Close the tax strategy gap for your clients

Your clients have a CFO. Now give them a tax strategy to match.

Partner with Us

Tax is the missing layer in financial strategy

Your clients have a CFO but no tax strategy

They’re growing fast, but without proactive tax planning, significant value is left on the table.

Tax optimization is underutilized

You advise on strategy, cash flow, and growth, but tax optimization needs a dedicated partner.

Most CPAs are reactive. Your clients deserve better

Tax is treated as compliance, not strategy. Your clients lack proactive, continuous guidance.

What Your Clients Get

A complete tax layer, built into your clients’ financial strategy

Talk to an expert

Entity structuring

LLCs, S-corps, and holding companies structured to match the growth stage you're already advising on

Proactive tax planning

Year-round tax strategy for business owners, investors, and high earners, not just April filing

Deduction optimization

Solo 401(k)s, QBI, depreciation, and deductions that compound alongside your financial strategy

Compliance included

Federal and state filing support, estimated taxes, and documentation so nothing falls through the cracks

How to partner with Gelt

01

Connect

We understand your client base, the businesses you advise, and where tax inefficiencies appear.

02

Launch

We set up a simple referral process with priority onboarding for your clients from day one.

03

Scale

Gelt handles tax end-to-end. You stay focused on strategy while clients get proactive planning.

04

Earn

Drive stronger outcomes for clients and participate in referral economics as the partnership grows.

✓ First step done. Next: savings and peace of mind

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How A Risk Advisory Partner Saved Over $30K Per Year With A Smarter Business Structure

Rachel Richard's, CPA

Read The Full Case Study

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FAQ

What types of clients are a good fit?

Best fit is Best fit is business owners with $250K+ in annual profit — especially pre-S-corp or recently converted, and in active growth stage. If you’re advising them on scaling, they’re likely a fit.

Does this overlap with my work?

No. Gelt focuses on tax strategy and compliance. We complement your financial advisory work, not compete with it.

What does the referral process look like?

A warm intro is all it takes. We handle onboarding, discovery, and everything after that.

Can’t find your question?

Give your clients the financial team [they actually need]

Extend your financial strategy with a dedicated tax layer without extra operational work.

✓ First step done. Next: savings and peace of mind

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Services

Tax Management
Platform

Industries

Healthcare Services

Financial Services

Professional Services

Real Estate Investors

Resources

Company

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press@joingelt.com

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