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Why Gelt?
Tax strategy
& planning
Achieve optimal financial outcomes with tailored tax strategies specific to your business and your personal financial goals by our team of expert CPAs
Tax management platform
Stay informed and in control of your business and household tax situations with our advanced, user-friendly tax management platform.
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, from preparation to renewals, across federal, state and local levels. Rely on our expertise and efficiency to handle the paperwork, calculations, and timely filing, for you and your business, while ensuring clear communication every step of the way.
Gelt is for:
Businesses
Individuals
Real Estate Investors and Developers
Businesses
Serving real estate investors, developers, and property managers, we provide comprehensive tax solutions that include entity structuring, tax deferral strategies, and maximizing depreciation benefits. From 1031 exchanges to tailored compliance, our goal is to minimize tax burdens and maximize the return on your real estate investments.
Startups and Technology Firms
Businesses
Specializing in tax needs for tech startups, we offer guidance on staying compliant and maximizing benefits in areas like Qualified Small Business Stock (QSBS), equity compensation, and relevant tax credits. Our expertise supports startups in navigating the tax landscape as they scale.
Professional Services and Consultancies
Businesses
Supporting architecture firms, medical private practices, law firms, agencies and more in optimizing their business structure and tax liabilities, uncovering industry specific opportunities.
Executives and Professional Service Providers
Individuals
With personalized guidance, advanced technology, and a focus on your unique financial goals, Gelt streamlines the evaluation, management, and optimization of your tax strategies. We help you navigate the complex implications of equity compensation and other financial matters, minimizing your tax burden and ensuring you make the most of your assets.
Fund Managers & Investors
Individuals
Eliminate the headaches of K-1 preparation and collection with Gelt. We help you minimize tax liabilities, ensuring you claim all applicable tax credits, losses, and investment write-offs. This allows you to focus on achieving financial success without the stress of tax complexities.
Founders & Business Owners
Individuals
Confidently navigate business structuring, M&A, and secondary offerings with Gelt, your trusted partner in analyzing tax opportunities. We streamline the process and maximize benefits, helping you retain your hard-earned money and focus on growing your business.
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Custom Solutions For Your Tax Needs
Individuals
Starting at
$1,500
/year
for Essentials - Compliance and Estimates only.
Strategy not included.
Strategy not included.
Starting at
$3,500
/year
for Advanced - Essentials + Tax Strategy
Businesses
Starting at
$2,500
/year
for Essentials - Compliance and Estimates only.
Strategy not included.
Strategy not included.
Starting at
$5,000
/year
for Advanced - Essentials + Tax Strategy
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
Partner with Gelt
Partner with Gelt today to unlock your audience's full financial potential through valuable insights and optimized tax solutions.
Companies and Online Communities
We give your employees and audience priority access to Gelt’s services, empowering your members with the knowledge and tools to make informed decisions about their taxes. We support them with tax strategy and filing that optimize their financial outcomes.
Wealth Managers & Financial Advisors
Gelt enhances your services with tailored and proactive tax strategies that address your clients' unique financial goals and circumstances. Offer your clients a more comprehensive approach to optimizing their tax positions and growing their wealth.
Accounting, Law and CFO Firms
Partner with Gelt to enhance your industry-specific services. We streamline tax compliance and planning for accounting firms, navigate tax implications for law firms, and optimize financial strategies for CFO firms. Empower your clients with precise, tailored tax solutions that minimize liabilities and maximize their financial potential.
Partner With Us →
FAQs
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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.
