We empower service-based businesses to grow more efficiently through strategic structuring, smart expense planning, and retirement optimization, while keeping compliance simple and predictable.
Consultants and agencies
Architecture and design firms
Law firms and boutique practices
Wealth Managers and Financial Advisors
Professional partnerships and service-based businesses
From your first client to business expansion, we tailor strategies that grow with you — reducing tax burdens, optimizing compensation, and keeping partner wealth aligned with long-term success.
Optimize pass-through entities and multi-partner arrangements for maximum efficiency
Align owner payouts with growth and tax minimization
Maximize deductions on office, marketing, travel, and professional development
401(k), cash balance, and profit-sharing plans that reduce taxable income while building long-term wealth
Predictable cash flow and no April surprises
Accurate, on-time filings for firms and partners to stay in good standing
Al-powered automation with senior CPA oversight for clarity and control
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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.
