Get to Know Molen & Associates
— and Decide If We’re the Right Fit
Choosing a tax and accounting firm isn’t just about who files your return. It’s about who you trust to help you think clearly, plan proactively, and make confident financial decisions.
A Firm Built on Relationships, Not Just Returns
Molen & Associates has served individuals and businesses for over 45 years. While tax laws, technology, and client needs have changed, one thing hasn’t:
We exist to help people make better decisions — not just file paperwork.
Watch: The History of Molen & Associates
Take a Look Around
We believe trust matters — and for many clients, seeing the space and people they’ll work with helps build that trust.
Whether you meet with us in person or virtually, our team operates with the same care, professionalism, and attention to detail.
Our Philosophy
While many firms focus solely on compliance, we also focus on clarity, education, and proactive planning. We don’t believe tax work should feel rushed, reactive, or confusing.
Strategic, Not Transactional
We don’t just prepare returns — we help clients think ahead and avoid surprises.
Needs-Based & Personalized
Every engagement starts with understanding your situation, goals, and complexity — not forcing you into a preset workflow.
Education-First
We believe informed clients make better decisions. You’ll always know the “why,” not just the result.
Our Core Values
What You’ll Experience as a Client
Services the Client Above All Else
Questions to Solve
Shows Unequivocal Excellence
Does the Right Thing
Our Services at a Glance
We work with individuals, families, and business owners who want more than basic tax filing.
Individual & Business Tax Preparation
Proactive Tax Planning & Advisory
Bookkeeping & Accounting
Payroll & Compliance
IRS Representation & Resolution
Ongoing Advisory for Growing Businesses
The Right First Step Depends on You
We intentionally start clients differently based on their needs.
Business Owners
Start with a Needs Analysis
If you own a business, multiple entities, real estate, or have growing complexity, we begin with a structured Needs Analysis. This allows us to understand:
• Your business goals and entity structure
• Operations and cash flow
• Tax opportunities and risks
• What success looks like for you
Individuals & Families
Start with a Phone or Advisor Consult
If you’re filing as an individual or household, we typically begin with a short conversation with an advisor. This allows us to understand:
• Your income sources and filing situation
• Life changes that may impact your taxes
• Potential tax opportunities or concerns
• The best next steps for your situation
Client Testimonials
Having been in business for over 45 years has left us with no shortage of satisfied clients. But don’t take our word for it!
How We Work
While every client’s situation is different, our work follows a consistent framework designed to bring clarity first, strategy second, and execution last.
From there, our processes support you across tax preparation and planning, advisory conversations, and ongoing services like bookkeeping and payroll as needed. Each process is designed to be clear, intentional, and collaborative, with education and proactive guidance at the center.
We believe good clients are informed clients
These resources will help you understand how we work and what to expect.
Learning & Education
Register for Upcoming Webinars
Learning & Education
Read Our Blog & Insights
Getting Organized
List of Tax Documents You May Need
Getting Organized
Resources Including Expense Checklists
Secure Communication
Send Us Documents Securely
What Makes a Great Client Relationship
Being clear about fit helps everyone succeed.
We do our best work with clients who:
Value proactive planning over last-minute scrambling
Communicate openly and respond in a timely manner
Want a long-term advisor, not just a once-a-year transaction
Are open to learning and collaboration
Who We're Not the Best Fit For
Clients looking only for the cheapest option
One-time, rushed, or purely transactional engagements
Situations where communication or responsiveness is a challenge
Ready to Get Started?
If what you’ve read resonates, the next step is simple.
Start with the option that fits you best — and we’ll guide you from there.