We combine elite CPAs with an AI-powered tax platform to preserve wealth, protect legacies, and optimize lifestyle planning, so you can focus on what matters most to you and your family.
Affluent retirees focused on legacy and tax efficiency
Families with multi-generational wealth
Trusts and family office structures
From wealth creation to retirement planning, our strategies grow with you, covering compliance, lifestyle optimization, and multigenerational planning at every stage.
Minimize taxes and maximize legacy value
Personal filings coordinated with trust and family office structures
Roth conversions, RMD strategies, and tax-efficient withdrawal planning
Optimize homes, investments, and charitable contributions
Predictable outcomes, fewer surprises, greater clarity
Al-powered automation with expert 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.
