We combine elite CPAs with an AI-powered tax platform to streamline compliance, maximize depreciation, and plan ahead so you can protect cash flow, grow your portfolio, and reduce taxes year after year.
Commercial & residential real estate investors
Short-term rental property owners
Qualified Opportunity Zone (QOZ) investors
Investors qualifying for Real Estate Professional Status (REPS)
From your first rental property to scaling a diversified portfolio, our strategies grow with you covering compliance, planning, and tax optimization at every stage.
LLC, partnership, and S-Corp filings with audit-ready accuracy
Personal filings aligned with property ownership, avoiding costly oversights
Cost segregation studies, bonus depreciation, and full asset schedules
Structured strategies to meet active participation and hours thresholds
Maximize deductions and minimize self-employment tax
Defer capital gains and reinvest tax-efficiently
Predictable cash flow and no April surprises
Automated tracking of compliance, deadlines, and other tax events on our platform, backed by senior CPA oversight
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.
