Insogna CPA

Still DIYing your taxes? Here are five signs the software stopped being enough. 💼

One: your income got complex. Multiple 1099s, an S-corp, a rental, a side hustle, or income in more than one state. The software asks questions. It does not know the questions it should be asking but is not.

Two: major life change. Marriage, divorce, a new baby, a home sale, an inheritance. Every one rewrites your tax picture in ways that generic software questions handle adequately at best.

Three: you got a letter from the IRS. The software filed the return. It cannot respond to the notice, evaluate whether it is correct, or negotiate the outcome. Every day without someone in your corner that conversation gets more expensive.

Four: your business is growing. Payroll, S-corp election, retirement plans, equipment write-offs. These are strategic decisions that require someone who understands where the business is going, not just where it has been.

Five: you always owe more than you expected. The software filed correctly. But no one projected the liability during the year, calibrated the quarterly payments, or executed the year-end moves before December 31. That is not a filing failure. It is a planning failure.

Save this. Then talk to a real CPA at Insogna CPA and stop overpaying.
👉 https://insognacpa.com/contact-us

Educational only. Not tax advice.



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