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.

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

Holding companies offer benefits such as tax efficiency, liability protection, and privacy, but they also present challenges and complexity. This article provides an overview of what holding companies are, how they work, and their pros and cons.
PODCAST: From phone calls to phishing emails to fraudulent tax preparers – scams are only becoming more sophisticated every year. Check out this episode to ensure you never become a victim of one of these nefarious scams. 
If your small business would like to exchange goods and services without exchanging money, you may be able to barter. The internet makes it easier to engage with other businesses. But if you barter, be aware of the tax consequences.
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