Kruggel Lawton CPAs

What Kruggel Lawton CPAs does

Kruggel Lawton CPAs is a private CPA and advisory firm founded in 1956 and headquartered in South Bend, Indiana. The firm provides six core service lines: Tax Preparation and Consulting (federal, state, and local compliance), Audit and Assurance (independent audits, reviews, compilations, and agreed-upon procedures), Client Accounting and Advisory Services (CAAS, a remote-delivered bookkeeping, payroll, and CFO offering), Employee Benefit Plan Audit (401(k) single- and multi-employer plan audits), Business Advisory Services (valuation, estate planning, forecasts), and Fiduciary Tax Services (outsourced trust tax preparation for financial institutions and wealth managers, launched in 2025). It serves clients ranging from startups to established enterprises across 12+ industry verticals, including construction, healthcare, manufacturing, nonprofits, government, education, hospitality, real estate, transportation, and recreational vehicles.

The firm operates through seven physical offices across Indiana (South Bend HQ plus Elkhart and Goshen), Michigan (Portage and St. Joseph), and Tennessee (Knoxville), with remote delivery channels for CAAS and Fiduciary Tax work. Its technology stack is conventional for professional services: ShareFile for secure client document exchange, QuickFee for invoice payment plans and ACH/credit card processing, TeamViewer for remote client support, and ONESOURCE Trust Tax software for the fiduciary tax practice. Operating technology is positioned as utility infrastructure for client service rather than a proprietary platform. As a member of the BDO Alliance USA and the AICPA Employee Benefit Plan Audit Quality Center, the firm extends its effective reach through affiliated networks.

Kruggel Lawton operates as a private partnership; financial figures are not publicly disclosed, and there is no external investment or parent entity. Go-to-market is sales-led and relationship-driven, leveraging partner-level attention, client referrals, awards-based marketing (Forbes Best-in-State CPAs, Accounting Today Regional Leader, Indiana Chamber Best Places to Work, Best Accounting Firm in Michiana), and digital channels including website content, Facebook, and LinkedIn. Pricing is quote-based and not publicly disclosed, with revenue generated across all six service lines on a professional-services fee basis. Headcount is reported at 101-250, and the firm is recognized among the Top 300 US accounting firms with consecutive regional leadership rankings since at least 2024.

Name

Kruggel Lawton CPAs

Legal name

Kruggel Lawton CPAs

Website

https://klcpas.com

Company type

Private

Founded year

1956

Operating status

Operating

Headcount range

101–250 employees

Short description

Kruggel Lawton CPAs is a private regional CPA and advisory firm based in South Bend, Indiana, operating seven offices across Indiana, Michigan, and Tennessee. It delivers tax, audit, client accounting and advisory, employee benefit plan audit, business advisory, and fiduciary tax services to clients ranging from startups to established enterprises across 12+ industries.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD)

Keywords

• Accounting services
• Audit and assurance
• Tax preparation
• Business advisory services
• Employee benefit plan audits

Headquarters

HQ city

South Bend

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation & Consulting Services: Federal, state, and local tax compliance and reporting services including individual and business tax return preparation, payroll taxes, property taxes, and tax consulting.
2. Audit & Assurance Services: Independent audits, reviews, compilations, agreed-upon procedures, and employee benefit plan audits for not-for-profits and privately held businesses.
3. Client Accounting and Advisory Services (CAAS): Remote-based financial planning, bookkeeping, payroll administration, and CFO-level insight and analysis services.
4. Business Advisory Services: Business and estate tax consulting, business valuation, estate planning, forecasts and projections.
5. Employee Benefit Plan Audit Services: 401(k) single-employer and multi-employer plan audits with over 50 years of combined experience.
6. Fiduciary Tax Services: Outsourced fiduciary tax services for financial institutions and wealth management firms.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Kruggel Lawton CPAs is a CPA and advisory firm that provides tax preparation and consulting, audit and assurance, employee benefit plan audits, business advisory services, Client Accounting and Advisory Services (CAAS), and fiduciary tax services. The firm delivers these professional services through seven office locations across Indiana, Michigan, and Tennessee, serving clients ranging from startups to established enterprises.

