Blog

What AI Actually Does at Gelt (and Who Is Allison?)

Clients keep asking what the AI in Gelt's platform actually does and where the human CPA starts. We sat down with Tal Binder, Rachel Richards, and Fraser Robinson to answer it plainly, including an introduction to Allison, Gelt's internal AI assistant.

Ashley Thomas on the Joy of Tax

Part of our Joy of Tax series: Gelt tax manager Ashley Thomas on why tax is more law than math, moving fast on an S-corp conversion before a Q4 deal closed, and why trust is the foundation of a great CPA relationship.

Julie Susskind on the Joy of Tax

Part of our Joy of Tax series: Gelt CPA Julie Susskind on turning tax-haters into believers, the difference between filing and planning, and the simple catch that recovered a client over $50,000.

The Joy of Tax: Why the Smartest Business Owners Actually Look Forward to It

The Great Wealth Transfer: What Women Need to Know About the Tax Implications

Gelt Raises $13M Series A to Redefine Tax Strategy as Year-Round Wealth Optimization

Miami, FL, September 30, 2025 — At Gelt, we believe taxes shouldn’t just be a compliance task. They’re one of the most powerful levers for building wealth. That belief is fueling our mission — and today, we’re excited to share a major milestone: we’ve raised $13 million in Series A funding, bringing our total funding to $21.2 million.

5 Signs Your CPA Has Already Checked Out for the Year

Most business owners never fire their CPA. They just quietly stop expecting anything. Here are five signs the relationship has gone passive, and what it's costing you.

The Most Expensive Words in Tax Strategy: "Let's Do It at Year-End"

A business owner who waits until December to restructure loses most of the benefit. Here's why the smartest tax move happens in July, not at year-end.