Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan we are the firm for you. Welcome to Gerber Kawasaki, a new generation of financial advisors. Using a holistic financial approach, we educate our clients on how to grow their assets and obtain financial independence. While many other firms exclusively serve a wealthy clientele, we welcome individuals and families at all stages of their wealth accumulation journey. We work with you to develop a financial plan and investment strategy that will help you achieve your goals. We build and manage all of our portfolios in house directed by our investment team led by CEO Ross Gerber. Through our investment strategies-combined with financial, tax and legal planning-we believe it is possible for clients to accumulate substantial wealth throughout their lifetime. With respect to clients, our mission is to provide the highest level of personal service and ethical standards. We combine the latest technology to help us manage our investments and communicate with you without sacraficing the high level of service we provide to our clients. Investment advice offered through Gerber Kawasaki Inc, an SEC Registered Investment Advisor. All investments involve risk and past performance is not indicative of future results. For our full disclaimer and a list of states in which we are registered to do business, please visit gerberkawasaki.com
We specialize in helping first-time home buyers and homeowners make smarter financial decisions through purchases or refinancing. Our mission is to provide clear, personalized guidance and help clients save money on their monthly mortgage payments, giving them the opportunity for a better life. We take pride in delivering excellent service and building lasting relationships with our clients.
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TaxPlus
"Plan to Reduce Your Income Tax!" Our highly qualified staff has over 50 years of combined personal and business tax planning and preparation experience. Personal and business tax returns. Federal, state, multi-state, city, sales tax filing and foreign related filings. Filings for business owners, independent contractors, freelancers, and self-employed individuals. Sole proprietorships, partnership, LLC, Corp., and S-Corp. filings. Tax planning for individuals and businesses, including business entity comparisons and formation. Corporate, small business, and personal accounting. QuickBooks setup and bookkeeping. We also want to help you to understand which forms you must file, the income, payroll and sales taxes you must pay and other procedures you must follow to stay in compliance with the IRS or other government agencies. In affiliation with Untax tax resolution services, we can help resolve any tax problems. See all Untax services at untax.com. Preparation of back tax returns. Release and modification of bank levies and wage garnishments. As well as negotiation of installment agreements. Offers in compromise for those clients who qualify based on their financial circumstances. Audit representation.
