We combine elite CPAs with an AI-powered tax platform to streamline compliance, optimize equity, and plan ahead so you can avoid costly mistakes and stay focused on growth.
VC-backed startups and bootstrapped tech companies
Foreign startups expanding into the U.S.
Founders, executives, and employees with equity
Angel investors navigating early-stage deals
Finance and ops leaders with global teams
From your first funding round to a potential exit, our strategies grow with you, covering compliance, equity planning, and tax optimization at every stage.
C-Corp filings to keep investors confident
Integrated business + personal filings for a complete picture, ensuring optimization at both levels
Maximize deductions on R&D, software, hardware, and growth investments
ISOs, NSOs, RSUs, QSBS, 83(b), and SAFE/409A guidance
Predictable cash flow and no April surprises
Dstributed teams and offshore subsidiaries made simple
Tax strategy for raising capital, secondary sales, or M&A
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.