© 2022 Insogna CPA PC. All rights reserved.
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Insogna CPA is an award-winning CPA firm dedicated to helping you maximize your tax savings, while building wealth.
At our firm, we operate on a straightforward flat-rate pricing model, tailored to the individual complexities of each client’s tax return. Our pricing structure is based on various factors such as the presence of 1099-misc income, rental properties, farm expenses, mortgage interest, stock trades, or student loans.
By gathering essential information about your financial situation, we can accurately assess the intricacies involved in preparing your tax return and determine the appropriate flat rate that aligns with the scope of services required. This approach ensures transparency and fairness, providing our clients with clarity and peace of mind regarding their tax preparation costs.
If you are dealing with more complex tax issues, like ESPPs/RSUs/QSBs/ESOs, have 1099-misc income, rental property, farm expenses, K1’s flowing from a 1065 Partnership or 1120S S-Corp, and/or additional state returns to file…we can help add value and help you minimize your tax liability so you only pay what you legally should to the IRS.
If you are dealing with more complex tax issues, like ESPPs/RSUs/QSBs/ESOs, have 1099-misc income, rental property, farm expenses, K1’s flowing from a 1065 Partnership or 1120S S-Corp, and/or additional state returns to file…we can help add value and help you minimize your tax liability so you only pay what you legally should to the IRS.
CPA‘s are not allowed to make any guarantees. And if anyone ever says they can “guarantee” you a large tax refund – run! You don’t need the hassle of an IRS audit. If you hear that from others, you should question their tactics.
Our focus is on providing accurate and reliable tax services tailored to your unique financial situation. We work diligently to identify all eligible deductions and credits to help optimize your refund, but ultimately, the final refund amount is determined by factors such as your income, expenses, and applicable tax laws.
Furthermore, it’s important to be wary of anyone who employs aggressive tactics or claims of guaranteed refunds, as this could potentially raise red flags with the IRS and lead to audits or other complications down the line. Our approach is grounded in integrity and transparency, prioritizing your financial well-being above all else.
So while we can’t promise a specific refund amount, you can trust that we’ll work tirelessly to ensure that you receive every deduction and credit you’re entitled to, while steering clear of any practices that could jeopardize your tax compliance or financial security.
We understand that gathering tax documents can sometimes feel like a hassle, but rest assured, we’re here to make the process as smooth as possible for you. While you’re more than welcome to visit our office to discuss your tax needs in person, we also offer convenient alternatives for those who prefer to handle things remotely.
If coming in isn’t convenient for you, we can arrange for secure digital submissions of your documents. Plus, if you do decide to drop by, our office is equipped with state-of-the-art technology including the fastest dual-sided scanner, ensuring that your documents are efficiently digitized and securely stored. So whether you choose to visit us in person or prefer to submit your documents digitally, know that we’re here to support you every step of the way.
Contact us and we will supply a secure link to upload your last year’s tax return that we’ll need to get started. Or let me know when you’d like to setup a time to initially meet virtually via Zoom video to discuss your CPA needs in more detail.
© 2022 Insogna CPA PC. All rights reserved.