Tax Planning, Strategy and Compliance Services

Think beyond tax season. Gelt’s expert advisors offer proactive tax planning, smarter strategy, and seamless compliance — so you can focus on growth

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Our Services

01

Business Tax Compliance & Filing

We handle end-to-end income tax compliance and preparation across all levels. You can rely on our team’s expertise and efficiency, powered by our proprietary technology, to take care of the paperwork, calculations, and timely filing, for you and your business, while ensuring clear communication every step of the way.
Our compliance services include, but are not limited to:
  • Federal, state, and local tax filings
  • Extension filings
  • Complexity configuration
  • Specialized tax credits
  • International tax considerations
  • Tax return walkthroughs and explanations
02

Tax Planning Services

Whether your priority is avoiding underpayment penalties or optimizing cash flow, we’re here to guide you every step of the way. We help you gain clarity around your tax liability and develop a personalized plan tailored to your cash flow needs.
Our Tax Planning services include, but are not limited to:
  • Tax projections and safe harbor calculations
  • Quarterly estimated payment planning
  • Ongoing monitoring of legislative changes impacting the current tax year
  • Ad hoc planning for business transactions, liquidity events, and other one-time situations
03

Tax Strategy Services

We handle end-to-end income tax compliance and preparation across all levels. You can rely on our team’s expertise and efficiency, powered by our proprietary technology, to take care of the paperwork, calculations, and timely filing, for you and your business, while ensuring clear communication every step of the way.
Every strategy we develop is tailored to your unique situation:
  • We assess your business structure, growth stage, income patterns, and future plans
  • Our advice aligns with your financial goals and long-term success
  • We help you choose the right entity, time major transactions, and optimize income recognition
  • Our approach is strategic, personalized, and focused on what matters most to you and your business

What sets us apart

Custom tax solutions for your specific situation

Robust checks for accuracy
and compliance

Live tax planning insights from past filings

Clarity on deferral costs with auto-calculated penalties

Let’s Explore What Gelt Can Do for You

Our team members are always ready to assist you
and answer any questions.

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Who We Serve

We help founders, HNWIs, 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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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

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

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

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

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

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.

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