Maximize Deductions &
Avoid IRS Surprises
$2.5M+
in tax savings secured for clients last year
96%
client satisfaction
—clients trust us year after year
100%
on-time filings
—
no missed deadlines
no missed deadlines
DIY Tax Software Misses
Deductions—We Make Sure
You Don’t
Deductions—We Make Sure
You Don’t
Most people rely on DIY tax software—but if you own a business, rental property, or have stock options, these automated tools often miss key deductions, tax credits, and life changes that could significantly lower your tax bill.
Tax software follows strict formulas and doesn’t play in the ‘grey area’ where strategic tax planning happens. That’s where we come in. Our expert CPAs go beyond simple data entry—we analyze, optimize, and strategically prepare your return so you keep more of what you earn.
Tax software follows strict formulas and doesn’t play in the ‘grey area’ where strategic tax planning happens. That’s where we come in. Our expert CPAs go beyond simple data entry—we analyze, optimize, and strategically prepare your return so you keep more of what you earn.
Maximize Deduction
& Credits
We strategically analyze every deduction and credit to legally minimize your tax bill.
Proactive, Year-Round
Tax Planning
Stay ahead with estimated tax payment guidance,
retirement contribution strategies, and tax-efficient financial moves.
Experienced CPAs, Not Just Software
Tax laws aren’t black and white—our CPAs know how to navigate the ‘grey area’ to help you keep more of what you earn.
IRS Support &
Audit Protection
If you ever receive an IRS notice or audit request, we’ll help you respond and resolve it—stress-free.
Personalized Tax Prep for Your Unique Situation
No two tax returns are the same. We specialize in tax preparation for individuals with complex financial situations beyond just a W2 and mortgage, and help high-earning professionals who need expert guidance.
Personalized Tax Prep for Your Unique Situation
No two tax returns are the same. We specialize in tax preparation for individuals with complex financial situations beyond just a W2 and mortgage, and help high-earning professionals who need expert guidance.
A Seamless, Secure, and Stress-Free
Tax Filing Process
Tax Filing Process
Individual Tax Prep – Our 6-Step Filing Process:
A Seamless, Secure, and
Stress-Free Tax Filing Processs
Frequently Asked Questions (FAQs)
💡
Can you file both my personal and business tax returns?
Can you file both my personal and business tax returns?
✅
Yes! We specialize in seamless, all-in-one tax preparation for business owners who need both personal and corporate tax filings done accurately and efficiently.
Yes! We specialize in seamless, all-in-one tax preparation for business owners who need both personal and corporate tax filings done accurately and efficiently.
💡
How do I securely upload my tax documents?
How do I securely upload my tax documents?
✅
We use TaxDome, a secure client portal and mobile app where you can upload tax documents, track your return’s progress, and chat with your CPA—all in one place. No email attachments or lost paperwork.
We use TaxDome, a secure client portal and mobile app where you can upload tax documents, track your return’s progress, and chat with your CPA—all in one place. No email attachments or lost paperwork.
💡
Do you handle complex tax situations?
Do you handle complex tax situations?
✅
Absolutely! Our team specializes in self-employed individuals, real estate investors, stock options (RSUs, ESPPs, QSBS), high-income tax planning, and multi-state tax filings.
Absolutely! Our team specializes in self-employed individuals, real estate investors, stock options (RSUs, ESPPs, QSBS), high-income tax planning, and multi-state tax filings.
💡
How do I securely upload my tax documents?
How do I securely upload my tax documents?
✅
50% upfront, 50% upon completion. We securely ACH draft payments for a smooth process—no hidden fees or surprise invoices.
50% upfront, 50% upon completion. We securely ACH draft payments for a smooth process—no hidden fees or surprise invoices.
Frequently Asked Questions (FAQs)
💡
Can you file both my personal and business tax returns?
Can you file both my personal and business tax returns?
✅
Yes! We specialize in seamless, all-in-one tax preparation for business owners who need both personal and corporate tax filings done accurately and efficiently.
Yes! We specialize in seamless, all-in-one tax preparation for business owners who need both personal and corporate tax filings done accurately and efficiently.
💡
How do I securely upload my tax documents?
How do I securely upload my tax documents?
✅
We use TaxDome, a secure client portal and mobile app where you can upload tax documents, track your return’s progress, and chat with your CPA—all in one place. No email attachments or lost paperwork.
We use TaxDome, a secure client portal and mobile app where you can upload tax documents, track your return’s progress, and chat with your CPA—all in one place. No email attachments or lost paperwork.
💡
Do you handle complex tax situations?
Do you handle complex tax situations?
✅
Absolutely! Our team specializes in self-employed individuals, real estate investors, stock options (RSUs, ESPPs, QSBS), high-income tax planning, and multi-state tax filings.
Absolutely! Our team specializes in self-employed individuals, real estate investors, stock options (RSUs, ESPPs, QSBS), high-income tax planning, and multi-state tax filings.
💡
When do I pay for my tax preparation?
When do I pay for my tax preparation?
✅
50% upfront, 50% upon completion. We securely ACH draft payments for a smooth process—no hidden fees or surprise invoices.
50% upfront, 50% upon completion. We securely ACH draft payments for a smooth process—no hidden fees or surprise invoices.
I have used Insogna for my businesses accounting needs for a few years now. I have been thoroughly impressed. They are professional, knowledgeable, prompt, and great folks to work with. I highly recommended this team for your accounting needs!
Insogna CPA has stepped up to the plate again this year and finished my returns on time and with guidance on ways to save my company $ this new tax year. I love the honesty and reliability this CPA has to look out for what is best for my company and personal return each year. From a small business perspective working with Insogna CPA has made my tax filing each year much easier to handle. Thanks Chase!
As a new small business owner I am EXTREMELY grateful for Insogna CPA. They have not only handled my account but they have taught me so much! They are very personable and make me feel like I am their only client. Their communication is SUPERB which is very important to me. I could not have asked for a better team than the one at Insogna CPA.
I am a small business owner and have been overwhelmed with doing my own books and dealing with non communicative and untimely accountants. I have found Chase and have been very happy with his services. His tax returns are timely, he is fast to respond to your emails even outside of regular working hours.
Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable.
If you are looking for a professional, timely and serious CPA look no more!
My company and I have been working with Insogna for over a year. They have been a great support to our fast growing business and have worked with me in a number of ways from catching up on back taxes, tax prep, strategy advice, and more - being flexible and adapting to our unique needs. I communicate often with several of the team members, all of which are pleasant to work with and most importantly demonstrate they are experienced at what they do and the way they operate. Definitely recommend.
Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable.
If you are looking for a professional, timely and serious CPA look no more!
Filing your taxes isn’t just about compliance—it’s about keeping more of your hard-earned money while ensuring accuracy, security, and peace of mind. Let us handle the details so you can focus on what matters most.
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