Penny Wasem
CPA, CFP, PFS at Lifetime Financial Planning Solutions, LLC
- Role
- Owner at Lifetime Financial Planning Solutions, Llc
- Location
- Lancaster, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Penny Wasem
Over 30 years public accounting experience including tax and financial planning for…
Experience
Owner
Lifetime Financial Planning Solutions, Llc
Apr 2003 — Present
Education
Ohio University
Bachelor of Business Administration
1982 — 1986
Skills
- Small Business
- Non-Profits
- Payroll Taxes
- Quickbooks
- Certified Financial Planner
- Tax Preparation
- Financial Planners
- Income Tax
- Corporate Tax
- Tax Returns
- Peachtree
- Tax Accounting
- Estate Planning
- Cpa
- Tax
- Trusts
- Retirement Planning
- Nonprofits
- Strategic Financial Planning
- Finance
- Accounting
- Financial Planning
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