Client Area

Resources and information for clients of Madsen and Company.

Virtual Tax Preparation

At Madsen and Company, we understand that preparing your tax returns can be stressful. We have developed a process to prepare your tax returns virtually to make it less stressful.

Virtual tax preparation is having an expert prepare your tax returns without leaving the convenience of your home or office.

This is how the process works.

• We will send you our engagement (hiring) letter for you to e-sign from any device.
• We will provide you access to our online secure portal and a phone app so you can use your phone, a computer, or any device.
• We will have you then complete a secure online questionnaire and upload all tax documents.
• A tax expert will review your documents and start your tax returns and communicate with you if more details are needed.
• When we have a draft of the return completed, we will send you an invoice and a link to submit your payment online.
• Once payment is received our staff will upload a digital copy of the tax returns for your review and approval and we will send Form 8879 requesting your e- signatures.
• After receiving your signatures, we will complete the process with electronically filing your tax returns.

At any time in this process, you can contact us via email, phone or schedule a video conference.

We're committed to giving all our clients the professional service and personal care they deserve from their trusted tax professional.

Payroll Forms

Before hiring an employee makes sure you have these three forms filled out and signed.

• New Employee Hire Form (online)
• Direct Deposit Form (online)
• W4 – This form determines how much income tax to withhold from your employee.
• I9 – This form is used to verify an employees’ identity and to establish that the worker is eligible to accept employment in the United States.

Pay Our Fee

We are pleased to offer the availability of paying your fees by credit card. In order to do this, we have joined BizPayO, a service that offers the ability to pay your fee using your charge card or ACH.

• Make a Payment