Your year-round partner for expert-driven tax optimization.
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Achieve optimal financial outcomes with personalized tax strategies tailored to your
financial goals.
Track deadlines, strategy sessions, and projections. Collaborate with experts, access resources, and stay in control, all in one place.
Focus on growth, not paperwork. No more missed deadlines, bad advice, or surprise bills. With Gelt, everything’s tracked, planned, and handled.
Your business is unique. At Gelt, we understand the tax challenges in your industry, and build strategies to solve them.
We deliver proactive tax planning and compliance solutions tailored to doctors, practice owners and medical groups.
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.
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 empower service-based businesses to grow more efficiently through strategic entity structuring, expense planning, and retirement optimization.
We specialize in tax-efficient strategies for both active and passive real estate investors.
We help High-Net-Worth-Individuals and families preserve and grow wealth through multigenerational tax planning, legacy protection, and lifestyle optimization.
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.
Use our proprietary AI to input your details, explore tailored tax scenarios, and make smarter decisions for what’s ahead.
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.
See other features that can streamline and simplify your tax process.
Access a single platform with expert guidance, projections, and real-time visibility.
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 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.
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.
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.
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!
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!
Compliance pricing is per entity, per tax year. Strategy is not included.
Exact scope and pricing determined during evaluation.
Compliance pricing is per entity, per tax year. Strategy is not included.
Exact scope and pricing determined during evaluation.
Behind every strategy is a real expert. Meet the tax professionals who bring clarity, precision, and results to your business.
Julie Susskind
,
CPA
Melanie Chesir
,
CPA
Vishakha Davey
,
EA
Tziona Simchi
,
CPA
Ashley Thomas
,
CPA
Alyzabeth Smith
,
CPA
Naf Schwartz
,
EA
Joe Milone
,
CPA
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.
Your taxes are handled by our internal tax team, licensed experts who manage your tax planning, filing, and strategy directly. You’ll always know who’s on your team.
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.
Our pricing model is per entity, per tax year, and is based on the complexity of your tax situation which we assess during your introduction call.
Compliance and quarterly estimations pricing starts at:
This annual fee covers full-service compliance (federal and state), tax preparation, and ongoing support. Some one-time projects or special filings may carry an additional flat fee.
Tax strategy is scoped separately based on complexity.
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.
Step 1
Fill Out a Quick Form
Step 2
Get Your Tax Strategy
Step 3
Delegate & Focus on Growth
