GK Tax and Accounting

It is time to break up with your accountant.

We saw an opportunity to apply similar principals to taxes as we have in investment management. Leveraging technology and our relationships with our clients to create a seamless digital-focused tax preparation process.

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 Draft

Our CPA and your Financial Advisor will email you a tax return draft and be readily available to answer your questions.

 

Pick a Plan

 

Individual

Tier 1

  • W-2
  • Form 1099
  • Single State Return
  • Standard Deduction

$600

Tier 2

  • W-2
  • Form 1099
  • Single State Return
  • Itemized Deductions
  • One Rental Property
  • Basic K-1s

$1,200

Tier 3

  • W-2
  • Form 1099
  • Multi-State Returns
  • Itemized Deductions
  • Multiple Rental Properties
  • Multiple K-1s
  • Schedule C or Self-Employed
  • Foreign Assets
  • Equity Compensation

$1,800*

Corporate

Tier 4

Corporate & Partnership Tax Returns

$1,800 - $3,000*

*Additional hourly rate $350.

Schedule Today

About

 

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.

Say goodbye to passing and confirming information to and from your CPA to your Advisor. Our tax and accounting division streamlines communication between the two without you stuck in the middle. You can now have the peace of mind that all of your investment information is relayed correctly on your tax return. With our all-digital process, we can complete your statements much faster than your traditional accounting firm.

Marc Armstrong CPA®, CFA® Tax Director

Marc is a Certified Public Accountant and Chartered Financial Analyst (CFA) that has over 20 years of tax experience, ten of which focused on high net worth individuals and small businesses. He has broad experience from working within the public and private sectors and some of his expertise includes federal, state, international, estate & gift, equity compensation, transactional, mergers and acquisitions, and Franchise Tax Board or IRS audit representation. He manages both personal and corporate tax returns.

Marc has the drive to serve and add value to his clients. He believes this process starts with understanding his clients' business, needs, and objectives and ends with providing high-quality advice to minimize his client's taxes. He adds value by reducing taxes wherever possible so that his clients can keep more of their hard-earned money.

Coordinating tax services with investment management and financial planning under one GK brand adds simplicity to your life. Request a consultation with Marc today for tax, accounting, and financial advice.