Skip to content
  • Client Login
  • Make Payment
  • Request for Proposal
  • Locations
  • Solutions
    Advisory & Consulting
    • Lease Accounting
    • Quality of Earnings & Due Diligence
    • Private Equity Readiness
    • Public Company Solutions
    • Transaction Advisory
    • Technical Accounting
    • Business Valuation
    • Governmental Consulting
    Audit & Assurance
    • Audit & Assurance
    • Employee Benefit Plan Audit
    Client Accounting Services
    • Outsource Accounting
    Tax
    • Estates and Trusts
    • State and Local Tax
    • Cost Segregation Studies
    • R&D Credits
    • International Tax
    • Outsourced Tax
    HR & Recruiting
    • Outsourced HR
    • Recruiting

    featured solutions

    Outsourced Accounting
    Employee Benefit Plan Audits
    Quality of Earnings/Due Diligence
  • Our Clients
    • Businesses
    • Nonprofit Organizations
    • Government Agencies
    • Private Equity Firms
    • Manufacturing & Distribution
    • Real Estate & Construction
    • Public and Private Schools
    • Private Clients & Individuals
  • About Us
    • About Us
    • News
    • Our Team
    • Diversity, Equity, and Inclusion
    • Community Outreach
    • Peer Review
    • Awards
  • Insights
    • Blog
      • Audit & Accounting
      • Client Accounting Services
      • Employee Benefit Plans
      • Governmental Agencies
      • M&A Solutions
      • Manufacturers & Distributors
      • Private Clients & Individuals
      • Private Equity Firms
      • Professional Service Firms
      • Public and Private Schools
      • Nonprofit Organizations
      • Real Estate & Construction Companies
      • Tax
    • Video
    • Events
    • Subscribe
  • Careers
    • Careers
    • Awards
    • Benefits
    • Experienced Accountants
    • Accounting Students
    • Testimonials
    • Diversity, Equity, and Inclusion
    • Current Job Openings
  • Contact Us

Portfolio Categories: Tax

  • January 29, 2026

    Cara Lang

    Cara Lang

    By KaylaK|Categories: Managers, Tax|0.7 min read|
  • Ben Dobrzynski

    January 14, 2026

    Ben Dobrzynski

    Ben Dobrzynski

    By KaylaK|Categories: Partners, Tax|1 min read|
  • Anthony Lenzi

    January 14, 2026

    Anthony Lenzi

    Anthony Lenzi

    By KaylaK|Categories: Managers, Tax|0.9 min read|
  • Dan Casciano

    January 14, 2026

    Dan Casciano

    Dan Casciano

    By KaylaK|Categories: Managers, Tax|0.7 min read|
  • Jason DeLaurentiis

    January 12, 2026

    Jason DeLaurentiis

    Jason DeLaurentiis

    By KaylaK|Categories: Partners, Tax|0.9 min read|
  • David Everts

    February 7, 2025

    David Everts

    David Everts

    By KaylaK|Categories: Managers, Tax|0.8 min read|
  • Clare Farnung, CPA

    January 14, 2025

    Clare Farnung

    Clare Farnung

    By KaylaK|Categories: Managers, Tax|0.6 min read|
  • Carol Pietrzykowski

    March 12, 2024

    Carol Pietrzykowski

    Carol Pietrzykowski

    By KaylaK|Categories: Managers, Tax|0.8 min read|
  • Alex Siverd

    July 21, 2023

    Alexander Siverd

    Alexander Siverd

    By KaylaK|Categories: Managers, Tax|0.7 min read|
  • Teresa Mangano

    October 24, 2022

    Teresa Mangano

    Teresa Mangano

    By KaylaK|Categories: Partners, Tax|0.9 min read|
12Next

By Type

  • Articles
  • Case Studies
  • Events
  • News
  • Videos

By Topic

  • Audit & Accounting
  • Client Accounting Services
  • Employee Benefit Plans
  • Governmental Agencies
  • M&A Solutions
  • Manufacturers & Distributors
  • Nonprofit Organizations
  • Private Clients & Individuals
  • Private Equity Firms
  • Public and Private Schools
  • Professional Service Firms
  • Real Estate & Construction Companies
  • Tax

Subscribe

Join our mailing list for insights and tools to help you achieve your goals delivered right to your inbox.

Subscribe

Connect

Phone: (800) 232-9547

Fax: (585) 454-4024

Contact Us

Locations

With offices in Rochester and Ithaca and a regional workforce, Insero serves clients through the United States; with a concentration in New York, New Jersey, Ohio and Pennsylvania.

Insights

Join our mailing list for up-to-date information and tools to help you achieve your goals.

Subscribe
Make Payment Button
© Insero Advisors, LLC. All rights reserved.

“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Page load link
Go to Top