Thielen & Associates, Inc. was launched in 2004, based on a collaborative idea from our Managing Director, Paula Thielen, and her adult children Jeremy Thielen, and Marisa Thielen Fugate. Their entrepreneurial vision was to create a full service accounting and financial services firm that would not only allow them to share their accounting experience and knowledge with individuals of the public, but also assist fellow entrepreneurs in their visions and establishment of their own successful businesses.
They believed that they could establish a firm that valued relationships, and they felt that by viewing every client relationship like a partnership; their success would be a direct result of the client’s success. They committed to providing close, personal attention to each client, and took pride in giving the clients the assurance that the personal assistance they received came from years of advanced training, technical experience, and financial acumen. Their continual dedication of time and resources in professional continuing education, state-of-the-art technology, and extensive business relationships is indicative of their commitment to excellence.
Paula prides herself in the practice of helping her clients pursue their individual financial goals. She specializes in retirement planning and supporting those with a business in the process of making sustainable decisions. She has assisted many individuals and companies in their financial success and believes that her corporate clients can be mindful of people and the planet, while making profits. As she explains, "We care about our clients and want them to be able to create wealth while minimizing future risks and maximizing economic, environmental, and social value."
As a Certified Public Accountant, Paula has over 30 years of experience in the accounting profession, both in private industry and in public practice. Past industry positions have included CFO, Corporate Controller, Vice President of Finance & Operations, and Director of Finance. The AICPA has qualified her as a Chartered Global Management Accountant (CGMA) based on this experience. She is CPA licensed in both California and Arizona and has attained the Personal Financial Specialist designation, through a combination of extensive tax experience with comprehensive knowledge of financial services. She holds both Series 7 and Series 66 licenses.
Paula’s educational background consists of a Ph.D. in Human & Organization Development, an MBA in Finance, an MS in Organizational Behavior & Development, an MA in Human & Organizational Systems, and a BS in Business Administration & Management with an Accounting Concentration. Her doctoral research has been on good corporate citizenship and the triple bottom line of sustainability.
She is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CALCPA). She donates her time to the non-profit organization Silicon Valley SCORE, a resource partner with the U.S. Small Business Administration, which provides free and confidential small business advice for entrepreneurs. She also teaches finance and accounting in MBA Programs at local colleges. In her spare time, she enjoys spending the day at the ball park cheering on the San Francisco Giants along with her husband, and playing with their young granddaughters.
Jeremy brings more than 14 years of experience to our clients as a senior accounting manager and makes a point of putting each client he interacts with at ease. He takes the time to respond to their bookkeeping and taxation questions and ensures that when their conversation comes to an end, the client has a simpler way of understanding some of the ins and outs of collecting the proper data that we would need. He notes, "We partner with each of our clients to provide a framework for getting organized and remaining that way so that they are always prepared for tax season, and accounting deadlines.”
With business skills and leadership ability essential to helping clients implement accounting software and selection, process payroll, prepare tax plans, and assist with tax services, Jeremy aspires to open up and maintain the communication channel with each client. He also specializes in instituting best business practices and helping clients maximize their competitive advantages.
Jeremy is a licensed Certified Public Accountant in the state of California, and specializes in taxation. His Bachelor’s degree is in Business Accounting.
In his spare time he enjoys spending his days with his wife and two daughters, as well as polishing up on his golf game.
Marisa Thielen Fugate
Marisa utilizes her leadership ability in managing people, projects, and processes, and serves as a voice for our clients. She maintains meticulous standards for the work products of the firm. Her strengths include sound business judgment, as well as the ability to communicate quickly and effectively. As she explains, "Accounting plays a role in every aspect of your financial life, whether personal, corporate, or estate. We value our role as trusted advisors and require that our work be delivered with a personal and professional touch.”
She ensures that when the client’s work comes in it receives priority, and is delegated properly in order to assist the clients in managing their accounting deadlines with the utmost professionalism. In addition to managing our operations, she brings more than 12 years of experience to our clients as a senior accounting manager, specializing in accounting and tax services.
