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Neha Gulati

Staff Accountant

ABOUT Neha

Neha is known for her thoughtful, detail-oriented approach to tax planning and her commitment to delivering clear, practical solutions for clients. She brings strong analytical skills and a steady, collaborative work style to the Omni 360 team, helping individuals and businesses understand their tax position and make informed financial decisions. Clients appreciate her ability to break down complex issues into simple, actionable steps.

Outside of work, Neha enjoys trying new recipes, exploring different cuisines, and spending quality time with her family.

TEAMS

Orange Team

A BRIEF HISTORY

Neha brings more than five years of tax accounting experience and specializes in providing strategic tax solutions for both individuals and businesses. She holds a master’s degree in finance and is a Certified Enrolled Agent (EA), authorized to represent taxpayers before the IRS.

Before joining Omni, Neha gained valuable experience at a Big 4 accounting firm, where she built a strong foundation in tax compliance and advisory services. She is passionate about helping clients navigate complex tax matters with clarity, accuracy, and confidence.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Neha is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Strategic Business Exit Planning: Why It Pays to Plan Ahead

Explore how proactive business exit planning, including tax and estate strategies, can support a smoother transition and protect long-term wealth for entrepreneurs and family business owners. Why Business Exit Planning Deserves a Seat at ...

<p>The post Strategic Business Exit Planning: Why It Pays to Plan Ahead first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Concentrated Stock: A Hidden Risk for High Achievers

Equity awards can build wealth but also concentrate risk. Learn how high earners can protect long-term goals through strategic planning. The Silent Risk in Your Portfolio: Concentrated Stock For many corporate executives and high-performing professionals, equity ...

<p>The post Concentrated Stock: A Hidden Risk for High Achievers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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