What to Expect From an Initial Tax Planning Consultation

For business owners, S-Corporation owners, and real estate investors seeking proactive tax planning guidance.

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Quick Answer

An initial tax planning consultation is designed to evaluate whether proactive tax strategy could improve your overall tax situation.

Common discussion areas include:

  • Business structure
  • S-Corporation planning
  • Payroll coordination
  • Real estate activity
  • Tax-saving opportunities

Most consultations are designed for business owners and real estate investors seeking more proactive guidance than traditional tax preparation alone provides.

CPA meeting with clients to explain tax planning process and what to expect

Typical Situations We Help With

• S-Corporation owners unsure how to structure salary and distributions
• Business owners frustrated by large year-end tax surprises
• Real estate investors navigating passive activity rules
• Short-term rental owners evaluating material participation requirements
• LLC owners considering an S-Corporation election
• Multi-entity businesses seeking better coordination between entities and payroll

Who This Is Designed For

✓Good Fit

  • Business owners
  • S-Corporation owners
  • Real Estate investors
  • Multi-entity businesses

✕Probably not a fit

  • W-2 only situations
  • Lowest-cost filing
  • One-time return prep
  • Basic filing only

What Happens During the Consultation

Most consultations last approximately 30 minutes.

During the call, we typically discuss:

• Business and entity structure
• S-Corporation salary and payroll planning
• Real estate or short-term rental activity
• Potential planning opportunities or risks
• Whether proactive tax planning may improve your situation

This is a working strategy conversation — not a high-pressure sales call.

Led by Experience

Steve Madsen, CPA has advised business owners and real estate investors since 1993.

Madsen and Company focuses on proactive tax planning for:

  • Business owners
  • S-Corporation owners
  • Real estate investors
  • Short-term rental operators

Clients typically seek guidance on entity structure, tax planning opportunities, payroll coordination, and long-term strategy.

Frequently Asked Questions About Tax Planning Consultations

A tax planning consultation typically focuses on business structure, S-Corporation planning, payroll coordination, real estate activity, and identifying potential tax-saving opportunities based on your current situation.

Proactive tax planning is often most valuable for business owners, S-Corporation owners, real estate investors, and short-term rental operators with growing income or increasing tax complexity.

This consultation is generally designed for clients with business ownership, S-Corporation income, partnership income, or real estate activity rather than W-2-only situations.

Most initial tax planning consultations last approximately 30 minutes and are focused on evaluating your current structure, planning opportunities, and overall tax strategy.

Yes. Many tax planning opportunities are time-sensitive and become more limited after year-end. Scheduling earlier in the year often allows for more planning flexibility and implementation options.

Related Services

S-Corporation Resources

Tax Planning Services

Learn More

Why Clients Schedule a Consultation

Clients often schedule after:

  • growing business income
  • repeated tax surprises
  • forming an S-Corporation
  • purchasing rental property
  • realizing they need more proactive guidance

Ready to Schedule a Consultation?

If your situation involves business ownership, S-Corporation planning, or real estate activity, the next step is to schedule a consultation.

During scheduling, you’ll answer a few questions so we can prepare for a productive discussion about your situation and goals.

Schedule a Consultation