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5 Reasons Why Real-Time Inventory Tracking Can Save Your Business Thousands

Summary of What This Blog Covers:

Highlights the financial impact of poor inventory tracking, including tax overpayments, audit risks, and inaccurate financial statements that can stall business growth.
Explains how real-time inventory tracking improves cash flow, reduces unnecessary purchases, and supports smarter restocking decisions to protect your margins.
Shows how tracking slow-moving products and pricing data leads to better profitability, targeted discounts, and tax-efficient write-offs with the help of a qualified CPA.
Outlines how Insogna CPA helps eCommerce and retail businesses integrate inventory systems, optimize tax filings, and prepare for funding or expansion with clean, accurate financials.

Let’s cut to it. You’re running a fast-moving, growing business. Orders are rolling in. You’re sourcing products, managing platforms, maybe even scaling with 1099 contractors and prepping for year-end taxes. Things feel good… until you open that dusty spreadsheet and realize you haven’t updated your inventory numbers in weeks (or months).

We’ve been there.

Whether you’re shipping out of your garage or managing a full-blown warehouse, guessing your inventory numbers is like guessing your bank balance—dangerous and expensive.

At Insogna CPA, we’ve helped hundreds of product-based businesses from local retailers to eCommerce powerhouses transform how they track, value, and account for inventory. The result? Smoother operations, smarter financials, and big tax savings.

Here’s how real-time inventory tracking can save your business thousands and how working with a CPA in Austin, Texas who understands inventory-based business models can set you up for sustainable, stress-free growth.

1. Avoid Tax Season Surprises (And Audit Triggers)

Let’s start with the obvious: the IRS doesn’t care if you “lost track” of your inventory. If your books aren’t accurate, your tax filings aren’t either. And guess who’s left holding the bag?

If your Cost of Goods Sold (COGS) is inaccurate, your taxable income is inaccurate too. Whether you’re self-employed or managing a growing team of contractors with W9 tax forms and 1099 NEC filings, inventory errors ripple through everything.

Real-time tracking protects you by:

Preventing overstated profits (and inflated tax bills)
Ensuring inventory isn’t mistakenly written off as an expense
Supporting accurate COGS calculation, one of your biggest tax deductions

And if you’re juggling 1099 tax forms, self-employment tax, or even FBAR filing for foreign accounts or international vendors, clean inventory records matter even more.

Pro tip: Work with an Austin tax accountant or tax consultant near you who specializes in inventory accounting. They’ll ensure you don’t overpay the IRS or raise any red flags.

2. Improve Cash Flow by Knowing Exactly Where Your Money Is

Here’s what most founders don’t realize: every unit of unsold inventory is money tied up. You might have thousands—maybe tens of thousands—sitting in shelves, bins, or warehouses, not moving and not earning.

Without real-time tracking, you’re essentially flying blind with your cash.

With real-time tracking, you can:

Prevent over-ordering based on “gut” estimates
Move stale inventory before it becomes obsolete
Forecast more accurately for reorders, marketing spend, and payroll

This is especially critical for self-employed owners managing cash flow and tracking business deductions via platforms like QuickBooks Self Employed or using a 1099 tax calculator.

Need help integrating this data with your tax strategy? A certified CPA or Austin, TX accountant can align your inventory, financials, and cash flow in one clean, functional system.

3. Reduce Unnecessary Purchases (And Free Up Storage Costs)

Over-ordering is one of the most common (and costly) inventory mistakes. You think you’re playing it safe when you’re keeping extra stock “just in case” but really, you’re wasting money and taking up valuable space.

And when those products don’t sell quickly? That’s your cash sitting in storage instead of working for your business.

Real-time tracking helps you:

Reorder only when data shows it’s time
Avoid stockpiling slow-movers
Spot patterns that improve vendor negotiations

Plus, many of our clients using 3PLs or fulfillment services end up paying more in storage and handling for overstocked items. Your Austin accounting service can show you how this affects your bottom line and how to clean it up fast.

