The firm
A principal who still does the work.
Thieman Financial Group is a Fate practice built around one idea: the people who close the month should be the people who sign the return and sit in the planning meeting.
Robert Thieman
EA · Principal
Robert Thieman, EA
Enrolled Agent. Sixteen years in the file.
Robert is an Enrolled Agent — federally licensed by the IRS, with unlimited representation rights. He has spent sixteen-plus years in tax preparation, entity work, and the bookkeeping that makes the return honest: S-corps, partnerships, fiduciaries, real estate, and the owner-operators who run them.
He is a Certified QuickBooks ProAdvisor and works in Xero. The stack is whatever the client already lives in; the standard is a close you can take to a banker.
The firm is expanding controller-level CAS and fractional CFO work for companies that have outgrown a seasonal tax relationship and are not ready to staff a finance seat. Bronze, Silver, and Gold exist so that conversation has a price, not a shrug.
He has lived in Rockwall for 30+ years, went to the University of Arkansas, and is married with two children. He is devoted to Jesus Christ.
NKJV
“Where there is no counsel, the people fall; But in the multitude of counselors there is safety.”
Proverbs 11:14
The office
Suite 321. Meetings here, or on the line.
110 Greenhill Ln, 3rd Floor, STE 321, Fate. The glass on the door is the same lockup as the site: Thieman Financial Group — Tax · Accounting · Advisory.
Come in, or start on a call.
A 30-minute call. We will tell you which plan fits — and what we would fix first.