Tax and Accounting

It is time to break up with your accountant.

Gerber Kawasaki created a technology-enhanced Tax and Accounting service for our clients that streamlines optimizes, and simplifies your tax preparation and filing.

Choose The Program That Fits You

How It Works

1. Request a Consultation

Select a date and time and add your preferred contact information. All of our meetings are conducted over the phone or Zoom.

2. Securely Upload Your Documents

Send your documents securely to our CPA.

3. Comprehensive Review

During your session, our tax department will evaluate your situation and offer tax strategies and alternatives to reduce your taxes.

4. Tax Return

Our CPA will review your tax return with you and be available for any further questions.

Pick a Plan

Gerber Kawasaki uses technology to optimize and simplify your tax process. Your investment return is directly impacted by your taxes, and when you work with Gerber Kawasaki Tax and Accounting, your Financial Advisor and CPA are working on the same team.

Gerber Kawasaki works with both individuals and corporations.

Choose The Program That Fits You

Tax Tiers

Individual

Tier 1 - $700*

W-2

Form 1099

Single State Return

Standard Deduction

Business

Small Business - $2,500*

Entity Preparation and Filing

Includes questions surrounding deductions on the form

Additional Pricing: Minimum of $300 per state return, per Schedule C, per rental property

*Tax estimate and/or equity compensation projections billed at $400 hourly and typically takes 1-2 hours.

*More complex returns are subject to higher fees based on increased workload.

*Must review 1-2 prior tax returns for accurate tax quote.

Our fee tiers are starting rates for all Tax & Accounting clients. However, fees may be larger depending on individual tax situations. We will communicate with you the total fees before the onset of engagement.