4. Spot Slow-Moving Inventory Before It Hurts Your Margins

Every product line has winners and losers. But if you’re not reviewing your inventory regularly, you might miss the signs that a product is slowing down until it’s too late.

Slow-moving inventory:

Eats up space and ties up cash
Can’t be written off until it’s unsellable or disposed of
Creates misleading sales reports if you’re not adjusting forecasts

With real-time inventory software synced with your accounting system, you can:

Run turnover reports by SKU
Set alerts for items not selling within 30/60/90 days
Trigger promotions or bundling strategies proactively

An Austin small business accountant or certified public accountant near you can also help you handle the accounting for write-downs or write-offs and ensure your tax filings reflect those losses legally and efficiently.

5. Price Strategically and Drive Profit with Data

Real-time inventory tracking doesn’t just help with logistics, it empowers smarter pricing decisions.

Think about it. If you know:

Which SKUs are flying off the shelves
Which are overstocked
Which seasons or promotions drive demand

…you can make data-driven choices about discounts, bundling, and margin strategy.

With accurate inventory data, you can:

Offer targeted promotions to move specific products
Avoid unnecessary site-wide discounts
Raise prices strategically when demand is high

And with help from a tax advisor in Austin or a certified general accountant, you can model the tax impact of different pricing strategies, ensuring your growth doesn’t trigger unexpected self-employment tax or income tax liabilities.

Bonus: Inventory Health Is the Foundation for Business Growth

When your inventory is disorganized, everything else gets harder. Tax prep, financial reporting, marketing, forecasting, you name it.

When your inventory is dialed in? Everything else becomes easier.

You can:

File your 1099K, W9 form, and taxes with confidence
Present clean financials to investors or lenders
Forecast demand and build smarter marketing strategies
Move into wholesale, subscription, or DTC with clarity

Whether you’re working with contractors or managing multiple channels (Shopify, Amazon, retail), a proactive CPA office near you will help you tie your operations and financials together for smoother, faster growth.

Here’s How Insogna CPA Helps

We’re not your run-of-the-mill tax places near you or the “we’ll call you back in 3 weeks” kind of accounting firm.

At Insogna CPA, we help:

eCommerce founders
Retail entrepreneurs
Subscription box brands
Manufacturers and wholesalers

…get inventory right, taxes optimized, and finances future-proof.

Our team includes:

Certified CPAs
Enrolled agents
Taxation accountants
Inventory-savvy QuickBooks and Xero pros

We’re one of the top-rated CPA firms in Austin, Texas, and we take pride in helping product-based businesses scale without getting tripped up by outdated systems or missed deductions.

What Happens When You Stop Guessing

When you ditch the spreadsheets and set up real-time inventory tracking with the right accounting support, you get:

Accurate COGS and tax deductions
Better pricing and profit margins
Clear cash flow and smart reordering
Preparedness for audits, funding, or acquisition
Peace of mind at tax time (finally)

And if you’re managing multiple streams of income, juggling 1099 forms, or filing as self-employed? Inventory clarity makes everything smoother, from W9 tax form prep to self-employment tax calculator usage.

Ready to Clean Up Your Inventory (and Keep More Cash)?

Whether you’re an online seller, a retail founder, or somewhere in between, we can help you stop guessing and start growing.

Book your free consultation with Insogna CPA and let’s talk through:

Your current inventory setup
Tax savings hiding in your stockroom
Which systems will scale with your brand
How we’ll keep you compliant, audit-proof, and confident

You’ve got the product. We’ve got the systems and strategy.

Let’s make your inventory a strength not a stress point.

5 Rental Property Tax Traps High-Income Earners Need to Avoid

So, you’re making serious money and thinking about real estate as your next big move. Smart choice but don’t assume rental property tax write-offs will be your golden ticket to lower taxes. High earners like you don’t always get the same tax breaks as everyone else. Before you bank on big deductions, let’s clear up a few myths and make sure your investments are working for you, not the IRS.

1. Think You Can Deduct Rental Losses? Not So Fast.

You’ve heard the advice: “Buy a rental property, write off the losses, and lower your tax bill.” Sounds great until you realize the IRS has different rules for high earners.

