Business Details
Trusted Tax Planning & Preparation Services in Sandy, UT
At Sorenson & Company, CPA & Company, CPA, we specialize in proactive tax planning and strategic tax reduction for high-net-worth individuals, business owners, and entrepreneurs. As Certified Tax Coaches, our team leverages advanced training and a deep understanding of the U.S. tax code to identify hidden deductions, loopholes, and credits that significantly reduce tax liabilities. With decades of combined experience, we design personalized tax strategies that align with clients' financial goals, ensuring compliance while maximizing savings.Our services extend beyond annual filings, offering year-round guidance to adapt to changing tax laws and optimize financial outcomes. We pride ourselves on transparency, ethical practices, and a commitment to delivering measurable value through tailored tax solutions.
Services
Tax Planning
Tax Preparation
Tax Resolution
IRS Problem Resolution
Tax Coaching
Highlights and features
- We offer 20+ years of experience in advanced tax planning and compliance.
- Our team is part of an elite network of Certified Tax Coaches with specialized training.
- We provide proactive, year-round tax strategies tailored to individual financial goals.
- Our proven methods have saved clients thousands annually through deductions and credits.
- We combine CPA expertise with ethical, transparent client-focused service.
Associations and certifications
- American Institute of Tax Planners
- CPA
- Enrolled Agent (EA)
What people say
Expertise in tax savings
Proactive planning
Personalized strategies
Ethical service
Significant savings
Services
Tax Planning
Our proactive tax planning services identify deductions, loopholes, and credits to minimize liabilities. We analyze financial goals, business structures, and investment strategies to create customized plans that adapt to changing tax laws. Clients benefit from year-round guidance to optimize savings and ensure compliance.
Tax Preparation
We prepare accurate, optimized tax returns for high-income individuals and businesses. Our Certified Tax Coaches ensure all eligible deductions and credits are claimed while adhering to federal and state regulations. This service focuses on reducing liabilities beyond standard software capabilities through expert analysis.
Tax Resolution
Our tax resolution services address IRS issues like back taxes, liens, and wage garnishment. We negotiate installment agreements, offers in compromise, and penalty abatements while representing clients in audits or tax court. Solutions prioritize financial relief and compliance restoration.
IRS Problem Resolution
We assist with IRS disputes, including audits, levies, and liens. Our team provides representation and strategic solutions such as penalty abatement or innocent spouse relief. Services ensure clients navigate complex IRS processes with expert advocacy and compliance-focused outcomes.
Tax Coaching
Certified Tax Coaches offer ongoing guidance to leverage tax laws for wealth preservation. This includes annual strategy reviews, financial decision support, and education on tax-efficient practices. Clients receive tailored advice to align tax planning with long-term business and personal goals.
People
Bryan Sorenson
CPA
Bryan Sorenson & Company, CPA & Company, CPA, a CPA since 1997, specializes in tax planning and compliance for businesses and individuals. He graduated from Southern Utah University with a Master's in Accountancy and brings decades of expertise in corporate and individual tax strategies.
Chris Midgley
Enrolled Agent
Chris Midgley, an Enrolled Agent since 2008, focuses on IRS controversy and tax court representation. With experience in corporate tax and small business matters, he provides expert guidance on complex tax issues and resolution strategies.
Manny Mylonakis
Accountant
Manny Mylonakis, pursuing a Master's in Accounting, specializes in taxation and prepares for the CPA exam. Born in Utah, he contributes expertise in tax compliance and strategic planning while supporting clients' financial goals.
Liz Sharp
Administrative Assistant
Liz Sharp manages office operations with over 30 years of accounting experience. Her background in payroll and financial administration ensures efficient support for clients and seamless coordination of tax services.
Trudy Sorenson
Office Administrator
Trudy Sorenson & Company, CPA & Company, CPA oversees administrative functions, leveraging prior experience in accounting and nonprofit financial management. She ensures smooth operations and client communication while maintaining high organizational standards.
Questions
What makes a Certified Tax Coach different from a regular CPA?
Certified Tax Coaches undergo specialized training in proactive tax planning and advanced strategies to reduce liabilities beyond standard CPA services.
How can tax planning save me money?
Proactive tax planning identifies deductions, credits, and loopholes throughout the year to legally minimize your tax burden and maximize savings.
Do you handle IRS tax problems?
Yes, we resolve IRS issues like back taxes, liens, and audits through strategies such as installment agreements, penalty abatement, and tax court representation.
What clients do you specialize in?
We focus on high-net-worth individuals, business owners, and entrepreneurs seeking advanced tax reduction and compliance solutions.
How does the free tax book work?
Schedule a consultation to receive 'The Great Tax Escape' as a gift, offering insights into tax-saving strategies and planning techniques.
What ongoing support do you provide?
Clients receive annual tax maintenance programs, regular strategy reviews, and direct access to Certified Tax Coaches for continuous financial guidance.
