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 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

  • Tier 2+
  • Multi-State Returns
  • Multiple Rental Properties
  • 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.

Michael Malc

Director of Tax

Michael, Head of our Tax and Accounting Division, is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). He has a wide range of experience working in both boutique firms and at one of the Big Four public accounting firms. His focus varies from providing tax services to individuals and small businesses to navigating international tax laws for private equity firms. He is passionate about developing relationships with his clients that allow him to set up the right tax planning models, along with making sure all relevant tax forms are filed.