Insero & Co

Insero & Co (operating as Insero Advisors, LLC) is an award-winning accounting, tax, and advisory firm dedicated to serving businesses and nonprofit organizations with high-quality, personalized service. The firm maintains an impressive 98% client recommendation rate, reflecting its commitment to delivering accounting, tax, and advisory expertise that drives growth. The firm serves diverse industry sectors including manufacturers and distributors growing regionally, nationally, or internationally; real estate owners and construction professionals; professional service firms guiding business owners with personal and professional objectives; private equity firms requiring strategic tax, audit, and transaction advisory support; nonprofit organizations needing audit and compliance support; government entities requiring specialized accounting and auditing services; educational institutions with compliance and financial guidance needs; and multi-generational families requiring tax and advisory expertise. Services encompass assurance services including audits, employee benefit plan audits, and lease accounting; specialty tax services including state and local tax; tax planning and compliance for businesses and private clients; outsourced accounting and human resources advisory; and transaction advisory support including M&A and financial due diligence. The firm positions itself as a trusted partner for navigating change, providing ideas, and delivering solutions of the highest standard to drive long-term partnership and results.