Your leadership team has tax questions. Give them somewhere to take them.

Gelt becomes your executives' dedicated tax partner, with proactive year-round planning and filing at a flat, predictable cost your company can cover.

Partner with Us

Where compensation meets personal tax

Your executives' tax lives are complex, and they don't have the right support

Equity, relocations, real estate, and concentrated stock positions raise questions a once-a-year filing service does not answer. These are missed tax opportunities for them to optimize their situation, and you should have a vetted partner to direct them to.

More companies are adding executive tax support

More companies are looking for ways to support founders and executives who have complex financial and tax situations.

The 401(k) is just the starting point

Maxing a 401(k) is where most executives stop. A cash balance plan on top can take contributions past $200,000 a year. The decisions that matter get made by default.

What Your Executives Get

A tax partner who knows their situation, not a filing service they meet once a year

Talk to an expert

A dedicated CPA team

Reachable over email and in scheduled quarterly meetings, who gets to know their full tax picture

Proactive planning

Advisory sessions during the year, while decisions on equity, retirement timing, and relocations can still be made

Federal and state filing

Returns, quarterly estimates, and multi-state coverage for executives who have moved or work across state lines

How to partner with Gelt

Scope

We learn about your leadership team, how many people you want to include, and their situations. Start with one or two executives, or open it to the whole team.

Launch

We build a co-branded intake page where your team can schedule complimentary personal consultations. As the employer, you can share it as an announcement, a link in your benefits portal, or an informational session we run for you.

Onboard

Following their consultation, each executive receives a personal, scoped quote tailored to their situation.

Support

Once onboarded, your executives work with their dedicated CPA team at Gelt throughout the year. You stay the point of contact, and we review the scope with you annually.

✓ First step done. Next: savings and peace of mind

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Unlocking Tax Savings for a Tech Executive Through Smarter Retirement, Investment & Real Estate Strategies

Rachel Richard's, CPA

Read The Full Case Study

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FAQ

What does this cost our company?

You set a base package the company covers, and anything beyond that scope is quoted separately and paid by the individual. Every person gets a scoped quote on their onboarding call, so there are no open-ended costs.

Do we see our employees' tax information?

No. Each engagement is directly between the individual and Gelt, and their information stays with their CPA.

How much do we have to administer?

Very little. We make it easy to roll out the program by providing a co-branded intake page, the communication you send out, and handling scheduling and onboarding from there.

Can’t find your question?

A benefit your leadership team will actually use

Start with a conversation about your team. We will scope what a base package looks like and what it would cost to cover.

✓ First step done. Next: savings and peace of mind

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