A proactive tax partner for founders and startups building the future

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.

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Tech Businesses & Stakeholders
We Serve

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

Strategy & Planning Built for Technology

From your first funding round to a potential exit, our strategies grow with you, covering compliance, equity planning, and tax optimization at every stage.

Talk to a technology tax expert
C-corp filled
Estimated savings over 10 years
$148,500
2024
2034
Strategy
R&D Credits

Business Compliance First

C-Corp filings to keep investors confident

Founder & Executive Compliance

Integrated business + personal filings for a complete picture, ensuring optimization at both levels

Smart Expense Optimization

Maximize deductions on R&D, software, hardware, and growth investments

Equity & Compensation Design

ISOs, NSOs, RSUs, QSBS, 83(b), and SAFE/409A guidance

Quarterly Tax Planning

Predictable cash flow and no April surprises

Multi-state & International Guidance

Dstributed teams and offshore subsidiaries made simple

Fundraising & Exit Readiness

Tax strategy for raising capital, secondary sales, or M&A

Technology + Expertise

Automated tracking of compliance, deadlines, and other tax events on our platform, backed by senior CPA oversight

Gelt showed me how much more I could do beyond maxing out my 401(k). From real estate strategies to smarter charitable giving, they’re helping me think bigger about tax efficiency and together we found about $30,000 in annual tax savings.
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FAQ

Does Gelt replace my CPA?

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.

How much does Gelt cost?

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:

  • $1,200/year for individuals
  • $2,500/year for business owners or multi-entity clients

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.

How do I get started with Gelt?

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.

How do I know if Gelt is right for me?

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.

Who will handle my taxes?

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.

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