By implementing proactive strategies such as maximizing deductions, contributing to retirement plans, leveraging the right entity structure, and utilizing benefits like the Augusta Rule or cost segregation, you can significantly lower your taxable income.
Tax preparation is backward-looking—focused on filing returns based on the past year. Tax planning is forward-looking and strategic—focused on minimizing taxes before they’re due, using personalized tactics throughout the year.
It depends. S-Corps can help reduce self-employment taxes, while LLCs offer flexibility and liability protection. Sole proprietorships are simple but often offer fewer tax-saving opportunities. The right structure depends on your income, goals, and growth plans.
Common deductions include depreciation, mortgage interest, property taxes, insurance, repairs, travel, and home office use. Advanced strategies like cost segregation, real estate professional status (REPS), and materially participating short term rentals, can unlock even more savings.
You must acquire eligible C-corp stock directly, hold it for at least 5 years, and ensure the company meets the active business and asset requirements. If qualified, you may exclude up to $10M or 10x your investment from capital gains tax.
You can donate appreciated assets, receive an immediate charitable deduction (when the DAF is funded), and distribute the funds to charities over time. This lets you front-load your giving into a high-deduction year while supporting causes at your own pace.
You may face filing requirements in several jurisdictions. Gelt helps navigate multi-state apportionment, residency issues, and international tax treaties to reduce double taxation and stay compliant.
Yes. If you rent out your personal residence to your business for up to 14 days per year, your business may deduct the rent, and you personally receive the income tax-free. Documentation is key for this strategy to hold up under audit.
Any ordinary and necessary expense for your trade or business: software, supplies, equipment, professional services, travel, and part of your home if used exclusively for work and is your primary place of business.
If you expect to owe $1,000+ in federal taxes that aren’t covered by W-2 withholding (common for business owners and investors), you’re likely required to pay quarterly. Gelt helps calculate and manage these payments.
If you’re a business owner with multiple entities, investments, or operations across states — or if your tax situation feels too complex for a traditional CPA — then Gelt is likely a perfect fit. We thrive on complexity and love uncovering missed opportunities. Whether you're scaling a company, managing layered business structures, or trying to keep up with evolving tax laws, we’re built to help you optimize every angle. Bring it on.
Gelt isn’t just a CPA firm — it’s a strategic tax partner. We combine elite tax professionals with proprietary technology to deliver proactive, personalized tax planning year-round, not just during tax season.
We work with high earners (typically $200K+ annual income), business owners, founders, investors, and professionals who are looking for more than just basic tax filing. If you want clarity, strategy, and results — Gelt is for you.
Gelt provides tax strategy, preparation, compliance, IRS support, multi-entity and multi-state tax management, and entity structuring. Our services are bundled into packages that evolve with your financial life.
Absolutely. All tax services are delivered by our in-house team of licensed CPAs and tax professionals with deep expertise in tax strategy, compliance, and law.
Your taxes are handled by our internal team — real, licensed experts who manage your tax planning, filing, and strategy directly. You’ll always know who’s on your team.
We collaborate with your finance team, legal counsel, or wealth advisor to ensure your tax plan is fully aligned across your broader financial goals. You can even grant them access to your Gelt Account for visibility and enhanced collaboration.
Yes. We specialize in complex structures — whether you run multiple LLCs, operate across state lines, or invest globally, Gelt is equipped to manage the complexity and optimize the outcomes.
Our secure, easy-to-use platform organizes all your tax documents by year, tracks deliverables, enables collaboration with your tax team, and gives you transparency and control over your tax strategy.
Yes. Gelt replaces your current CPA and enhances your experience with a comprehensive suite of services and technology. We provide proactive planning, compliance, and continuous support tailored to your financial goals.
Once you start with Gelt, you’ll first onboard to our platform—this usually takes 1–2 hours and involves securely uploading key documents and connecting your accounts. From there, we’ll schedule an introduction call with your dedicated tax lead and account manager to review your current situation. Then, you’ll kick off our strategy planning track, which includes a series of guided sessions—from deep discovery to actionable implementation—designed to optimize your tax position from every angle.
Our strategy plan is tailored to your unique situation and includes:
That’s 3 to 5+ hours of dedicated planning time in your first year — focused on uncovering tax-saving opportunities, answering key questions, and aligning strategy with your goals. After year one, we shift to strategy updates based on changes in your life or business, so your plan stays current and effective.
Our pricing model is per entity, per tax year and is based on the complexity of your tax situation—which we assess during your discovery call.
Pricing starts at:
This annual fee covers tax strategy, full-service compliance (federal and state), tax preparation, and ongoing support. Some one-time projects or special filings may carry an additional flat fee.
It’s easy. Click the “Get Started” button on, fill out a short form, and meet with our team. If we’re a good fit, we’ll map out the next steps to begin optimizing your taxes.
