Tax Preparation We Are Here To Serve You

The IRS likes nothing better than individuals preparing their own taxes. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional. We see hundreds of different returns every year, giving us unparalleled experience and insight into the best way to minimize your tax liabilities and avoid the current year’s pitfalls.

By utilizing cloud technology, we are able to make your tax forms and documents easily accessible and user-friendly.

This allows you to spend less time on tax work, and more time growing your business. The best part about our tax preparation services is that you don’t even have to leave your home or office to work with us. We have technology in place to be able to fully serve you and your business wherever you may be in the United States.

Personal Touch

Your business will have a dedicated team of Accountants and CPA’s working for you. Your tax return will be checked by human eyes and rechecked by computer software to ensure it has been prepared accurately and contains no IRS “red flags.”

Expedited Returns

Your tax return will be filed electronically to expedite your return, at no extra charge. We will also assist in any quarterly filings that may be required or even just recommended.

Expert Advice

Our professionals will show you the potential deductions and adjustments you can make to limit your tax liability each year. We feel strongly about the importance of tax planning, so we will work with you to understand your current and future tax situations and find the best possible tax benefits available.


To eliminate the stress of every business owner, to promote growth in their endeavors, and to empower them to change lives and build legacies.

Mission Statement

At IncSight, our mission is to eliminate the stress of every business owner by providing comprehensive, intuitive, and accessible financial solutions. We aim to promote growth in their endeavors through strategic tax planning, insightful financial analysis, and personalized accounting services. Our commitment is to empower them to change lives and build legacies by offering tools that facilitate financial literacy, encouraging informed decision-making and fostering long-term financial health and prosperity.

Why Choose Us

Don’t lose your mind at tax time or get buried in receipts and paperwork. If you are still doing your own bookkeeping or taxes, you are eliminating the valuable hours you could be using to grow and promote your business. Let us help.

Flat Monthly Fee

Hourly billing is unpredictable. We put together a customized package for you and charge a flat monthly fee. No longer do you have to worry about being “on the clock.”

Stress Free Financials

Breathe easy knowing that your financials are accurate and in the hands of professionals. We will handle everything on the bookkeeping side including using a cloud based bookkeeping system and doing regular categorization on a monthly basis.

Partner On Your Team

We view ourselves as a partner for our clients. We are here to help you succeed and are on this journey with you!

Cloud Based Firm

We use top of the line technology to make sure our services are always available for you. Working in the cloud allows us to communicate with you more efficiently.

Pay Less Taxes

We will work with you on a regular basis to ensure you are paying the least amount as legally possible. We will look at your current situation and suggest strategies that you can implement in your business and personal finances.

Our Experience

Our team includes a group of CFO’s, accountants, business advisers, entrepreneurs, top producers, and bookkeepers with over 75 years of accounting/financial experience.

Happy clients

Years of accounting / financial experience

Stress for business owners

The result?
You’ll love how easy managing your business finances becomes!

Download your FREE copy of this eBook to see if you’re overpaying uncle Sam by 5 or 6 figures annually

Meet Our Team of Tax Preparation Experts


Lisa Ransom, CPA

Head of Tax

Claudia Romani, CPA

Account Manager


Frequently Ask Questions


Do you service clients all across the country?

Yes, we are a digital firm which basically just means we have both clients and employees scattered around the country.  We work virtually with all of our clients and utilize cloud technology to create an even better experience than your typical accountant relationship.

Being a virtual firm, how do you maintain solid communication?

We have been doing this for years. Our clients actually prefer working in a virtual environment.  Need to connect with us? Schedule a video call and we can be face to face in no time.  No longer do you have to take unnecessary time out of your day traveling to and from an office. We can do a face to face video call and you can be on your way in less than an hour!

Who does IncSight work with and what do they offer?

We work exclusively with small businesses and their owners providing:

  • Accounting and Bookkeeping
  • Tax Planning
  • Tax Return Preparation and Filing
  • Payroll
  • Business Growth

How do you price your services?

Check out our packages page for more information but in a nut shell we charge a flat monthly fee. No more hourly surprises or being afraid to jump on a call. We price based on annual gross revenue with our Compliance Package starting at $450 per month and our Growing Package starting at $750 per month.

See what our clients have to say

Worry more on what you do best and let us handle the books. Try us now and we’ll provide a month of your books or FREE!

Stress Free Financials, Pay Less Taxes & Legally Partner On Your Team

Book a free consultation and let’s see how we can work together.

Book your FREE consultation

We'd Love To Hear From You, Let's Get Started! Call us at (844) 327-9272 or fill out this form and let us show you how our expertise can save you in the long run.

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