Tax Planning and Preparation

Tax Planning & Preparation

For Families & Individuals

Thielen & Associates, Inc. provides families and individuals with year-round tax planning and preparation services. Our team's collective expertise, coupled with our high level of attention to detail, ensures you receive the best service and the highest quality product possible.

We stay current on the most recent tax laws and legislation, and look to identify all possible ways to minimize current and future tax liabilities, as well as ways to maximize your family's pre- and post-tax income. 

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Tax Planning Strategies

At Thielen & Associates, Inc., we develop specific tax and wealth management strategies around a client's specific financial situation, needs and lifestyle. We have customized and implemented integrated tax planning strategies that address issues, including:

  • Planning for stock options and restricted stock units
  • Maximizing health savings account (HSA) contributions
  • Liquidating investments
  • Making contributions to a deductible retirement plan
  • Deferring income tax liabilities
  • Making charitable contributions
  • Planning for alternative minimum tax (AMT)
Tax Preparation

At Thielen & Associates, Inc., we're happy to prepare taxes for families and individuals in all 50 states. We prepare tax returns year-round for your convenience, and ensure they are completed quickly and accurately. Our tax preparation experts ensure you don't miss any money-saving deductions or credits and that you receive the highest tax return possible.

Trust, Gift and Estate Tax Returns

In addition to traditional tax preparation, we also expertly and meticulously prepare trust, gift and estate tax returns for families and individuals. Not only do we ensure these returns are prepared correctly, we ensure they are filed on time so you don't incur any penalties.

Not taking advantage of all our tax planning and preparation services? 

Request a Consultation

591 West Hamilton Avenue
Suite 201
Campbell, CA 95008

Phone: 408-871-5900

Fax: 408-871-5905

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