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Tax FAQs

Our Top-Five Tax FAQs

Insogna CPA is an award-winning CPA firm dedicated to helping you maximize your tax savings, while building wealth. 

 

How much do you charge to do tax returns?

We charge a flat rate, depending upon the complexity of your return. Do you have any 1099-misc income, rental property, farm expenses, mortgage interest, stock trades or student loans…? These answers will help me determine our flat rate for you.

 

How do I know whether I need a CPA for my taxes?

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.

 

Can you guarantee that you will get me more money back?

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.

 

Do I have to come to your office with my tax stuff?

Sure…we’re happy to meet with all of our valued clients at our office. And if you need help scanning your documents we have the fastest dual-sided scanner in our office waiting to get your stuff in digital format.

 

How do I get started?

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.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.

Tax refunds totaled $3,925,074 for our valued clients last year.

Andre Brown
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In the last two years, Chase has not only saved us THOUSANDS he’s also provided invaluable insight as how to mitigate future tax burdens. He’s very detailed, through, and responds VERY quickly to questions – tax season or not. I highly recommend Insogna CPA to my colleagues and friends alike.
Linda Millstone
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Insogna CPA rocks! This is my first year using them, and I am very impressed with the firm. They are responsive and patient with my questions, their system for uploading is great, and both Chase and Ami are very competent. I trust them with my taxes and will continue to utilize their service.
Steve C
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This paperless process was very seamless and easy. It was so unlike any other tax preparation experience we’ve had. Highly recommend Chase and his team. Ami did a great job. Thanks!!
Brian Garcia
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I have been using Chase & his team for a few years now. . . I absolutely LOVE his service! Originally I found him as one of Dave Ramsey's Endorsed Local Providers and I see how he made the cut. The whole team is extremely professional and very good communicators! Insogna PC is setup in such a way that sending documents and getting information during tax season is extremely efficient, saving a ton of time, and relieving me of headaches during this time of year. If you are considering switching your current provider OR are wanting a solid CPA for your business or personal taxes, I HIGHLY recommend Chase & his team. I am very pleased with his service! Thanks so much for all you do!
B Adventure Partners
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No matter where we are in the world… On the beach… In the mountains… Or scuba diving in the ocean… BE Adventure Partners counts on a valuable component of our team. Chase, Ami and Abbie at Insogna CPA do a great job each and every year. We have come into a digital era where doing things (like taxes) on paper is no longer required. By simply uploading the requested documents to your unique Intuit Link portal, you can easily answer the questions required to have your taxes done on time by this group of professionals. The freedom you have and peace of mind knowing that your taxes are done correctly, and on-time, is just one of the many benefits from using Insogna CPA. I used to dread “tax season” until I was referred to Chase a few years ago. Now I know that everything is going to go smoothly because of the systems he has in place to do the job with confidence that many dread. Thanks so much for all you do & we plan on upgrading our services with you soon to include bookkeeping & accounting! The included picture with this post is a beach in Zipolite, Mexico that we were hanging out on while answering questions on Chase's online system. Imagine where you could be in the world when “doing” your taxes! All you need is an internet connection 🙂
Randy R
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I have a full-time job and a side job (wedding videography.) At first, my wife and I tried filing through Turbotax but we were baffled when it said we owed $3,000. With just over a month left, I reached out to Chase expecting him to say they weren’t taking any more clients. But he did. He invited me into their office and walked me through what they needed (and what they didn’t need which saved me time) and long story short, Chase got me a $500 REFUND. Needless to say, I highly recommend Insogna CPA!
Michael W
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Chase and his team rock! Took care of my small business and personal taxes quickly and painlessly. Answered all questions quickly and provided a valuable professional service. Highly recommend this great team!
Peter S
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I have been using Chase and his team for my bookkeeping for 3 years now. I also use him for my personal and business tax planning. This review is way over due. I can tell you that Chase and his team make themselves available 100% of the time. Ask a question and you will get a well educated answer. They will identify potential issues and educate you on solutions that are tailored to your specific needs. I highly recommend you give them a call for all of your bookkeeping and tax needs!
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