The startup offers a tax management platform that analyzes and structures tax data to maximize deductions and minimize tax liability for individuals and businesses. By providing year-round tax-optimized recommendations, the platform enables clients to retain more of their income through strategic financial decision-making.
Funding
$8.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals and businesses struggle to navigate the complexities of tax laws, leading to missed deductions, suboptimal tax strategies, and ultimately, higher tax liabilities. Traditional CPA services often lack proactive planning and transparent communication, leaving clients feeling uninformed and underserved.
Solution
Gelt offers an AI-powered tax management platform combined with expert CPA support to optimize tax strategies and minimize liabilities for individuals and businesses. The platform provides year-round, proactive tax planning, transparent communication, and real-time financial data access. By leveraging technology and a dedicated in-house tax team, Gelt helps clients make informed financial decisions, maximize deductions, and ensure compliance with federal, state, and local tax regulations. Gelt replaces traditional CPA services with a modern, transparent approach to tax management.
Target Audience
Gelt primarily serves high-income earners, business owners, real estate investors, startup founders, fund managers, and executives seeking proactive tax planning and optimized financial outcomes.
Features
- AI-powered tax management platform for planning, filing, and managing taxes
- Proactive tax strategy development tailored to individual and business financial goals
- End-to-end tax compliance, from preparation to renewals, across all levels
- Real-time financial data access and insights
- Transparent, fixed pricing with no billable hours
- Dedicated in-house team of expert CPAs
- Support for complex tax situations, including equity compensation, QSBS, and real estate investments
- K-1 preparation and collection