Gruber and Associates

What Gruber and Associates does

Gruber and Associates is a privately held professional services firm headquartered in Fort Lauderdale, Florida, that has operated continuously since 1986. Per its firmographic profile, the firm provides retirement planning, accounting, payroll, IRS representation, tax planning, and income tax preparation services, addressing the compliance and advisory needs of individuals and small businesses in the South Florida market.

Operationally, the firm is small-scale with 11-50 employees and a single disclosed office location. Its service mix is typical of a full-service local CPA practice: recurring compliance work (tax preparation, payroll) combined with episodic advisory and representation engagements (IRS representation, retirement planning, tax planning). Revenue mechanics are consistent with fee-for-service professional engagements priced by engagement complexity and billable hours, but no pricing model, contract terms, or revenue figures are disclosed in the available source material.

The input data is materially incomplete. The firm's website (grubercpa.com) was inaccessible due to a security verification wall, and secondary sources returned no product, technology, funding, customer, leadership, or partnership details. Consequently, no conclusions can be drawn regarding technology stack, proprietary tools, customer concentration, growth trajectory, or AI capabilities; the analytical outputs below reflect the limits of the supplied evidence.

Name

Gruber and Associates

Website

https://grubercpa.com

Company type

Private

Founded year

1986

Headcount range

11–50 employees

Short description

Gruber and Associates is a Fort Lauderdale, Florida CPA firm, founded in 1986, providing retirement planning, accounting, payroll, IRS representation, tax planning, and income tax preparation services to individuals and small businesses.

Ownership category

akta.pro rank

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Gruber and Associates is a Fort Lauderdale CPA firm that provides retirement planning, accounting, payroll, IRS representation, tax planning, and income tax preparation services to individual and small-business clients. The firm bundles year-round personal financial, tax compliance, and advisory services under a single professional-services relationship.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Retirement planning services for individuals, helping clients structure long-term financial and tax-efficient retirement strategies.
• Accounting Services General accounting and bookkeeping services delivered by a CPA firm for individual and small-business clients.
• Payroll Services Payroll processing and administration services for employers, typically small businesses.
• IRS Representation Representation of clients before the Internal Revenue Service in audits, notices, collections, and other tax-issue matters.
• Tax Planning Proactive tax planning services designed to minimize tax liability for individual and small-business clients.
• Income Tax Preparation Annual income tax return preparation services for individuals and small businesses, delivered by a CPA firm.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Broad incumbents

• H&R Block: National tax preparation retailer offering DIY and assisted tax services plus adjacent financial products. Comparable in personal tax-prep segment, though competing on price/scale rather than high-touch advisory.
• BDO USA: Top-10 global accounting network with a strong U.S. private-client practice spanning tax, retirement planning, and wealth advisory. Broad incumbent competing for similar middle-market and HNW clients.
• CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm serving private businesses and individuals with tax, wealth advisory, and outsourced accounting services. Comparable service mix and SMB/HNW client overlap, though operating at national scale.
• Marcum LLP: Top-15 U.S. accounting firm providing tax, advisory, and wealth-management services to individuals and mid-market businesses. Comparable as a mid-tier professional services competitor serving overlapping client profiles, though at materially larger scale.
• Jackson Hewitt Tax Service: National assisted tax-preparation franchise targeting middle-income consumers. Overlaps with the firm's personal tax-preparation line but competes on volume retail rather than boutique advisory.
• Ernst & Young (EY) Private Client Services: Big Four firm's private client practice covering personal tax, retirement, and wealth planning for high-net-worth individuals and entrepreneurs. Comparable at the upper end of the firm's client profile, though far larger scale.

Direct peers

• Rehmann: Mid-sized U.S. CPA and advisory firm offering tax, wealth management, retirement planning, and accounting services. Closely comparable in service mix (especially retirement + tax advisory) and target SMB/HNW client profile.

Regional players

• Kaufman Rossin: South Florida-based CPA and advisory firm offering tax, accounting, and wealth advisory services. Direct regional comparable given overlapping geography, service mix (including retirement/business advisory), and similar SMB / HNW client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Gruber and Associates