Tax Preparation for Business Owners, Investors, and Complex Individual Returns
We prepare tax returns for business owners and investors who want accuracy, strategy, and no surprises — not just basic filing.
- Complex returns with business, real estate, or multiple income sources
- Clients who want accuracy and proactive tax strategy
- Returns prepared with planning insight — not just data entry
30+ years of CPA experience • Business owners • Real estate investors • S corporations
Who This Service Is For
This is a good fit if:
- You own a business or rental property
- You have more than just a W-2
- You want accuracy and strategy — not just filing
- You are tired of reactive, last-minute tax work
CPA Insight
Most tax savings are created by decisions made before year-end.
Tax preparation confirms those decisions were reported correctly — it does not create them.
Tax Preparation — Done Differently
Most tax preparers focus on filing forms after the year is over.
We focus on:
- understanding your full financial picture
- identifying risks and missed opportunities
- preparing your return with planning in mind
Because your tax return should reflect strategy — not guesswork.
If your current CPA only shows up at tax time, you are likely missing opportunities.
Based in South Jordan, Utah — Serving Clients Nationwide
Madsen and Company works with business owners across Utah and the United States through a secure, virtual-first process.
Many clients are based in:
- South Jordan
- Salt Lake County
- Utah County
- Clients across the United States
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.
At Madsen and Company, this process is combined with proactive planning so the return reflects intentional decisions, not just reported activity
Quick Answer
Tax preparation is the process of preparing and filing accurate tax returns. Tax planning focuses on decisions made during the year to reduce taxes. The best results come from combining both.
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
Most clients we work with have multiple income sources, business activity, or real estate — not just a simple W-2 return.
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.
This is why many clients switch after years of working with a preparer who only files returns.
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
With over 30 years of CPA experience, Steve Madsen has helped business owners and investors navigate complex tax situations and reduce taxes through proactive planning.
Schedule a Tax Preparation Consultation
This is not a quick call.
We use this meeting to:
determine if we are the right fit
understand your situation
identify potential issues
No obligation. If we are not the right fit, we will tell you.
If you are looking for the lowest-cost tax preparation, we are likely not the best fit.