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Tax and Accounting

It is time to break up with your accountant.

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

How It Works

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.

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Gerber Kawasaki works with both individuals and corporations. 

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

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*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.

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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. 

Schedule Today

Select a Tier

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