Your Success is Our Priority
At David M. Gruber CPA PA, we are a team of skilled professionals dedicated to providing personalized and comprehensive financial guidance to clients in Naples, Florida and beyond. We understand that every individual and business is unique, which is why we tailor our services to meet your specific needs and goals.
Who We Are
Founded by David M. Gruber, CPA, our firm boasts over 80 years of combined experience in accounting, taxation, and financial planning. We are a licensed and insured accounting firm committed to providing personalized, affordable, and accessible services to individuals, business owners, and executives.
Our Services
We offer a comprehensive range of services across various financial domains, including:
Business Services
- Business valuation and financial planning
- Quickbooks setup, training, and support
- Cash flow management and financing solutions
- Strategic business planning and succession planning
Individual Services
- Tax planning and preparation
- Financial planning and estate planning
- Investment strategies and retirement planning
- Tax problem resolution and IRS representation
Specialized Expertise
- Small business accounting and payroll management
- Personal financial planning and estate management
- Elder care planning and tax implications
- Cybersecurity and data protection solutions
Client Focus
We believe in building strong relationships with our clients through open communication, transparency, and personalized attention. Our team takes the time to understand your unique goals and concerns, and we work collaboratively with you to develop and implement customized solutions.
Our Philosophy
Our core values of integrity, transparency, and personalized service guide us in all our endeavors. We are committed to providing our clients with:
- Outstanding service: Responsive and personalized attention to your needs
- Accessibility: Convenient online resources and communication options
- Value-driven solutions: Affordable and effective strategies tailored to your situation
Overall Experience
The reviewers had an exceptional experience working with David Gruber and his team, comprised of David and Chad. The comments are overwhelmingly positive, with each reviewer giving a 5-star rating.
Personal and Professional Connections
The reviewers praised the accountants' ability to take off their shoulders by handling complex accounting tasks, allowing them to focus on their businesses and personal lives. The team was described as being "fantastic, " "biggest cheerleaders, " and a trusted advisor.
Assurance and Expertise
The reviewers felt confident in the accountants' expertise, with one reviewer stating that David Gruber is knowledgeable and competent in tax law. Another reviewer emphasized that he is an expert, having a "great fix" on how to handle taxes ethically and legally.
Real-World Impact
The accountants' work had a significant impact on the reviewers' businesses and personal lives. They helped small businesses, worked on multiple companies, and even referred their services to friends.
