Individual & Family

Tax Planning & Preparation

Complex Tax Laws

Today’s tax laws make even filing a relatively simple return confusing and overlooking deductions and credits could cost you. Olsen Thielen’s tax services go much deeper than just filing federal and state tax returns.  Your taxes are not only prepared accurately, but we are available to answer your tax questions and provide comprehensive planning in order to minimize your tax burden. We take a holistic approach to your personal financial situation and can also offer wealth management, estate, trust and gift tax, and personal valuation services when needed.

Tax Planning Strategies
With Charlie Sparks

Individual Tax Planning & Preparation

Preparing your personal income tax return could leave you with more questions than answers. Today’s tax laws are so complicated that filing a relatively simple return can be confusing. And, it is just too easy to overlook deductions and credits to which you may be entitled.

Our individual tax and compliance services include:

Contact a Specialist

You need the assistance of an experienced tax professional with the expertise to help you meet your goals, avoid mistakes, and proactively achieve your goals. Contact one of our Individual Tax specialists to discuss how we can help.

Articles & News

Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. In some cases a business loss, within limits, may be used to reduce taxable income in later years.
Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. Learn how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.
A Section 127 educational assistance plan can be a smart investment for your business. With this tax-favored benefit, employees can finish degrees, pursue graduate study and even pay off student loan debt.
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