Premier Partnership Level
Gelt is a tech-enabled tax firm built for physicians who run their own practice. Our in-house CPAs handle both your business and personal taxes year-round, not just at filing time, with proactive strategies around entity structure, owner compensation, retirement plans, real estate, and family payroll.
We work especially well with practice owners in their first few years, when the right structure saves the most. Everything lives on one platform: you (and your spouse or financial advisor) can log in anytime to see your full tax picture, strategy roadmap, and filing status, no chasing your CPA for updates.
We only take on clients when we are confident the savings will significantly outweigh our fee. Curious what we would find in your situation? Book a free strategy call with one of our CPAs.
Book a free strategy call with a Gelt CPA to see what proactive tax planning would look like for your practice: https://www.joingelt.com/collaboration/dpc-alliance
Or reach us anytime at partnerships@joingelt.com
Phone: 786-746-7400
Tax Strategy & Planning (year-round)
Proactive tax planning for practice owners — entity structure and S-corp analysis, owner compensation, retirement plan design (Solo 401k, cash balance plans), hiring family members, home office and Augusta Rule, real estate strategies, and multi-state considerations for telemedicine.
Business & Personal Tax Filing
Full preparation and filing for your practice and household — federal and all 50 states — handled by our in-house CPAs. Business and personal returns coordinated in one place, including Schedule C, partnership, and S-corp filings.
Quarterly Estimates & Ongoing Support
Quarterly tax projections so there are no April surprises, 4–6 strategy meetings per year, and unlimited email access to your CPA in between.
The Gelt Platform
One login for your complete tax picture: strategy roadmap with projected savings, filing status and deadlines, document vault, and shared access for your spouse or financial advisor.
Gelt has been an absolute game-changer for my business. Their expertise and personalized approach have helped me optimize my tax strategy and ultimately increase my bottom line. I honestly don't know what I would do without Gelt in my life.
Ben Lang
Investor, formerly Head of Community at Notion