Finally,
taxes done right.
Premium tax solutions, powered by AI and expert CPAs. Tailored for Wealth Managers & Financial Advisors.
In collaboration with ExecSum
Creating a culture that supports cross-functional collaboration can lead to more comprehensive solutions and a stronger organizational framework.
In collaboration with ExecSum
Creating a culture that supports cross-functional collaboration can lead to more comprehensive solutions and a stronger organizational framework.
Trusted by Leaders in Their Field
Gelt is the perfect fit for us, optimizing our tax strategies between angel investments/work/joint-filing. The first year working together easily saved us 5x what we paid not to mention fixing past accountant mistakes. Recommending them is no-brainer.
Gelt has been an absolute game-changer for my business. Their expertise and personalized approach have helped me optimize my tax strategy and ultimately increase my bottom line. I honestly don't know what I would do without Gelt in my life.
When we first onboarded with Gelt, they reviewed our past returns and found a huge mistake our prior CPA had made. So they refiled and got us back all that money!
