What to Expect From an Initial Tax Planning Consultation
Quick Answer
An initial tax planning consultation is designed to help determine whether proactive tax strategy could improve your overall tax situation.
The consultation focuses on how your business income, entity structure, payroll, real estate activity, and tax planning opportunities are currently coordinated.
Many business owners and real estate investors schedule a consultation after realizing their current tax process focuses primarily on filing returns instead of identifying planning opportunities during the year.
The goal of the consultation is not simply to review tax returns — it is to evaluate whether proactive planning could help reduce unnecessary taxes, improve structure, and create better long-term tax outcomes.
Situations Where a Tax Planning Consultation May Help
A consultation is often helpful if:
• Your business income has increased
• You’ve formed or are considering an S-Corporation
• You’re unsure how salary and distributions should be structured
• You own rental or short-term real estate
• You want to reduce tax surprises and plan ahead
Considering a Consultation?
If the situations above sound similar to your situation, the next step is to schedule a consultation.
Who This Is Designed For
This consultation is typically most helpful for:
• Business owners earning income through an LLC, S-Corporation, or partnership
• S-Corporation owners who want payroll and distributions aligned correctly
• Real estate investors with multiple properties or short-term rentals
• Clients who want proactive guidance during the year
This is generally not a fit if:
• Your situation consists only of W-2 income
• You are looking for a one-time tax return
• You are primarily focused on lowest-cost tax preparation
What Happens on the Call
Most consultations last up to 30 minutes.
During the call, we focus on:
• How your income and entities are structured
• Where planning opportunities or risks may exist
• Whether proactive tax planning could improve your results
This is not a sales call — it’s a working conversation to evaluate your situation.
Led by Experience
Led by Steve Madsen, CPA (licensed since 1993), with over 30 years of experience advising business owners and real estate investors.
Why Work With Madsen and Company for Tax Planning
Madsen and Company has provided tax planning and advisory services to business owners since 1995.
Our firm focuses on proactive planning, not just tax preparation. Many clients come to us after realizing that filing returns alone does not provide the guidance needed to reduce taxes long term.
We work primarily with business owners, S-Corporations, and real estate investors who want clear answers and year-round support.
Ready to Schedule?
If your situation involves a business, S-Corporation, or real estate income, the next step is to schedule a consultation.
During scheduling, you will be asked a few questions so we can prepare for a productive conversation.
Common Questions About Tax Planning Consultations
How long is the consultation?
Most consultations last up to 30 minutes.
Do I need documents before scheduling?
No. Documents are only needed if requested.
Is this a free consultation?
The purpose of the consultation is to determine whether proactive planning would provide value.
Do you work with clients outside Utah?
Yes. We work with clients nationwide.
Should I schedule a consultation before year-end?
Yes. Tax planning decisions are most effective before the end of the tax year. Scheduling a consultation earlier allows more options to be available.
Madsen and Company is a South Jordan, Utah CPA firm providing proactive tax planning consultations for business owners nationwide.
Considering a Tax Planning Consultation?
If your situation involves a business, S-Corporation, or real estate income, the next step is to schedule a consultation.
Related Services
Compensation & Payroll
- S-Corp Salary Calculator
- Reasonable Salary Guide
- How to Pay Yourself From an S Corporation
S-Corporation Planning
- S Corporation Tax Planning
- S-Corp Tax Planning Strategies
- LLC vs S Corporation
Tax Planning & Advisory
- Tax Planning for Business Owners
- Meet Steve Madsen, CPA