Form

Fill out the form below to schedule a consultation with us.

First name*

Last name*

Email*

How do you currently manage and file your taxes?*

I use a CPA/Licensed Tax Professional

I do it myself using an online tool such as H&R Block / TurboTax

This is my first time filing taxes in the US

Other

What types of income do you generate? (Select all that apply)*

Active Business Income (Self-Employed/1099)

Private Investments Income (K-1s) / M&A

W-2 (Salary/Wages)

Equity Compensation (options, RSUs, ESPP, etc.)

Public Investments Income (dividends/interest)

Rental/Real Estate Income

Passive Business Income (dividends/distributions)

Other

What is your annual household income?*

We’re focused on serving clients with more complex needs—currently, that means we’re only able to work with individuals or households earning $200,000+ annually.

Which Gelt services are you interested in?*

Personal Income Taxes

Business Income Taxes

Please share any additional information that would help us prepare for our call*

For example, if you selected business income, please include the nature of the business, entity type, and gross revenue. If you ticked off real estate, let us know how many properties you own and whether they are long-term or short-term rentals.

And lastly, how did you hear about us?*