If your adjusted gross income (AGI) is over $150,000, rental loss deductions are completely phased out for passive investors.
Translation? You can’t just offset your W-2 or business income with rental losses unless you qualify for specific exemptions.
Many entrepreneurs don’t realize this until tax time—when it’s too late to adjust the plan.

This is where working with a CPA firm in Austin, Texas can make or break your strategy. A little planning now can save you a lot of tax headaches later.

2. Are You an Active or Passive Investor? It Matters.

Not all rental property owners are taxed the same way, and knowing where you fall could mean the difference between major deductions or getting shut out.

Passive investors can only deduct losses against other passive income, not your business profits or salary.
Active participants (meaning you materially participate in managing your rentals) can deduct up to $25,000 in losses if your AGI is under $100,000 (phasing out at $150,000).
Real estate professionals—those who spend at least 750 hours per year actively managing properties—can deduct rental losses against any

The IRS doesn’t just take your word for it, though. Work with an experienced Austin tax accountant to make sure your real estate activity is structured the right way.

3. Depreciation Is Your Best Friend If You Use It Right.

Depreciation is one of the best tax benefits of owning rental property but most investors don’t take full advantage of it.

You can deduct the cost of your rental over 5 years to reduce taxable income.
Want bigger deductions sooner? A cost segregation study lets you accelerate depreciation, meaning you keep more of your money now instead of waiting decades for small deductions.
Selling the property? Watch out for depreciation recapture, unless you use a 1031 exchange to defer taxes.

This isn’t just about ticking a box on your tax return. A small business CPA in Austin can help structure your depreciation strategy to maximize your real estate profits.

4. High Earners, Watch Out for Extra Taxes on Rental Income.

Once your income hits $250,000 (married) or $200,000 (single), there’s another surprise tax waiting for you: the Net Investment Income Tax (NIIT) at 3.8%. That means more of your rental income is getting taxed.

Rental losses are often capped, meaning your real estate investments might not offset your income like you expected.
If you’re a passive investor, this tax could take a bigger chunk out of your profits than you anticipated.
Smart investors use real estate professional status, cost segregation, and tax-deferred exchanges to legally reduce taxable income.

A solid tax advisor in Austin can make sure you’re playing the tax game to win, not just reacting when the bill comes due.

**5. If You’re Not Tax Planning Before Buying, You’re Doing It Wrong.**

Most entrepreneurs focus on real estate deals first and tax planning second. That’s backward.

Not all properties offer the same tax benefits. Some are better investment vehicles than others.
How you structure ownership—personally, through an LLC, or in a partnership—impacts your tax liability.
The right financing, depreciation strategy, and Austin accounting service can ensure you’re setting yourself up for maximum deductions and minimum tax surprises.

If you wait until tax season to figure all this out, you’ve already lost money.

Make Sure Your Rental Property Works for You, Not the IRS.

Owning rental property is a great move but only if you’re playing the tax game the right way. High earners face unique tax challenges that most generic advice doesn’t cover. The difference between saving thousands and overpaying comes down to strategy.

Let’s make sure your real estate investments are building your wealth, not your tax bill. Book a tax strategy session with Insogna CPA, one of the top Austin CPA firms, today...

Top 5 Tax Mistakes Women Entrepreneurs Make And How to Fix Them

Summary of What This Blog Covers:

Unpacking the 5 Most Costly Tax Mistakes Women Business Owners Make
The blog outlines five common financial pitfalls like under-tracking deductions, mixing personal and business finances, and forgetting quarterly tax payments that even experienced women entrepreneurs face as they grow.
How to Recognize the Signs You’ve Outgrown DIY Tax Management
Readers will learn how outdated business structures, inconsistent recordkeeping, and reactive tax filing can limit financial growth and when it’s time to upgrade to a strategic tax partner, not just a seasonal tax preparer.
Simple, Actionable Fixes to Avoid Penalties and Save Money
Each mistake includes practical solutions such as using tools like QuickBooks Self-Employed, opening separate accounts, or consulting a CPA in Austin, Texas to help women create structure and take control of their finances with ease.
The Value of Ongoing Tax Strategy with a Trusted CPA Partner
Beyond just tax prep, the blog highlights the benefits of working year-round with a proactive Austin small business accountant who can guide everything from FBAR filing to business restructuring, estimated tax planning, and long-term financial strategy.

