Smarter Tax Management with Gelt’s AI-Powered Tax Technology Platform Solutions

A better and more transparent way to take control of your taxes

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01

Stay Organized and in Control of Filing

Complete your action items and be prepared for what's coming up with our Filing Portal. Built with tax workflow automation, this feature lets you manage tasks, track progress, and handle key filings, from preparation to review and submission all within one seamless platform.
02

Take Advantage of Your Personalized Tax Roadmap

We’ll build a customized tax roadmap tailored to your business and individual goals. Track what’s done, what’s coming up, and get strategic insights designed to maximize savings and reduce your tax liability year-round.
03

Access Your Own Secure Document Vault

Easily store, organize, and retrieve all your personal and business  tax filings in one secure place. Gelt’s document vault keeps your records protected, accessible, and ready whenever you need them for reference,  audits, planning, or future filings.
04

Explore the Future with Tax Projections

Use our proprietary AI to input your details, explore tailored tax scenarios, and make smarter decisions for what’s ahead.
05

Dive into a Plethora of Tax Content

Our client-exclusive tax library simplifies complex concepts, explains a wide range of strategies, and keeps you updated on the latest rules and regulations—just search by keyword to explore.
06

Connect with a Team that works with you and for you

Led by expert CPAs, your Gelt team is here year-round to proactively optimize your tax strategy and answer questions. Need to loop in a wealth advisor or business partner? Add them with a few clicks.

Smarter Tax Planning, Made Simple

See how Gelt combines advanced AI with real tax expertise to create
strategies tailored to your business and personal goals

Who We Serve

We help founders, High Net Worth Individuals, and businesses minimize liability across various industries and grow sustainably — from compliance to strategic tax planning

Healthcare Services

We deliver proactive tax planning and compliance solutions tailored to healthcare professionals and organizations.
We partner with:
  • Private Practices and their owners, CFOs, and COOs
  • Surgical Centers and Physician Groups
  • Dentists, Orthodontists, and Hospital Physicians
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Financial Services

Our team helps financial professionals streamline structures, optimize tax outcomes, and stay ahead of regulatory complexity. From K-1 issuance to QSBS and carried interest strategies.
We partner with:
  • Venture Capital and Private Equity Investors
  • Wealth Managers and Financial Advisors
  • Family Offices
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Real Estate Investors

We specialize in tax-efficient strategies for both active and passive real estate investors.
We partner with:
  • Commercial and Residential Real Estate Investors
  • Short-Term Rental Property Owners

  • Investors qualifying for Real Estate Professional Status (REPS)

  • Qualified Opportunity Zone (QOZ) Investors
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Technology

We support tech innovators at every stage—from early growth to liquidity events—helping you maximize after-tax outcomes while maintaining compliance and operational efficiency.
We work with:
  • Startups operating in the U.S.
  • Founders and Leadership Teams
  • Tech Executives with equity and investment portfolios
  • Angel Investors
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Professional Services

We empower service-based businesses to grow more efficiently through strategic entity structuring, expense planning, and retirement optimization.
We work with:
  • Consultants and Agencies

  • Law Firms

  • Architecture and Design Practices
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Private Wealth

We help high-net-worth individuals and families preserve and grow wealth through multigenerational tax planning, legacy protection, and lifestyle optimization.
We serve:
  • Affluent Retirees focused on legacy and tax efficiency

  • Families with Multi-Generational Wealth
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Discover More with Gelt

Learn more about what Gelt can do for you

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FAQ

How do I know if Gelt is right for me?

If you’re a business owner with multiple entities, investments, or operations across states — or if your tax situation feels too complex for a traditional CPA — then Gelt is likely a perfect fit. We thrive on complexity and love uncovering missed opportunities. Whether you're scaling a company, managing layered business structures, or trying to keep up with evolving tax laws, we’re built to help you optimize every angle. Bring it on.

Who will handle my taxes?

Your taxes are handled by our internal team — real, licensed experts who manage your tax planning, filing, and strategy directly. You’ll always know who’s on your team.

Does Gelt replace my CPA?

Yes. Gelt replaces your current CPA and enhances your experience with a comprehensive suite of services and technology. We provide proactive planning, compliance, and continuous support tailored to your financial goals.

How much does Gelt cost?

Our pricing model is per entity, per tax year and is based on the complexity of your tax situation—which we assess during your discovery call.

Pricing starts at:

  • $5,000/year for individuals
  • $7,000/year for business owners or multi-entity clients

This annual fee covers tax strategy, full-service compliance (federal and state), tax preparation, and ongoing support. Some one-time projects or special filings may carry an additional flat fee.

How do I get started with Gelt?

It’s easy. Click the Get Started button on, fill out a short form, and meet with our team. If we’re a good fit, we’ll map out the next steps to begin optimizing your taxes.

Can’t find your question?

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