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Insight CPA, PLLC

Insight CPA, PLLC

Reviews Summary

Consensus: Jacob is an exceptional CPA known for his expertise, professionalism, and attention to detail. Clients praise his ability to save money, correct past accounting errors, and provide strategic financial insights. He’s highly responsive, personable, and goes beyond traditional accounting to offer CFO-level guidance. Many highlight his proactive approach, thoroughness, and ability to simplify complex finances. His dedication to client success and tax optimization makes him a trusted partner, with numerous reviewers strongly recommending his services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Small Businesses
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

1931 Pine Ave

Alva, Florida 33920

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Jacob has been an excellent CPA for Allied Air Services. The first year we started working with him he uncovered mistakes in our prior accountants work that lead to significant tax savings. His monthly reports on our business provide crucial and timely information needed to effectively operate our business. He is always on top of what is needed and works with our team to improve efficiency. Insight CPA is a great strategic partner for Allied Air Services.

Pleasantly surprised at what Jacob and his team have accomplished in the short time they have been working on our business. He will be saving us over 15K this year. Keep up the great work. Highly recommend

It was nice chatting with Jacob on our "15 minute Intro Call". He was very patient in regards to listening to my business needs and he was very insightful as to what my next step should be. Very professional and knowledgeable! Experience was 10 out of 10.

I highly recommend Jacob and Insight CPA. Jacob is extremely thorough, detailed, and always at least one step ahead. He has already caught several mistakes that my previous accountant made, and for that I am grateful. It is truly a pleasure to work with Jacob and Insight CPA. First class service!

I have had the pleasure of working with Jacob Hall and found him to be thoughtful, knowledgeable, and professional. He can truly help you understand your business financials and strategize the best way to maximize your tax benefits. His service goes beyond the normal CPA firm in terms of working with his clients to analyze and help them to interpret their financial data. He can act as a fractional CFO to lend his expertise to companies who do not have a dedicated CFO. I highly recommend Insight CPA!

We have only been working with Jacob at Insight CPA for a few months, but we could not be any happier. We have been with multiple CPAs in the past few years and received very little "insight" from them -- pun intended. Jacob is a keeper! It is such a relief to have found someone with a vested interest in our company doing well, and Jacob provides both knowledge and care in our company. Where other CPAs asked us to do more, Jacob found a way to make our jobs easier. Where other CPAs asked for hundreds of dol

Jacob Hall of Insight CPA has helped organize my company's high volume and complex finances with the utmost of professionalism and competence. Jacob has worked with me on tax optimization, planning, and strategies for both my S-Corp and LLC. 5 stars!

I recently needed an accountant and was referred to Jacob. He is very personable and can really adapt to any needs. If you?re looking for a true, honest and hardworking professional check him out.

Amazing accountant. I was over reported on income last year by my old accountant and when I switched he was able to amend it, get back almost $15k in solar credits and almost $9 in a refund.

Kinda' don't want to share. It's really hard to find a good accountant, especially one that is great to work with, open to ideas, patient with explanations, quick to respond (that's Jacob! ) . . . I could go on and on, but then I'd have to share him!

We have recently started using Insight CPA, and Jacob has been so helpful in making my life easier. He has given me several recommendations that have been so helpful. I would recommend Insight CPA to everyone.

Working with Jacob has been helpful with the daily navigational challenges that are associated with running a business. His professionalism and preparedness is exactly what we were looking for when searching for a CPA.

Jacob Hall is a professional of outstanding character! He is highly competent, trustworthy, precise, and provides excellent customer service. I cannot recommend him and his services more highly.

Jake has been working with us since we started our business, and we have been so happy with his expertise, customer service, and availability. He is very knowledgable and has kept us on the right track. Highly recommend him!

Jacob provided immediate assistance despite it being tax season. He is timely, knowledgeable, and very easy to work with. His assistance has been invaluable to HOPE.

I cannot recommend Jacob enough. He is thorough, diligent and personable. His attention to detail and knowledge have made my job 100 times easier.

I've never had a better experience with proper professionalism and communication, I have recommended Insight CPA To numerous people and I just sent the information to my new employer so they can reach out and possibly use his firm for next year.

Jacob is super knowledgeable. Very proactive, professional, efficient with all his clients and I would recommend him to any of my clients for accounting needs!!

Jacob is the best! He takes the time to explain and make sure we understand our taxes. Highly recommend!

Jacob is experienced, professional, and works with integrity. He is personable and trustworthy. I would highly recommend Jacob?s services!

I have worked with Jacob and I can attest that he is a proficient CPA with attention to detail and knowledge. You will be in good hands.

Insight CPA has been a major upgrade to our previous services. The analysis and interpretation of our numbers is the part I've been missing for years.

If you want an honest accountant that tells you what you need to hear, then Jacob is your guy.

Excellent! Organized, professional, and thorough. I highly recommend Jacob Hall & his team!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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