Book your complimentary tax consultation

The Locum Lady has partnered with Gelt to give you access to a dedicated tax team and proactive, year-round tax planning.

Dr. Genevieve Jacobs

Referred by Dr. Genevieve Jacobs, no commitment

1000+

Businesses & families supported with proactive year-round tax strategy

$53k

Average savings across Gelt clients, real money back, not just compliance

<48hrs

Response time by a dedicated team

We specialize in taxes. 
It's all we do, and we do it the best

SAFE HARBOR PAYMENT
$10,800
Estimated savings over 10 years
$148,500
2024
2034

Tax strategy & planning

Achieve optimal financial outcomes with personalized tax strategies tailored to your financial goals.

Tax management platform

Track deadlines, strategy sessions, and projections. Collaborate with experts, access resources, and stay in control, all in one place.

Tax compliance

Focus on growth, not paperwork. No more missed deadlines, bad advice, or surprise bills. With Gelt, everything’s tracked, planned, and handled.

The Best in their Field Choose Us

Business Owners and Founders, Executives and Professional Service Providers, Fund Managers and Investors.

I can't recommend Gelt enough! They've done my management company taxes and also my personal taxes for years. If you're a founder or investor with unique tax needs due to equity/carry holdings (+QSBS), they're a reasonably priced and effective accounting team.

Gale Wilkinson
Gale Wilkinson

Managing Partner at VITALIZE Venture Capital

Working with Gelt has been top-notch. They're set to save me over $40,000 in taxes compared to my old CPA — multiples of what I pay for their services. Their process is tech-forward and smooth, with excellent customer service. It's honestly a no-brainer for any doctor who's a practice partner, 1099 contractor, locums doc, or owns a business or real estate.

Jimmy Turner, MD
Jimmy Turner, MD

CEO and Founder, Money Meets Medicine

What stands out most about Gelt is the combination of deep expertise and exceptional communication. Every interaction provides actionable, high-value insights, and having all of my financial information organized in one transparent dashboard gives me complete confidence that nothing is falling through the cracks.

Darsh Shah, DO
Darsh Shah, DO

Founder, Medicine Redefined LLC

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
Adam Garcia

Owner @ Elite Trade Media

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
Evelyn Lee

Founder, Practice of Architecture | 2025 AIA National President

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
Rohan Karunakaran

Founder & CEO at LinkedIn Growth Engine

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
Michael Simon

Chief Strategy Officer at Zencity

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
Misha Mayzenberg

Founder at Jack's Flight Club

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
Ben Lang

Investor, formerly Head of Community at Notion

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
Alex Bass & Andra Vomir

Co-Founders at Efficient App

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®
Paul Habib CFP®, CLU®, ChFC®

Owner and Co-Founder at ProWealth LLC

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
Chris Hutchins

Creator of All The Hacks

Discover more with Gelt

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FAQ & Resources

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