Business Details
Certified Tax Planning Experts in Sandy, Utah
At Sorenson & Company, CPA & Company, CPA, we specialize in advanced tax planning and reduction strategies designed to maximize savings for business owners, professionals, and high-net-worth families. Our team combines decades of experience with specialized training as Certified Tax Coaches, enabling us to identify hidden deductions, leverage tax code loopholes, and implement personalized plans that minimize liabilities. With expertise in federal and state tax compliance, IRS audit representation, and resolution of tax debt issues, we provide comprehensive solutions grounded in ethical, legal practices. Our proactive approach ensures clients benefit from ongoing tax strategy adjustments as laws evolve, maintaining optimal financial outcomes.Backed by memberships in elite tax planning networks and recognition from the American Institute of Tax Planners, we deliver results-driven services supported by continuous education and industry leadership. Our commitment to transparency and client empowerment is demonstrated through complimentary resources like The Great Tax Escape book, provided during initial consultations. By analyzing complete financial profilesincluding business operations, investment goals, and historical returnswe create tailored plans that consistently deliver substantial tax savings year after year.
Services
Tax Planning
Tax Resolution
IRS Audit Representation
Tax Reduction Strategies
Back Tax Filings
Highlights and features
- Certified Tax Coaches with specialized training in proactive tax planning
- Proven methods saving clients thousands annually through legal deductions
- Personalized financial analysis combining business and investment goals
- IRS controversy specialists with Tax Court representation experience
- Continuously updated strategies adapting to changing tax regulations
Associations and certifications
- American Institute of Tax Planners
What people say
Significant tax savings
Expert IRS representation
Personalized planning
Professional team
Effective solutions
Services
Tax Planning
Our proactive tax planning service creates customized strategies to minimize liabilities by analyzing business operations, investment goals, and financial history. We implement legal deductions and credits that adapt to regulatory changes, ensuring ongoing savings for entrepreneurs and high-income individuals through comprehensive financial analysis.
Tax Resolution
Specialized IRS problem resolution includes audit representation, tax liens, and wage garnishment relief. We negotiate installment agreements, offers in compromise, and penalty abatements while providing clear guidance for businesses and individuals facing back taxes or complex IRS disputes through ethical, results-driven advocacy.
IRS Audit Representation
Comprehensive IRS audit defense services protect clients through expert documentation preparation and direct agency communication. Our certified professionals with Tax Court admission ensure proper representation for business owners and high-net-worth individuals, minimizing potential penalties while maintaining compliance with federal regulations.
Tax Reduction Strategies
Advanced tax reduction techniques identify hidden deductions and code loopholes to legally minimize payments. We develop personalized strategies combining business structure optimization, investment planning, and credit utilization that consistently deliver thousands in annual savings for our clients through continuous plan refinement.
Back Tax Filings
We resolve delinquent tax situations by preparing and submitting overdue returns while implementing corrective measures to prevent recurrence. This service includes coordinating with tax authorities to address penalties and interest, providing structured payment arrangements that restore compliance status for individuals and businesses with unfiled historical returns.
People
Bryan Sorenson
CPA
Bryan Sorenson & Company, CPA & Company, CPA, CPA since 1997, specializes in corporate and individual tax planning. With a Master's in Accountancy from Southern Utah University, he develops strategic tax reduction plans leveraging 25+ years of experience in compliance and optimization for high-income clients.
Chris Midgley
Enrolled Agent
Enrolled Agent Chris Midgley focuses on IRS controversy resolution with Tax Court admission since 2019. His expertise includes audit defense, tax liens, and complex debt negotiations, bringing 20+ years of experience in corporate taxation and penalty abatement strategies to client cases.
Manny Mylonakis
Accountant
Manny Mylonakis, BS in Accounting from Western Governors University, specializes in tax preparation while pursuing CPA certification. With Utah roots and four children, he contributes technical expertise in individual and small business tax compliance as part of our client service team.
Liz Sharp
Administrative Assistant
Liz Sharp manages office operations with 30+ years of accounting experience. Her background in payroll and financial systems implementation supports seamless service delivery for our tax planning and resolution clients, bringing organizational expertise from previous corporate roles to our administrative processes.
Trudy Sorenson
Office Administrator
Trudy Sorenson & Company, CPA & Company, CPA oversees office management with prior experience in loan operations and corporate accounting. Her nonprofit financial leadership experience enhances our administrative systems, ensuring efficient support for client-facing tax planning and resolution activities.
Questions
What makes a Certified Tax Coach different from regular accountants?
Certified Tax Coaches receive specialized training in proactive tax planning strategies that identify hidden deductions and legal loopholes to minimize liabilities beyond standard accounting practices.
How can you help business owners reduce tax burdens?
We analyze complete financial profiles to implement customized strategies combining business structure optimization, investment planning, and credit utilization that deliver thousands in annual savings.
What IRS tax problems do you resolve?
We handle audit representation, tax liens, wage garnishments, back taxes, penalty abatements, and installment agreements while negotiating optimal resolutions for individuals and businesses facing IRS disputes.
What's included in your initial consultation?
The consultation includes personalized tax analysis and strategy discussion, plus a complimentary copy of The Great Tax Escape book to help understand available savings opportunities.
How do you stay updated on tax law changes?
Our team maintains membership in elite tax planning networks and participates in continuous education programs to implement current regulations into client strategies quarterly.
Reviews (4)
Kyndra Collett
Feb 18, 2022
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We've been using Sorenson & Company on our taxes for the last few years. The process always goes smoothly and Bryan is a nice guy.
Charlyne Media
Feb 17, 2022
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Very bad customer service. They don't like to answer any tax return question. they are too busy, they spend only 1-2 min that's not enough to discus. they charge $650 fee but don't have time for client to discus about tax return
Ryan Ryan Avila
Sep 23, 2021
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Too busy too answer a simple 1031 exchange question. Oh also, I did mention that I need a CPA and sure they can book my an appointment in 2 weeks for that, but the 1031 exchange question I have is time-sensitive and would only take 2-4 mins over the phone.
Airsoft
Aug 17, 2021
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I really appriciate Sorenson and Company. They are like apart of my business and family. Great tax advice, very responsive to my questions and they are always on the cutting edge of Tax Codes.
