Tax, Accounting & Financial Planning Services

Personalized financial strategies
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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ESG Investing

Many clients are attracted to ESG investing because they care about building a better world – in addition to building wealth. ESG investing is a natural fit for individuals who care deeply about certain causes and feel a calling to align their portfolios with their values.

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Tax-Smart Advice for a Continually Changing Environment

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Latest Blog Post

What is Tax-Smart Investing?

Every financial decision you make affects both your short and long-term goals and has a tax implication. The good news is that giving taxes a starring role in your financial planning process can help you make better financial decisions and potentially minimize your tax burden. We take a consultative approach that allows us to get to know you and your financial goals on a deep level, as we build a strong relationship and a high level of trust. 

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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