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Penny L. Wasem, CPA, CFP, PFS and President of Lifetime Financial Planning Solutions, LLC, provides tax preparation, tax planning, payroll tax preparation, Quickbooks and Peachtree and other accounting software support, and fee-only financial planning advisory services.  By not selling products, financial advice is provided to best assist you with your financial goals, not influenced by commission-based products.  I work with individuals, small business, nonprofits, estates, and trusts.

Tax, accounting and personal financial planning services provided on a fee-only hourly basis to individuals and businesses in the Fairfield County, Ohio and surrounding area.

•Quickbooks, Peachtree software support.

• Tax preparation and planning - individuals,

•   small business, estates, trusts, nonprofits.

•Quarterly payroll tax preparation.

B.B.A. From Ohio University, major in accounting and business pre-law, minor in mathematics.

Over 20 years financial advisory experience, with a focus on individuals and small business taxes and tax planning.  Over 15 years experience specifically in personal financial planning.  

Member of :
Ohio Society of CPAs.
American Institute of CPAs.

Financial Planning Association.

• Fee-only personal financial planning.