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

The research credit isn’t just for labs or tech companies. Many businesses are missing out because they mistakenly assume they don’t qualify, or aren’t sure where to start. Learn how the credit works and what to consider.
Most businesses use December 31 as the end of their fiscal year. But some companies in construction,, accounting, and snowplowing operations, for example, may have valid reasons for adopting fiscal year ends. Aligning your tax year with your operating cycle can streamline reporting and support better planning.
The IRS has issued guidance for the qualified overtime compensation deduction, effective for tax years 2025 through 2028. Eligible workers must meet specific eligibility requirements, including valid Social Security numbers and certain filing status conditions.
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