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Dallas Accounting and Tax Firm Focuses on Your Business

Insogna CPA, in Dallas, provides the financial support system you need to keep your business on from overpaying taxes.

Running a business in Dallas means that you have many taxes to comply with – whether sales and use tax, payroll tax, federal estimated tax or others – Our team of professionals help provide you and your business with seamless accounting and tax services you need to stay compliant. Then, we take it one step further helping minimize your taxes as much as legally possible to help you build your personal wealth while your company grows.

One-Stop Shop

Insogna CPA provides integrated accounting, advisory, payroll, tax and wealth needs to business owners. Our team of qualified professionals delivers comprehensive solutions – customized to each valued client’s business. We provide business owners with Texas licensed CPA services helping tech-savvy Dallas business owners who are ready to streamline their financial needs.

We understand that your time is valuable.

Here’s what we have to offer you and your organization:

Our Services

Business Accounting

Insogna CPA has your business accounting needs covered. From transactional accounting to virtual controller and fractional CFO expertise, we are your CPA resource for your Dallas business as your trusted advisor to help you with ongoing financial decisions helping meet your business and personal financial goals.

We are help all types of Dallas businesses under $20 Million, except Construction and Restaurants, with accounting efficiencies, ongoing controller advisory, tax planning before year-end to help minimize your taxes and reasonable W2 salary to avoid overpaying payroll taxes.

Tax Planning

It’s safe to say that tax planning, whether personal or business, is hard. What if we told you there are legal ways to minimize your taxes and while saving money and growing your wealth? Insogna CPA specializes in helping Dallas business owners with tax efficiencies! Our team of accounting professionals are ready to help your tax planning happen before year-end.

We take the time to sit down and understand your unique challenges and goals. We work to support your personal and business financial goals in every way possible, including:

  • Offering ongoing advice,
  • Strategizing which tax-saving opportunities best fit your goals,
  • Uncovering deductions you might be missing, and
  • Preparing your taxes to ensure no red flags are sent to the IRS that increases audit risk.
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If you need an extra boost to get your finances back on track, our coaching, planning, and tax strategy will set you up for success.

Wealth Building

Our team can help you manage and grow your wealth as you grow your Dallas business. With ongoing advice and strategy, we help recommend ways to reach your financial goals. And we work with you year-round to analyze your tax structure, risk tolerances, and financial goals with a customized roadmap to help protect and growing your wealth.

Let’s Get Started!

Your search for an Dallas accounting and tax firm stops here. We look forward to helping you with monthly accounting, save taxes and meet your financial goals. Let’s get started!

Schedule a consultation today!

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What our clients say about us

Insogna CPA
4.9
Based on 47 reviews
Insogna CPA, PC
5.0
Based on 28 reviews
Absolutely love them. They are very Thorough and knowledgeable in their profession. So glad I found them.
Alej S.
Alej S.
This team of CPA’s made my business and personal tax process easier than ever. They are professional, patient and go the extra mile. Even with new the…
Barry S.
Barry S.
These guys have taken being a CPA to a new level – they are streamlined, efficient, responsive and fast. I will be a client for a long time!!
Ryan L.
Ryan L.
Very professional and knowledgeable! Looking forward to being a very long term client!
Doug F.
Doug F.
I first started working with the team for my small business–they were the only accounting firm who explained things to me in a straightforward way. We had…
Maggie J.
Maggie J.
The team at Insogna did a great job with our business and personal tax returns. They identified ways to reduce our taxes by thousands of dollars below what…
Dustin L.
Dustin L.
Ami helped me prepare my taxes for the past few years (including a real estate investment property and capital gains) and I’ve appreciated her patience…
Megan M.
Megan M.
I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who didn’t quite specialize in what I need (already a good…
Bill P.
Bill P.
Chase Insogna and his team of accountants and bookkeepers are on top of it. I have a software technology services as well as a product company and…
Boris P.
Boris P.
Outstanding service, knowledge and support. I would highly recommend this firm to anyone for personal or business tax or financial assistance. A big…
Jerome H.
Jerome H.
Insogna CPA made my experience of creating an LLC fast and easy. I was feeling very intimidated and unsure about the process but was pleasantly surprised at the straightforward process and reasonable price. This will be my first stop for any accounting needs!
Jennifer Brown
Jennifer Brown
We’ve used Insogna CPA for over 7 years and wouldn’t go anywhere else. They are unfailingly professional, thorough and patient. No matter how many questions…
Jodi C.
Jodi C.
I like to do as little as possible when it comes to taxes. Insogna does everything and on time. All we had to do was scan a few documents and answer a reasonable and brief questionnaire. SATISFIED.
Doug Windland
Doug Windland
I’ve been through MANY cpa’s and finally landed on Insogna. There’s never any surprise bills, all expectations and prices are clear and reasonable up…
Dustin B.
Dustin B.
As of 2019, I have used Ingsogna to file my taxes for three years. I keep coming back because it’s easy, affordable and accurate. The electronic document room is a great place to store everything. I have always worked with Ami and she’s always professional and courteous. I used TurboTax for years and that was fine, but as life changed, compensation increased and the tax laws continued to evolve, I found that Ami has saved my family money each year.
Christia Churchill
Christia Churchill
I have worked with the folks at Insogna for almost 4 years and I could not be happier with their services. Very responsive if we have a question and exceptionally friendly. They give me the flexibility to stay focused on my business knowing that are keeping our books in-line.
Kris Byrd
Kris Byrd
I’ve used Insogna CPA’s bookkeeping, tax preparation, and professional services for my business (Bravery Media) and personal finances since 2012. They have always been helpful, quick to respond, and impeccable in their work. As a small business owner, it’s nice to not have to worry about accounting while I’m trying to generate more business. I’ve recommended Chase and his staff to dozens of people since I started working with them.
Joel Goodman
Joel Goodman
I’ve used Insogna CPA’s bookkeeping, tax preparation, and professional services for my business (Bravery Media) and personal finances since 2012. They have…
Joel G.
Joel G.

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