Tax Preparation for Business Owners, Investors, and Individuals

Madsen and Company provides accurate tax preparation supported by proactive planning insight, helping you file correctly, reduce surprises, and make better financial decisions before year end.

30+ years of CPA experience • Business owners • Real estate investors • S corporations


Madsen and Company provides tax preparation services for business owners, real estate investors, and individuals who want accurate filing supported by proactive tax planning. As a CPA firm based in South Jordan, Utah, we prepare individual and business tax returns while helping clients understand their tax situation before the year ends, not after the return is filed.

Madsen and Company has provided tax preparation and tax planning services to business owners since 1995.

Our firm works primarily with business owners, S-Corporations, and real estate investors who need more than basic tax preparation.

CPA providing tax preparation services to business owners during consultation

Quick Answer

Tax preparation is the process of accurately preparing and filing tax returns, while tax planning focuses on decisions made during the year that affect the final tax result. Our CPA firm combines both so clients file correctly and plan ahead.

CPA Insight

Most tax savings are created by decisions made before year-end. Tax preparation confirms those decisions were reported correctly.

What Is Tax Preparation?

Tax preparation is the process of gathering financial information, applying tax laws correctly, and filing accurate tax returns with the IRS and state agencies.

Accurate tax preparation ensures compliance, but it does not replace proactive tax planning. The best results come from combining year-round planning with correct filing.

Tax Returns We Prepare

  • Individual tax returns
  • Business tax returns
  • S corporation tax returns
  • Partnership tax returns
  • Rental property returns
  • Multi-state tax returns
  • Amended returns
  • Prior year returns

Many business owners look for a CPA for tax preparation but benefit most from year-round tax planning.

Why Tax Preparation Alone Is Not Enough

Most tax savings come from planning before the year ends, not from preparing the tax return after the year is over. Many clients come to us after years of working with a preparer who only filed the return without helping them plan ahead.

Our firm focuses on planning-first tax strategy, which means looking at decisions during the year instead of only reporting what already happened.

Who We Work With

  • Business owners
  • S corporation owners
  • Real estate investors
  • Consultants and professionals
  • High-income individuals
  • Clients who want proactive tax advice

Work With an Experienced CPA

Steve Madsen, CPA, has provided tax preparation and tax planning services for over 30 years. Madsen and Company focuses on helping clients reduce taxes legally through proactive planning, not just preparing the return after the year ends.

Schedule a Consultation

If you need tax preparation or want to review your tax situation before filing, schedule a consultation to see if our planning-first approach is a good fit.

Frequently Asked Questions

What is the difference between tax preparation and tax planning?

Tax preparation reports what already happened. Tax planning focuses on decisions made during the year to reduce taxes legally.

Do I need tax planning if I only want tax preparation?

Many clients start with tax preparation but later benefit from planning once income becomes more complex.

Do you prepare business tax returns?

Yes. We prepare individual, business, S-Corporation, partnership, and rental property tax returns.

Do you work with clients outside Utah?

Yes. We work with clients nationwide using a secure virtual process.