Tax Preparation & Compliance
Planning only works if the return gets it right. We prepare individual, business, trust and multi-state returns accurately and on time, reflecting the strategy we built with you during the year.
Accurate returns. No last-minute scramble.
Our preparation process is built around a secure client portal, a clear document checklist and a timeline that doesn't leave everything to April.
Because we also plan with our clients, the return reflects deliberate decisions, and we catch problems such as misreported cost basis or missed credits before they cost you.
Recognize two or more? A free call is a good next step.
Every lever, coordinated.
The specific strategies depend on your situation. Here is what this engagement typically covers.
Individual returns (1040)
Including equity compensation, rental, investment and multi-state income.
Business returns
Forms 1065, 1120-S and 1120 for partnerships and corporations.
Trust & estate returns
Forms 1041, 706 and 709 for trusts, estates and gifts.
Multi-state filings
Oregon, Washington, California, Idaho and beyond.
Extensions & estimates
Strategic extensions and quarterly estimates that keep you penalty-free.
Notice support
Help understanding and responding to IRS and state notices.
From first call to a written plan.
A simple, structured start, then a relationship that keeps working for you all year.
Book a free call
We'll learn about your goals, your income and the decisions ahead.
Deep-dive review
Share prior returns through the secure portal. We look for opportunities and risks.
Strategy & roadmap
A clear written plan with projections, recommended moves and deadlines.
Implement & monitor
We help put the plan in motion, then keep it current all year.
Built for the clients we know best.
We focus on a few client groups so we can go deep on the issues each one faces.
Tax services for clients in Portland, Vancouver & Camas.
We prepare individual, business and trust returns for clients in Portland, Tualatin and Gresham, plus multi-state returns for anyone with income in more than one state.
Cross-river returns are routine for us. If you live in Vancouver or Camas and work in Oregon, you generally file an Oregon nonresident return on your Oregon wages, and we make sure you aren’t taxed twice.
Oregon nonresident returns for Washington residents who work in the Portland area.
Oregon returns plus Metro and Multnomah County personal income taxes where they apply.
Individual and small business returns, filed accurately and on time.
Common questions.
Every situation is different. A free call is the fastest way to get a straight answer.
When should I send my documents?
As soon as you have them. We'll send a personalized checklist through the client portal, and most clients upload documents as they arrive.
Do you file extensions?
Yes, when it makes sense, for example when K-1s arrive late. An extension extends the time to file, not the time to pay, so we estimate any balance due.
How do I share documents securely?
Through the Gulecha CPA client portal. You can upload, download and sign everything there, with no email attachments needed.
Can you help with a notice from the IRS or my state?
Yes. Send it to us through the portal and we'll explain what it means and how to respond.
Can you prepare my return if I live in Vancouver or Camas and work in Oregon?
Yes. Cross-border returns for Vancouver and Camas residents who work in Portland are a routine part of our tax services. We prepare the Oregon nonresident return and coordinate it with your federal return.
Explore more ways we help.
Your taxes are decided now, not in March.
Let's build your plan while there's still time to use it.