Email pwasem@Lifetimefinancialplan.com

Individuals

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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. 

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