Thelen Financial Inc.

09/23/2025

Almost weekly I get approached by people with this or that tax strategy they found out about on TikTok and have been researching (Usally in you tube channels etc). I always tell them there is a nugget of truth in there but it’s been grossly exaggerated and they are being misled.
The IRS has now released data that shows since 2022 they have assessed penalties of $162 million on tax payers following TikTok and other social media sourced advise.

Don’t be misled….talk to your CPA and remember if it’s too good to be true than it’s too good to be true.

04/16/2024

We had a great time kicking off golf season with our awesome clients and the Rotary Club of Alpharetta. Thank you to Iron Horse Country club for hosting us!

10/10/2023

We are proud to join with Polo Golf and Country Club to support Forsyth County Special Olympics.

10/08/2023

We are proud to partner with the Rotary Club of Forsyth County to help raise money for scholarships for Forsyth county students.

09/15/2023

2023 has been a whirlwind year! So many positive changes. Our latest is a complete overhaul of the website. Check it out and feel free to share with your friend who may be looking for a new CPA!

Our team of accountants are committed to delivery exceptional financial solutions tailored to you or your business unique needs Through Personalized Consultations.

07/24/2023

Partner networking and CPE with the The Georgia Society of CPAs

05/05/2023

Did you know there are different types of financial statements?

Today we are talking about internal financial statements.

These statements are financial reports prepared by a company for its own management team and stakeholders. These statements include forecasts projections and unit-level profit and loss statements.

05/05/2023

Great time at Contractors, Closers & Connections sugarloaf event. A big thank you to Richard McCormick for coming and spending so much time speaking with us. Thank you Chris Maier for organizing and Sugarloaf Country Club for hosting! Top notch event!