Purpose-Built and Proactive Tax Solutions for VCs, PEs, and Fund Managers

We combine elite CPAs with an AI-powered tax platform to streamline structures, optimize outcomes, and stay ahead of regulatory demands, so you can focus on building funds, closing deals, and growing wealth.

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Financial Service Firms & Stakeholders We Serve

Venture Capital and Private Equity Investors

General Partners and Fund Managers

Funds & Multi-Entity Investment Structures

Strategy & Planning Built for Financial Services

From fund formation to carried interest distribution, our strategies grow with you, covering compliance, planning, and proactive tax optimization at every stage.

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Multi-entity Structure

Align interest and simplify complexity for investors and GPs

Entity Compliance

Filing for partnerships, LPs, GPs, and S-Corps with audit-ready accuracy

Carried Interest Strategies

Structure and timing to maximize after-tax outcomes

QSBS & 1202 Exclusions

Optimize deal flow and exits with long-term planning

Partner-level Alignment

Personal filings structured with fund-level tax realities

Quarterly Tax Planning

Predictable cash flow, avoiding costly surprises

Technology + Expertise

Al-powered automation with senior CPA oversight for clarity and control

We thought our taxes were just the cost of a high salary. Gelt helped us realize how much control we actually had—and showed us how to turn structure into strategy.

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