State Tax Optimization

Learn how the Pass-Through Entity Tax (PTET) lets your business pay state taxes directly — turning them into a federal deduction and reducing your total tax bill.

PTET Calculator

Enter your details below to calculate your estimation

Business annual profit

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State of residence

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Annual household income (excluding business profit and salary)

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Your filing status

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Federal tax rate based on your income

You’ll save approx.

$0/year

Enter your email to unlock your personalized savings estimate and a 5–10-year compound growth forecast.

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Want to learn how PTET could save thousands on your state tax bill?

This strategy probably isn’t for you

Talk to one of our CPA’s to craft a plan that suits your situation

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Please note: These figures are estimates and don’t account for the SALT cap. If you elect PTET in certain states, your effective tax rate may differ from your standard bracket. Exact results depend on your situation. Gelt’s CPAs can calculate your precise benefit.

Recent wins

Read all case studies

Approx. savings

$65K

Real Estate Investors

Jan 12, 2026

Marcus is an entrepreneur shifting his focus into real estate

Approx. savings

$30K

Technology

Jan 12, 2026

Laura is a technology executive with a strong financial foundation. She is already maxing out her retirement contributions and performing Roth conversions, but she wanted to explore strategies that could help her further optimize taxes across her concentrated stock portfolio, mortgage structure, charitable giving, and potential real estate investments.

Approx. savings

$30K

Professional Services

Jan 12, 2026

Gelt helped a Southeastern U.S. interior design & procurement firm with two S-Corps unlock $30K+ yearly savings by moving to accrual, optimizing QBI, and aligning personal tax planning.

Partnering with Gelt means more than just filing your taxes

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.

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

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