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Company health
Gelt description
Gelt is a tax advisory service using AI and CPAs to offer premium tax solutions. They focus on high-income individuals (>$200k) and businesses, including startups, real estate investors, and professional services. Gelt differentiates itself with proactive tax planning and transparent, fixed-fee pricing instead of hourly billing. They promise optimized tax strategies and compliance management via a dedicated team and online platform, covering everything from preparation to filing and ongoing strategic advice. They aim to minimize your tax burden and simplify tax management.
Who is using Gelt?
Who is Gelt best for
We find that Gelt is ideal for high-income individuals and businesses seeking proactive tax planning, not just preparation. If you're a business owner, founder, investor, or executive, and value transparent pricing, Gelt could be a great fit. They focus on optimizing your tax strategy year-round, supported by a dedicated team and online platform.
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Perfect for mid-sized businesses (100-1,000 employees) seeking proactive and comprehensive tax planning.
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In our experience, Gelt shines in finance, real estate, and software, offering tailored tax strategies for these sectors.
Gelt features
Supported Tax strategy & planning: Achieve optimal financial outcomes with tailored tax strategies specific to your business and your personal financial goals by our team of expert CPAs. |
Supported Bookkeeping & Accounting: Expert bookkeeping and accounting services designed to help you unlock valuable insights into your business’s finances and cash flow. |
Supported Business advisory services: Stay on top of your finances with expert guidance on important business decisions, such as entity structuring, equity compensation, and exit planning. |
Supported Dedicated Tax Experts: Dedicated support from a team of tax experts - CPAs, Enrolled Agents, and Tax Attorneys - who understand the complexities of your financial situation. |
Supported Tax Management Platform: Access a sophisticated tax management platform that provides a consolidated view of your business and household finances, enabling informed decision-making. |
Supported Tax compliance: We handle end-to-end tax compliance, from preparation to renewals, across federal, state and local levels. Rely on our expertise and efficiency to handle the paperwork, calculations, and timely filing, for you and your business, while ensuring clear communication every step of the way. |
Supported Financial Visibility & Automation: Gelt offers a user-friendly platform accessible from any device. Clients have complete visibility into their finances and can easily track their cash flow, income, and expenses. All financial data is securely stored and protected with bank-level encryption. The Gelt platform also automates many financial tasks, such as invoice creation and payment reminders. |
Gelt pricing
See the Gelt pricing page.
Designed to provide individuals with expert tax planning, preparation and guidance to help them achieve their financial goals.
Designed to offer comprehensive tax support, preparation and strategic planning for businesses and business owners, to help them navigate complex tax regulations and maximize their financial performance.
Designed to provide advanced tax solutions, strategy development and ongoing guidance for individuals and businesses with more complex tax situations, to help them optimize their tax outcomes and minimize liabilities.
Gelt alternatives
CPA PilotAI-powered tax assistant for effortless research, support, and client communication.Read more
Gelt FAQ
Gelt is a tax advisory service using AI and CPAs for high-income individuals and businesses. We find that they offer proactive tax planning, transparent fixed-fee pricing, and a dedicated team for optimized tax strategies and compliance management. They handle everything from tax preparation and filing to ongoing strategic advice.
What is Gelt and what does Gelt do?
Gelt is a tax advisory service using AI and CPAs for high-income individuals and businesses. We find that they offer proactive tax planning, transparent fixed-fee pricing, and a dedicated team for optimized tax strategies and compliance management. They handle everything from tax preparation and filing to ongoing strategic advice.
Gelt integrates with a sophisticated tax management platform, providing a consolidated view of your business and household finances. This allows for informed decision-making and easy tracking of cash flow, income, and expenses from any device. We find this level of integration and automation simplifies financial management.
How does Gelt integrate with other tools?
Gelt integrates with a sophisticated tax management platform, providing a consolidated view of your business and household finances. This allows for informed decision-making and easy tracking of cash flow, income, and expenses from any device. We find this level of integration and automation simplifies financial management.
We find that Gelt's main competitors include Keeper, which focuses on freelancers, and Haven, designed for startups. For sales tax automation, Zamp and Numeral are alternatives. UltraTax CS is a competitor for professional tax preparation firms, while Tax.com™ Property Tax Solutions focuses specifically on property tax compliance.
What the main competitors of Gelt?
We find that Gelt's main competitors include Keeper, which focuses on freelancers, and Haven, designed for startups. For sales tax automation, Zamp and Numeral are alternatives. UltraTax CS is a competitor for professional tax preparation firms, while Tax.com™ Property Tax Solutions focuses specifically on property tax compliance.
We find Gelt to be a legitimate tax advisory service. They appear to focus on providing proactive tax planning and transparent, fixed-fee pricing, which can be beneficial for high-income individuals and businesses seeking year-round tax optimization.
Is Gelt legit?
We find Gelt to be a legitimate tax advisory service. They appear to focus on providing proactive tax planning and transparent, fixed-fee pricing, which can be beneficial for high-income individuals and businesses seeking year-round tax optimization.
Gelt's Essential plan is $349 per user/month, the Advanced plan is $899 per user/month, and the Concierge plan has custom pricing. We find that these plans cater to various needs and budgets.
How much does Gelt cost?
Gelt's Essential plan is $349 per user/month, the Advanced plan is $899 per user/month, and the Concierge plan has custom pricing. We find that these plans cater to various needs and budgets.
There are no reviews available to assess Gelt's customer service. Therefore, we can't comment on the quality of their support at this time.
Is Gelt customer service good?
There are no reviews available to assess Gelt's customer service. Therefore, we can't comment on the quality of their support at this time.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.