Your clients have a CFO. Now give them a tax strategy to match.
A complete tax layer, built into your clients’ financial strategy





LLCs, S-corps, and holding companies structured to match the growth stage you're already advising on
Year-round strategy, not just April filing
Solo 401(k)s, QBI, depreciation, and deductions that compound alongside your financial strategy
Federal and state filing, so nothing falls through the cracks
01
Connect
02
Launch
03
Scale
04
Earn
Best fit is Best fit is business owners with $250K+ in annual profit — especially pre-S-corp or recently converted, and in active growth stage. If you’re advising them on scaling, they’re likely a fit.
No. Gelt focuses on tax strategy and compliance. We complement your financial advisory work, not compete with it.
A warm intro is all it takes. We handle onboarding, discovery, and everything after that.
Access a single platform with expert guidance, projections, and real-time visibility.