Our Services

Tailored Financial Solutions to Help You Save on Taxes and Achieve Your Goals

At Amata Accounting, we are committed to delivering comprehensive, tailored financial solutions that help both businesses and individuals save on taxes and achieze their goals. Whether you’re a business owner or an individual seeking to reduce your tax burden, our team combines deep industry expertise with a personalized approach to meet your unique needs. We offer the following core services:

Bookkeeping

Stay organized and confident with our professional bookkeeping services. We offer both monthly and quarterly bookkeeping options to fit your business needs. When you sign up, you’ll receive a full financial reporting package—including your Balance Sheet, Profit & Loss Statement, and Statement of Cash Flows—along with complete bank and credit card reconciliations to ensure accuracy and clarity in your financial records.

Tax Planning

We design smart tax strategies for both business owners and high-net-worth W-2 earners. Our proactive approach helps you reduce taxes, maximize savings, and keep more of what you earn-all with a plan tailored to your goals.

Tax Consulting

When complex tax questions arise, we’re here with clear, strategic advice tailored to your unique situation.

Tax Preparation

We handle all your tax preparation needs, from individual returns (1040, 1040NR) to business filings (1065, 1120, 1120S). Our team ensures accuracy, timeliness, and compliance, giving you peace of mind that your taxes are in expert hands.

Fractional CFO Services

Get strategic financial leadership without the full-time cost. Our Fractional CFO Services include monthly or quarterly meetings to review your financials, cash flow analysis, and KPI monitoring to ensure your business stays on track for growth. We provide actionable insights, budgeting guidance, and financial forecasting to help you make informed decisions and achieve long-term success.

S Corp Compliance Services

Forming an S corporation is just the first step-ensuring ongoing compliance with IRS requirements is crucial for your business. Our S Corporation Compliance Services provide you with the expertise needed to meet all IRS regulations, from timely filings to ensuring your business structure remains in good standing. We’ll guide you through every aspect of S corp compliance to protect your business and maximize its benefits.

Owner K-1 Basis Tracking

We track each shareholder or partner’s basis in your S corp or partnership to ensure IRS Form 7203 compliance, accurate loss deductions, and tax-efficient distributions.

Includes:

  • Beginning basis reconciliation

  • Year-round basis tracking for each shareholder or partner

  • Integration with tax planning

  • Clear documentation for IRS audits or lender requests

Quarterly Estimated Tax Calculations

We calculate your federal and state estimated tax payments each quarter—so you avoid underpayment penalties and stay on track with IRS compliance. Ideal for business owners, contractors, and high earners with variable income.

“Second Look” Tax Return & Financial Review

Not sure if your last return was done right? We offer a professional second look to review past tax returns and financials for missed deductions, errors, or planning opportunities—potentially saving you money and reducing audit risk.

Ready to take the next step?

Contact us today to learn how Amata Accounting can support your success.