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

The IRS's latest notice suspends RMDs for some inherited IRAs in 2024, offering beneficiaries a financial breather. Find out if you qualify for this waiver and how it affects your tax obligations.
Unsure whether to set up voluntary withholding for your social security payments? Read more to see how voluntary withholding can help spread your tax liability over the year and make budgeting simpler.
Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home's appreciation impacts your taxes and discover strategies to reduce your tax burden.
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