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

Like every great company, Gelt was born out of a real business challenge: optimizing taxes — and we’ve made it our mission to be the best at it.

“We didn’t need another accountant. We needed answers. So we built Gelt”

— Tal Binder, CEO & Founder

We’ve seen firsthand how taxes and CPAs can get in the way of building a great business — showing up late, focusing only on filing, and missing the strategy that actually saves money, optimizes taxes, and drives better financial outcomes.

Gelt is what we wish we had: a proactive, year-round tax partner built for entrepreneurs, business owners, and investors.

What we do

We give you what traditional tax
firms don’t

Tailored strategies, clear data insights, a kick-ass platform and the confidence that your tax plan is actually building wealth.

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We do the heavy lifting so you can focus on growth

Our elite CPAs and tax professionals, powered by our technology, deliver solutions that evolve with your business — from tax planning and strategy to full-service compliance.

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Trusted by 400+ founders and CEOs across industries

We’ve helped our clients save over $5 million in taxes and reinvest into their businesses and families. At Gelt, taxes aren’t just a cost of doing business — they’re a powerful lever for accelerating it.

At Gelt, measurable impact and client trust go hand in hand

400+

Businesses & families supported

35%

Refferal clients

<24h

Average response time

95%

2024 - 2025
Retention rate

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Meet the team

Melanie Chesir

CPA

Melanie Chesir is an international tax specialist with deep expertise in cross-border planning for high-net-worth individuals and their businesses

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 Davey

Vishakha is a seasoned Tax Specialist with over 9 years of experience specializing in individuals and partnerships

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.

Julie Susskind

CPA

Julie has been working in public accounting for over a decade specializing in a wide range of clients

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.

Tziona Simchi

CPA

Tziona Simchi is a senior tax supervisor and CPA with over 13 years of experience across a wide range of entities and industries

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 recently helped partners in a firm restructure their compensation through S Corps—saving each tens of thousands in employment taxes.

Ashley Thomas

CPA

Ashley Thomas is an experienced Tax Supervisor and CPA and has spent over 9 years in public accounting

Ashley Thomas is an experienced Tax Supervisor and CPA and has spent over 9 years in public accounting. She has worked with many different industries including real estate, high net worth families, and private equity. Recently, she’s helped a client accelerate their depreciation deductions by conducting a cost segregation study on the property.

Alyzabeth Smith

CPA

Alyzabeth Smith is a seasoned tax planner, specializing in comprehensive planning for high net-worth individuals, LLCs and S-corporations

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.

Naftali Schwartz

Naf Schwartz is a Tax Operations Manager at Gelt with over 10 years of experience preparing tax returns for both domestic and international clients

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.Recently 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

CPA

Joe Milone is a CPA with over a decade of experience in accounting and tax

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.