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Meet Chase

Founder & CEO

CPA – Certified Public Accountant
CGMA – Chartered Global Management Accountant

“I have always loved entrepreneurship and small business. That’s why Insogna CPA focuses on bringing affordable CFO-level expertise to help fellow small businesses grow, and use our tax expertise to save them as much money as possible.

Many small business owners work their entire lives growing and reinvesting their profits back into their business. But then, when they want to retire, they find themselves unable to enjoy life. Just like an investment advisor recommends, my goal is to help every business owners we work with to start saving money every year, so that in 20, 30, 50 years after pouring their life’s work into their business, they at least have some savings built up to look back on and enjoy in retirement – at which point selling the business is just a bonus. This is how I run my company too.”

Meet our team

Becke

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

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

Ami

Senior Tax Accountant

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

Senior Tax Accountant

Andrew

Andrew

Junior 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

Junior Tax Accountant

Marjorie

Marjorie

Senior Bookkeeper

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

Senior Bookkeeper

Angela

Angela

Junior Bookkeeper

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

Junior Bookkeeper

Courtney

Courtney

Inside Sales Specialist

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

Inside Sales Specialist

Heather

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

AnDrea

AnDrea

Tax Supervisor

AnDrea graduated with a Bachelor’s Degree in Business Management and Accountancy. She brings over 20 years of accounting, audit, and tax experience in the public and private sector. She enjoys helping small business owners strategically maximize their tax savings as she too is a small business owner of a little league baseball park. In her downtime, she enjoys spending time with her family, taking

AnDrea

Tax Supervisor

Dana

Dana

Senior Tax Accountant

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

Senior Tax Accountant

Kimberly

Kimberly

Junior Tax Accountant

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

Junior Tax Accountant

Lissa

Lissa

Senior Tax Accountant

Lissa (pronounced Lisa) began working in the wonderful world of tax in 2013, shortly after graduating with her Bachelor’s Degree in Accounting. She enjoys forming lasting client’s relationships that help navigate a customized approach to every individual’s complex world of tax strategy in order to meet their financial goals. In her spare time, she is either with her family and friends, watchin

Lissa

Senior Tax Accountant

Mallory

Mallory

Junior Tax Accountant

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

Junior Tax Accountant

Em Smith

Em Smith

Accountant

Em holds a Bachelor’s Degree in Accounting and is currently pursuing a Master’s Degree in Business Administration. Em’s background includes extensive experience in external audit allowing him to deeply understand the intricacies of many different types of financial reports, KPI’s and financial analysis. He enjoys spending time with his dogs, loves to cook, and is a travel junkie.

Em Smith

Accountant

Loui

Loui

Junior Accountant

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

Junior Accountant

Sumeera

Sumeera

Payroll Accountant

Sumeera

Payroll Accountant

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!