We combine elite CPAs with an AI-powered tax platform to optimize entity structures, manage complex compensation, and uncover savings—so you can focus on patient care.
Private Practices and their owners, CFOs, and COOs
Surgical Centers and Physician Groups
Dentists, Orthodontists, and Hospital Physicians
Locum Tenens Clinicians
Telehealth Clinicians
MSO-PC and Multi-Entity Healthcare Organizations
Tax strategies tailored to medical practices — addressing equipment needs, ownership complexity, multi-state income, real estate, and retirement planning.
on equipment, office build-outs, CME, travel, and more
for S-corps, MSO-PC setups, and multiple owners
for predictable cash flow and no April surprises
for clinicians with hybrid W-2/1099 or locum tenens income
401(k), cash balance, defined benefit) aligned to owner comp
for owner-occupied medical offices, rent, and depreciation
Automated tracking with oversight from senior CPAs
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.