Tax Strategy & Enrolled Agent
IRS-licensed EA providing strategic tax planning, entity structuring, Real Estate Professional Status (REPS), and audit representation for business owners and investors.
Smart Capital Tax & Accounting Advisory
Strategic Bookkeeping, Tax & Investment Advisory for Professionals & Business Owners
We go beyond the numbers — helping you simplify operations, boost profits, and save money with strategies that fit your business.
IRS-Licensed Enrolled Agent
Intuit Silver ProAdvisor
Austin, TX & Nationwide
15+Years Experience
200+Clients Served
EAIRS Licensed
SilverIntuit ProAdvisor
NetSuiteERP Consulting
15+
years in financial services across industries
We Work For You
Straightforward, expert advice — for businesses and individuals alike.
At SCTAA, we help individuals and businesses achieve financial clarity through expert bookkeeping, tax planning, and investment guidance. With over 15 years of experience in financial services, we provide clear, actionable advice tailored to your goals.
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Expert Guidance
Clear, actionable advice tailored to your goals — not boilerplate.
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Transparent Process
Straightforward, efficient, and easy to understand from day one.
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Results-Driven
Focused on boosting profits and streamlining your operations.
Our Services
What We Do
A full financial command center under one roof — from tax strategy and audit defense to investment advisory, CFO services, and modern automation.
Investment Advisory
Tax-aware portfolio management for individuals and small institutions. Equities, alternative assets, ETFs, digital assets, and commodities.
Fractional CFO
Part-time CFO services for growth-stage businesses. Cash flow, board reporting, KPI dashboards, AI tools/integration, and financial systems architecture.
NetSuite & Intuit Consulting
NetSuite ERP implementation and QuickBooks Online setup, migration, and optimization. Intuit Silver Partner.
AI Tools & Financial Automation
AI-powered automation for GoHighLevel, bookkeeping, client onboarding, and financial reporting — built on QBO, NetSuite, and custom pipelines.
Real Estate & Mortgage Services
Austin apartment locating (free to renters) and mortgage lending referrals. A real estate investor perspective on every transaction.
Clients
Who We Work With
Tailored strategy for the people and businesses we know best — at every stage of growth.
Small Business Owners & Startups
- Entity structuring and S-corp election strategy
- Fractional CFO and bookkeeping systems
- NetSuite or QuickBooks implementation
Self-Employed Professionals & High Earners
- Solo 401(k) and retirement tax strategies
- Stock compensation and equity planning
- State residency and relocation tax analysis
Real Estate Investors
- REPS qualification and passive loss planning
- Cost segregation and depreciation strategy
- Entity structure for rental portfolios
Investors & High-Earners
- Tax-aware portfolio construction
- Alternative assets: ETFs, digital assets, commodities
- Quarterly portfolio review and tax-loss harvesting
About
Amit Marwaha
Enrolled Agent · Investment Advisor · NetSuite Consultant · Austin, TXWith over 15 years in financial services — spanning Wall Street research, publicly traded company finance, and independent advisory — Amit brings institutional-grade strategy, using AI tools and solutions to help business owners and individuals looking for modern solutions for their finances.
As an Enrolled Agent, Amit is federally licensed by the IRS to represent clients in tax matters — a higher standard than most CPAs hold for tax authority. His work covers entity structuring, investment advisory, fractional CFO services, and ERP consulting — all under one roof.
Beyond finance, Amit plays golf, tennis, and poker — disciplines that demand the same calculated decision-making he brings to every client engagement.
Schedule a CallTech Stack
Platforms We Work With
We integrate with the tools your business already uses — and the ones it should.
NetSuite
QuickBooks Online
Intuit
Liscio
Claude AI
ChatGPT
Insights
Financial Insights
Practical tax and financial strategy for relocating professionals, investors, and business owners.
Florida Move: Stock Option Tax Savings
How relocating to a no-income-tax state can reshape the tax bill on your stock options — and the timing that matters most.
Read More
Texas vs. Colorado Rental Taxes
A side-by-side look at how two states treat rental income — and what it means for buy-and-hold investors.
Read More
Texas Relocation: Stock Compensation Tax Planning
Planning a move to Texas with equity comp? Here's how to sequence vesting, sales, and residency for maximum savings.
Read MoreReady When You Are
Let's build a smarter financial strategy together.
Book a free 30-minute discovery call — no obligation, just a clear conversation about your goals.
Book a Discovery CallGet In Touch
Let's Talk Strategy
Send a message or book a free 30-minute discovery call — whichever's easier.
Prefer to talk now?
Book a free 30-minute discovery call directly on our calendar.
Book a Discovery CallAustin, Texas