Top CPA

Why Changing Your CPA Firm Could Be the Best Business Decision You Make This Year

As a business owner or high-net-worth entrepreneur, your CPA should be more than a tax preparer—they should be a proactive, strategic partner helping you grow your business and minimize taxes. But what happens when your CPA firm falls short?

If you’re dealing with slow communication, missed opportunities, or poor service, switching to a more reliable, forward-thinking CPA firm could be the single best business decision you make this year. At Insogna CPA, one of the top accounting firms in Texas, we offer exceptional service, seamless transitions, and proven results for clients in need of tailored solutions.

The Problem: Is Your CPA Firm Holding You Back?

When you’re running a business, you can’t afford delays, mistakes, or missed opportunities. Here are some key signs it’s time to switch to a better CPA:

1. Your CPA Only Shows Up at Tax Time

Why It Happens: Many firms focus solely on tax preparation instead of offering proactive planning.
Impact: Without a year-round strategy, you could miss out on significant tax savings.
Solution: A reliable tax accountant in Austin will plan proactively to ensure you save money and optimize deductions throughout the year.

2. Poor Communication or Missed Deadlines

Why It Happens: Overburdened firms often lack the time to prioritize clear, timely communication.
Impact: Missed deadlines can lead to penalties, while poor communication creates frustration and uncertainty.
Solution: Top Austin CPA firms like Insogna CPA prioritize client communication, ensuring you’re never left in the dark.

3. You’re Overpaying on Taxes

Why It Happens: Lack of personalized strategies means you’re missing opportunities to reduce liabilities.
Impact: Paying more taxes than necessary holds back your financial growth.
Solution: With tailored guidance from a CPA in Round Rock, TX or Austin, you can uncover missed deductions and reduce your tax burden.

4. A One-Size-Fits-All Service

Why It Happens: Some CPA firms take a cookie-cutter approach rather than personalizing their services to meet your unique needs.
Impact: This generic approach often leaves small businesses and entrepreneurs feeling overlooked.
Solution: A small business CPA in Austin, TX, like Insogna CPA, offers tailored accounting solutions that align with your goals.

The Solution: A Seamless Transition with Insogna CPA

Switching CPA firms doesn’t have to be complicated. At Insogna CPA, one of the most trusted accounting firms in Austin, Texas, we handle the process from start to finish, so you can focus on your business. Here’s how we make it simple:

Step 1: Easy, Personalized Onboarding

We begin by understanding your goals, pain points, and unique needs. Whether you’re a small business or a high-net-worth entrepreneur, our solutions are customized for you.

Step 2: Stress-Free Data Transfer

We securely handle all communication and record transfers with your previous CPA. This means no disruptions for you and a smooth transition.

Step 3: Comprehensive Financial Review

We analyze your financials, tax returns, and records to identify errors, missed deductions, and opportunities to save. Clients often find immediate improvements with our process.

Step 4: Proactive Tax Strategy

As a leading tax advisor in Austin, we develop a proactive tax plan to reduce liabilities and optimize your financial position year-round.

Step 5: Transparent Communication

You’ll experience ongoing, clear communication and real-time updates with our team. Our clients appreciate the commitment of our Austin accounting services to keeping them informed and empowered.

Why Insogna CPA is Austin’s Trusted Accounting Partner

At Insogna CPA, we’re not just another CPA firm—we’re your strategic partner in financial success. As one of the top-rated Austin CPA firms, we deliver:

✅ Proactive Tax Strategies: Reduce tax liabilities with forward-thinking solutions.
✅ Concierge-Level Service: Personalized accounting services for small businesses and high-net-worth individuals.
✅ Modern Tools & Real-Time Insights: Advanced systems for streamlined reporting and accuracy.
✅ Stress-Free Transitions: We handle every step, so switching is easy and hassle-free.

Whether you’re seeking a tax accountant in Austin, a CPA in South Austin, or a dedicated Austin small business accountant, Insogna CPA is here to deliver results.

Ready to Switch? Let Insogna CPA Handle the Rest.

Changing your CPA firm can feel like a big step, but the benefits of partnering with the right team are undeniable. With Insogna CPA, one of the best CPA firms in Austin, you’ll receive proactive strategies, tailored solutions, and the personalized attention your business deserves.

📞 Contact Insogna CPA today to schedule your consultation. Experience the difference of working with a trusted Austin accounting service that puts your success first.

Switching your CPA firm could be the smartest financial decision you make this year. With Insogna CPA, you’ll gain a dedicated partner who prioritizes your goals, simplifies your finances, and delivers measurable results. Let’s make this year your most profitable yet.

Approved to File Taxes in All 50 States: CPA across state lines

Mastering the nuances of filing taxes across multiple states can feel like trying to solve a puzzle without all the pieces. At Insogna CPA, our goal is to remove that stress and make sure your federal and state taxes are filed correctly—every single time. We’re experts at maximizing deductions so that more of your hard-earned money stays exactly where it should—right in your pocket!

💡 The Reciprocity Edge: Why We’re Different

Did you know? As certified CPAs, we have a special edge known as “reciprocity.” Unlike attorneys or financial advisors, we’re licensed to represent you and manage your state income taxes in all 50 states. Yes, even those tricky ones like California and New York, which happen to be our 2nd and 3rd largest state filings. No matter where you earn income, we’ve got the legal authority to optimize your tax savings within the law.

🤝 Expert Guidance Since 2011

Our tax pros have been navigating the tax code since 2011, mastering strategies that save you money. From advising you on the best legal entity for your business to deciding when to make that money-saving S-Corp election, we’ve got your back. Need to reduce unnecessary FICA taxes or file taxes in multiple states? No problem—our team is here to guide you every step of the way.