Marisa has a Bachelor’s degree in Communication from the University of California, Santa Barbara. She has earned recognition in Accounting and Bookkeeping. She has completed the Accounting and Business education necessary to sit for the Uniform CPA Exam. She also holds both Series 6 and Series 63 licenses.
She has supported various local non-profit organizations that specialize in the education of children, including her former elementary school and organizations that provide food and shelter to homeless animals. In her spare time, she enjoys spending the day with her husband and their two young daughters. She also receives a constant stream of entertainment from her young nieces.
Beth brings more than 40 years of Tax and Accounting experience to our firm. After working for local CPA firms in the Bay Area, she decided to start her own practice which she had maintained for 20 years. She utilizes that expertise by helping with tax planning and preparation for our clients. She has a very caring approach to handling clients which revolves around her dedication to making them feel assured their tax needs will be met with professionalism, timely performance, and follow up. She states, “Clients basically know that I care, not only in regards to their financial world, but about them as well.”
She is a licensed Certified Public Accountant in the state of California, and specializes in taxation. She has a Master’s degree in Taxation from Golden Gate University, and a Bachelor’s degree in Accounting from San Jose State University.
In her spare time she enjoys playing tennis, gardening, and hiking.
Anna has more than 7 years of experience in the Accounting industry. She has previously held a Staff Accountant position at a full service CPA firm in the Bay Area. She uses her skills to input and review the Accounting for our small business clients in addition to assisting with preparation of their payroll and sales tax returns. She also assists in preparing individual and corporate income tax returns. She has a background in teaching mathematics, and notes, “I truly enjoy helping clients get their accounting in order, am passionate about numbers and take great pride in the integrity of my work.”
She has a Bachelor’s degree in Business Administration with a concentration in Management Information Systems from San Jose State University.
She supports various non-profit organizations such as The Defenders of Wildlife, The Breast Cancer Society and The Diabetes Foundation. During the rest of her time, she likes spending most Sundays watching football, and is a San Francisco 49ers fan. She also enjoys baking and watching movies with friends.
Melissa brings more than 10 years of experience as an Administrative Assistant within professional environments. She's held past positions with law firms in the California Bay Area, and is a positive and proactive team player. She serves as first contact for our clients and ensures that they are comfortable and are receiving immediate assistance. She notes, “Throughout my professional career, I have learned that the first line of contact and first impression of the firm are extremely important. We pride ourselves in being personable, friendly, proactive, and highly responsive to our clients' needs. To be part of that role is very rewarding for me.”
She donates her spare time year round to the Family Giving Tree. She enjoys relaxing at home with her dog, and baking new recipes for family and friends. She also spends most of her Sundays watching football with her family.
Natalya has a solid background as a Computer Engineer and brings more than 7 years of experience in the Accounting industry. She helps work on the accounting for our small and large business clients, including entities that operate on a national and global level, and reviews their accounting with the utmost professionalism. She states, “When I work on a client that has extensive and involved transactions it almost always can be a challenge, and I welcome that challenge.”
Natalya is a licensed Certified Public Accountant in the state of California. She also has a Master’s degree in Computer Engineering from Bauman Moscow State Technical University, often referred to as one of Russia’s most prestigious universities.
She has supported non-profit organizations such as the PBS Kids Foundation, in addition to various organizations that promote a drug free world and human rights awareness. In her spare time she enjoys camping with her husband and their young son, as well as attending plays at local Children’s Theatres throughout the Bay Area. She also hopes to travel the world, and see Stonehenge and Easter Island one day.
Grace brings more than 8 years of experience in Accounting. She has held past positions as a Tax Accountant at a full service CPA firm in the Bay Area, and as an Accounting Supervisor for a large international hotel chain. She uses her talent to assist the firm in preparing individual, corporate, and partnership tax returns, as well as evaluating and reviewing the Accounting for our small business clients. She notes, “I truly receive fulfillment in this industry when I can help people understand current tax laws, and Accounting principles.”
She is a licensed Certified Public Accountant in the state of California, and specializes in taxation. She has a Bachelor’s degree in Economics, with an emphasis in Accounting from the University of California, Santa Barbara.
In her spare time she likes to practice yoga, and enjoys animals, and hiking.