Gelt
FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Gelt
Gelt is a tech-enabled tax company providing tax compliance, strategy, and planning services for HNWI, closely-held businesses, and investors. While we streamline the compliance process, our focus is personalized tax strategy and planning for businesses and shareholders - allowing our clients to pay the least amount of taxes legally possible.
James Murray
February 12, 2024
Experience working with Gelt
I started using @GeltTaxes in Q4. so far so good. great tech platform. easy data room. going through the first return season with them, but cautiously optimistic!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Business owners (>$200k / year in profit) High income individuals (>$200k / year in income)
HNWI (>$5m in assets)
Investors (real estate, alternative investments - PE, private businesses, solar, etc.)
Tech founders (we will usually take both the tech company and the founders to optimize all of them)
HNWI (>$5m in assets)
Investors (real estate, alternative investments - PE, private businesses, solar, etc.)
Tech founders (we will usually take both the tech company and the founders to optimize all of them)
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
