Tax CPA Accountant - Insogna CPA

Tax Strategies You’ve Never Heard From Your CPA— But Should Have

$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

Most CPAs just file your taxes. We build proactive tax strategies that help business owners, investors, and high-income earners legally keep more of what they earn—without waiting until tax season to figure it out.

Tax Strategies You’ve Never Heard From Your CPA— But Should Have

We Specialize in Tax Planning for

✅ Business Owners & Entrepreneurs

Reduce FICA self-employment tax and choose the best legal structure Disregarded Entity, S-Corp, Partnership, or C-Corp. Looking for advanced strategies? A 412(e) plan lets business owners over 50 contribute up to $400K annually, fully deductible. Need bigger deductions? A corporate jet purchase could unlock significant tax savings.

✅ Real Estate Investors

Real estate investors can legally reduce taxable income while boosting cash flow. Have you considered doing a Cost Segregation Study to accelerate depreciation or doing a 1031 exchange to defer capital gains when selling, and other real estate tax loopholes.

✅ High-Income Earners ($500K+ Annual Income)

If you're earning over $500K, tax-saving opportunities go beyond 401K’s and IRA’s. Have you considered tax mitigation strategies like Oil & Gas Partnerships, Exotic Wildlife Conservation Funds, and Solar Investments that leverage the Inflation Reduction Act? All of these (and more!) provide immediate tax benefits and potential full ROI.

✅ Multi-State Business Owners & High-Income Individuals

For S-Corps and Partnerships, paying state taxes through your entity—not your personal return—can save thousands annually. But this must be typically done before Dec 31st—if your CPA isn’t advising on this, you’re leaving money on the table.

Are You Overpaying in Taxes Without Even Knowing It

Most business owners overpay in taxes—not because they have to, but because their CPA isn’t watching their numbers until tax season. By the time they look back, it’s too late to adjust salaries, shift expenses, or make smart tax moves.

Are You Overpaying in Taxes Without Even Knowing It

Beyond Tax Savings—We Help You Build Long-Term Wealth

Beyond Tax Savings—
We Help You Build
Long-Term Wealth

Frequently Asked Questions (FAQs)

💡
How is tax advisory different from tax preparation?

✅
Tax preparation is about filing your taxes correctly—but tax advisory is about strategically reducing what you owe throughout the year.

💡
How do you track my financials in real time?

✅
We integrate daily bookkeeping, AI-driven advisory tools, and regularly scheduled calls with you to ensure your plan stays up-to-date.

💡
When do you do tax planning check-ins?

✅
We do quarterly tax strategy reviews, plus a custom Q4 tax analysis to ensure you maximize savings before December 31st.

💡
Can you help adjust my W-2 salary to optimize taxes?

✅
Yes! We track net profits and cash flow monthly so we can adjust your salary and distributions in real time to prevent overpaying payroll taxes.

Frequently Asked Questions (FAQs)

💡
How is tax advisory different from tax preparation?

✅
Tax preparation is about filing your taxes correctly—but tax advisory is about strategically reducing what you owe throughout the year.

💡
How do you track my financials in real time?

✅
We integrate daily bookkeeping, AI-driven advisory tools, and regularly scheduled calls with you to ensure your plan stays up-to-date.

💡
When do you do tax planning check-ins?

✅
We do quarterly tax strategy reviews, plus a custom Q4 tax analysis to ensure you maximize savings before December 31st.

💡
Can you help adjust my W-2 salary to optimize taxes?

✅
Yes! We track net profits and cash flow monthly so we can adjust your salary and distributions in real time to prevent overpaying payroll taxes.

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!

The Best Tax Strategy? One That Works for You Year-Round.

Taxes shouldn’t be a once-a-year conversation. At Insogna CPA, we create custom tax plans that evolve with your business, income, and financial goals—so you’re always positioned for the best possible tax outcome."