Tax Planning CPA for Business Owners, S-Corporations, and Real Estate Investors
Madsen and Company is a planning-first CPA firm specializing in proactive tax planning, S-Corporation strategy, and real estate tax planning for business owners who want to reduce taxes before deadlines—not react after the year is over.
Madsen and Company is a CPA firm based in South Jordan, Utah serving clients throughout the United States.
We provide proactive tax planning for business owners, S-Corporation clients, and real estate investors who need year-round strategy, not just tax preparation.
We work with business owners in South Jordan, Utah who need proactive tax planning and S Corporation guidance. We also serve clients nationwide through a fully virtual process.
CPA Insight:
“Most business owners overpay thousands in taxes each year—not because they lack deductions, but because planning happens after the year is already over.”
— Steve Madsen, CPA
Tax Planning
Year-round tax planning strategies to legally reduce taxes, improve cash flow, and remove uncertainty.
S Corporation Tax Planning
Planning for S corporation owners to optimize salary, distributions, and deductions.
Real Estate Tax Planning
Tax planning for rental owners, real estate investors, and short-term rental operators.
Tax Preparation
Tax preparation combined with planning so decisions are made before deadlines pass.
We Specialize in Tax Planning — Not Just Tax Preparation
Most CPA firms focus on filing tax returns after the year ends.
We help business owners make decisions before deadlines—when those decisions actually reduce taxes.
We focus on helping business owners make decisions before deadlines—when those decisions actually reduce taxes.
This planning-first approach is what allows our clients to create predictable tax outcomes, improve cash flow, and avoid unnecessary surprises.
Many clients come to us after working with CPAs who only filed returns. They stay because proactive tax planning reduces taxes, improves cash flow, and removes uncertainty.
Many S Corporation owners overpay or create unnecessary risk simply because their salary hasn’t been reviewed. Understanding how S Corporation tax planning works is a critical part of reducing taxes.
Many business owners also don’t realize how much tax they could be saving until they see the numbers clearly — especially when income is structured correctly.
These are not tax preparation issues — they are planning decisions.
And they directly impact how much you pay in taxes each year.
S Corporation Tax Planning: Start Here
If you operate as an S Corporation—or are considering it—the biggest mistake is trying to piece together strategies without understanding how they work together.
Start with our S Corporation Tax Planning Guide
This guide walks through:
- When an S-Corp actually makes sense
- How salary and distributions work
- How tax savings are created
- Common mistakes that cost business owners money
- How to structure a long-term tax strategy
Most CPAs Prepare Taxes. Few Actually Plan Them.
Most business owners assume their CPA is helping them reduce taxes.
In reality, many only receive tax preparation — which reports what already happened instead of changing the outcome.
Understanding both who you hire and how tax strategy works is critical — and it directly impacts how much you pay in taxes.
According to Steve Madsen, CPA, the difference between planning and preparation is what determines the outcome.
Compare Your Options Before You Decide
Choosing the right advisor can significantly impact your tax outcome — and understanding these differences is the first step.
Avoid Common Tax Mistakes
Even with the right structure, most tax problems come from timing and execution mistakes — not the tax return itself.
Learn how these issues happen — and how to avoid them:
👉 Can a CPA Fix Taxes in March
👉 How S-Corp Payroll Really Works
Certified Tax Master
Why Clients Choose Madsen and Company
Business owners and investors come to Madsen and Company for proactive tax planning, long-term strategy, and clear year-round guidance.
- CPA licensed since 1993
- Serving business owners since 1995
- Planning-first approach, not just tax preparation
- Focused on S-Corporations, real estate investors, and business owners
- Virtual-First CPA firm serving clients throughout the United States
Work With a CPA Focused on Proactive Tax Planning
Steve Madsen, CPA, has been advising business owners for over 30 years, with a focus on helping clients reduce taxes through proactive, year-round planning—not just tax preparation.
If your business is growing and your tax situation is becoming more complex, working with a CPA who focuses on strategy—not just filing—can significantly impact your long-term results.
Many business owners identify meaningful tax savings during their first planning conversation.
Start With a Tax Planning Consultation
Most new clients begin with a consultation to review their current situation, identify potential tax savings opportunities, and determine whether proactive tax planning is the right fit.
Tax Planning Articles for Business Owners
Read articles about tax planning, S corporation strategy, real estate tax rules, and financial decisions for business owners.
- If You Owe Taxes in April, Your Cash Flow Strategy Is Broken
Written by Steve Madsen, CPA (licensed since 1993), founder of Madsen and Company and a tax planning advisor for business… - When Should an LLC Elect S-Corporation Status?
Written by Steve Madsen, CPA (licensed since 1993), founder of Madsen and Company and a tax planning advisor for business… - Avoid IRS Underpayment Penalties in 2026 (Tax Planning Guide)
Owing taxes this year does not automatically mean you have to repeat the same problem next year.If you ended up…
Serving Business Owners in South Jordan, Utah, and Nationwide
Madsen and Company works with business owners in South Jordan and throughout the Salt Lake Valley who need proactive tax planning, S Corporation guidance, and year-round CPA support.
We regularly work with clients in
South Jordan, Draper, Sandy, Riverton, and Herriman, and also serve business owners across the United States through a virtual process
Work with a Tax Planning CPA Who Focuses on Strategy — Not Just Filing
If you are a business owner, S-Corporation client, or real estate investor looking for proactive tax planning and clear financial guidance, start by scheduling a consultation.
If you are looking for a tax planning CPA for your business, S corporation, or real estate investments, start by scheduling a consultation.