Meet The Team

Work with an award-winning team passionate about accounting, tax, and strategic financial management. Meet the team today.

Meet Chase Insogna

Founder & CEO of Insogna CPA

CPA – Certified Public Accountant
CGMA – Chartered Global Management Accountant

“Entrepreneurship and business have always been my passion. That’s why I started Insogna CPA, aiming to provide affordable CPA expertise that won’t send you spiraling into debt. We’re not just number crunchers and tax nerds; we’re here to give your wallet a reason to smile.

Picture this: Forbes says 8 out of 10 businesses won’t sell. Mind-boggling, right? Most business owners pour their heart and soul into their ventures, tirelessly reinvesting their hard-earned profits. But when a major life event hits or retirement comes knocking, they often find themselves wishing they had saved more along the way. That’s why we urge every business owner to start squirreling away some cash year after year. So when the time comes to take a breather, they’ll have something substantial to show for their blood, sweat, and relentless hustle. Running my own company, I live by the same philosophy.

Living within my means, saving diligently, and investing in passive income streams to have cash available when I need it most. And if I happen to strike it big and secure a grand exit, consider it the ultimate bonus jackpot.

But hey, let’s not overlook the thrill of travel and adventure. Life’s too short to let all the good healthy years slip by without luxury getaways on the horizon that are paid for by those magical points and miles!”

Becke

Accounting Manager

Becke is a transplant from the great state of Wisconsin, therefore is a cheese lover and Green Bay Packers fan. Go Pack! Becke has two beautiful sons that keep her busy. When she’s not busy with work, she likes to ride her Harley, go wine tasting, cook and spend time with friends and family. Becke doesn’t have a set of hobbies since she enjoys just about anything.

Becke

Accounting Manager

Abbie, CPA

Tax Manager

Abbie enjoys helping clients understand and navigate the complex world of Income Taxes with her extensive experience in tax law, dedication to customer service, and reliable and accurate tax advice. Her passion for accounting started back in high school after taking an accounting course that her father suggested. Something just clicked and she knew immediately that this was the profession for her.

Abbie, CPA

Tax Manager

Ami, Enrolled Agent

Tax Guru

Ami’s goal is to help all clients have a worry free tax preparation experience. As a graduate of Manchester University with a BEng in Engineering, Ami has been preparing taxes for over 16 years and has experience in a wide range of areas including small businesses, rentals, retirement, and investments. It gives Ami great satisfaction knowing that she can help our client maximize their tax savings and reach their financial goal.

Ami, Enrolled Agent

Tax Guru

Andrew

Tax Accountant

Andrew is currently pursuing a Master of Accounting degree at St. Edward’s University. In his downtime, Andrew enjoys spending time and watching old shows with his wife, Sarah, and their newly adopted cat, Nausicaä.

Andrew

Tax Accountant

Marjorie

Accounting Guru

Marjorie graduated with a bachelor's degree in Accountancy and a master’s degree in Management with over 15 years of accounting experience in corporate industry and small businesses specializing in accounting systems, product costing and financial reporting and analysis. She treats every day as a learning experience and is always excited about discovering new ideas. Her interests include art and cr

Marjorie

Accounting Guru

Angela

Accounting Guru

Angela holds a bachelor's degree in Accountancy with over 5 years of accounting experience in healthcare and small businesses. Since elementary, she always wanted to do accounting work as she enjoys the challenge of making financial data accurate in a jiffy. When she's not at work, she loves spending time with her family.

Angela

Accounting Guru

Courtney

Sales & Marketing

Courtney brings over 25 years of sales and business development experience working with global (Big 4) and growing regional CPA firms. Courtney’s goal is building long-term relationships with valued individuals and business owners, helping them identify their needs and align them with Insogna CPA’s resources to achieve their goals. Outside of work, Courtney enjoys everything outdoors with famil

Courtney

Sales & Marketing

Heather

Client Advisor Specialist

Heather grew up traveling the world as a military brat. She attended The University of Southern Mississippi on a golf scholarship. While planting her roots, marrying her college sweetheart and being blessed with two beautiful children, Heather also found her love for business. As a civilian in the United States Air Force, she held many accounting positions that grew her knowledge of business manageme

Heather

Client Advisor Specialist

Dana, Enrolled Agent

Tax Guru

Dana enjoys building client relationships with her tax expertise to intimately know and understand how to achieve the best tax results tailored to every individual’s goals. Outside of work, she loves to cook, read, explore the World - preferably in warm climates, spend time with family, and guilty of spoiling her dogs a little too much.

Dana, Enrolled Agent

Tax Guru

Kimberly, Enrolled Agent

Tax Guru

Kim is an Enrolled Agent who’s love of taxes was never part of her initial career path after college – that is until she prepared her first return and never looked back! When loving to help with tax prep and strategy, she enjoys traveling, painting, and spending time with family.

Kimberly, Enrolled Agent

Tax Guru

Mallory

Tax Guru

Mallory graduated with her Bachelor's Degree in Corporate Accounting and is currently working on her Master’s in Accountancy with an emphasis in Taxation. In her down time, she loves cooking, running, and never turns down a tennis match.

Mallory

Tax Guru

Loui

Accounting Guru

Loui holds a Bachelor of Science in Accountancy. Her love is accounting as she enjoys continuing learning the complexities of properly maintain financials for all businesses. She loves watching movies, dancing, and playing guitar.

Loui

Accounting Guru

Sumeera

Payroll Guru

Sumeera

Payroll Guru

Hanna

Accounting Guru

Along with having a degree in accounting and a passion for helping business owners with their financials, in my free time I love nature and outdoor activities revolved around hiking and swimming.

Hanna

Accounting Guru

All of us at Insogna CPA exist to help deliver ethical, transparent and industry-leading expertise to help you grow your business, maximize your tax savings and incorporate technologies that make your CPA experience a seamless experience.

Cheers to your health, wealth, and happiness!