He saved $30K after tax season ended — see how Gelt's AI + CPA team can still help you save in 2025

James Saved Up to $30K — Now It’s Your Turn

Tax season’s behind us?! Not quite. — For business owners like James, the smartest moves can happen after the deadline.

When James joined Gelt in early 2024, he was a successful self-employed consultant in California, earning $250K/year through his S-Corp. He wasn’t in trouble — but he was leaving money on the table.

With Gelt’s AI-powered insights and hands-on CPA support, we helped James uncover key strategies to save $20K–$30K and tighten up compliance — just in time to plan ahead for 2025.

Here’s what we tackled:

1. Rebalanced His S-Corp Salary
James was overpaying himself. We aligned his comp with IRS guidelines and cut unnecessary payroll taxes.

2. Activated CA’s PTET Election
He hadn’t opted in. We handled the election, helping him bypass the $10K SALT deduction cap.

3. Unlocked Missed Deductions
Our system flagged overlooked expenses — home office, car, travel, equipment — and our CPAs validated them all.

4. Supercharged Retirement Contributions
We set up a Solo 401(k) and used a backdoor Roth to help James contribute $69K — maximizing tax-advantaged savings.

The result?
💰 $20K–$30K in savings
📄 Full audit readiness
📈 A smarter 2025 tax plan, already in motion

This is the moment to get proactive — while you still have time to optimize for this year.
Gelt combines intelligent automation + real CPAs to make it happen.

👉 Get started and save smarter.