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tailored to your unique needs.
MAXIMIZING YOUR TAX EFFICIENCY FOR FINANCIAL SUCCESS
At Thelen Financial, we understand that managing your taxes effectively is crucial to your financial success. Our dedicated team of tax experts is here to help you navigate the complexities of tax laws, minimize your tax liabilities, and maximize your tax efficiency.
WHY ORGANIZATIONS CHOOSE US!
WE TAKE A PERSONALIZED AND TAILORED APPROACH
WITH EACH OF OUR CLIENTS
PROVEN
METHODOLOGIES
CONTINUOUS
LEARNING AND INNOVATION
CLIENT-CENTRIC
FOCUS
TESTIMONIALS
WORDS FROM TRUSTED CLIENTS
"Peter has an impressive ability to make data-driven decisions and implement strategies quickly and effectively. I've always appreciated his desire to understand all perspectives of a problem, before working toward a solution. He's a true problem solver, and financial guru, and a pleasure to work with."
Tara
"I have had the pleasure of working with Peter as our contract CFO for a couple of years now, and I am consistently impressed with his expertise and dedication to his work. Peter's attention to detail and financial acumen have been instrumental in our company's success, and he always goes above and beyond to ensure that our financial operations run smoothly.
He is not only an exceptional CFO, but he is also a great leader and mentor to our team. Peter is approachable, patient, and always takes the time to explain complex financial matters in a way that is easy to understand. I highly recommend Peter to any company looking for a talented and reliable CFO. Thank you, Peter, for your hard work and commitment to our success!"
Sara
I worked with Peter at Landmark Landscapes for a few years. He showed an aptitude for growth, and a strong desire to not only learn, but to do his job well, without cutting corners. He takes his responsibilities seriously, and has a mind that looks for efficiency deficiencies, but, will also help to remedy and improve, not just pointing out issues and relying on others to solve them. That is a character trait that is in short supply these days.
Peter is not afraid to throw himself into his work, and he values the quality of the business, the overall health of the business, without sacrificing the bottom line; although he has shown that he understands the bottom line is meaningless when morale is not also considered in the health of an organization.
Directly out of college, Peter began being mentored by a seasoned Wharton graduate and former executive with P&G. His mentoring has contributed to Peter's overall understanding of finance, business, and relations within the business world.
I was proud to work with Peter for the few years that I did, and still rely on his advice because I know he has spent much time thinking through many solutions and their implications.
Jarrett Pitchford
COO at Outdoor Environments Group“Wise beyond his years” is how I would describe Peter. I’ve had the pleasure of working with Peter during my time at Landmark Landscapes collaborating on several projects. His ability to manage multiple projects within different verticals makes him a tremendous value to our team. Peter has my full recommendation and Landmark Landscapes is fortunate to have him.
Jamie Butler
Gibson Landscape ServicesOver the past couple of years I’ve had the pleasure of getting to know and work with Peter. He is an excellent CFO with a deep knowledge of his business operations and strong leadership skills. Peter is decisive and open to understanding the various perspectives on a given business issue. Peter is comfortable in a variety of professional settings, always looking to learn new skills and represents his company very well in the marketplace. I enjoy working with him!
Rich Bartolotta
Financial Advisor of COUNTRY Trust Bank®Peter is an outstanding man. He cares about his clients and customers and will always do the best job he can for them. I am thankful I can call Peter a friend and highly recommend him to others.
Michael Gordy
Peter Thelen is an extraordinary leader with high integrity and held responsibilities related to strategy, pricing, financial analysis, and budgeting. Peter brings a strong background in finance, strategy, and consulting which makes him particularly able to review opportunities beyond just the financial and fully project business value. A true pleasure to work with.
John Blaine Jr.
Regional Vice President"I started working with Peter in December and it looks like he is going to get our small business and personal taxes done without having to file an extension.
We were previously using a firm that was so business that they had to file an extention every year.
I was tired of not getting the service that I expected and am very happy with the decision to work with Peter."
Shely
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