Gelt
Gelt is a modern tax firm for physicians, healthcare professionals, and business owners who are scaling their practices and growing their wealth. We provide year-round tax planning and filing, business and personal, under one roof. We thrive on complexity: multiple income streams, entities, states, and investments. Our clients want their taxes planned ahead of their decisions, not reconstructed after the year is over.
We have particular depth with white coat investors: attendings, partners, and practice owners with W-2, 1099, and K-1 income; locums, moonlighting, medical directorships, and expert witness work; practice and ASC equity; and real estate and private investments. We understand compensation models, buy-ins and buy-outs, and multi-entity structures, and we translate that complexity into clear next steps.
For physician investors, syndication K-1s, non-resident state returns, and passive losses are handled as part of the plan, not as a scramble at filing time. Every recommendation comes with a clear view of its risk and documentation, so you decide how conservative to be.
We don’t sell investments, manage assets, or bill based on assets under management, so our incentives are simple: build the strongest compliant tax strategy for your situation and support you in carrying it out. Pricing is flat and based on complexity.
The result is a long-term tax relationship with a firm that understands how you earn, how you invest, and where your practice and portfolio are headed.
Contact:
382 NE 191st St PMB 14492
Miami, Florida
33179-3899
786-746-7400
Why You?
Every client is paired with a dedicated, experienced tax manager backed by an in-house team of 20+ CPAs and tax professionals. The person who plans your year is the person who files it, with a full team behind them for continuity. Taxes, like medicine, are a team sport.
Three things set Gelt apart:
People. Career tax professionals who work with physicians and business owners daily, with specialized in-house teams for multi-state and international filings.
Technology. Gelt’s own platform, where your roadmap, projections, estimated payments, and filing status live in one place, shareable with your wealth manager, bookkeeper, or spouse.
Process. Proactive planning has a specific meaning at Gelt: prescheduled planning meetings through the year, quarterly estimates, at least one full tax projection annually, and a tax manager who is available year-round with quick turnaround. The process exists so your decisions get made while they can still change your tax bill.
Ideal Client
A physician who has outgrown DIY and outgrown a preparer who gets in touch once a year. Maybe you just bought into your group, took an ASC stake, added a second entity, or started investing in syndications. Your income now shows up on more than one form and in more than one state, and the decisions ahead (a buy-in, an entity change, a property purchase, a liquidity event) carry real tax consequences.
You’re busy, you see taxes as one of your largest expenses, and you want a team that plans with you before those decisions, not one that reports on them after.
Services Offered
- Year-round tax planning, including at least one full tax projection annually
- Personal and business tax return preparation (federal and state)
- Entity and compensation strategy (S-Corps, partnerships, multi-entity and MSO-PC structures)
- Planning around practice and ASC equity, buy-ins, buy-outs, and liquidity events
- Real estate and private investment tax planning, including syndication K-1s and passive losses
- Quarterly estimates and multi-state and international filings
- Coordination with your wealth manager, retirement plan, legal, and benefits advisors
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. We’ve supported clients across many specialties and states, from first attending contracts and early 1099 income to multi-entity practices and seven-figure liquidity events.
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:
$1,500/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.
Book an intro call and we’ll review your current situation and show you what a year of planning with Gelt would look like
Learn More