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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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