Tax Strategy Experts

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

Award-Winning Personal and Business Tax Preparation

advising on strategic business decisions

Embarking on your tax journey with Insogna CPA in San Antonio, Texas, is akin to a virtual walk in the park – smooth, guided, and stress-free. Our approach to tax strategy extends beyond mere preparation; it’s about aligning with your goals and uncovering every opportunity for savings. With over a decade of experience serving individuals, business owners, realtors, and online sellers in San Antonio, we bring expertise and precision to your tax preparation, ensuring you reap maximum benefits.

 

Crafting Tailored Tax Strategies for Diverse Needs

Every taxpayer’s situation in San Antonio is unique, whether it’s an individual grappling with complex tax returns or a corporation seeking to optimize its tax position. Our team of tax experts delves into the nuances of each case, identifying often-overlooked deductions and credits. This meticulous attention to detail not only safeguards against errors but also prevents unwanted attention from the IRS.

 

Ongoing Tax Advising: More Than Just Annual Returns

Our relationship with our clients in San Antonio transcends the annual tax filing. We believe in ongoing engagement, offering advising services throughout the year to ensure you are always on the best financial path. This proactive approach includes regular reviews and updates, keeping you informed and prepared for any tax-related developments affecting your circumstances.

 

Minimize Headaches, Maximize Savings

In San Antonio, where financial landscapes are constantly evolving, having a strategic partner in tax preparation and planning is essential. Our commitment to accurate tax preparation is just the beginning. We go a step further to provide strategic insights and guidance, helping you minimize liabilities and enhance savings. Insogna CPA is more than an expense; we are your partner in achieving financial success.

 

Accurate Tax Preparation and Continuous Communication

Accuracy in tax preparation is a hallmark of our services at Insogna CPA. Coupled with our ongoing communication, we ensure that you are always in the loop and your tax strategies are up-to-date. Whether it’s adapting to new tax laws or adjusting to personal or business financial changes, our team in San Antonio is dedicated to keeping your tax strategy aligned with your evolving goals.

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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