Tax, Accounting & Financial Planning Services
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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The fall season brings cooler temperatures, vivid outdoor colors, and the promotion of pumpkin spice lattes among other things, but it also brings thoughts that this year is almost over. While not as enjoyable as a hot drink on a cool morning, it is a great time to consider your tax situation.
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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?