You’ve done the hard work. You built your business from scratch, poured your energy into growth, and made bold decisions along the way. You’ve refined your brand, hired your team, hit your revenue goals and yet, taxes still feel unnecessarily complicated.

You’re not alone.

Even the most successful women entrepreneurs can fall into common tax traps. Many of which aren’t caused by inexperience, but by trying to juggle too much without proactive, strategic guidance.

At Insogna CPA, we’ve seen firsthand how empowering it is for women business owners to move from tax confusion to tax clarity. And that transformation starts with awareness of what’s not working, and what’s possible when you’re supported by a CPA firm that listens, anticipates, and partners with you year-round.

Let’s walk through five tax mistakes we see far too often and how to fix them with systems, support, and smarter strategy.

1. Not Tracking Business Deductions Properly

Every business expense has the potential to reduce your tax liability if it’s tracked, categorized, and documented properly. Yet too many women entrepreneurs either don’t track expenses consistently or under-deduct out of fear of doing something wrong.

From business travel and meals to software tools, education, and home office space, missed deductions mean overpaying in taxes and reducing your profitability for no reason at all.

What this looks like:

Expenses lumped together with personal purchases
Paper receipts without digital backups
Business-related mileage left unrecorded
No clear understanding of which purchases are deductible

How to fix it:

Use modern tools like QuickBooks Self-Employed, Xero, or Expensify to automatically track and categorize expenses
Keep digital records, especially for high-value purchases or recurring subscriptions
Work with a small business CPA in Austin who will review your expense strategy and help uncover what you might be missing

When you have a system and the right support from a tax professional near you, deductions become a tool for growth, not a point of confusion.

2. Mixing Personal and Business Finances

It happens all the time: you open your business, you start earning, and without a clear financial structure in place, your personal and business finances blend together. It may feel harmless, even convenient. But come tax time, this setup can create serious problems.

Why it matters:

Separating personal and business finances is essential for accurate reporting and audit defense
Blended accounts make it harder to prove legitimate business deductions
You lose visibility into your business’s actual profitability

What this often looks like:

Transferring money randomly from your business account to personal accounts
Paying personal expenses with your business debit card
Using your personal credit card for business purchases and forgetting to track them

How to fix it:

Open a dedicated business bank account and business credit card
Pay yourself a structured salary or draw (based on your business type)
Partner with an Austin accounting service or CPA firm in Austin, Texas to set up a clean, organized financial system

Working with a certified CPA near you means you don’t have to guess where the line is, you’ll have a framework that gives you clarity and peace of mind.

3. Forgetting to Pay Estimated Taxes

If you’re self-employed, receive 1099 income, or run a pass-through entity, the IRS expects you to make quarterly estimated tax payments. This is one of the most overlooked areas of tax management for women entrepreneurs and it’s where we see the most stress.

What happens when you skip it:

You may be hit with underpayment penalties
Your year-end tax bill could be significantly higher than expected
You lose control over your cash flow because you didn’t plan ahead

How to fix it:

Set aside 25–30% of your monthly profit for taxes in a separate savings account
Mark your calendar for the IRS deadlines: April 15, June 15, September 15, and January 15
Work with a CPA in Austin, Texas or tax consultant near you to calculate the correct payment each quarter

With a system in place and guidance from a proactive Austin tax accountant, estimated tax payments become manageable. You stay compliant, prepared, and in control.

4. Choosing the Wrong Business Structure

Your business structure directly impacts how you’re taxed, how much you owe, and how you can grow. Yet many business owners default to a sole proprietorship or LLC and never revisit that choice even as revenue climbs.

