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Insogna CPA

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Fueling the Future of Your Tax Strategy & Preparation. Our experts help drive your prosperity with ongoing advisory, tax strategy and wealth building.

10/28/2026

The most expensive software integration in your company is the hour you spend copying CSVs between financial tools.

When your bookkeeper, payroll, and CFO operating tools don't talk to each other, you become the human middleware:

- Forwarding PDF statements
- Re-formatting spreadsheets
- Chasing down missing classifications

Every minute spent routing data between disconnected providers is a minute lost on sales, strategy, and scaling your company.

Real accounting clarity shouldn't require a 10-step manual relay race every month.

How many hours a week do you lose acting as the project manager for your finance stack? Be honest.

Stop being the middleware in your own business. Insogna CPA, now a LedgerWay company, builds one connected accounting engine for founders. See how it works at insognacpa.com.

10/26/2026

Waiting until December to think about your books is a recipe for a year-end scramble, and waiting until tax season to clean them up usually means paying a hefty premium for rush work. That's why September is the sweet spot to get your financial house in order.

Trying to build a proactive tax strategy on messy or incomplete numbers is impossible. Accurate financial data serves as the foundation for everything, from monthly closes to advanced tax planning. By tackling catch-up bookkeeping and QuickBooks cleanups right now, you set the correct sequence in motion: clean up your books first, then plan your taxes. At Insogna CPA, now a LedgerWay company, our monthly close and cleanup services ensure your financials are spotless long before the year-end rush hits.

Ready to get the books in order? Start at insognacpa.com and we will take it from there.

10/26/2026

Welcome to self-employment! The freedom is great, but those quarterly taxes hit different. 🐹🎻 Let LedgerWay calculate your estimates so there are zero surprises in April.

10/24/2026

Most business owners don't have a tax problem. They have a planning and visibility problem.

If you're waiting until Q1 to understand your full-year financial performance, you're driving using only the rearview mirror. The decisions that determine your financial health, cash flow flexibility, and year-end accuracy happen months before your books are closed.

Swipe through to see the 4 operational accounting drivers you need to lock in before December 31.

Which of these four drivers is currently the biggest bottleneck in your operations? Let us know below.

Visit insognacpa.com to streamline your accounting infrastructure and close your books faster.

10/22/2026

When should I switch from a sole proprietor to an LLC or S Corp?

Operating as a sole proprietor is the easiest way to start a business, but as your profits grow, you could be overpaying in taxes. Knowing when to upgrade your business structure is crucial for keeping more of your hard-earned money.

When is it time to make the switch?

Consistent profits: If your net income consistently exceeds $60,000 to $80,000 annually, the tax savings of an S Corp tax classification often outweigh the added payroll and compliance costs.

High self-employment tax: Sole proprietors pay a 15.3% self-employment tax on all net profit. Electing S Corp status allows you to pay this tax only on a reasonable salary, saving you thousands on the remaining profit distributions.

Liability protection: A sole proprietorship offers zero separation between you and your business. Forming an LLC shields your personal assets (like your home and savings) from business liabilities.

Future growth: If you plan to hire employees or seek outside investment, having a formal corporate structure simplifies the process.

Every business is different, and the right timing and the right entity structure depend on your specific situation. Do not wait until tax season to figure it out.

Visit insognacpa.com to schedule a consultation with our proactive tax planning team. Let us run the numbers and see what makes sense for your business.

09/23/2026

Missed the deadline. Owe more than you can pay. Extension almost up. Behind does not mean broken. It means it is time to realign. Six grounded moves to take control. 💙

One: start with what you do have. Income estimates, any 1099s or W-2s or K-1s that arrived, payments you made, expenses tracked anywhere. Incomplete is fine. You need momentum, not perfection.

Two: send a payment, even a small one. Owe fifteen thousand and can only send three? You are already in a better position than doing nothing. Partial payments reduce the balance that penalties and interest are calculated on every month.

Three: know the penalty structure. Failure to file runs at five percent per month up to twenty-five. Failure to pay runs at half a percent. That gap is why we say file on time even if you cannot pay in full.

