Welcome to Olson Tax & Financial Planning

We believe every day provides fresh opportunities to make the most of your
financial future. It's never too late to maximize your potential by integrating knowledgeable tax strategies with sound financial planning. Clients appreciate our personal attention and focus on their specific needs.

Dan Olson is the principal of Olson Tax & Financial Planning. He founded this firm to integrate the three main components of our financial lives: investing, financial planning and tax preparation. So often we get advice that is too narrow - the broker who doesn't give tax advice or the accountant who can't provide investment ideas suitable to my tax situation.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Dan is trained to integrate all the financial aspects of our lives and experienced to coordinate expert advice from others. It's important to know that the firm is a fee only financial planner. This means our compensation comes only from our clients, not from from product providers. As a result, we develop with you a "fiduciary" relationship where your best interests come first.

The firm provides services to individuals, families and small businesses, and we can especially help those with more complicated financial lives make good decisions at tax time and throughout the year.

Our goal is to deliver your tax returns and planning with less stress and more precious time to enjoy beautiful sunrises and sunsets. Contact Dan Olson today!