Why it matters:
An LLC offers legal protection, but you’re still subject to self-employment tax on all profits. By contrast, an S-Corp structure allows you to split income between salary and distributions, potentially saving thousands in taxes each year.

What this looks like:

Earning $75K+ in profit and still filing as a sole proprietor
Overpaying in self-employment tax when a salary + distribution model would reduce your burden
Not realizing when your business has outgrown its current structure

How to fix it:

If you’re earning $50,000+ in annual profit, meet with a tax advisor near you to discuss an S-Corp election
Work with a CPA firm in Austin, Texas to handle the legal and tax filings required to make the switch
Reevaluate your structure annually as your revenue and team grow

Your entity type isn’t set in stone and when you work with an Austin small business accountant, it becomes a strategic decision that grows with you.

5. Waiting Until Tax Season to Think About Taxes

This is perhaps the most universal mistake: only thinking about taxes when it’s time to file. But the best tax-saving opportunities (retirement contributions, charitable giving, depreciation strategies) require action before the end of the year.

If you wait until April, your options are limited. If you plan ahead, you keep more of what you’ve earned.

What this looks like:

Rushing to gather documents in March
Missing out on deductions because you didn’t plan
Filing without truly understanding what you’re paying or why

How to fix it:

Book a Q4 review with your certified public accountant near you before year-end
Meet quarterly with your Austin accounting firm to review your P&L, cash flow, and upcoming tax obligations
Ask your CPA about strategies like FBAR filing, deferred income, and retirement account contributions

A year-round relationship with your tax accountant means you stop reacting and start leading your financial strategy with confidence.

Bonus: When to Bring in Professional Support

There’s a point in every business where DIY bookkeeping and tax prep stop being enough. As your business grows, your tax needs become more nuanced. That’s when it’s time to transition from transactional support to strategic partnership.

Signs it’s time to hire a CPA:

You’ve hired contractors or employees
You’re earning more than $75K in profit
You’re not sure if you’re paying too much or too little in taxes
You’ve outgrown basic tax prep tools and want expert eyes on your books

At Insogna CPA, we offer more than tax preparation services. We offer mentorship, strategic planning, and ongoing support from a team that genuinely cares about your success.

Whether you’re preparing for rapid growth, pivoting to a new business model, or simply tired of feeling behind on taxes, we’re here to help.

Let’s Build a Smarter, More Empowered Tax Strategy Together

You’ve built a business with purpose. Now, let’s build the financial systems to match.

Whether you’re looking for:

A thoughtful, experienced CPA in Austin, Texas
A licensed CPA to support you with quarterly tax planning
Help with 1099 NEC forms, FBAR filing, or tax compliance across multiple states
A forward-thinking Austin, TX accountant who sees your whole financial picture

You don’t have to do this alone.

Let’s turn uncertainty into structure, confusion into confidence, and tax season into a time of clarity not chaos.

Schedule a consultation with Insogna CPA today. Your financial future deserves it...

Confused About Cost Segregation? Here’s How It Can Save You Thousands

Overpaying in Taxes on Your Rental Property? Let’s Fix That.

If you own rental properties or commercial real estate, you probably know about depreciation but here’s what they don’t tell you: you don’t have to wait 27.5 or 39 years to get your tax savings.

Yep, you read that right.

There’s a way to speed up depreciation and slash your tax bill now instead of waiting decades. It’s called cost segregation, and most investors have no idea it exists which means they’re leaving serious money on the table.

At Insogna CPA, a top-rated CPA firm in Austin, Texas, we specialize in helping real estate investors keep more of their money. Let’s break this down so you can see exactly how cost segregation works and why it might be the smartest tax move you make this year.

Most Property Owners Are Overpaying on Taxes: Here’s Why

Most real estate investors follow the standard depreciation schedule:

Residential rental properties depreciate over 5 years.
Commercial buildings depreciate over 39 years.

This means you slowly deduct your property’s value over time, getting small tax savings every year.

But here’s the problem: Not every part of your building needs to be depreciated at the same slow rate.

