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.
Individual
Business
* GK client advisory relations pricing
Additional Pricing: Minimum of $300 per state return, per Schedule C, per rental property
Quarterly Individual Projection Service: $1,000/Qtr
*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.