Specialized KKR Advisory Division
A CPA Firm That Truly Understands KKR K-1s & Carry Allocations.
KKR professionals face some of the most complex tax reporting requirements in the industry. If you're looking for a CPA and wealth advisory team that already understands KKR's investment structure, Schedule K-1 reporting, carry allocations, and multi-state filing requirements, partner with Gerber & Co.
Certified Public Accountants | Los Angeles, CA | Decades of Experience
We Speak KKR. We Know Your Reporting Structure.
Don’t spend your valuable time explaining complex private equity structures to generalist CPAs. We have extensive experience handling the unique tax and financial issues KKR professionals face.
Schedule K-1 Management
Consolidating and reporting complex K-1 packages from KKR private equity, infrastructure, and real estate funds.
Schedule K-1 Management
Long-term tax planning to optimize the timing, character, and tax efficiency of your carry distributions.
Schedule K-1 Management
Managing tax compliance, capital call timing, and reporting for KKR co-investment programs.
Multi-State Tax Compliance
Consolidating and reporting complex K-1 packages from KKR private equity, infrastructure, and real estate funds.
Foreign Reporting Obligations
Long-term tax planning to optimize the timing, character, and tax efficiency of your carry distributions.
Family Office Wealth Integration
Managing tax compliance, capital call timing, and reporting for KKR co-investment programs.
Deep Expertise in High-Net-Worth Private Equity Reporting
Our specialized tax preparation division operates at the highest tier of complexity. We map, analyze, and file intricate multi-state tax returns, taking full advantage of PTET rules and foreign reporting exclusions to protect your capital.
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Integrated Wealth Management Aligning your KKR distributions directly with retirement and family wealth transfer plans.
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Comprehensive Audit Defence Providing robust, year-round support and documentation for complex partner allocations.
A Single, Integrated Solution for Your Family.
Moving your tax and wealth advisory shouldn't be another task on your to-do list. We handle the entire transition for you, completely friction-free.
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Secure Document Hand-Off Simply upload your previous returns and latest KKR investment packages to our secure portal. We do the rest, coordinating directly with your previous CPA if needed.
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Comprehensive Structural Review Our KKR specialists map your entities, K-1s, and carry allocations to identify immediate tax-saving opportunities and multi-state PTET optimizations.
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Ongoing Proactive Advisory We coordinate capital calls, optimize multi-state filings, and align your year-round tax strategy with your long-term wealth goals.
Transparent, Value-Aligned Fees.
We believe in absolute transparency. Our pricing reflects the high-touch, specialized nature of our KKR advisory division.
KKR Specialized Advisory
An institutional-grade, fully integrated tax preparation and wealth management service tailored specifically for KKR employees, partners, and alumni.
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Complete personal & entity tax preparation (1040, 1065)
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Full Schedule K-1 consolidation & multi-state reporting
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PTET optimization & foreign asset disclosures
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Year-round carry and co-investment planning
Trusted by Your Colleagues at KKR.
We maintain strict confidentiality, but here is what current KKR partners and professionals say about our specialized advisory services.
"Gerber & Co. transformed how I handle my tax season. Their deep understanding of KKR's K-1 reporting structure meant I didn't have to explain my carry allocations. They just got it."
Managing Director
"The integration of tax preparation with wealth management is where Gerber truly shines. They optimized my multi-state PTET filings, saving me significant tax dollars this year."
Principal
"As a former KKR employee now at another PE firm, Gerber & Co. continues to manage my KKR alumni holdings and capital accounts seamlessly."
KKR Alum & PE Partner
Frequently Asked Questions
Proactively addressing your questions about our specialized advisory services.
How does Gerber & Co Understand KKR's specific investment platforms?
What is the process of switching from my current CPA?
How do you handle multi-state filings and PTET?
Can you corrdinate with my existing wealth advisors?
Ready to Simplify Your KKR Tax Reporting?
Schedule your complimentary 30-minute consultation with a KKR tax specialist today. Let us handle the complexities so you can focus on building your legacy.