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.

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IRS-Licensed Enrolled Agent Proficient in most Accounting/Tax Software Platforms Austin-Based | Serving clients nationwide
15+Years Experience
200+Clients Served
EAIRS Licensed
$1B+Portfolios Managed
NetSuiteERP Consulting
Sand dunes workspace abstraction
15+ years in financial services across industries

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.

  • Expert Guidance

    Clear, actionable advice tailored to your goals — not boilerplate.

  • Transparent Process

    Straightforward, efficient, and easy to understand from day one.

  • Results-Driven

    Focused on boosting profits and streamlining your operations.

What We Do

A full financial command center under one roof — from tax strategy and audit defense to fractional CFO services, financial planning, and modern automation.

Tax Strategy & Accounting

Forward-looking tax planning and entity design — supported by modern automation that turns routine bookkeeping into a precision financial engine.

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Financial Advisory

Fractional CFO leadership, automated KPI dashboards, and cash flow management, with NetSuite ERP implementation and AI-powered workflows that scale with you.

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Investment Tax Planning

Tax-aware strategies for investors — including capital gains strategy, real estate investor services, RSU and stock-option planning, and tax-efficient handling of alternative assets.

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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
  • Fractional CFO and bookkeeping

Self-Employed Professionals & High Earners

  • Solo 401(k) and retirement tax strategies
  • Stock compensation and equity planning

Real Estate Investors

  • REPS qualification and passive loss planning
  • Cost segregation and depreciation strategy

Investors & Wealth Builders

  • Tax-aware portfolio construction
  • Alternative assets and crypto tracking

Pricing for
Services

We understand that every business is unique, and you may be facing specific financial challenges that are concerning you. To address your situation effectively and provide tailored solutions, we recommend scheduling a call with us. During this conversation, we can discuss your individual needs in detail and help you understand the monthly requirements and available options. This personalized approach will ensure that we assist you in the most effective way possible.

Our Pricing Page
Consulting
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Financial Insights

Practical tax and financial strategy for relocating professionals, investors, and business owners.

Tax Strategy

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.

Real Estate

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.

Amit Marwaha, Enrolled Agent

Amit Marwaha

Enrolled Agent · Fractional CFO · NetSuite Consultant · Austin, TX & Nationwide

With 15+ years in financial services, Amit combines federal tax licensure with modern automation to give clients real control over their finances. As an IRS-licensed Enrolled Agent, he represents taxpayers nationwide — with work spanning tax strategy, entity structuring, investment tax planning, fractional CFO services, and NetSuite ERP consulting.

Let's Talk Strategy

Send a message or book a free 30-minute discovery call — whichever's easier.

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info@sctaa.com
512-298-6181
Austin, Texas