Gail Rosen

What Gail Rosen does

Gail Rosen CPA PC is a small accounting and advisory practice based in Martinsville, NJ, founded in 1983 and serving both businesses and individuals in the New Jersey / New York metro area. The firm delivers a full suite of professional services including Audit + Assurance, Business Tax Planning + Preparation, Client Accounting + Advisory Services, Estate + Trust Tax, Individual Tax Planning + Preparation, International Tax, IRS Representation + Tax Problem Resolution, Valuation + Litigation Support, Mergers + Acquisitions, and SEC + Public Company Services. Client engagement is delivered through direct in-person consultations at the office or client locations, supplemented by a ShareFile-based secure client portal for document exchange and payments.

In 2026, Gail Rosen CPA PC was acquired by RRBB (Rosenberg Rich Baker Berman, P.A.) as part of a growth strategy that simultaneously brought in Kleespies and Horwitz & Associates, LLC. Post-acquisition, the practice operates within RRBB's broader organization, gaining access to expanded tax, accounting, advisory, and payroll services — including Superior Payroll, LLC — as well as the BDO Alliance USA network and PrimeGlobal affiliation. Gail Rosen, the founder, continues to serve clients as an RRBB Leader and was named to the Forbes Best-in-State CPAs 2026 list alongside other RRBB leaders.

The business model is traditional professional services: revenue is generated on an engagement-scope basis across tax, audit, advisory, and compliance work, with pricing not publicly disclosed. Customer segments are horizontal — businesses seeking decision-support, tax planning, and M&A evaluation, and individuals requiring personal tax, estate, and trust planning. The firm markets itself via blogs, press/news, video content, testimonials, and events, and emphasizes a relationship-driven, "people-first" service philosophy that has produced multi-decade client tenures (testimonials reference engagements dating back to 1995 and 2002).

Name

Gail Rosen

Legal name

Gail Rosen CPA PC

Website

https://gailrosencpa.com

Company type

Private

Founded year

1983

Operating status

Acquired

Headcount range

1–10 employees

Short description

Gail Rosen CPA PC is a small Martinsville, NJ-based accounting and advisory firm serving businesses and individuals with tax, audit, estate, international, and M&A services; acquired by RRBB in 2026 and now operating within that larger organization.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Tax planning services
• Audit assurance services
• Accounting advisory services
• Estate trust tax
• Mergers acquisitions advisory

Headquarters

HQ city

Martinsville

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels2 records

Marketing channels5 records

Core offering

Gail Rosen CPA PC is a private professional accounting corporation that delivers tax planning, financial statement preparation, and business and entrepreneurial consulting services to both businesses and individuals. Following its 2026 acquisition by RRBB, the firm offers an expanded integrated suite of accounting, tax, audit, advisory, and payroll services (including Superior Payroll, LLC). Service categories span Audit + Assurance, Business and Individual Tax Planning and Preparation, Client Accounting and Advisory Services, Estate and Trust Tax, International Tax, IRS Representation and Tax Problem Resolution, Valuation and Litigation Support, Mergers and Acquisitions advisory, and SEC and Public Company Services.

Product overview

RRBB (Rosenberg Rich Baker Berman) is an accounting firm that acquired Gail Rosen CPA PC. The firm offers a unified suite of accounting, tax, audit, and advisory services as a single integrated professional services practice. Services include Audit + Assurance Services, Business Tax Planning + Preparation, Client Accounting + Advisory Services, Estate + Trust Tax, Individual Tax Planning + Preparation, International Tax, IRS Representation + Tax Problem Resolution, Valuation + Litigation Support, Mergers + Acquisitions, SEC + Public Company Services, and Superior Payroll. These services are delivered through the BDO Alliance USA network and supported by RRBB's 60+ years of experience.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• RRBB (Rosenberg Rich Baker Berman)coreStrategic or Co-development PartnerGail Rosen CPA PC was acquired by RRBB, welcoming the team into the RRBB organization. Clients continue working with the professionals they know and trust, now supported by expanded tax, accounting, advisory, and payroll services, including Superior Payroll, LLC.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Withum (WithumSmith+Brown, PC): Mid-market full-service CPA and advisory firm serving closely held businesses, high-net-worth individuals, and SEC-registered companies in the NJ/NY metro. Directly comparable in size, service mix (audit, tax, advisory, valuation), and target clientele to Gail Rosen/RRBB.
• Citrin Cooperman: Mid-market advisory and accounting firm headquartered in the Northeast with a strong owner-led business and high-net-worth individual practice. Comparable service breadth, regional concentration, and client profile to Gail Rosen/RRBB.
• EisnerAmper: Top-20 U.S. accounting firm with deep NJ/NY presence offering audit, tax, advisory, and specialized services to middle-market and high-net-worth clients. Direct regional and service-line overlap with Gail Rosen/RRBB.
• Sax LLP: Mid-market accounting, tax, and advisory firm serving closely held businesses and individuals across the Northeast. Closely comparable in service mix and target segment to Gail Rosen/RRBB.
• Marks Paneth: NYC/NJ-based accounting and advisory firm serving middle-market businesses, family offices, and high-net-worth individuals. Comparable regional footprint, service breadth, and client segmentation to Gail Rosen/RRBB.
• Grassi & Co. Mid-market Northeast accounting and advisory firm serving closely held businesses with similar service breadth (audit, tax, advisory). Comparable size band and target market to Gail Rosen/RRBB.
• Aprio: Mid-market advisory and accounting firm serving owner-led and middle-market businesses with audit, tax, and advisory services. Comparable service model and target client profile, though based in the Southeast.

Broad incumbents

• CohnReznick: Top-30 U.S. accounting firm with strong NJ/NY presence offering audit, tax, and advisory across industries including real estate, healthcare, and government. Broader portfolio and deeper specialty coverage than Gail Rosen/RRBB but overlapping client base.
• BDO USA: Top-10 global accounting network that RRBB belongs to via the BDO Alliance USA. Large-scale incumbent offering audit, tax, advisory with multinational reach; comparable service lines but materially larger scale.
• KPMG US (Small/Mid-Market Practice): Big 4 firm with a middle-market and private-wealth practice serving NJ/NY owner-led businesses and high-net-worth individuals — a testifies-to client in the RRBB testimonials. Competes for larger advisory and SEC engagements that Gail Rosen/RRBB targets.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/gailrosencpa
• Facebookfacebook.com/GailRosenCPA
• LinkedInlinkedin.com/company/gail-rosen-pc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gail Rosen