Gelt’s cover photo
Gelt

Gelt

Financial Services

Miami, Florida 2,768 followers

Premium tax solutions for HNWIs and businesses. Optimize your taxes through Gelt's expert CPAs & AI-technology.

About us

At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income. Our seasoned CPAs, combined with advanced technology, will help you achieve your financial objectives faster. Our expert team examines your specific financial circumstances to craft a customized tax strategy that maximizes deductions and minimizes your tax burden. By keeping current with the latest tax laws and regulations, we ensure that your tax planning remains both compliant and optimized for maximum benefits, year after year. Experience the impact of our personalized, proactive, transparent, and communicative approach, and see how we can help you grow your wealth.

Website
https://www.joingelt.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
Miami, Florida
Type
Privately Held
Specialties
Taxes, Tax Strategy, Tax Structuring, Wealth, Small Business Owners, Creators, Investors, Fintech, Growing Wealth, Tax Experts, IRS, and US Tax Code

Locations

Employees at Gelt

Updates

  • Gelt reposted this

    Hot take: For many small business owners making under $130K per year (revenue, not net income), the S-Corp election is often overhyped. Once you look past the marketing claims and actually run the numbers, factoring in QBI, retirement contributions, payroll costs, compliance fees, and more - the difference is often negligible. Especially with current standard deductions / $40k SALT limitations. Sometimes, keeping it simple really does keep more money in your pocket. Convince me otherwise.

  • Gelt reposted this

    View profile for Dan Schreter

    Building the future of tax services | former 2x founder, startup coach

    🔥 AI is changing everything - including taxes. We're building something different at Gelt. Not yet-another-tax-firm. We're smarter, powered by AI, built for clients with complex tax needs, and driven by a team that loves hard problems. We're hiring Tax Managers who want challenge, growth and impact. Who want to be part of the future of how tax gets done. If that's you, come join us! I'd love to work with you. 👉 Apply: https://lnkd.in/ghqunjNC

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  • View organization page for Gelt

    2,768 followers

    We’re on the mic 🎙️ Our CEO and founder, Tal B., joined Thomas Watkins on the Product Led Growth Podcast to share how Gelt pairs expert CPAs with proprietary tech to handle compliance, quarterly payments, and real tax optimization. Tal also digs into why the U.S. tax code is uniquely complex and how Gelt aims to be the first AI-native tax firm. Spotify: https://lnkd.in/eBJN4-jJ Apple Music: https://lnkd.in/gFGgcYQt #ProductLedGrowth #TaxStrategy #Fintech #AINative #Taxtech

  • View organization page for Gelt

    2,768 followers

    Great framing, Dmitry Borisyuk. AI shifts both economics and experience. More value per dollar, proactive reviews, and guidance all year. Thanks for the mention! #AINative #TaxStrategy #WealthManagement #FinanceOps

    View profile for Dmitry Borisyuk

    VC and M&A | Ex-Investment Banker (5 Years) | MBA Candidate '25 @ WHU | Navigating Startups through Fundraising Hurdles and Exit Planning

    Everyone calls themselves "AI-native". But who really is? In professional services, true AI-native firms don’t just add AI on top of existing workflows - they rebuild their business models around it. The impact goes beyond efficiency: AI changes the economics of how services are delivered. What do they do differently? 1️⃣ Deliver more value for money Gelt, an AI-native tax firm for affluent individuals, reimagines the CPA model around continuous tax planning. Its system monitors client data, tracks legislation, and suggests strategies in real time, while humans validate and personalize advice. The result: year-round guidance instead of one-off tax filings, predictable flat pricing, and margins of 55-66% vs. the industry’s 20-30%. 2️⃣ Adapt the business model to reach new market segments OffDeal, an AI-native investment bank for SMEs, a segment traditional investment banks avoid because small deals mean low fees and high failure risk. AI automates buyer discovery, outreach, document flow, and scheduling, letting bankers focus only on negotiations and trust-building. What used to be unprofitable now scales efficiently. 3️⃣ Democratize access for underserved clients Garfield AI tackles SME debt collection, where low-value claims once written off because legal fees exceeded recoveries. Its hybrid AI system automates filings, court interactions, and debtor communication, while clients approve each step. This slashes costs and opens access to justice to thousands of small businesses. When AI becomes native to the workflow, it doesn’t just make professionals faster - it transforms the business model itself. The lines between startups and traditional businesses are blurring. Maybe the next wave of venture-scale outcomes won’t come from software products, but from AI-native professional services companies?

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  • View organization page for Gelt

    2,768 followers

    🎙️ Our CEO, Tal B., joined Chris Sacchinelli for an eye-opening conversation about how taxes can actually drive profit for your business, not just create compliance headaches. If you run a professional services firm or B2B SaaS, this one’s worth your time. 💡 In this episode: - How to stay compliant and simplify your tax process - Turning tax planning into a predictable, strategic advantage - Structuring your business to legally minimize your tax burden - Using R&D and QSBS credits to power SaaS growth - Real-world advice for founders managing multi-state and 7-figure operations Big thanks to Bootstrapping to Billions for having Tal on and digging deep into how we’re turning taxes into a growth lever at Gelt!

    View profile for Chris Sacchinelli

    Founder @ Bootstrapper.ai | Owner @ Simple Holdings | Investor @ Bootstrapper Capital |💰Host @ Bootstrapping to Billions | 💵 Tracking $1B+ in bootstrapped equity built on platform

    This episode of Bootstrapping to Billions broke my brain. Who ever thought taxes could become a profit driver for your business? (link in comments 👇) Episode 13 was a phenomenal boots on ground conversation with Tal B. of Gelt If you run a professional services or B2B SaaS -- this episode is a must watch 🔥 What You'll Learn: Tax Compliance: Stay out of trouble with the IRS while keeping it simple and accurate. Tax Planning: Master your tax liability and optimize payment schedules to avoid overpaying or penalties. Tax Strategy: Legally minimize your tax bill with entity structuring, expense optimization, and retirement planning (asterisk by law!). AI & SaaS Insights: How to structure a SaaS spinoff for R&D tax credits and potential tax-exempt gains with QSBS. TONS of Real-World Tips: From home office deductions to managing multi-state taxes, Tal shares actionable advice for 7- and 8-figure business owners. -

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  • Gelt reposted this

    View profile for Chris Sacchinelli

    Founder @ Bootstrapper.ai | Owner @ Simple Holdings | Investor @ Bootstrapper Capital |💰Host @ Bootstrapping to Billions | 💵 Tracking $1B+ in bootstrapped equity built on platform

    This episode of Bootstrapping to Billions broke my brain. Who ever thought taxes could become a profit driver for your business? (link in comments 👇) Episode 13 was a phenomenal boots on ground conversation with Tal B. of Gelt If you run a professional services or B2B SaaS -- this episode is a must watch 🔥 What You'll Learn: Tax Compliance: Stay out of trouble with the IRS while keeping it simple and accurate. Tax Planning: Master your tax liability and optimize payment schedules to avoid overpaying or penalties. Tax Strategy: Legally minimize your tax bill with entity structuring, expense optimization, and retirement planning (asterisk by law!). AI & SaaS Insights: How to structure a SaaS spinoff for R&D tax credits and potential tax-exempt gains with QSBS. TONS of Real-World Tips: From home office deductions to managing multi-state taxes, Tal shares actionable advice for 7- and 8-figure business owners. -

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Funding

Gelt 1 total round

Last Round

Series A

US$ 13.0M

See more info on crunchbase