.svg)
.svg)
The Best in Their Field Choose Us
Business Owners and Founders, Executives and Professional Service Providers,
Fund Managers and Investors.
Fund Managers and Investors.
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!
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 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.
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 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!
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 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.
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!
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.
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.
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!
Why Gelt?
At Gelt, we understand the unique challenges of financial advisors and wealth managers. Our premium tax solutions are designed to meet your specific needs, ensuring optimization and compliance, so you can keep more of your hard-earned money.
Proactive Tax Strategy
We engage with you and provide a strategic tax plan throughout the year, and not only during “tax season”, to minimize liabilities and maximize financial outcomes.
Tax management platform
Our advanced, user-friendly online platform keeps you informed and in control of your tax situation.
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 across federal, state, and local levels. Our expert CPAs, enhanced by Gelt’s AI, efficiently manage preparation, calculations, and timely filings, while ensuring clear communication throughout the process.
Expertise in HNWIs and CHBs
Our team excels in managing the complexities of income tax strategy, planning, and preparation for high-net-worth individuals and closely-held business clients.
Gelt is for
Private Practice Employees
Whether you are a single advisor or part of a multiple partner practice, Gelt provides comprehensive tax solutions tailored to your unique needs. We help you optimize your business structure and maximize the financial efficiency of both the business and the individual advisors.
Statutory W-2 Employees
For statutory W-2 employees, Gelt offers specialized tax plans and compliance solutions to ensure you take advantage of all available tax deductions and credits, while maintaining compliance with statutory requirements.
Non-statutory W-2 employees
Gelt supports non-statutory W-2 employees with tailored tax strategies and retirement planning to help you manage your taxes effectively.
Custom Solutions For Your Tax Needs
Individuals
Starting at
$1,500
/year
for Essentials (compliance and Planning)
Starting at
$3,500
/year
for Advanced (Essentials + Strategy)
Businesses
Starting at
$2,500
/year
for Essentials (compliance and Planning)
Starting at
$5,000
/year
for Advanced (Essentials + Strategy)
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
Gelt’s Wealth Management
Partnership Program
Gelt can enhance 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.
FAQs
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
We got the answers.
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.
