Gelt
Gelt is a modern tax firm for physicians, healthcare professionals, and other high-income earners who want a smarter, more proactive approach to taxes. We combine a dedicated human tax team with an AI-enabled platform to deliver year-round strategy and clean, accurate filings—not just a rushed April 15th experience.
We don’t handle bookkeeping or sell investments, and we don’t charge based on assets. Our focus is narrow and deep: legally minimizing taxes, improving after-tax cash flow, and helping you make better decisions around work, practice, and investing.
While we work with entrepreneurs and other professionals, we have particular expertise with white coat investors: attendings, practice owners, and health system leaders with W-2, 1099, and K-1 income; practice and ASC equity; and real estate or private investments. We understand compensation models, buy-ins and buy-outs, and multi-entity structures—and translate that complexity into clear next steps.
Gelt provides integrated tax planning and tax preparation for both business and personal returns, with flat-fee pricing based on complexity. The result is a long-term tax relationship with a firm that understands how you earn, how you invest, and how to keep more of what you make, year after year.
Contact:
382 NE 191st St PMB 14492
Miami, Florida
33179-3899
786-746-7400
Why You?
We blend specialization and flexibility: deep experience with physicians and healthcare groups, plus a broader base of business owners and high-income professionals. That keeps us sharp on complex structures, not just W-2-only returns.
We don’t manage your investments, sell products, or bill based on assets, so our incentives are simple—design and execute the strongest compliant tax strategy we can. And our tech-enabled workflow lets us centralize documents, spot patterns, and stay proactive, while you still work directly with a real tax team who knows your situation.
Ideal Client
A great-fit white coat investor is an attending, partner, or practice owner whose taxes are too complex—and too costly—to DIY. You likely have strong clinical income, plus one or more of the following: 1099 work (call, moonlighting, locums, consulting, expert witness work), equity in a practice, ASC or imaging center, or growing real estate and private investments.
You’re busy, you know taxes are one of your largest expenses, and you want a clear, proactive plan—not last-minute surprises. You value having a specialist who understands both physician compensation and broader business and investment structures, and you’re ready to delegate execution to a team you trust.
Services Offered
Ongoing, proactive tax planning
Personal and business tax return preparation (federal and state)
Entity and compensation strategy (S-corps, partnerships, multi-entity structures)
Tax guidance around practice equity, real estate, and other private investments
Quarterly estimate and multi-state filing support
Coordination of tax strategy with your existing advisors (retirement plans, benefits, legal, and investment teams)
Experience and Designations
Gelt’s team includes CPAs and other credentialed tax professionals who focus on complex, high-income situations—especially physicians, healthcare groups, and business owners. Collectively, we’ve supported clients across multiple specialties and states, from first attending contracts and early 1099 income to multi-entity practices and seven-figure liquidity events.
We have extensive experience with W-2 and 1099 compensation, complex K-1s, multi-state filings, and structures common in healthcare and closely held businesses. Our AI-enabled workflow helps us surface opportunities and risks early, apply best practices consistently, and keep your plan updated as your career and investments evolve.
Fee Structure
Our pricing model is per entity, per tax year and is based on the complexity of your tax situation, which we assess during your introduction call.
Compliance and quarterly estimate support starts at:
$1,200/year for individuals
$2,500/year for business owners or multi-entity clients
This annual fee covers full-service compliance (federal and state), tax return preparation, and ongoing support throughout the year. Certain one-time projects or specialized filings may carry an additional flat fee.
Dedicated tax strategy work is scoped separately based on complexity and the level of planning required.
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