Geoffrey Kulik, CPA
Business Tax | Partner | Aprio West Coast
Who I work with
I help high-net-worth individuals and entrepreneurs in the technology, professional services and real estate industries structure their operations and finances to achieve their goals. Whether it’s assessing the tax consequences of doing business in another state or taking advantage of the most recent government tax incentives like the Employee Retention Credit (ERC), I believe in a facilitative approach that helps clients and their teams plan for growth and better serve their customers.
My specialty
I specialize in providing corporate tax planning and filing, individual income tax planning and filing, and tax compliance advice. As a former physics major, I have a passion for combining the art and science of accounting, enabling my clients to develop the most effective growth and tax plans. I conduct strategic planning sessions with all of my clients and their key personnel. Internally, I coach new Aprio team members to help them understand more complex aspects of the tax code.
Results I have delivered
Over the past two years, I’ve helped my clients save or defer taxes by identifying a range of tax-saving methodologies — including the 1031 exchange, qualified Opportunity Zones, qualified small business stock (QSBS), donor-advised funds, research and development (R&D) tax credits and the ERC.
Unique things about me
I met my husband square-dancing in 1990, and together we became Challenge Level C3B square-dancers! At our wedding reception in 2008, we had a nationally known caller introduce our guests to square-dancing.
When I am not at work
We have three generations of long-haired miniature Dachshund showgirls in our home. I do the grooming and handle them in the ring!
People say I am
Competent, professional, empathetic and understanding.
Affiliations
I earned my Bachelor of Science in Physics from Harvey Mudd College and attained my CPA license in 1996.I am also a Mentor Plus Level 5 Certified Advisor. I am member of the California Society of Certified Public Accountants (CSCPA) and the AICPA.