Insogna CPA - a LedgerWay Company offers proactive, year‑round financial strategy and advisory for business owners, entrepreneurs and families. We combine CPA expertise with tailored bookkeeping, tax planning, controller and CFO guidance for service and e‑commerce firms, plus payroll, sales tax, wealth and retirement planning to optimise cash flow and tax outcomes.
Reviews
4.8
★★★★★
Based on 93 Google reviews
Cortney Fletcher
4 months ago
★★★★★
So far, really happy with Chase and the team! I was with another firm that I was a bit disappointed with so I had received a refund and the experience so far from that firm and working with Chase is night and day. They are very organized, professional, respond quickly, are thorough in explaining everything. It's only been a short time but I can already tell that I made the perfect decision. I feel as if they actually care about me and are going to take pride in doing good work for our business and that really makes a positive experience. 10/10, go for it!!! :) I'm feeling grateful to have found them
Lisa McCartney
5 months ago
★★★★★
Kali did a great job on our return. Although it was a bit complex, using Insogna's online system to enter information was easy an painless. The Insogna team is helpful and professional. I highly recommend!
Peter Sandford
a year ago
★★★★★
They have become like family. We’ve been working with Insogna CPA for many years for our company and personal bookkeeping/tax needs. We couldn't imagine switching CPA firms again. Their team is professional, reliable, and truly essential to the growth of our companies. Their expertise and guidance have made a significant impact, allowing us to focus on what we do best. We highly recommend them to any business or person looking for top-notch accounting and tax support!
Yuewu Cheng
11 months ago
★★★★★
I've had a great experience with Insogna CPA and Ami! They’re not just tax preparers—they really are year-round partners. I appreciate their professionalism, proactive support, and the peace of mind they give me during tax season. Highly recommend!
Alexander Delp
a year ago
★★★★★
2023 was the second year my wife and I had Insogna prepare our returns, and we have several: we each have an LLC in addition to our personal return. Our tax situation, especially in 2023, is very complicated, and it takes a very astute and organized tax team to untangle it and put together a perfect return. The team at Insogna has done that for us two years in a row, and I'm sure they will for years to come as well.
Taxes give me a lot of anxiety, as they do a lot of people, but I sleep well knowing that I've outsourced the anxiety to a team of experts who will do an excellent job for me. Every interaction with them, from initial outreach, to chatting with the owner (Chase), to working with our tax prep associate, has been high quality and enjoyable. The upload process for getting all your documents is super streamlined and easy. They prompt you to think of all documents you could possible have received that the IRS is expecting. Once completed, your return goes through a very diligent review to ensure it is as accurate as possible.
The best part of our experience is working with Kimberly, our tax specialist, who possesses the rare combination of kindness, intelligence, competence, and strong work ethic. She does a great job and it is a pleasure working with her every year. Insogna is a premium service but you absolutely get your money's worth. I don't hesitate to recommend them.
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