Sign In Get Started

David N. Insoft — CPA in Pound Ridge, New York

DN

David N. Insoft

Certified Public Accountant | Licensed in Massachusetts
0.0 (0 reviews)
Verified Licensed
, Po Box 117, Pound Ridge, New York 10576 View on Maps

About David N. Insoft

Based in Pound Ridge, New York, David N. Insoft is a certified public accountant with over 20 years of experience providing expert financial guidance to entrepreneurs and startup businesses operating as S-Corps, partnerships, or LLCs.

He specializes in business tax services, tax compliance, and general accounting and advisory services, ensuring clients meet their financial obligations and achieve their goals.

Notably, David also offers specialized retirement account tax reporting services, helping clients navigate complex tax laws and regulations.

His extensive experience serving various business structures and industries makes him a valuable resource for business owners seeking tailored financial solutions.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Pound Ridge

W
William Roche
Pound Ridge, New York
BM
Brian M. Oreilly
Pound Ridge, New York
T
Thomas Kelley
Pound Ridge, New York
JH
James H. Brumbaugh
Pound Ridge, New York
AB
Allen B. Herskowitz
Pound Ridge, New York
LM
Lee M. Dewey
Pound Ridge, New York

Contact David N. Insoft

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns