INSIGHT CPA

There’s a difference between an accountant and a business partner. There’s a difference between a tax preparer and a tax planner. Your accountant and your tax planner should be an active participant in your financial planning and your wealth management. At Insight CPA we’ve put the priority on planning and customer service to ensure you have a partner—not a bookkeeper.

INSIGHT CPA

There’s a difference between an accountant and a business partner. There’s a difference between a tax preparer and a tax planner. Your accountant and your tax planner should be an active participant in your financial planning and your wealth management. At Insight CPA we’ve put the priority on planning and customer service to ensure you have a partner—not a bookkeeper.

TAX PLANNING

Since 2001, the tax code has been changed nearly 5,000 times.

You will likely spend more in your lifetime on taxes than any other single item. But, too often, high net worth individuals and families don’t have a tax plan, they just have a tax return. And that tax plan is almost never talking to the investment plan. Insight Wealth Group takes a holistic approach to your plan, looking at it from all angles with both your short- and long-term goals in mind. From corporate tax planning strategies to your personal taxes, we remain diligent about the constantly shifting tax and legal landscape to make sure you’re staying ahead of the curve.

ACCOUNTING SERVICES

The word “entrepreneur” comes from the French “to undertake” and the English “enterprise.”

You’ve created your business to serve your customers; rarely the enterprise you were hoping to undertake is accounting. That’s where Insight Tax + Accounting Services comes in. With experience in both corporate and non-profit accounting, we offer a full range of services including tax and accounting services, tax preparing, bookkeeping, production of financial statements, payroll services and CFO and controller outsourcing.

TAX PLANNING

Since 2001, the tax code has been changed nearly 5,000 times.

You will likely spend more in your lifetime on taxes than any other single item. But, too often, high net worth individuals and families don’t have a tax plan, they just have a tax return. And that tax plan is almost never talking to the investment plan. Insight Wealth Group takes a holistic approach to your plan, looking at it from all angles with both your short- and long-term goals in mind. From corporate tax planning strategies to your personal taxes, we remain diligent about the constantly shifting tax and legal landscape to make sure you’re staying ahead of the curve.

ACCOUNTING SERVICES

The word “entrepreneur” comes from the French “to undertake” and the English “enterprise.”

You’ve created your business to serve your customers; rarely the enterprise you were hoping to undertake is accounting. That’s where Insight Tax + Accounting Services comes in. With experience in both corporate and non-profit accounting, we offer a full range of services including tax and accounting services, tax preparing, bookkeeping, production of financial statements, payroll services and CFO and controller outsourcing.

TAX + ACCOUNTING TEAM

BRENDA GROSS
Accountant

DAN SMITH
Director, Financial Accounting

TAX + ACCOUNTING TEAM

BRENDA GROSS
Accountant

DAN SMITH
Director, Financial Accounting

FINRA Broker Check

Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor.

Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.