✅ Certified CPAs vs. Unlicensed Tax Preparers: The Crucial Difference

Here’s a fact: Becoming an unlicensed tax preparer requires zero formal education or licensing. If they make a mistake, you’re on the hook. Why risk it? Working with a licensed CPA like Insogna gives you peace of mind, knowing your taxes are being handled by professionals who are held to the highest standards. Accuracy, protection, and expertise—you deserve nothing less.

Ready to Maximize Your Tax Savings?

Your financial success is our top priority, and we’re ready to ensure your federal and state taxes are filed accurately and efficiently. Don’t leave money on the table—let’s maximize your tax savings today.

Call us to get started now and put your tax worries to rest. We’ll make sure you’re covered, coast to coast, no matter where your income takes you.

Inc. Magazine Award Winner in the Southwest Region

Companies on the Inc. 5000 Regionals Southwest list achieved an impressive average growth rate of 154%.

Insogna CPA is thrilled to announce its ranking on the prestigious Inc. 5000 Regionals Southwest list, marking our third consecutive year on this coveted list. This ranking reflects our ongoing commitment to excellence as a top CPA firm in Texas. The Inc. Magazine regional list provides a unique spotlight on the Southwest’s most successful private companies, showcasing the dynamic small businesses that fuel our economy.

“We’re honored to be recognized by Inc. Magazine for the third year running,” said Chase Insogna, Founder and President of Insogna CPA. “This achievement is a testament to our dedicated team of professionals who consistently deliver top-notch service to our valued clients. Our growth is a direct result of our relentless focus on customer satisfaction and financial expertise,” Chase added. “We’re proud of our team’s success and are excited to continue helping our clients thrive.”

INC 500 Regionals Southwest

The companies on this year’s list exemplify remarkable growth across all industries in the Southwest region. From 2021 to 2023, these 141 private companies averaged a growth rate of 154%, contributing over 10,000 jobs and nearly $11 billion to the Southwest’s economy. The Austin, Texas, Scottsdale, Arizona, and Fort Worth, Texas areas led the charge with the highest growth rates.

For complete results of the Inc. 5000 Regionals Southwest list, including detailed company profiles and an interactive database sortable by industry, metro area, and other criteria, visit Inc. 5000 Regionals Southwest.

“This year’s Inc. 5000 Regional winners represent some of the most innovative and impactful companies in the U.S. They’re leaders, creators, and disruptors making a significant mark on the economy. Keep an eye on these companies—they’re shaping the future,” says Scott Omelianuk, editor-in-chief of Inc. Magazine.

Are you ready to partner with an award-winning CPA firm?

Contact us today to see how we can help your business achieve its financial goals in 2024 and beyond. Whether you’re looking for tax strategies, financial planning, or business consulting, our expert team is here to support your growth every step of the way.

Let’s make 2024 your most successful year yet!

Top 50 Cloud Accountants Award

We are thrilled to announce that we have been selected as one of Hubdoc’s Top 50 Cloud Accountants in North America!

Hubdoc praised Insogna CPA for leveraging an advanced accounting technology stack to help clients reach their goals. “With our tech stack of 20 different technologies, we provide up-to-date financial and reporting information quickly so business owners can act and make real-time decisions,” explains Chase. Additionally, we lead by example, adopting cloud technology within our own firm to enable employees to achieve work-life balance and meet our firm’s goals. Congrats, Chase and team!

🎖️ Hubdoc's Top 50 list

We are particularly proud to be recognized in Hubdoc’s Top 50 list, which aims to spotlight accounting and bookkeeping firms in North America who are setting an example in leveraging cloud technology. Hubdoc has released their Top 50 list, and the competition was fierce, with hundreds of applications showcasing inspiring stories of how cloud technology has enabled both advisors and their clients to reach their goals.

The progress the accounting community has made in the past decade is impressive. Accountants across North America are empowering small business owners like never before, and we are honored to be part of this transformation.

Please give a virtual round of applause to all the firms that made this year’s Top 50 Cloud Accountants in North America!

Are you ready to experience cutting-edge accounting solutions tailored to your business needs?

Contact us today to find out how our advanced tech stack can help you make informed, real-time decisions. Let’s achieve your business goals together—reach out to us for a personalized consultation!

Top 3 Accounting Firm in Austin TX: Insogna CPA

Looking for the best Austin Accounting Firm: It’s an Olympic Feat (But We’ve Got the Gold)

For the fourth year in a row, Insogna CPA has been recognized as a Top 3 Accounting Firm in Austin, Texas. We didn’t win this title by accident. We underwent a rigorous 50-point evaluation, focusing on factors that matter most to you:

Client Satisfaction: Your positive reviews and experiences are our top priority.

Industry Expertise: We stay ahead of the curve with ongoing training for our expert team.

Communication Champions: We believe clear, timely communication is key to a successful partnership.

Cost-Effectiveness: We offer exceptional value, ensuring your finances are optimized.

Nationwide Reach: Licensed in Texas, with CPA reciprocity allowing us to serve US-based businesses in all 50 states.

We're More Than Just Numbers: Your Proactive Financial Partner

At Insogna CPA, we go beyond basic number crunching. We’re passionate about providing proactive financial advice that empowers you to make informed decisions. Our team offers coaching and strategic tax planning, helping you achieve your financial goals year-round, not just at tax season.

Embrace Technology, Conquer Taxes:

We leverage cutting-edge technology to streamline communication and ensure you receive timely answers to your questions. We also understand the importance of managing estimated taxes.

Ready to Level Up Your Finances?

Don’t wait until December 31st to get serious about your finances. Contact Insogna CPA today and experience the difference of a truly dedicated accounting partner.