The IRS allows you to break down your property into different asset categories, so things like lighting, HVAC systems, flooring, and electrical work can be depreciated way faster (5, 7, or 15 years instead of 27.5 or 39).

Translation? Cost segregation lets you front-load your tax savings, so you get bigger deductions NOW instead of waiting decades.

How Cost Segregation Puts More Money in Your Pocket

Let’s do some quick math so you can see how this actually plays out.

Example: Standard Depreciation vs. Cost Segregation

Let’s say you buy a $1 million rental property and follow the standard depreciation rules:

Without cost segregation:

You deduct $36,360 per year over 27.5 years ($1M ÷ 27.5).
Your tax savings trickle in slowly over time.

With cost segregation:

You identify $300,000 worth of assets (carpets, lighting, HVAC, etc.) that qualify for faster depreciation.
Instead of waiting, you deduct $300,000 immediately (or within a few years).
That’s instant tax savings that free up cash for reinvesting, renovations, or scaling your portfolio.

That’s real money back in your pocket instead of sitting on the IRS’s balance sheet.

Is Cost Segregation Right for You?

Cost segregation isn’t for everyone, but if you check any of these boxes, it’s time to look into it:

You own a rental property or commercial building worth $500,000+.
You recently purchased, renovated, or built a property.
You want to reduce taxable income and boost cash flow this year instead of waiting.

Pro Tip: If you own multiple properties, cost segregation can compound your tax savings across your entire portfolio.

How to Get Started (Without the Headache)

If cost segregation sounds complicated, don’t worry. We handle the heavy lifting for you.

Here’s how it works:

Book a consultation with Insogna CPA, an experienced Austin tax accountant who knows real estate tax strategies inside and out.
We connect you with a cost segregation specialist to analyze your property.
You get a detailed breakdown of how much immediate depreciation you can claim.
We update your tax return to reflect the new deductions, lowering your taxable income right away.

You’re Probably Overpaying in Taxes: Let’s Change That.

Most property owners miss out on cost segregation because they don’t know about it. Now that you do, what are you going to do about it?

At Insogna CPA, a trusted CPA firm in Austin, Texas, we help real estate investors pay less in taxes, keep more cash, and scale smarter...

Let’s find out if cost segregation makes sense for your property. Schedule a tax strategy session today!

Feeling Lost in Retirement Tax Planning? Let’s Build a Tax-Smart Future

You’ve spent years grinding. Building a business, investing smart, and setting yourself up for success. But now, as you start thinking about retirement, you realize one huge problem:

How much of your hard-earned money will actually be yours… and how much will go straight to the IRS?

Spoiler alert: without a tax plan, you could end up paying way more than necessary. That “comfortable” retirement fund? It might shrink fast if taxes aren’t handled strategically.

At Insogna CPA, one of the top CPA firms in Austin, Texas, we help business owners, real estate investors, and high earners keep more of their wealth in retirement legally, strategically, and stress-free. Let’s break down what’s at stake and how to protect your money from unnecessary taxes.

The Problem: Taxes Could Wipe Out More of Your Retirement Savings Than You Think

Most people assume that once they retire, their taxes will magically go down. But the reality? Many retirees actually face higher tax rates than they did while working.

Here’s why:

Your 401(k) and IRA withdrawals are taxed as income – That “tax break” you got when contributing? It comes back around—every dollar withdrawn gets taxed at your regular income rate (which could be 30%+).
Required Minimum Distributions (RMDs) – Once you hit 73, the IRS forces you to start withdrawing from tax-deferred accounts, whether you need the money or not—potentially pushing you into a higher tax bracket.
Real estate investors aren’t always tax-free – Thinking your rental properties will fund your retirement, tax-free? Not necessarily. Without a strategy, rental income can get taxed heavily.

Without a tax plan, you could be giving away thousands to the IRS unnecessarily.

Why This Happens: The Retirement Tax Trap

Retirement planning isn’t just about saving. It’s about knowing how to keep more of what you’ve saved.