Four: request missing information today. Waiting on a K-1, a corrected form, or a P and L? Ask now with a deadline. We often act as the go-between so you do not have to chase it yourself.

Five: look at your payment options. Short-term plans under 180 days have no setup fee. Long-term installment agreements cover larger balances. Both slow the compounding. We find the one that minimizes your total cost.

Six: work with someone who helps you stay ahead. Most people fall behind because they are busy, not careless. Year-round strategy with a CPA turns the annual scramble into a calm rhythm.

Let us catch up together and build forward with clarity.

Schedule your consultation at insognacpa.com today.
👉 https://insognacpa.com/contact-us

Disclosure: This post is based on an AI-generated video.

09/23/2026

Ready to take your tools and start your own shop? 🏠🧰
Before you book your first job, make sure your business ""vault"" is built. Starting as an LLC isn't just about taxes—it's about protecting your family's future while you build your legacy.
Swipe to see: ✅ Why the ""Corporate Veil"" is your most important safety gear. ✅ How to write off 100% of your new truck this year. ✅ The secret to the ""S-Corp Sweet Spot.""
Build it right the first time.https://insognacpa.com/contact-us

09/21/2026

Life happens. A health scare, a diagnosis, a parent who needs you. A hard year can also bring tax relief. Here is what medical expenses women business owners can actually claim. 💙

What qualifies: doctors, therapy, prescriptions, medical equipment, and travel to appointments. Gym memberships, general supplements, and elective cosmetic work usually do not. The line is between care and wellness.

The 7.5 percent rule: only expenses above 7.5 percent of your adjusted gross income are deductible. At one hundred thousand in AGI, that line is seventy-five hundred. In a tough year at sixty thousand, it drops to forty-five hundred. Lower income means a lower threshold and more of what you paid qualifies.

Home modifications: ramps, rails, lifts, and air filtration for medical needs can count, minus any increase in your home's value. An eight thousand dollar lift that adds two thousand in value is a six thousand dollar deduction.

Caring for others: expenses you paid out of pocket for a spouse, a dependent child, or a dependent parent can qualify as your deduction too, as long as you paid and they qualify as your dependent.

Itemizing is required: medical above the threshold, mortgage interest, property taxes, and charitable giving. If that total beats the standard deduction, itemizing wins. We run both scenarios.

If you scaled back to care for yourself or someone else, your income dropped, your threshold dropped, and more of what you paid qualifies. With good records, that hard chapter becomes strategy.

You do not have to figure it out alone. Let us walk through it together.

Schedule your consultation at insognacpa.com today.
👉 https://insognacpa.com/contact-us

Disclosure: This post is based on an AI-generated video.

09/16/2026

You left the partnership. The tax side stayed. Here are five steps to clarity, even before the K-1 arrives. 💙

Step one: understand what the K-1 tells you. In a partnership you are taxed on your allocated share, not on what you were paid. If the partnership was profitable in the year you left, your K-1 may show taxable income even if you received nothing. Know this early and you can plan for it.

Step two: ask, in writing. Request that the final 1065 was filed, a date for your K-1, your exact ownership period, and any 1099s issued in your name. A CPA can make that request as a neutral third party.

Step three: waiting is not a strategy. File an extension with an estimated payment, or file a best estimate from prior years and amend when the K-1 arrives. Either way, file on time and avoid penalties.

Step four: know the full scope. You may still owe even if the business dissolved early, paid you nothing, or earned very little. A qualified advisor reads the whole picture so nothing surprises you after you believed it was over.

Step five: plan forward with better boundaries. Before your next venture: a clear operating agreement, separate accounts, and a CPA in the room before you sign.

You are not behind. You are ready for better support.

Book your Clarity Session at insognacpa.com today.
👉 https://insognacpa.com/contact-us

Disclosure: This post is based on an AI-generated video.

Address

3355 Bee Cave Road, Suite 503
Austin, TX
78746

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+15128918200

Website

https://insognacpa.com/

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