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Thielen & Associates

Tax, Accounting & Financial Planning Services

Accounting firm in Campbell, CA (show on map)

Thielen & Associates, Inc. provides personalized tax, accounting, and financial planning services for businesses and high-net-worth individuals and families in the Silicon Valley region.

Call (408) 871-5900
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Thielen & Associates website

About

The decisions you make today affect what happens to your financial future. At Thielen & Associates, Inc., their 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.

They combine tax planning and wealth management strategies to optimize their clients' financial success. They serve clients across diverse backgrounds and geographical locations with seamless communication and intimate, one-on-one relationships.

Integrated tax planning and wealth management approach
Serving Silicon Valley region
Certified QuickBooks ProAdvisors
ESG investing options
Seamless communication and accessible service

Services

Personal Tax Services

Complete range of tax preparation and planning services for families and individuals with year-round service.

Tax preparation Tax planning Trust and estate returns

Business Tax Services

Quality business tax services with integrated strategy taking a holistic approach to business financial goals.

Business tax planning Business tax preparation Non-profit tax Expatriate tax

Business Accounting Services

Full-service CPA firm accounting for businesses from startups to multi-million dollar corporations.

Financial statements Accounting software Payroll Cash flow management

QuickBooks Accounting

Certified QuickBooks ProAdvisors providing setup, maintenance, and support for QuickBooks software.

QuickBooks setup Ongoing support File review

Personal Financial Planning

Personalized financial planning for individuals and families including investment management, estate planning, and retirement planning.

Investment management Estate planning Retirement planning Education planning

ESG Investing

ESG investing for individuals who care about building a better world while building wealth.

Socially responsible investing Values-based portfolios

Credentials & Certifications

CPA Firm
Certified QuickBooks ProAdvisors
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC

Frequently Asked Questions

What services does Thielen & Associates offer? +

They offer personal and business tax services, business accounting, QuickBooks accounting, personal financial planning, investment management, estate planning, retirement planning, ESG investing, succession planning, insurance planning, business incorporation, and company retirement plans.

Where are they located? +

Thielen & Associates is located at 591 West Hamilton Avenue, Suite 201, Campbell, CA 95008. Phone: 408-871-5900.

What industries do they serve? +

They serve clients in Family Wealth, Real Estate, Construction, Technology, Professional Services, and Venture Capital industries.

Contact Thielen & Associates

Thielen & Associates
Category
Accounting firm
Wheelchair Accessible
Call (408) 871-5900

Location

Location of Thielen & Associates, 591 W Hamilton Ave Suite 201, Campbell, CA 95008 · View on Google Maps

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Get in Touch

Ready to work with Thielen & Associates?

Reach out today to schedule a consultation.

(408) 871-5900

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