Here’s why so many people fall into the tax trap:

Assuming lower taxes in retirement – You might be making more in passive income than you expected, and RMDs could push you into a higher tax bracket than when you were working.
Not diversifying tax-free income – If all your money is in tax-deferred accounts (like a 401(k) or Traditional IRA), every dollar you withdraw is taxed. A Roth account, on the other hand, grows tax-free.
Ignoring real estate tax benefits – Rental properties can provide tax-free cash flow, but only if structured correctly (spoiler: a great Austin tax accountant can help with that).

The good news? You don’t have to accept these tax hits. You just need the right strategy.

The Solution: How to Keep More of Your Money in Retirement

Retirement planning is about playing offense, not defense. The key is structuring your income now to pay the least amount of taxes legally possible. Here’s how:

1. Use the Right Retirement Accounts

Different retirement accounts have different tax treatments. If you’re not using the right mix, you could be setting yourself up for a tax-heavy retirement.

Account Type	Tax Treatment	Best For
Traditional 401(k)/IRA	Contributions lower taxable income now, but withdrawals are taxed later	Lowering taxable income today, but expect taxes in retirement
Roth 401(k)/IRA	Contributions are after-tax, but withdrawals are 100% tax-free	Tax-free growth & avoiding high taxes in retirement
SEP IRA	Contributions are tax-deductible, with higher limits than a regular IRA	Self-employed business owners needing a big tax deduction

Pro Tip: The smartest approach? A mix of Roth and Traditional accounts so you have more flexibility when it comes time to withdraw. An Austin small business accountant can help you set this up correctly.

2. Use Real Estate to Create Tax-Free Cash Flow

If you own rental properties, you already have one of the best tools for tax-free income in retirement but only if structured correctly.

Depreciation deductions – Reduce taxable rental income without spending cash.
1031 exchanges – Swap properties without paying capital gains taxes.
Real estate professional status – Offset active income with rental losses legally.

Many real estate investors don’t realize that rental properties can provide long-term tax-free wealth—but only if structured strategically. A tax advisor in Austin can make sure you’re doing it right.

3. Plan for Tax-Free Withdrawals

Want to keep more of your money? It’s all about knowing when (and how) to withdraw.

Roth conversions – Move money from taxable accounts to Roth IRAs at lower tax rates, so future withdrawals are tax-free.
Strategic withdrawals – Pull from tax-free sources (Roth, real estate, etc.) before tax-deferred accounts.
Delay Social Security – If you don’t need it right away, waiting could reduce taxes on your benefits.

Fact: A well-planned withdrawal strategy could save you tens of thousands in unnecessary taxes. A CPA in Austin, Texas, can help you create a custom plan.

Let’s Build Your Tax-Efficient Retirement Plan

You worked hard to build your wealth. Now it’s time to protect it with a retirement tax strategy that lets you keep more of your money and pay less to the IRS.

At Insogna CPA, we help business owners and investors create tax-smart retirement plans that minimize taxes and maximize wealth. Whether you need help choosing the right retirement accounts, structuring real estate investments, or planning tax-free withdrawals, we’ve got you covered...

A tax-efficient retirement starts now. Schedule a strategy session with our experts today!

Insogna CPA Named to the 2025 Inc. Regionals List—For the 5th Time!

Summary

🎉 5-Time Inc. Regionals Honoree! Insogna CPA has been recognized on the 2025 Inc. Regionals list—our fifth time earning this prestigious honor!

🚀 Proven Business Growth Impact – Our proactive tax strategies and financial advisory services have helped clients save thousands, increase profitability, and scale with confidence.

🔥 What Sets Us Apart? – We go beyond tax prep with clear communication, real-time insights, and a team-based approach to support your business growth year-round.

At Insogna CPA, we’ve always believed that success isn’t just about numbers—it’s about proactive strategy, clear communication, and unwavering support for our clients. And now, for the fifth time, we are proud to announce that we’ve been named to the 2025 Inc. Regionals list! 🎉

Being recognized on this prestigious list means that we are among the fastest-growing, privately held companies in the region, achieving remarkable growth over the last two years. It’s an incredible honor, and it wouldn’t have been possible without our dedicated clients, our forward-thinking team, and our commitment to transforming the CPA experience.

