Powering Business Owners & HNWI’s
with the Best In-Class Tax Solution

Julie has been working in public accounting for over a decade specializing in a wide range of clients, from high net worth individuals with closely held companies to multi national entities. She is passionate about finding her clients the most optimal tax strategies for their unique profile and circumstances and takes pride in watching her clients succeed.

Melanie Chesir is an international tax specialist with deep expertise in cross-border planning for high-net-worth individuals and their businesses. At Gelt, she supports technical reviews and complex tax strategy. Her work has helped clients avoid amended filings through Form 3115, leverage QSBS exclusions, and optimize GILTI and entity elections for significant tax savings

Vishakha is a seasoned Tax Specialist with over 9 years of experience specializing in individuals and partnerships. She has successfully managed large client portfolios, trained cross-border teams and led technology adoption initiatives to streamline tax processes. As an IRS Enrolled agent, she brings a strong combination of technical expertise, leadership and client-focused service.

Tziona Simchi is a Senior Tax Supervisor and CPA with over 13 years of experience across a wide range of entities and industries. At Gelt, she brings a hands-on, client-focused approach to uncovering tax-saving opportunities. She regularly advises business owners on strategies such as restructuring compensation through S Corporations to help reduce employment taxes.

Ashley Thomas is an experienced Tax Supervisor and CPA with over 9 years in public accounting. She has worked with a wide range of clients across various industries, including real estate, high net worth individuals, and private equity. In many engagements, she helped clients accelerate their depreciation deductions by conducting a cost segregation study on the property.

Alyzabeth Smith is a seasoned tax planner, specializing in comprehensive planning for high net-worth individuals, LLCs and S-corporations. With a keen eye for detail and deep knowledge of the tax code, she uncovered a critical bookkeeping error that saved a client over $300,000 in taxes. Her proactive approach and precision have made her a trusted advisor in complex financial landscapes.

Naf Schwartz is a Tax Operations Manager at Gelt with over 10 years of experience preparing tax returns for both domestic and international clients. With a strong focus on compliance and strategy, Naf helps individuals and businesses optimize their tax positions. In one notable engagement, Naf helped a U.S. taxpayer minimize federal liability by using the foreign earned income exclusion to exclude over $120,000 of income earned abroad.

Joe Milone is a CPA with over a decade of experience in accounting and tax. He has worked across many industries and entity types, including those overseas. Recently, he has helped clients save on taxes with strategies such as retirement plans (solo 401(k)s and SEPs) and cost segregations for accelerated depreciation.