Madison Tax Solutions

Madison’s economy is uniquely shaped by a mix of government, higher education, healthcare systems, and a rapidly growing technology sector. This creates layered tax challenges for organizations managing grants, public funding, multi-entity structures, and evolving regulatory requirements. Sorren works with healthcare providers, tech companies, real estate groups, and professional service firms to navigate compliance while identifying opportunities for tax efficiency. From entity structuring and R&D credits to long-term planning for growth and investment, we help Madison clients move from reactive tax management to proactive strategy.

Madison Tax Solutions

179D Deduction

Capture valuable energy efficiency deductions with guidance through the 179D process.

Affordable Housing Tax

Support affordable housing initiatives with specialized tax credit and compliance guidance.

Cost Segregation

Accelerate depreciation and improve cash flow through strategic cost segregation studies.

Estate, Trust & Gift

Protect wealth and prepare for the future with personalized estate and gift tax planning.

Federal, State & Local Tax

Navigate changing tax regulations with proactive planning and compliance support.

International Tax

Manage cross-border tax complexity with guidance tailored to global operations.

Nonprofit Tax

Maintain compliance and protect exempt status with nonprofit-focused tax guidance.

Opportunity Zones

Maximize tax incentives and support strategic investments through Opportunity Zone planning.

Research Tax Credit

Identify qualifying activities and maximize available research tax credit opportunities.

Tax Audit Protection Plan

Reduce uncertainty with dedicated support and guidance during tax examinations.

Tax Authority Representation

Receive experienced support when responding to tax notices, audits, or disputes.

Tax Planning

Minimize tax exposure and uncover opportunities with proactive year-round tax planning.

Industries Served

Other Services

Contact Information

Brittany Mergen, CPA
Brittany Mergen, CPA
Office Partner-in-Charge
1200 John Q Hammons Dr, Suite 500, Madison, WI 53717
Phone: 608-664-1040

Frequently Asked Questions (FAQs)

How do you help Madison tech firms with the "Wisconsin R&D" tax credit?

We help local innovators identify qualifying activities to claim both state and federal credits to fuel their product development.

Can you manage "Multi-State Sales Tax" for Madison-based e-commerce?

If you sell nationwide from Wisconsin, we handle your nexus requirements and automated tax filing.

How do we handle "Wisconsin Manufacturing and Agriculture" tax credits?

We optimize your tax position by utilizing specific state credits designed to support Madison's production and dairy sectors.

Do you provide tax strategy for Madison's "Life Sciences" industry?

Yes. We maximize R&D credits and specialized equipment exemptions for Triangle-based labs and research firms.

How do you handle "Property Tax" for Madison commercial real estate?

We assist local business owners in reviewing assessments with the City of Madison and Dane County.