Client Resources
three quick and easy online payment options
ACH/Electronic Funds Transfer
Transfer funds directly from your bank with no additional fees.
Credit Card
A 3% processing fee will be applied to all credit card transactions.
(Debit cards not accepted)
Payment Plan
QuickFee offers an easy, no-hassle way for you to spread the cost of your invoice(s) over 3 to 12 monthly payments.*
* $2,000 minimum
Client Portal Powered By Box
At Olsen Thielen we take privacy seriously. Our processes are built on a strong foundation of technology, resulting in maximum efficiency and security of data. We provide a portal for our clients to use to share sensitive information in a safe and secure way.
For more information on how to obtain a client login, please contact info@otcpas.com.
Olsen Thielen uses an electronic delivery system for tax returns called SafeSend Returns. This process allows us to deliver tax returns securely, and allows our clients to review, sign and complete their returns electronically.
Olsen Thielen uses the secure Liscio platform as an all in one solution for you to communicate with your Olsen Thielen team, upload and store documentation, and stay on top of all your open tasks. Check out some of the training resources below for more information on accessing and using Liscio.
2024 K-1 Instructions
Beneficiary’s Instructions for Schedule K-1 (Form 1041)
(Current as of January 7, 2025 )
Shareholder’s Instructions for Schedule K-1 (Form 1120S)
(Current as of December 9, 2024 )
Partner’s Instructions for Schedule K-1 (Form 1065)
(Current as of January 16, 2025)
Minnesota Corporation and Partnership Partners’ Instructions for Schedule KPC
(Current as of January 28, 2025 )
Minnesota Individual, Estate and Trust Partner’s Instructions Schedule for Schedule KPI
(Current as of September 30, 2024)
Minnesota Beneficiary’s Instructions for Schedule KF
(Current as of January 28, 2025 )
Minnesota Shareholder’s Instructions for Schedule KS
(Current as of January 28, 2025 )
2023 K-1 Instructions
Beneficiary’s Instructions for Schedule K-1 (Form 1041)
(Current as of February 20, 2023)
Shareholder’s Instructions for Schedule K-1 (Form 1120S)
(Current as of February 20, 2023)
Partner’s Instructions for Schedule K-1 (Form 1065)
(Current as of February 20, 2023)
Minnesota Corporation and Partnership Partners’ Instructions for Schedule KPC
(Current as of February 20, 2023)
Minnesota Individual, Estate and Trust Partner’s Instructions Schedule for Schedule KPI
(Current as of February 20, 2023)
Minnesota Beneficiary’s Instructions for Schedule KF
(Current as of February 20, 2023)
Minnesota Shareholder’s Instructions for Schedule KS
(Current as of February 20, 2023)