Tax excellence without building it in-house

Whether you’re a wealth manager, accountant, lawyer, or payroll provider Gelt lets you extend best-in-class tax strategy and filing to your clients and community through a simple referral partnership or white-label model.

Partner with Us

Gelt isn’t just another
tax provider

We’re a year-round tax partner built for entrepreneurs, investors, and professionals who want more than just a filing. Through our partnerships, we extend our services to your audience helping them reduce tax burdens, build long-term wealth, and make confident financial decisions.

Priority access for your clients or community

Actionable tax insights your audience will love

Tailored onboarding and co-branded experiences

White-glove service from elite CPAs and strategists

Customized pricing aligned with your audience’s needs

Tools for stakeholder visibility and connected collaboration

The best in their field choose us

Business owners and founders, executives and professional service providers, fund managers and investors.

When we first onboarded with Gelt, they reviewed our past returns and found a huge mistake our prior CPA had made. So they refiled and got us back all that money!

Chris Hutchins

Creator of All The Hacks

Gelt has been an absolute game-changer for my business. Their expertise and personalized approach have helped me optimize my tax strategy and ultimately increase my bottom line. I honestly don't know what I would do without Gelt in my life.

Ben Lang

Investor, formerly Head of Community at Notion

Gelt takes tax services to the next level! Their responsiveness and proactive approach are refreshing in a traditionally stuffy industry. They’ve been instrumental in helping me build an effective tax strategy for both me and my business.

Paul Habib CFP®, CLU®, ChFC®

Owner and Co-Founder at ProWealth LLC

Gelt is the perfect fit for us, optimizing our tax strategies between angel investments / work / joint-filing. The first year working together easily saved us 5x what we paid not to mention fixing past accountant mistakes. Recommending them is no-brainer.

Alex Bass & Andra Vomir

Co-Founders at Efficient App

It's great knowing that I have a multidisciplinary team in my corner when it comes to tax strategy. I love having everyone just an email away!

Misha Mayzenberg

Founder at Jack's Flight Club

The right tax advice at the right time paid for my Gelt plan. After years of reactive tax prep, having a proactive tax partner in Gelt is a night-and-day difference.

Michael Simon

Chief Strategy Officer at Zencity

Gelt's platform is powerful and easy to use, streamlining all my tax information into one easy-to-access place. The team's quick response to any issue makes the experience even better.

Rohan Karunakaran

Founder & CEO at LinkedIn Growth Engine

Gelt has been my tax team since I transitioned to running Practice of Architecture full time. Last year alone, they helped me save nearly $10,000 on my personal taxes, and they structured my business so I could keep more money in the company and reinvest it where it actually matters.

Evelyn Lee

Founder, Practice of Architecture | 2025 AIA National President

Gelt took my messy mix of LLCs, side projects, and real estate and turned it into a clear, tax focused plan. My filings are simpler, surprises are fewer, and I keep more of what I earn with a lot more confidence.

Adam Garcia

Owner @ Elite Trade Media

Partnership Options

Referral Partner

Send clients to Gelt and let us handle the rest. Boost your revenue with referral opportunities while giving clients access to trusted tax services and expert guidance.

We offer:

Priority onboarding & white-glove support
Customized pricing for your audience
Stakeholder access so you stay in the loop
Revenue sharing opportunities

White-Label

Design partner phase. Integrate Gelt’s tax services directly into your offering. Strengthen client loyalty and expand your value with a seamless, branded experience backed by our expertise.

We offer: