Is my financial information secure with a virtual CPA?

Yes. We use encrypted client portals and professional-grade software designed specifically for CPA firms to protect your financial information. In many cases, digital systems are more secure than paper-based processes.

Who is a virtual CPA not a good fit for?

A virtual CPA may not be the best fit if you prefer in-person meetings for every interaction or only need basic tax preparation once per year. This model works best for business owners who value proactive planning, responsiveness, and ongoing advisory support.

Virtual CPA vs Traditional CPA: What’s the Difference?

Q: Is a virtual CPA worth it for business owners?

Yes. A virtual CPA is especially valuable for business owners who need proactive tax planning. The value comes from making better decisions throughout the year, not just filing a tax return at the end.

Q: Are virtual CPAs better than local CPAs?

Not always. But a virtual-first CPA model is often better for clients who want ongoing communication, faster response times, and year-round tax planning. Traditional CPA firms are typically structured around tax season, while virtual-first firms are built for continuous advisory support.

Q: How do I meet with my CPA if everything is virtual?

Meetings are held through scheduled video or phone calls. This allows for more focused and efficient discussions without the need to travel or coordinate in-person visits.

Q: Can a virtual CPA handle multi-state taxes?

Yes. A virtual CPA is well-suited for multi-state tax situations, including businesses operating in multiple states or real estate investors with properties in different locations. The virtual model allows for flexibility without geographic limitations.

A virtual-first CPA provides proactive tax planning, advisory, and tax preparation services through secure digital tools instead of in-person office visits.

Madsen and Company is a virtual-first CPA firm serving business owners, S-Corporation owners, and real estate investors nationwide.

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

virtual-first CPA meeting with clients online for tax planning services

Quick Answer

A virtual-first CPA provides tax planning, advisory, and tax preparation using secure digital systems instead of in-person meetings, allowing clients to receive year-round guidance from anywhere.

The Key Difference Most Business Owners Miss

A virtual CPA isn’t just remote — it’s built for ongoing tax planning instead of once-a-year tax filing.

CPA Insight

A virtual-first CPA model works best for clients who need proactive planning throughout the year, not just tax filing during busy season.

What Is a Virtual-First CPA?

Unlike firms that simply “went remote,” our practice was intentionally built to deliver proactive planning through secure technology, streamlined communication, and structured advisory workflows—so your CPA relationship works around your business, not the other way around.

While the tools matter, the real difference is how the CPA relationship is structured.

A virtual-first CPA is designed around ongoing planning and accessibility, not office visits or seasonal interactions. Instead of relying on physical paperwork and in-person meetings, a virtual-first model uses secure systems and scheduled touchpoints to support year-round tax strategy, advisory discussions, and timely decision-making.

This structure allows clients to work with experienced CPAs regardless of location while benefiting from clearer communication, better organization, and proactive guidance throughout the year.

At Madsen and Company, being virtual-first is not about replacing relationships with software—it’s about using technology to strengthen the CPA-client relationship.

Working with a virtual-first CPA allows business owners to receive proactive tax planning without needing in-person meetings.

Many clients choose a virtual-first CPA because the relationship is built around planning, not just tax filing.

Virtual-First CPA vs Traditional CPA Firms

The difference between a virtual-first CPA and a traditional CPA firm is not just location — it’s how and when planning happens.

Virtual-First CPA	Traditional CPA
✔ Secure online portals and digital document sharing	✖ Paper documents and office drop-offs
✔ Video meetings and scheduled planning calls	✖ In-person meetings only
✔ Year-round tax planning and advisory	✖ Primarily seasonal tax filing
✔ Nationwide service	✖ Limited by geographic location
✔ Proactive communication	✖ Reactive, deadline-driven interactions

Our virtual-first model allows us to focus on strategy, planning, and clarity—rather than paperwork and inefficiencies.

Why Many Business Owners Switch to a Virtual CPA

Most business owners don’t switch because of convenience — they switch because they need proactive tax planning and better communication.

Traditional CPA models are built around tax season. A virtual-first CPA model is built around year-round strategy.

Who Benefits Most From a Virtual-First CPA?

A virtual-first CPA model is especially effective for:

Small business owners who want proactive tax planning, not last-minute surprises
S-Corporation owners looking to optimize compensation, deductions, and cash flow
Real estate investors with rental properties, short-term rentals, or multi-state holdings
Business owners with limited time who prefer efficient, remote meetings
Clients outside Utah who want access to experienced CPA guidance without local limitations
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If you value clarity, responsiveness, and forward-looking advice, a virtual-first CPA is often a better fit than a traditional firm.

Many of these clients also benefit from proactive tax planning and year-round advisory services, not just annual tax filing.

How Our Virtual-First CPA Model Works

Working with Madsen and Company is simple, secure, and structured:

Secure client portal for document uploads, e-signatures, and communication
Video and phone meetings for planning, reviews, and strategy discussions
Year-round access to your CPA for tax planning and advisory support
Proactive planning cadence instead of once-a-year tax conversations
Clear deliverables and next steps so you always know where you stand

You receive the same professional expertise as a traditional CPA firm—delivered in a more efficient and modern way.

Why Choose Madsen and Company as Your Virtual-First CPA?

Founded in 1995, Madsen and Company brings 30+ years of CPA experience into a modern, virtual-first advisory model. We specialize in helping business owners understand complex tax rules and turn them into clear, actionable strategies.

Our approach is built around:

Proactive tax planning, not just compliance
Clear explanations without unnecessary jargon
Long-term relationships, not transactional filings
Technology that supports better decisions—not confusion

Virtual CPA Services — Utah and Nationwide

South Jordan
Salt Lake County
Utah County
Draper, Sandy, Riverton, Herriman
throughout the United States

Schedule a Tax Planning Consultation

We’ll review your current situation and show you how a virtual-first CPA approach can improve your tax strategy before deadlines pass.

Schedule a Consultation

Frequently Asked Questions About Virtual-First CPA Services

A virtual CPA provides tax planning, advisory, and tax preparation services using secure online systems instead of in-person meetings. This allows business owners to receive year-round guidance, faster communication, and proactive tax strategy from anywhere.

Yes. Virtual CPA firms follow the same licensing standards, ethical requirements, and professional regulations as traditional CPA firms. The difference is how services are delivered — through secure digital systems rather than in-person meetings.

Yes—especially for business owners who need proactive tax planning. The value comes from making better decisions throughout the year, not just filing a tax return at the end. Many business owners find the increased communication and planning more valuable than occasional in-person meetings.

Not always—but a virtual-first CPA model is often better for clients who want ongoing communication, faster response times, and year-round tax planning. Traditional CPA firms are typically structured around tax season, while virtual-first firms are built for continuous advisory support.

Meetings are typically held through scheduled video calls or phone calls. This allows for more focused and efficient discussions without the need to travel or coordinate in-person visits.

Yes. Virtual CPA firms use encrypted client portals and professional-grade software designed specifically for handling sensitive financial data securely. In many cases, digital systems are more secure than paper-based processes.

Yes. A virtual CPA is often better suited for multi-state tax situations, including businesses operating in multiple states or real estate investors with properties in different locations. The virtual model allows for flexibility and broader expertise without geographic limitations.

A virtual CPA may not be the best fit if you prefer in-person meetings for every interaction or only need basic tax preparation once per year. The model works best for business owners who value proactive planning, responsiveness, and ongoing advisory support.