Add tax alpha for your clients

Partner with Gelt to give your high-income business owner clients proactive tax strategy — at no cost to you.

Where tax gaps erode client outcomes

Tax drag is silently eroding your clients’ wealth

Clients overpay by tens of thousands each year. That’s capital that should be compounding in their portfolio.

Holistic planning requires a tax partner

Your clients want someone who sees the whole picture. Gelt fills the tax gap so you can offer truly comprehensive advice.

Your client retention depends on outcomes

Advisors who help clients save on taxes earn deeper loyalty. Without a tax partner, you’re leaving that value on the table.

What Your Clients Get

Tax strategy, aligned with how your clients build and grow wealth

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Entity structuring

LLCs, S-corps, and holding companies structured to minimize tax drag on the wealth you’re managing

Proactive tax planning

Coordinated with your investment strategy so tax decisions and portfolio decisions work together

Deduction optimization

Solo 401(k)s, QBI, depreciation, and deductions that free up more capital for their portfolio

Compliance included

Federal and state filing handled completely, so nothing falls through the cracks

How to partner with Gelt

Connect

We learn about your client base and identify which business owners are most likely overpaying on taxes.

Launch

We set up a simple referral process with priority onboarding for your clients from day one.

Scale

Gelt handles tax strategy and compliance end-to-end. You stay focused on portfolio management.

Grow

Your clients keep more of what they earn. More capital to invest, and a stronger reason to stay.

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

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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

Rachel Richard's, CPA

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FAQ

How do we align on incentives?

We approach this as a long-term partnership. Your clients receive a preferred rate, and we align on incentives as we work together.

What’s in it for me as an advisor?

Your clients save more on taxes and have more to invest. Tax savings become AUM. Better outcomes build deeper loyalty.

What types of clients are the best fit?

High-income business owners with $250K+ in annual profit who are also investing with you. Especially those who are pre-S-corp or haven’t had proactive tax planning before.

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