FULL SERVICE CAPABILITIES
Tax Strategy & Compliance Services
We consolidate complex tax work into a cohesive strategy, not a checklist of transactions. Every engagement begins with understanding your full financial picture.
PRIMARY OFFERING
Strategic Tax Advisory & Planning
Proactive tax planning, consulting, and reasonable compensation analysis for business owners and S-Corp shareholders. We identify legal savings opportunities the IRS hopes you miss, often six figures or more annually.
Reasonable Comp Studies
IRS-defensible salary studies using regional benchmarks and job metrics.
Basis Tracking & Reconciliation
Beginning basis reconciliation and year-round tracking for each shareholder.
Audit & Lender-Ready Docs
Flawless documentation ready for IRS scrutiny or commercial loan requests.
Entity Optimization
Evaluate S-Corp election timing, multi-entity structuring, and distribution plans.
Advisory Includes:
- Mid-year & year-end proactive strategy meetings
- Formal reasonable compensation calculation
- Pass-through entity tax optimization (PTET)
- Direct coordination with your financial advisor & attorney
- Direct access to Marlene Amata year-round
Compliance Capabilities:
- Form 1120-S (S-Corporation Income Tax Return)
- Schedule K-1 preparation for all shareholders
- Multi-State state & local tax return filings
- High-net-worth 1040 individual returns with Schedule C/E/F
- Extension filing & estimated tax payment schedule
COMPLIANCE
S-Corp & Business Compliance
Precise, deadline-driven preparation and filing for S-Corp returns, multi-state filings, and complex personal returns. Compliance handled right, so you stay focused on business growth.
We don't just take your figures and drop them into software. Marlene reviews every return to ensure consistency with prior filings, proper depreciation treatment, and zero red flags that draw IRS attention.
FOUNDATION
Financial Foundation
(Bookkeeping)
Clean, audit-ready books are the backbone of sound tax strategy. We maintain your financial records with the rigor your advisory work demands, monthly, quarterly, or annually.
Without accurate books, tax planning is just guessing. Our team ensures every transaction is correctly categorized, accounts reconciled, and financial statements prepared to CPA standards.
Bookkeeping Features:
- Bank & credit card reconciliation
- Profit & Loss and Balance Sheet generation
- Seamless integration with annual tax filing
- Lender and bank-ready reporting
— COMPLIMENTARY CONSULTATION —
Your Complimentary Tax Strategy Call
In 30 minutes, Marlene Amata will review your tax picture, uncover potential savings, and determine if Amata Accounting is the right fit.
DIRECT WITH FOUNDER
30-Minute Tax Strategy Call
By appointment only. Talk directly with Marlene Amata, with 30 years of tax strategy experience for business owners and high-income professionals.
30 Minutes - Zoom or Phone
Serving Clients In All 50 States
100% Confidential & No Obligation
"By the time we file, my clients already know exactly where they stand and how much we've saved them."
Marlene Amata, Founder
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Boutique tax advisory and accounting practice run by Marlene Amata. 30+ years protecting wealth and optimizing taxes for business owners, S-Corp shareholders, and high-income professionals nationwide.
Bakersfield, CA - Serving Clients in All 50 States
CONTACT & FIRM INFORMATION
By Appointment Only
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This website is for informational purposes only and does not constitute tax, legal, or financial advice until a formal engagement agreement is executed.