Most accountants look back at your year. As your trusted advisor, we plan ahead, so every decision about income, equity, property and family is made while it still counts.
We serve four client groups in depth. That focus means we already know the questions your situation raises, and the planning opportunities most firms miss.
01
Physicians, dentists and specialists, plus attorneys and IT consultants running their own firms. High income, real complexity and no time to waste.
02
Financial planners, wealth and investment managers, and the funds they run, from private equity to real estate and debt funds.
03
Developers, builders and investors growing portfolios one property or deal at a time, with depreciation and structure planned on purpose.
04
High-net-worth individuals and multi-generational families who need one trusted advisor coordinating tax across every entity and generation.
Every engagement starts with planning, so your return reflects decisions made on purpose, not by default.
Multi-year, proactive planning that turns tax from an annual surprise into a number you manage.
Multiple income streams, entities and K-1s in one strategy.
RSUs, ISOs, NSOs & ESPPs, timed around AMT and brackets.
How much to convert, and when, modeled across years.
Trust, estate & gift returns and wealth-transfer strategy.
One advisor coordinating your family's entire financial picture.
Entity selection, reasonable comp and pass-through elections.
Individual, business, trust and multi-state returns, done right.
Flip the switch to see the difference between a once-a-year preparer and a year-round trusted advisor.
A simple, structured start, then a relationship that keeps working for you all year.
Pick a time that suits you. We'll learn about your goals, your income and what's on your mind.
Share prior returns securely through the client portal. We look for missed opportunities and risks.
A clear written plan with projections, recommended moves and the dates they need to happen by.
Regular check-ins, updated projections and a trusted advisor to call before big decisions.
When wealth spans generations, entities and advisors, someone needs to see all of it. We coordinate tax strategy across your family, alongside your attorneys and wealth managers.
Amit Gulecha founded Gulecha CPA to give successful professionals and families the kind of senior-level, proactive attention usually reserved for the largest firms' biggest clients.
“The best tax outcome is planned in the middle of the year, not discovered at the end of it.”
Amit Gulecha, CPAFounder, Gulecha CPA · Portland, Oregon
Our commitment to the community is personal. We give time, expertise and leadership to organizations that strengthen the people around us.
Quality · Value · Integrity
Amit is closely involved with PFFBO, a nonprofit that works with children and underprivileged communities to help them succeed.
Supporting a community grounded in service, compassion and bringing families together.
We generally provide our professional services to religious organizations free of charge.
Real feedback from the professionals, investors and families we advise.
Looks like those little changes decreased my tax liability. I appreciate the extra look. Many thanks for your time. I know you must be incredibly busy, yet every time I speak with you it feels like I am your only client!
I am motivated to clean up all aspects of my finances, both personal and business, after meeting with you. I am grateful for your expertise.
Thank you for your time on Wednesday! We very much appreciated your many valuable insights and suggestions as we all move forward with the management of our assets!
Thank you so very much for all your extra courtesies in finalizing these tax returns. I appreciate it very much.
A few recent outcomes from proactive planning and a careful second look at past decisions.
Amended a prior-year return, resulting in a large refund for the client.
Creatively restructured a transaction set up by the client’s previous CPA.
Captured pass-through entity tax benefits the client was not using.
Modeled a Roth conversion strategy for a client with wealth above the estate tax limits.
Results are specific to each client’s situation and are not a guarantee of future outcomes.
Meet in person at our Portland office, or work with us securely online wherever you are on the coast.
Practical planning ideas, tax deadlines and calculators, written for the people we serve.
InsightsA checklist of planning moves worth reviewing before December 31.
Read article
Tax CenterFederal and state dates, estimated payment reminders and where to check on your refund.
Visit Tax Center
CalculatorsIncome tax, capital gains, retirement, Roth and more, so you can run quick numbers anytime.
Open calculatorsDon't see yours? A free call is the fastest way to get a straight answer.
Book a Free CallWe focus on professional practices (medical, dental, orthopedic and surgical practices, law firms and independent IT consultants), investment management professionals (financial planners, wealth and investment managers, plus private equity, real estate and debt funds and fund-of-funds), real estate (construction, rentals, build-and-hold and syndications), and high-net-worth families through our family office services.
We're headquartered in Portland, Oregon and serve clients across the West Coast, including Portland, Beaverton, Hillsboro, Lake Oswego, Tualatin, Sherwood and Gresham; Seattle, Bellevue, Issaquah, Vancouver and Camas in Washington State; San Francisco and Orange County, California; and Boise, Idaho.
Tax preparation reports what already happened. Tax planning happens during the year, while decisions like Roth conversions, equity compensation exercises, retirement contributions, entity structure and charitable giving can still change the result.
No. Many clients meet with us virtually and share documents through our secure client portal, so location is never a barrier anywhere on the West Coast.
Book a free call using our online scheduler. We'll learn about your situation and goals, then recommend the right next step. There's no obligation.
Clients upload, access and sign documents through the Gulecha CPA client portal. Use the Client Portal link at the top of any page.
A free, no-obligation call with Amit to talk through your situation and your goals.
