5.0
Average rating
1
Client Review
What Our Clients Say
5.0
1 Client Review
James Murray
February 12, 2024
5.0
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
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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
Preferred Industries
Client Type
Services Offered
About 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.
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.
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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.
