Legacy Point Group & Gelt
Partnership Summary
- 20% discount on tax services
- Schedule a call (claim discount from here)
- Gelt’s website
Welcome to Gelt. We specialize in helping high-earners and businesses optimize their taxes through the combined expertise of tax professionals and advanced AI technology, employing a proactive and strategic approach. You can learn more here and schedule a consultation with us by filling out this form. Make sure to mention Legacy Group as your reference.
KEY CONTACTS
- Spencer Carroll, CPA
Dedicated Account Executive (new clients)
spencer@joingelt.com - Alyssa Kaminsky Dedicated Customer Success
(existing clients)
alyssa.kaminsky@joingelt.com
A MESSAGE FROM GELT'S CEO:
Dear Legacy Point Group’s members,
Coming from a family of physicians, I deeply understand the financial complexities faced by healthcare professionals these days. It's with great enthusiasm that I write to express how honored we are to partner with Legacy Point Group to provide its member premium tax solutions.
Our collaboration is more than a business venture; it's Dr. Flesher and I’s shared mission to empower successful dental professionals with optimal tax and financial outcomes. At Gelt, we specialize in addressing the unique tax challenges of the healthcare sector, ensuring our clients can focus on what they do best while growing their wealth efficiently.
We look forward to a fruitful partnership and helping Legacy Point Group’s members pay the minimum amount of taxes legally possible.
I am personally available to you with any request or question at tal@joingelt.com.
Best,
Tal