But here’s what this award really means: our growth is a direct reflection of the success of the businesses we serve. When our clients thrive, we thrive. And that’s why we’re so passionate about what we do.

What It Means to Be on the Inc. Regionals List (Again!)

The Inc. Regionals list recognizes companies that have achieved outstanding growth between 2021 and 2023. This year, only 951 companies across the nation made the cut, contributing a combined 13,809 jobs to the U.S. economy and reaching a median growth rate of 106%.

Being featured for the fifth time is a testament to our commitment to helping business owners grow with confidence, plan proactively, and navigate their financial future with clarity.

Let’s take a look at how we got here.

How We’ve Helped Businesses Like Yours Grow

At Insogna CPA, we don’t just “do taxes” or “manage books.” We partner with business owners to create a strategic financial plan that reduces tax liabilities, improves cash flow, and ensures sustainable growth. Here are some real-world examples of how we’ve made an impact:

Success Story #1: Helping a Local eCommerce Business Save Over $80,000 in Taxes

One of our clients, a fast-growing Austin-based eCommerce business, was struggling with rising tax liabilities and unclear financial reporting. They felt overwhelmed and unsure about how to scale profitably.

🚀 Our Solution:

Implemented proactive tax planning strategies to reduce their tax burden.
Introduced real-time financial tracking, giving them clarity on their numbers.
Provided advisory support on optimizing inventory and pricing models.

💡 The Result:

Over $80,000 saved in taxes in the first year alone!
Increased profitability by 14%, allowing them to reinvest in growth.
Confidence in financial decision-making—no more last-minute tax surprises.

“Before Insogna CPA, we felt like we were constantly playing catch-up. Now, we actually feel in control of our finances!” – Google Review ⭐⭐⭐⭐⭐

Success Story #2: Transforming a Service Business With Smart Financial Strategies

A boutique marketing agency in Texas came to us feeling frustrated. Their past CPA was reactive, slow to communicate, and failed to provide strategic insights. They wanted more than just tax filing—they needed a financial partner.

🎯 Our Solution:

Transitioned them to monthly financial advisory sessions for better planning.
Helped them navigate employee hiring incentives and tax credits.
Set up automated payroll and bookkeeping, saving hours of manual work.

💡 The Result:

Increased revenue by 22% thanks to better cash flow management.
Saved over 50 hours per year in administrative work.
Built a tax-efficient compensation plan for their growing team.

“Insogna CPA isn’t just an accounting firm—they’re a true partner in our business growth!” – Google Review ⭐⭐⭐⭐⭐

What Sets Insogna CPA Apart?

We know that business owners are tired of generic CPA firms that focus on compliance instead of growth. That’s why we’ve built our firm differently.

💡 Here’s what makes us the go-to CPA firm for business owners in Texas and beyond:

✅ Proactive Tax Strategy – We don’t just file your taxes; we actively look for ways to reduce your tax bill year-round.
✅ Clear, Straightforward Communication – No confusing jargon or vague advice—we make financial strategy easy to understand.
✅ Tech-Enabled, Human-Centered Approach – We use cutting-edge financial tools but keep our focus on personalized, relationship-driven service.
✅ Team-Based Support – Instead of relying on one overworked CPA, you get an entire team of specialists ensuring accuracy, timeliness, and expert insights.

Our mission is simple: help business owners gain financial clarity, maximize profits, and grow with confidence.

A Huge Thank You to Our Clients!

This 5-time Inc. Regionals recognition is about more than just us—it’s about the incredible business owners we serve. Your ambition, resilience, and innovation inspire us every day.

If you’re looking for a CPA firm that actually cares about your success and guides you like a true business thought partner, we’d love to chat.

🚀 Let’s take your business to the next level. Schedule a strategy session today: 📅 Book a Free Consultation

Here’s to continued success—together! 🎉

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