Tax Planning for Business Owners Who Want to Pay Less — Before It’s Too Late

Proactive tax planning for business owners, S-Corporation owners, and real estate investors who want guidance before major tax decisions are finalized.

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CPA Since 1993 • 30+ Years Experience • Serving Clients Nationwide • 4.8★ Google Reviews

Steve Madsen, CPA, meeting with a business owner for tax planning and advisory services at Madsen and Company

Who We Help + Why Clients Hire Us

We work with business owners, S-corporation owners, and real estate investors who want more than basic tax preparation. Most of our clients come to us looking for proactive guidance before major tax decisions are finalized — not after the year is already over.

Business Owners

We help service-based businesses and growing companies reduce tax exposure, improve planning decisions, and create more predictable financial strategies year-round.

S-Corporation Owners

Many clients hire us for guidance on S-corporation salary planning, owner distributions, tax strategy, and ongoing advisory support designed to help reduce unnecessary taxes while staying compliant.

Real Estate Investors

We work with rental property owners, short-term rental operators, and real estate investors seeking guidance on tax strategy, cost segregation, depreciation planning, and long-term wealth building.

Ongoing Advisory Clients

Some clients need more than annual tax preparation. We provide ongoing advisory support throughout the year for clients who want proactive planning before making major financial decisions.

Why Clients Choose Madsen and Company

✔ CPA guidance since 1993
✔ Proactive tax planning before year-end
✔ Real estate and short-term rental tax strategy
✔ S-corporation salary and distribution planning
✔ Year-round advisory support
✔ Serving clients nationwide virtually

Most clients are looking for a long-term CPA relationship focused on strategy, planning, and reducing financial uncertainty — not just filing tax returns once a year.

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About Madsen and Company


Madsen and Company is a tax planning-focused CPA firm led by Steve Madsen, CPA, licensed since 1993.

We work with business owners, S-corporation owners, and real estate investors who want proactive guidance before major tax decisions are finalized — not just tax preparation after the year is over.

Our Firm Focuses On:

✔ Proactive tax planning before year-end
✔ S-corporation salary and distribution planning
✔ Real estate and short-term rental tax strategy
✔ Year-round advisory support for business owners
✔ Clear communication and practical implementation guidance

Learn more about Steve Madsen, CPA.

Steve Madsen CPA founder of Madsen and Company with over 30 years of experience

Areas of Tax Planning Focus

We work with business owners and investors who need more than basic tax preparation.

Our clients are typically looking for proactive planning before major tax and financial decisions are finalized.

We help business owners reduce taxes before year-end through planning around income timing, deduction timing, estimated tax payments, Section 179, and entity structure decisions.

We help S-Corp owners plan around reasonable salary, owner distributions, payroll structure, and entity elections to reduce taxes and avoid IRS scrutiny.

We help real estate investors use depreciation, cost segregation, bonus depreciation, and entity structure strategies to reduce taxes and improve after-tax returns.

We prepare accurate returns based on proactive planning — not last-minute decisions.

Start with the numbers before building a tax strategy.

Use these tools to understand how your decisions impact your taxes:

S-Corp Salary Calculator
S-Corp Tax Savings Calculator

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Why Business Owners Choose Madsen and Company

Business owners often contact us after realizing they need more than annual tax preparation.

Our Clients Typically Want Help With:

✔ Reducing taxes before decisions are finalized
✔ Coordinating S-Corporation salary and distribution strategy
✔ Planning around real estate and short-term rental income
✔ Improving estimated tax planning and cash flow visibility
✔ Working with a CPA who focuses on strategy, not just filing

Trusted by Business Owners Nationwide

Madsen and Company has helped business owners, real estate investors, and S-Corporation owners navigate proactive tax planning for decades.

Clients value clear communication, practical implementation guidance, and long-term advisory relationships — not just annual tax filing.

⭐ 4.8★ Google Reviews
⭐ Trusted by business owners nationwide
⭐ CPA-led guidance since 1993

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Popular Tax Planning Resources

IExplore some of our most requested tax planning resources for business owners and real estate investors.

Tax Planning Articles for Business Owners

Read articles about tax planning, S corporation strategy, real estate tax rules, and financial decisions for business owners.

CPA Firm Serving South Jordan and Utah Business Owners

Madsen and Company is a South Jordan CPA firm providing proactive tax planning, tax preparation, and year-round advisory services for business owners, S-Corporation owners, real estate investors, and professionals throughout Utah.

We work with clients in South Jordan, Draper, Sandy, Riverton, Herriman, West Jordan, Lehi, Park City, Salt Lake County, and Utah County, while also serving business owners nationwide through a secure virtual process.


Frequently Asked Questions About Tax Planning

Most CPAs focus on tax preparation — reporting what already happened.

Tax planning is different. It focuses on decisions made during the year that directly impact how much you pay in taxes.

If your CPA is not proactively advising you on strategy before year-end, there is a good chance you are missing opportunities to reduce taxes.

Tax preparation is the process of filing your tax return based on past activity.

Tax planning is the process of making strategic decisions during the year to legally reduce your tax liability.

By the time tax preparation begins, most opportunities to lower taxes are already gone.

During the initial consultation, we review your current situation, including income, business structure, and prior tax returns.

We identify potential tax-saving opportunities and discuss whether a proactive planning approach makes sense for your situation.

If there is a fit, we outline next steps for building a structured tax plan.

Tax savings vary depending on income level, business structure, and current strategy.

For many business owners, proactive tax planning can result in meaningful reductions in total tax liability — often by optimizing entity structure, timing of income, deductions, and compensation strategies.

The goal is not aggressive or risky positions, but consistent, legal optimization over time.

Tax planning is typically most valuable for:

  • Business owners with growing or consistent profits
  • S Corporation owners managing salary and distributions
  • Real estate investors with multiple properties
  • Individuals with more complex financial situations

If your tax situation is simple or your income is primarily W-2 with minimal complexity, tax planning may provide limited benefit.

Tax planning should begin as early in the year as possible.

The best opportunities to reduce taxes happen before income is earned and before year-end decisions are locked in.

Waiting until tax season usually means your options are limited.

By tax season, most tax-saving opportunities are no longer available.

At that point, your return reflects decisions that have already been made.

Tax planning works best when it happens throughout the year — not after the fact.