Tax, Accounting & Financial Planning Services

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designed to build & protect your wealth.

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Your Financial Future

The decisions you make today affect what happens to your financial future. At Thielen & Associates, Inc., our team of tax, accounting and financial planning professionals are passionate about helping businesses, as well as high-net worth individuals and families, create wealth and protect it by minimizing future risks. We combine tax planning and wealth management strategies to optimize our clients’ financial success.

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Latest Blog Post

17 Surprising Facts You Probably Don’t Know About The Retirement Income 4% Rule

If you are nearing retirement or are already retired, chances are you’ve heard of the 4% rule for determining how much money you can withdraw from your portfolio in retirement. But what does the 4% rule really mean? 

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Featured Article

How Long Should You Keep Tax Records?


Once you've filed your tax return, what should you do with all the forms, receipts, canceled checks and other records scattered across your desk? Do you need to keep them, or can you shred them now? 

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591 West Hamilton Avenue
Suite 201
Campbell, CA 95008

Phone: 408-871-5900

Fax: 408-871-5905

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