Whether you’re a financial advisor, accountant, lawyer, or founder community Gelt lets you extend best-in-class tax strategy and filing to your clients or members through a simple referral or white-label model.
We’re a year-round tax partner built for entrepreneurs, investors, and professionals who want more than just a filing. Through our partnerships, we extend our services to your audience helping them reduce tax burdens, build long-term wealth, and make confident financial decisions.
Priority access for your clients or community
Actionable tax insights your audience will love
Tailored onboarding and co-branded experiences
White-glove service from elite CPAs and strategists
Customized pricing aligned with your audience’s needs
Tools for stakeholder visibility and connected collaboration
When we first onboarded with Gelt, they reviewed our past returns and found a huge mistake our prior CPA had made. So they refiled and got us back all that money!
Gelt has been an absolute game-changer for my business. Their expertise and personalized approach have helped me optimize my tax strategy and ultimately increase my bottom line. I honestly don't know what I would do without Gelt in my life.
Gelt takes tax services to the next level! Their responsiveness and proactive approach are refreshing in a traditionally stuffy industry. They’ve been instrumental in helping me build an effective tax strategy for both me and my business.
Gelt is the perfect fit for us, optimizing our tax strategies between angel investments / work / joint-filing. The first year working together easily saved us 5x what we paid not to mention fixing past accountant mistakes. Recommending them is no-brainer.
It's great knowing that I have a multidisciplinary team in my corner when it comes to tax strategy. I love having everyone just an email away!
The right tax advice at the right time paid for my Gelt plan. After years of reactive tax prep, having a proactive tax partner in Gelt is a night-and-day difference.
Gelt's platform is powerful and easy to use, streamlining all my tax information into one easy-to-access place. The team's quick response to any issue makes the experience even better.
In my first call with Gelt, they shared strategies that will save me tens of thousands of dollars this year alone. They're quick to answer questions and demystify my personal and business taxes. It's been a huge weight off my shoulders!
