Prioritize Communication Now at Insogna CPA

We get it. We don’t like it when people don’t respond to us either. If you’ve had any of these communication challenges with your CPA in the past, here’s how we can help.

My current CPA is unresponsive

We agree, that stinks! We work extremely hard to answer every call, every day. And…you will never hear one of those annoying automated phone trees when you call Insogna CPA during our office hours. Learn more.

Only speak with your CPA once a year during tax season?

Our team focuses on your goals all year long, not just your return. If you’re growing your business or looking to retire, we want to chat with you throughout the year to make sure you’re on track to meet your goals. We exist to be your trusted team, providing you with transparent advisory, coaching, planning and strategy so you can focus on the things you are best at…like building and growing your business or planning for the next big life event. Learn more.

Success = Plan + Predict + Measure + Achieve
Proactive Tax Savings is 365 days a year

My CPA is reactive, not proactive

Our approach is just the opposite. In addition to your personal or corporate tax returns, we also provide you with a strategy to help you save money all year long. Look for a partner not an expense with the team at Insogna CPA. Learn more.

My CPA/tax needs have become more complex

At Insogna CPA, we pride ourselves on crafting growth solutions tailored to each client, leveraging the latest technologies and strategies to provide optimal solutions helping you achieve success. Learn more,

My current CPA is late every year and I have always had to extend.

From start to finish, preparing your taxes with us is a (virtual) walk in the park. Our tax preparation experts work closely with you to understand your financial landscape, gather all necessary documents and find you more ways to save.

Plus, hidden fees are the worst. It’s why we charge a flat rate for tax prep based on the complexity of your return. Pay half the fee upfront and the other half after completion. It’s another way we keep more money in your pocket. Learn more

I don’t believe my CPA is helping me achieve maximum tax savings.

Our tax preparation experts help you confidently secure your maximum tax savings. They’ll work closely with you to understand your financial landscape, gather all necessary documents and find you more ways to save. From individuals with complex tax returns, and small businesses to large corporations, our tax experts help you uncover deductions you may have missed. Learn more

I recently moved to TX and want a more local relationship

You’ve come to the right place. Insogna CPA is an award- winning firm specializing in personal, small business, and corporate tax for people just like you. We pride ourselves in building relationships with our clients to help them maximize their tax savings, while minimizing business and tax headaches. With more than a decade of experience working with individuals, business owners, realtors, and online sellers, we provide accurate tax preparation to maximize your savings. Learn more

My business is focused on a specific industry and my current CPA is focused only on general tax preparation.

From individuals with complex tax returns, and small businesses to large corporations, our tax experts help you uncover deductions you may have missed. Our tax preparation experts help you confidently secure your maximum tax savings. They’ll work closely with you to understand your financial landscape, gather all necessary documents and find you more ways to save. In addition to your personal or corporate tax returns, we also provide you with a strategy to help you save money all year long. Look for a partner not an expense with the team at Insogna CPA. Learn more

My current CPA made errors on my tax return and I had to pay the IRS penalties

You know the old line about the inevitability of death and taxes? It’s still true. What isn’t inevitable, however, is the need to pay penalties to the IRS. It happens, but it doesn’t have to, and the main reason that it does is because taxpayers don’t educate themselves about the rules. When you get hit with an IRS penalty, it adds on to a number that you already wish you didn’t have to pay.

To ensure that you get through tax season without unnecessary costs and aggravation, we work closely with you throughout the year to learn about your tax situation ahead of time. And, we communicate tax changes you need to know about throughout the year on our blog. If we see a particularly relevant topic, we’ll reach out to you and let you know how the change might impact your tax situation and filing status—both personally and as a business owner. Learn more

My current CPA made errors on my return and I was audited by the IRS

Years of surprisingly low audit examination rates have ended with an announcement from the IRS that the number of small business audits in 2021 will increase by fifty percent. Regardless of recent changes in tax law and uncertain effects of economy-stimulating programs, the IRS will be focusing on small businesses and their investors during the upcoming year. We advise small businesses to protect their businesses from an audit by following this advice.

Staying on top of complex updates and changes to tax law and audit can be extremely difficult for small business owners. Employing our help can be the difference between avoiding an audit and being flagged for one. Learn more.

I have used TurboTax in years past and believe my return has become more complex.

Then it’s time to work with a licensed CPA firm that specializes in complex tax returns for individuals and business owners. Our goal is to help you maximize your tax return and get you all the deductions legally possible. Our five-step process will feel like a walk in the park after having traversed the super-customizable and possibly overwhelming experience you may have had with TurboTax in the past. Learn more

I have used TurboTax in the past and have been receiving IRS notices.

Yeah, we hear that a lot from past TurboTax clients. Unfortunately, the software can be confusing, which creates errors that can lead to a string of IRS letters, audits, amendments, and penalties. Our goal is to remove that headache from your life. It’s our job to know the ins and outs of the tax law and to file your documents on time, whether that’s quarterly, semi-annually, or annually for an individual or business. Learn more.

My current CPA is retiring

Now’s the time for you to put that wish list together. What are you looking for in your new CPA team? We can offer tech-savvy solutions, in-person or virtual meetings, timely communication, and a dedicated team of professionals you will deal with directly, without the middle man. With Insogna CPA, you’ll work with an integrated team of experts who are dedicated to your success. Learn more

Communication Is A Priority For Us