Strategic Tax Advisory for High-Income Business Owners
Most accountants look backwards once a year. Our Strategic Advisory practice operates forward-looking, guiding every financial decision before the year closes so you never overpay.
The Amata Advisory Difference
Tax strategy doesn’t exist in isolation. Marlene Amata collaborates with your complete advisory circle, including wealth managers, estate attorneys, and bankers, to construct a unified plan.
Proactive, Year-Round
We don’t wait until April 15. We conduct mid-year projections, Q3/Q4 check-ins, and entity adjustments while there is still time to act.
Advisor Collaboration
We actively talk to your wealth manager and estate planner to align retirement contributions, capital gains timing, and pass-through entity tax deductions.
Audit Defense Ready
Every recommendation is backed by formal documentation, reasonable compensation studies, and basis tracking defensible under IRS scrutiny. For full audit representation, we coordinate with trusted third-party audit defense providers, not handled in-house.
What We Evaluate in Your Practice
When you engage Amata for Strategic Tax Advisory, Marlene personally reviews every lever of your tax profile:
S-Corp Reasonable Compensation
Determined using IRS-guideline-based software, not arbitrary ratios, to optimize payroll taxes without raising audit flags.
Pass-Through Entity Tax (PTET)
Bypass state SALT deduction caps legally at the entity level.
Stock Option & RSU AMT Strategy
Manage ISO exercises and RSU vest dates to prevent tax spikes.
Shareholder Basis Reconciliation
Ensure tax-free distributions remain compliant under IRS rules.
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.
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.
"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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