We combine elite CPAs with an AI-powered tax platform to streamline structures, optimize outcomes, and stay ahead of regulatory demands, so you can focus on building funds, closing deals, and growing wealth.
Venture Capital Investors
Private Equity Investors
From fund formation to carried interest distribution, our strategies grow with you, covering compliance, planning, and proactive tax optimization at every stage.
Align interest and simplify complexity for investors and GPs
Filing for partnerships, LPs, GPs, and S-Corps with audit-ready accuracy
Structure and timing to maximize after-tax outcomes
Optimize deal flow and exits with long-term planning
Personal filings structured with fund-level tax realities
Predictable cash flow, avoiding costly surprises
Al-powered automation with senior CPA oversight for clarity and control
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.
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.
