Gelt

What Gelt does

Gelt provides an AI-powered platform combined with expert CPA services for year-round tax optimization, planning, and compliance. It offers personalized tax strategies, a tax management platform to track deadlines and projections, and handles tax compliance to maximize savings and reduce tax liability for businesses and individuals. Gelt aims to replace traditional CPAs by offering proactive planning, real-time financial data, transparent pricing, and a dedicated in-house tax team.

Products

• Tax Management PlatformAn all-in-one tech platform to plan, file, and manage taxes, track deadlines, strategy sessions, and projections. It includes a Filing Portal for task management and progress tracking, a Personalized Tax Roadmap, a Secure Document Vault, Tax Projections using proprietary AI, and a client-exclusive Tax Content library.

Key capabilities

• Personalized tax strategy and advice
• Proactive communication / Quick Response times
• Access to real-time financial data and insights
• Transparent Pricing (No Billable Hours)
• All in one tech platform to plan, file, and manage your taxes
• Dedicated In-house Tax Team
• Automated tracking of compliance, deadlines, and other tax events
• Proprietary AI for tailored tax scenarios and projections
• Filing Portal for task management and progress tracking
• Personalized Tax Roadmap
• Secure Document Vault
• Client-exclusive Tax Content library
• Expert guidance from CPAs
• Robust checks for accuracy and compliance
• Live tax planning insights from past filings
• Clarity on deferral costs with auto-calculated penalties

Use cases

• Achieve optimal financial outcomes with personalized tax strategies
• Track deadlines, strategy sessions, and projections
• Collaborate with experts, access resources, and stay in control of taxes
• Ensure tax compliance and avoid missed deadlines or surprise bills
• Maximize after-tax outcomes while maintaining compliance and operational efficiency
• Optimize entity structures, manage complex compensation, and uncover savings
• Streamline structures, optimize tax outcomes, and stay ahead of regulatory complexity
• Grow businesses more efficiently through strategic entity structuring, expense planning, and retirement optimization
• Implement tax-efficient strategies for active and passive real estate investors
• Reduce tax exposure across multiple entities
• Prepare financial structures for growth
• Optimize accounting methods and payroll strategy
• Plan for retirement and children's future
• Minimize liability and grow sustainably from compliance to strategic tax planning

AI approach

Gelt uses proprietary AI to help users input details, explore tailored tax scenarios, and make smarter decisions for tax planning. The AI-powered platform also automates tracking of compliance, deadlines, and other tax events, working in conjunction with human CPA oversight.

Tech named: proprietary AI

Industries served

• Healthcare Services
• Technology
• Financial Services
• Professional Services
• Real Estate Investors

What it says sets it apart

• Year-round proactive tax partner
• Combines elite CPAs with an AI-powered tax platform
• Focus on taxes, obsessed with results
• Replaces traditional CPAs with enhanced services and technology
• Tailored tax solutions for unique business and individual needs
• Proprietary AI for exploring tailored tax scenarios
• Dedicated in-house tax team led by expert CPAs
• Transparent pricing without billable hours
• Ability to handle complex tax situations for multi-entity businesses and investments across states
• Proven track record of significant tax savings for clients

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.