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

Podcast - Learn year-end tax planning strategies for 2025 with Olsen Thielen’s Matt Klein, Charlie Sparks, and Tom Pesch. This episode of Q&A Over Coffee covers charitable giving, business deductions, SALT limits, and proactive tax moves to help you save money and prepare for 2026.
If you are having trouble collecting payments from customers, you might be eligible for a bad debt deduction on your 2025 tax return, but you must show that the debt is worthless and meet other requirements.
Roth IRAs are great to include in retirement planning because they offer tax-free withdrawals. But to take advantage of the Roth's tax-saving potential, you must follow all the rules, including the sometimes misunderstood five-year rule.
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