You run their payroll. Help them run a smarter tax strategy

Give your business owner clients access to proactive, year-round tax strategy — starting with the entity structure that makes their payroll work harder for them.

Partner with Us

Where payroll meets tax strategy

You see exactly how much they're overpaying

Sole proprietors pay self-employment tax on every dollar. An S-corp can change that — but many don’t know it.

Entity structure questions land on your team

“Should I be an S-corp?” starts as a payroll question. Without a tax partner, your team has no clear answer.

There's no easy way to refer them somewhere good

Most CPAs are reactive and hard to reach. Your clients need a proactive firm that cares about them like you do.

What Your Clients Get

End-to-end tax strategy, built for how your clients operate

Talk to an expert

S-corp election & entity optimization

Structure sole proprietors and LLCs to reduce self-employment tax and increase take-home pay

Proactive tax planning

Year-round strategy and quarterly estimated payments, built around their payroll structure — not retrofitted in April

Deduction optimization

Find deductions tied directly to how they run payroll: owner salary, retirement contributions, fringe benefits, and more

Compliance included

Federal and state filing, so the tax side is handled end-to-end alongside the payroll you already run

How to partner with Gelt

Connect

We learn about your client base, deal flow, and the tax moments your clients typically face.

Launch

We set up a co-branded referral program with priority onboarding for your clients.

Scale

Gelt handles tax end-to-end. You focus on payroll while your clients get a complete tax picture.

Earn

Get a referral fee for every client who becomes a Gelt member and get referrals from us.

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

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How a Multi-Location Salon Suite Operator Unlocked $45K+ in Annual Tax Savings Through Real Estate Strategy and Retirement Planning

Rachel Richard's, CPA

Read The Full Case Study

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FAQ

Which clients are the best fit to refer?

Business owners earning $250K+ annually who are still filing as a sole proprietor or single-member LLC — especially those running payroll on 1099 income or asking about S-corp elections. If they're growing and their tax structure hasn't caught up, they're a fit.

Will Gelt handle payroll too?

No — Gelt focuses exclusively on tax strategy and compliance. We actively refer clients to trusted payroll partners, including the firm that introduced them to us.

Do my clients need to switch payroll providers to work with Gelt?

Never. Gelt works alongside whatever payroll setup is already in place — we just make sure the tax strategy is optimized around it.

Can’t find your question?

Your clients trust you with payroll. [Help their tax strategy keep up]

Help clients optimize their structure, salary, and take-home pay.

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

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