Product overview

Kruggel Lawton CPAs is a dynamic CPA and Advisory firm offering a unified portfolio of professional services rather than a software product. The core offerings include six distinct but complementary service lines: Tax Preparation & Consulting (federal, state, and local compliance), Audit & Assurance (independent audits, reviews, and compilations), Client Accounting and Advisory Services (CAAS - bookkeeping, payroll, and CFO services), Employee Benefit Plan Audit (401k plan audits), Business Advisory Services (valuation, estate planning, forecasts), and Fiduciary Tax Services (trust tax services for financial institutions). These services are delivered across multiple offices in Indiana, Michigan, and Tennessee to clients ranging from startups to established enterprises.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Consulting Federal, state, and local tax compliance and reporting services including individual and business tax return preparation, payroll taxes, Form 1099 preparation, and property taxes. Includes IRS audit support for businesses and individuals.
• Audit & Assurance Independent audit services provided for more than 50 years to not-for-profits and privately held businesses. Services include audits, reviews, compilations, agreed-upon procedures, and employee benefit plan audits.
• Client Accounting and Advisory Services (CAAS) Remote-based financial planning, bookkeeping, payroll administration, and CFO-level insight and analysis for businesses and nonprofits. Provides monthly financial statements, general ledger reconciliation, and tax compliance processing.
• Employee Benefit Plan Audit Specialized audit services for 401(k) single-employer and multi-employer plans with over 50 years of combined experience. Conducts audits maximizing efficiency while providing personal service to plan administrators and HR teams.
• Business Advisory Services Strategic consulting services including business or estate tax consulting, business valuation, estate planning, and forecasts and projections for businesses and individuals.
• Fiduciary Tax Services Outsourced fiduciary tax services for financial institutions and wealth management firms. Provides trust tax preparation and compliance services.

Quantifiable outcome

• Named one of the Best Places to Work in Indiana by Indiana Chamber
• +2 more outcomes

Segments12 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Two partnerships are on record, tiered core.

• BDO Alliance USAcoreChannel Partner/ Reseller/ DistributorKruggel Lawton is a member of the BDO Alliance USA, a nationwide association of independently-owned local and regional accounting firms that provides access to specialized resources, technical expertise, and national reach while maintaining local client relationships.
• American Institute of CPAs (AICPA) Employee Benefit Plan Audit Quality CentercoreOthersAs a member of the AICPA Employee Benefit Plan Audit Quality Center, Kruggel Lawton demonstrates commitment to the highest quality standards for employee benefit plan audits.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Crowe LLP: Major Midwest-based accounting, tax, and advisory firm with significant Indiana operations. Comparable in service mix (audit, tax, advisory, employee benefit plan audits) and target market of mid-market and nonprofit clients.
• Rehmann: Michigan-headquartered full-service CPA and business advisory firm with Indiana presence. Similar size and service breadth including tax, audit, wealth management, and consulting for privately held businesses.
• UHY Advisors: Member of the UHY International network providing audit, tax, and advisory services to mid-market companies. Comparable as a regional-to-national CPA firm serving closely held and growing businesses.
• Plante Moran: One of the largest U.S. certified public accounting and business advisory firms, headquartered in Michigan with strong Indiana and Midwest presence. Directly comparable as a multi-office regional CPA firm serving closely held businesses, nonprofits, and benefit plans.
• Clayton & McKervey: Michigan-based CPA and advisory firm specializing in international tax, closely held businesses, and entrepreneurs. Comparable regional peer serving similar size and industry segments.
• Doeren Mayhew: Top 100 U.S. accounting and advisory firm based in Troy, Michigan with Texas expansion. Comparable regional CPA peer with similar industry specialization including manufacturing, construction, and professional services.
• Yeo & Yeo CPAs: Michigan-based regional CPA firm with offices in Indiana, comparable in size, service offering, and target market of closely held businesses and nonprofits in the Great Lakes region.
• Somerset CPAs: Indianapolis-based Top 200 accounting and advisory firm serving mid-market businesses, nonprofits, and benefit plans. Comparable Indiana-based peer with overlapping service lines and target customers.

Broad incumbents

• RSM US: Leading provider of audit, tax, and consulting services focused on the middle market. A broader incumbent with overlapping service lines (audit, tax, advisory) and similar mid-market client base.
• BDO USA: Top 5 U.S. accounting firm and the national platform behind the BDO Alliance USA program Kruggel Lawton belongs to. Comparable as a broader incumbent offering the same core services plus international reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/KruggelLawton
• LinkedInlinkedin.com/company/kruggel-lawton-cpas

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

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 Kruggel Lawton CPAs