tax professional. Penny L. Wasem, CPA, CFP, PFS has over 30 years experience in the tax preparation field. Joyce Snyder, EA has over 20 years experience in the tax preparation field. 

Tax organizers are provided to help you gather your information.  Tax returns are filed electonically. Having your refund direct deposited gets your money back to you quickly.  If you need to pay quarterly tax estimates, we send you reminders. 

Our goal is to make what can be a time consuming and stressful task, as easy and painless as possible. Contact our office to see how we can assist you with your tax preparation needs. 


Accounting Services

Accounting Software Support

Accurate accounting for your business is vital to operate efficiently, make knowledgeable financial decisions, and minimize your taxes. With over 30 years experience in working with small businesses and nonprofit organizations, with a variety of accounting software packages, we can help your business maintain accurate records. While we specialize in supporting Sage and Quickbooks, there are other nonprofit softwares we can also assist you with. 


Financial Planning Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.  Our firm does not sell any investment or insurance products. Financial planning services are hourly based, fee-only.

Tax planning, tax preparation, financial planning including retirement planning, college funding, investment advisory services, estate planning - helping you create the plan to reach your financial goals throughout your lifetime.  

To get started on your financial plan, complete the questionnaire at the link below, save and then email it to me.
You can also request a secure link to upload your completed questionnaire.

https://www.moneytree.com/wp-content/uploads/2020/08/AdviseQuestionnaireDetailedFillable.pdf

 

 

 

 

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.