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.
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
Formation & Election Includes:
- Entity selection analysis (LLC vs. S-Corp vs. C-Corp)
- Form 2553 S-Corp election filing and timing strategy
- Initial reasonable compensation setup using IRS-guideline software
- Payroll registration and owner salary optimization
- Distribution strategy and shareholder basis tracking from day one
- State-level S-Corp election filings where required
S-Corp Formation & Election
Already earning strong income as a sole proprietor or single-member LLC? Electing S-Corp status can save you tens of thousands in self-employment taxes each year. But the election is only the beginning. We help new S-Corp owners set up properly from day one, maximizing the benefit while staying fully IRS-compliant.
Marlene personally evaluates whether the S election makes sense for your specific income level, state tax situation, and long-term goals. If it does, we handle the filing, the payroll setup, and the compensation strategy so you capture every dollar of savings without triggering audit risk.
Elect at the Right Time
Timing the election to match your income trajectory maximizes savings from year one.
Built for Compliance
Proper payroll, reasonable compensation, and documentation from the start prevents costly corrections later.
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
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.
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
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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