The Best in Business Choose Us
Fund Managers, Investors, Founders, Executives, Business Owners
In my first call with Gelt, they shared strategies that will save me tens of thousands of dollars this year alone. They're quick to answer questions and demystify my personal and business taxes. It's been a huge weight off my shoulders!
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.
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.
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 message away!
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.
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.
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!
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.
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!
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.
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.
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.
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!
Tax strategy
& planning
Achieve optimal financial outcomes with personalized tax strategies tailored to your financial goals.
Tax management platform
Stay informed and in control of your tax situation with our advanced, user-friendly tax management platform.
Fund II Investment
Asset
Fund
+$250,000.00
Miami Condo Mortgage
Liability
Loan
-$847,118.01
Morgan Stanley Cash
Asset
Bank
+$173,180.98
Crypto Cold Wallet
Asset
Crypto
+$58,102.04
Tax compliance
We handle end-to-end tax compliance, from preparation to renewals, across federal, state and local levels. Rely on our expertise and efficiency to handle the paperwork, calculations, and timely filing, while ensuring clear communication every step of the way.
Gelt is for
Fund Managers & Investors
You can say goodbye to the headaches of K-1 preparation and collection. Maximize tax benefits and focus on financial success by ensuring you claim all applicable tax credits, losses, and investment write-offs.
Founders & Business Owners
Confidently navigate business structuring, M&A, and secondary offerings knowing you have a trusted partner analyzing opportunities, streamlining the process, and maximizing benefits to save your hard-earned money.
HNWI & Executives
Personalized guidance, advanced technology, and a focus on your unique financial goals. We streamline the evaluation, management, and optimization of your equity compensation, helping you navigate the complex implications to make the most of your assets (and liabilities!).
Tziona Simchi
Senior Tax Analyst
Top Tier CPAs
Gelt advice considers your full portfolio, including your ISOs, in addition to your personal and professional goals. Get the best tax and financial advice exactly when you need it.
Custom Solutions For Your Tax Needs
Starting at
$3800
/year
Designed to provide advanced tax solutions, strategy development and ongoing guidance for businesses and business owners with more complex tax situations, to help them optimize their tax outcomes and minimize liabilities.
Pricing is per entity and tax year
Essential
Most popular
Starting at
$349/mo
Designed to provide individuals with expert tax planning, preparation and guidance to help them achieve their financial goals.
The Old Way vs. The Gelt Way
Traditional CPA
Year-long, proactive tax strategy
Transparent, fast communication
Proprietary technology to plan, file, and manage your taxes
Aligned interests when it comes to pricing (no more billable hours)
Access to real-time financial data and insights
Full visibility of your assets and liabilities
Personalized tax strategy and advice
Proactive communication / Quick Response times
Access to real-time financial data and insights
Transparent Pricing (No Billable Hours)
All in one tech platform to plan, file, and manage your taxes
Dedicated In-house Tax Team
Personalized tax strategy and advice
Proactive communication / Quick Response times
Access to real-time financial data and insights
Transparent Pricing (No Billable Hours)
All in one tech platform to plan, file, and manage your taxes
Dedicated In-house Tax Team
FAQs
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We got the answers.
Does Gelt replace my CPA?
Yes, Gelt does replace your current CPA and provides additional benefits. We offer a comprehensive range of services and a proactive approach to tax planning that goes beyond traditional CPA services. Our team of expert CPAs, along with our cutting-edge technology, ensures that you receive personalized and optimized tax strategies tailored to your unique financial goals.
How much does Gelt cost?
The cost of Gelt's services is customized and varies depending on your personal situation. We understand that every client has unique needs, and we tailor our pricing accordingly to provide the most value for you. Our pricing starts at $1,500 annually for individuals and $2,500 for business entities, depending on the package of services.
How do I get started?
Getting started with Gelt is easy. We have a simple process in place to help you begin your tax optimization journey. Following your first discovery call with our team we will assess your situation and inform you if there's a fit. Get started by clicking on the "Schedule a Call" button and filling out the form.
How do I know if Gelt is right for me?
If you're seeking a modern and transparent approach to taxes, along with minimized tax liabilities and a proactive tax strategy, Gelt is the right fit for you. Our premium tax services are designed for high earners with substantial assets, making over $200K a year who are tired of the traditional approach and eager to optimize their financial outcomes.
Who will handle my taxes?
Your taxes will be handled by our in-house team of expert tax professionals and CPAs at Gelt. They have extensive knowledge and experience in tax planning and compliance. Rest assured, your tax matters will be in capable hands, and our team will work diligently to optimize your tax strategy and ensure compliance with the latest tax laws and regulations.
Partner with Gelt
Partner with Gelt today to unlock your audience's full financial potential through valuable insights and optimized tax solutions.
Wealth Managers
Gelt enhances your services using tailored and proactive tax strategies that address your clients’ unique financial goals and circumstances.
Offer your clients an even more comprehensive approach to optimizing their tax positions and growing their wealth.
Offer your clients an even more comprehensive approach to optimizing their tax positions and growing their wealth.
Communities
We give your audience priority access to Gelt, empowering your members with the knowledge and tools to make informed decisions about their taxes, enabling them to optimize their financial outcomes and build stronger, more resilient communities.
Creators
We connect to your messaging of building wealth and we provide personalized tax strategy solutions to help your audience grow their wealth and reach their financial goals faster.
Partner With Us →
