A proactive tax partner for physicians, practices, and healthcare businesses

We combine elite CPAs with an AI-powered tax platform to optimize entity structures, manage complex compensation, and uncover savings—so you can focus on patient care.

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Healthcare Professionals We Serve

Private Practices 
and their owners, CFOs, and COOs

Surgical Centers and Physician Groups

Dentists, Orthodontists, and Hospital Physicians

Locum Tenens Clinicians

Telehealth Clinicians

MSO-PC and Multi-Entity Healthcare Organizations

Strategy & planning built for healthcare

Tax strategies tailored to medical practices — addressing equipment needs, ownership complexity, multi-state income, real estate, and retirement planning.

Talk to a healthcare tax expert

Maximize Tax Deductions

Claim every eligible deduction for medical equipment, staffing, office space, and operational expenses to keep more profits in your practice.

Smart Entity & Compensation Design

Work with CPAs who understand healthcare income models to design tax strategies that fit your specific revenue streams and practice needs.

Predictable Quarterly Tax Planning

Work with CPAs who understand healthcare income models to design tax strategies that fit your specific revenue streams and practice needs.

Multi-State Tax Guidance

Navigate complex taxes for clinicians with income across multiple states, including hybrid W-2/1099 and locum tenens roles.

Retirement & Benefits Optimization

Maximize 401(k), cash balance, and defined benefit plans aligned with owner compensation for long-term savings.

Real Estate Tax Strategies

Optimize taxes for owner-occupied medical offices, rental properties, and depreciation planning.

Al-Powered Tracking + CPA Expertise

Combine automated expense tracking with oversight from experienced CPAs for accuracy and maximum deductions.

We had outgrown our original structure and didn’t even know it. Gelt helped us redesign everything with flexibility in mind. We feel much more confident about our next chapter
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FAQ

Does Gelt replace my CPA?

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.

How much does Gelt cost?

Our pricing model is per entity, per tax year, and is based on the complexity of your tax situation which we assess during your introduction call.

Compliance and quarterly estimations pricing starts at:

  • $1,200/year for individuals
  • $2,500/year for business owners or multi-entity clients

This annual fee covers full-service compliance (federal and state), tax preparation, and ongoing support. Some one-time projects or special filings may carry an additional flat fee.

Tax strategy is scoped separately based on complexity, with pricing starting at $5,000.

How do I get started with Gelt?

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.

How do I know if Gelt is right for me?

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.

Who will handle my taxes?

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.

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