This is one of our top picks in the category so we recommend it over others (you're on the right page), read below to learn why we love and recommend it! ⤵
This is one of the better tools in its category, see below if this tool is right for you! ⤵
If you're a high net worth individual that has a startup and has complexity with investments (from angel investing to crypto and more), Gelt does a fantastic job at helping you reduce your tax burden, leveraging the best tax strategy.
We believe there are better options available in this category, read below to learn what they do well, and what they could do better. ⤵
Gelt proactively plans, optimizes, and files your taxes so you finish the year with more money in your pocket.
We've switched business CPAs (Accountants) a handful of times over the past decade in business, as our personal and business needs have evolved over time.
Having tried everyone from the expensive big accounting firms, all the way down to the small boutique family offices, there has always been something missing.
Think of Gelt as the experience of the small boutique family office, with the experience of the big accounting firms (with the price somewhere in-between the two).
Gelt is a modern accounting firm that leverages modern software to do your business and personal taxes better.
They have a robust personal dashboard (similar to that of Compound), so you can aggregate all of your business and personal finances (even angel investment tracking), all in one place.
Their strategic help has easily saved us $20k in taxes, just on the advice we were given the first year. No other accountant has their own modern tech, nor have they been this helpful in actually working with the unique needs of our complex financial situation.
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No, Gelt does not replace your bookkeeper, think of them as your tax advisor (helping with tax strategy throughout the year), who files your annual tax returns.
A bookkeeper is someone that is managing the day-to-day in your accounting software to reconcile and make sure everything is right. For that we recommend using Kick instead.
We've tracked and verified the above companies are using this software in their team's stack.
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