Amata Accounting Firm
    Boutique Tax Advisory

    Overpaying the IRS?
    Behind on taxes?
    Let's fix that.

    Marlene Amata has over 30 years of tax strategy for business owners, S-Corp shareholders, and high-income professionals.

    Most of our clients were overpaying six figures before they found us. A complimentary Tax Strategy Call shows you where your money is going and how to protect what you’ve built.

    Complimentary 45-min consultation · By appointment
    Marlene Amata - Founder and Tax Strategist

    Marlene Amata

    Founder & Senior Strategist

    30 Yrs Exp

    30+

    Years in Practice

    $300K+

    Client Income Floor

    50

    States Served Remotely

    Why Amata Accounting

    A practice built on precision,
    not volume.

    Amata Accounting is not a filing factory. We are a boutique advisory firm serving a deliberately small roster of high-income clients, because real tax strategy demands individual attention.

    01

    Three Decades of Authority

    Marlene has navigated 30 years of changing tax codes, IRS policy shifts, and economic cycles. That level of foresight cannot be replicated.

    02

    Boutique by Design

    We limit our client roster intentionally. Every client receives direct access to Marlene, not a junior associate or an automated bot.

    03

    Collaborative Approach

    We work alongside your attorney, financial advisor, and estate planner to build an integrated tax strategy — never operating in a silo.

    04

    National Reach, Remote

    Serving clients across all 50 states. No office visits required. Secure, efficient, and tailored for busy high-earning professionals.

    What We Do

    Tax strategy that
    protects your wealth.

    We consolidate complex tax work into a cohesive strategy — not a checklist of transactions. Every engagement begins with understanding your full financial picture.

    Primary Advisory

    Strategic Tax Advisory

    Proactive tax planning, consulting, and reasonable compensation analysis for business owners and S-Corp shareholders. We identify savings opportunities the IRS hopes you miss, often six figures or more annually.

    • Proactive Tax Planning & Advisory
    • Reasonable Compensation Studies
    • Beginning Basis Reconciliation & Tracking
    • Clear Documentation for IRS Audits & Lenders
    Formation

    S-Corp Formation & Election

    Already earning strong income as a sole proprietor or LLC? Electing S-Corp status can save tens of thousands in self-employment taxes. We set you up properly from day one.

    • Entity Selection & Timing Analysis
    • Form 2553 Election Filing
    • Payroll Setup & Salary Optimization
    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 growth.

    • S-Corp Annual Tax Filings
    • Multi-State Tax Compliance
    • Complex Individual Returns (1040/Schedule C/E)
    Foundation

    Financial Foundation

    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.

    • Audit-Ready Monthly Bookkeeping
    • Financial Statement Preparation
    • Clean Reconciliation for Year-End Tax Prep
    Complimentary Consultation

    Your Complimentary Tax Strategy Call

    In 45 minutes, Marlene Amata will review your tax picture, uncover potential savings, and determine if Amata Accounting is the right fit.

    Direct with Founder

    45-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.

    45 Minutes · Zoom or Phone
    Serving Clients in All 50 States
    100% Confidential & No Obligation

    "By the time we file, my clients already know where they stand and how much we've saved them."

    Marlene Amata, Founder

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    Who We Serve

    Built for those who’ve
    outgrown the basics.

    Our clients earn $300,000 or more annually and have tax situations that demand more than software and guesswork. If your current accountant treats you like a form to file, you’re in the right place.

    Business Owners

    Founders and operators managing payroll, entity structure, and multi-year tax exposure. You need strategy, not just compliance.

    S-Corp Shareholders

    Reasonable compensation, distribution planning, and the IRS scrutiny that comes with pass-through income.

    Tech Professionals

    RSUs, stock options, AMT implications, and concentrated equity positions. Your compensation is complex — your tax strategy should match.

    High-Income Earners

    If you’re earning $300K+ without a proactive advisor, you are very likely overpaying. Most of our clients were before they found us.

    Selective Client Roster

    We intentionally maintain a small client list. If you’re looking for the lowest price or a transactional DIY-filing service, we’re likely not the right fit, and we’ll tell you so upfront.

    Marlene Amata - Founder

    30 Years

    Years Protecting High-Net-Worth Wealth

    30 Years

    Years Protecting High-Net-Worth Wealth

    About Marlene Amata

    Three decades of protecting what you’ve earned.

    Marlene Amata founded this firm with a conviction that most high-income individuals are poorly served by traditional accountants — overpaying in taxes because no one is looking at the full picture.

    For over 30 years, she has worked exclusively with business owners, S-Corp shareholders, and high-income professionals to build tax strategies that are proactive, not reactive. Her approach is collaborative: she works alongside your attorney, financial advisor, and estate planner to ensure every piece of your financial life is synchronized.

    Marlene’s practice is deliberately boutique. She doesn’t delegate your file to a junior associate. She doesn’t automate your strategy. Every client works directly with her, and that’s exactly why her clients stay for decades.

    “I don’t believe in tax surprises. By the time we file, my clients already know exactly where they stand — and exactly how much we’ve saved them.”

    Marlene Amata, Founder

    Client Voices

    What our clients say.

    “Working with Marlene transformed our business tax position. She restructured our S-Corp compensation and identified deductions our prior CPA missed completely. The peace of mind alone is priceless.”

    Marcus T.

    Business Owner · San Francisco, CA

    “As a tech VP dealing with RSUs and complex stock vesting, tax time used to be a nightmare. Marlene untangled everything and coordinated directly with my wealth manager. Exceptional service.”

    Elena V.

    Tech Executive · Austin, TX

    “I came to Marlene two years behind on multi-state filings. She handled the entire situation with calm authority, communicated with the IRS, and resolved every issue without penalty surprises.”

    Robert K.

    S-Corp Shareholder · Little Rock, AR

    Common Questions

    Answers before you ask.

    Stop overpaying.
    Start with a conversation.

    Your Tax Strategy Call is complimentary, confidential, and takes 45 minutes. Most clients tell us it’s the most valuable time they’ve spent on their finances in years.