What JR & Associates does

JR & Associates is a private professional tax and accounting firm based in Weston, Florida, serving individuals and small-to-medium businesses. The firm provides a traditional suite of CPA services including tax preparation and planning, bookkeeping, financial statement preparation, and financial advisory services covering retirement planning, estate planning, and investment guidance. The practice operates from a single office in Southeast Florida with a staff of 11-50 employees, distributing services through direct client engagement and a secure online client portal.

The firm's technology stack consists of standard professional accounting and tax preparation software, with no proprietary technology platforms or AI capabilities identified. The company website, built using Web Builder CS (Thomson Reuters), serves as the primary marketing channel and includes an extensive library of educational resources including financial calculators, a comprehensive financial glossary, tax guides, insurance guides, life events guides, IRS forms access, and newsletter subscriptions. The website functions as both a client acquisition tool and an ongoing client engagement mechanism.

JR & Associates generates revenue through professional services fees across three main streams: tax preparation services, ongoing accounting and bookkeeping services, and financial advisory services. Pricing is not publicly disclosed and is likely quote-based, varying by client complexity and service scope. The firm operates as an independent, privately-held practice without external funding, institutional ownership, or parent company relationships. No partnerships, M&A activity, awards, patents, or regulatory actions are disclosed in the available source materials.

Name

JR & Associates

Legal name

JR & Associates

Website

https://cpasweston.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

JR & Associates is a private CPA firm in Weston, Florida that provides tax preparation, accounting, bookkeeping, and financial advisory services to individuals and small-to-medium businesses in the Southeast Florida market.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

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

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Financial advisory services
• Tax planning consulting
• Business accounting services

Headquarters

HQ city

Weston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Preparation Services: Tax return preparation for individuals and businesses, including federal, state, and local tax filings.
2. Accounting Services: Ongoing accounting and bookkeeping services for individuals and businesses.
3. Financial Advisory Services: Financial planning and advisory services including retirement planning, estate planning, and investment guidance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

JR & Associates is a professional CPA firm providing tax preparation and planning, ongoing accounting and bookkeeping, and financial advisory services including retirement, estate, and investment guidance to individuals and small-to-medium businesses. The firm also supports clients with a secure client portal, financial calculators, and an extensive library of IRS tax forms and educational guides.

Product overview

JR & Associates is a professional tax and accounting firm offering a comprehensive suite of services centered around tax preparation, accounting, and financial advisory for individuals and businesses. The firm provides core services including tax preparation and planning, accounting/bookkeeping, and financial statement preparation. Complementing these services, the firm offers an extensive online resource library including financial calculators, a comprehensive glossary of financial and tax terms, and detailed guides covering taxes, insurance, life events (car buying, marriage, divorce, death), and financial planning topics. The firm also provides client portal access and maintains an archive of IRS tax forms for client use. The offering functions as a traditional CPA firm model with client services supported by free educational resources and tools available through their website.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Broad incumbents

• H&R Block: H&R Block is a large national tax preparation chain offering individual and small business tax services. Comparable because it directly overlaps with JR & Associates' tax preparation offering, though it competes primarily on scale, price, and retail accessibility rather than personalized advisory.
• BDO USA: BDO USA is a national accounting and advisory firm offering tax, audit, and consulting services to individuals and businesses. Comparable because it overlaps with JR & Associates' core tax and accounting practice, though at significantly larger scale and broader geographic reach.
• CLA (CliftonLarsonAllen): CLA is a top-10 U.S. accounting and advisory firm providing tax, audit, wealth advisory, and consulting to individuals and middle-market businesses. Comparable in service breadth and target client segments, though at materially larger scale than JR & Associates.
• Liberty Tax Service: Liberty Tax is a national tax preparation franchise offering individual and small business tax services. Comparable in that it serves the same SMB and individual tax preparation market, but competes primarily on price and accessibility rather than advisory depth.
• Marcum LLP: Marcum LLP is a large national accounting firm offering tax, advisory, audit, and wealth management services. Comparable in service breadth and target client base (individuals and SMBs), though at much larger scale and broader geographic footprint than JR & Associates.
• Jackson Hewitt Tax Service: Jackson Hewitt is a national tax preparation franchise serving individuals and small businesses. Comparable because it competes in the same consumer/SMB tax preparation segment, but operates through a retail/franchise model versus JR & Associates' professional services model.

Emerging players

• Intuit (TurboTax / QuickBooks): Intuit provides TurboTax (consumer tax prep) and QuickBooks (small business accounting). Comparable because it serves the same end markets as JR & Associates' core offerings, and represents the primary technology-driven substitute threat to traditional CPA services.

Direct peers

• Cherry Bekaert: Cherry Bekaert is a mid-sized regional CPA firm providing tax, audit, advisory, and accounting services to individuals and businesses. Comparable because its service mix, client segments, and professional services model closely mirror JR & Associates, though with broader geographic coverage and larger headcount.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 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 JR & Associates