Insight Financial Solutions, LLC

Insight Financial Solutions, LLC

Reviews Summary

Most reviews praise Insight Financial Solutions for professionalism, expertise, and resolving complex tax issues effectively. Many highlight excellent customer service, proactive communication, and successful outcomes, though some note high costs. A few negative reviews accuse the company of poor responsiveness, unmet promises, or excessive fees, calling it a scam. Overall, satisfied clients recommend their services for tax resolution, while dissatisfied ones warn against potential mismanagement.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation

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
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

4520 Dixie Hwy NE

Palm Bay, Florida 32905

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. It's an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommen

Insight Financial Solutions has done an outstanding job for me. My experience with Insight Financial Solutions has been a great one to say the least. I was very impressed with how the staff kept me well informed throughout the process. Letting Insight handle my tax issues was one of the best decisions I have ever made .The staff at Insight worked with the IRS on my behalf and convinced them to take a position that was very acceptable to me. I will highly recommend this firm to anyone with tax issues. Thanks

Insight Financial Solutions and Pete in particular have been stellar. They got the federal IRS worked out fairly quickly and has been diligently working to finish with my state tax disputes. They have lived up to what they promised me????I recommend the work, knowledge and results generated by Insight Financial Solutions!

I have been working with the Tax Insight team, including Peter Genevieve and others, for the past four to five years. They have been instrumental in helping me resolve challenges I faced with the federal and state organizations in California. Without their honesty and integrity, I would have aged 20 years and lost my mind trying to navigate this complex bureaucracy. I want to extend my gratitude to the entire team! We need more individuals like you to assist those who are not familiar with the intricacies o

Insight and its members has really been a huge help for me. Peter Was very understanding and helpful. He went above and beyond to work with me and getting things done that needed to be. Highly recommend.

The team at Insight are hard-working and responsive to my questions. I would recommend Insight Tax Solutions to help resolve any issue with the IRS.

I have work with insight with my taxes for many years now, it was not cheap, but it was worth every penny to resolve my problems. Thank you so much for helping me get this tax resolution, resolved, and relieve my stress. I will recommend Insight to anyone who needs help with federal or state taxes they are the best

Insight has done a ton of work to get my businesses and my family into tax compliance. It's a process not an event, but these tax attorneys go above and beyond to get you results.

Initially, when I reached out, they were very responsive. I sent half the payment and again they were very responsive. After I sent full payment, I could no longer get a response from anyone. I call daily and I get an answering service, I sent multiple emails to my client coordinator, and I get no response. Next step is to file a complaint with BBB and State Consumer Protect Board. Be Aware.

I started with Insight to correct my tax situation. Throught my time the company has taking the time to explain every question I have, especially Pete. I am very greatful for the time and dedication to fix my taxes. Thank you Guys!!

This company helped put my mind at ease and worked with me and the IRS to come to a payment I can afford. I was pretty lost before they offered to help me, and I am grateful.

Insight Financial Solutions provides a great service, they have assisted me with my tax problems and i would recommend them to everyone that has tax issues.

I?m currently going through insight to help with my tax issues and so far services has been great.

Insight ROCKS!!!!! I got individualized attention, constant support and my problem was completely resolved. It didn't happen overnight, and it wasn't cheap, but this was definitely a case of you get what you pay for. When you consider the fact that they were able to cut me a deal with New York State for less than 20% of what the state said I owed, I came out way ahead. Jace really went to the mat for me. I would recommend them to anyone. Eileen M.

been doing business with them for 5 years. Pete, Trinity, Mike T and, Brittany have been great to work with

Highly recommend,keeps you informed of your case,works digitally to resolve your case with awesome results.

Insight Financial Solutions is an outstanding company, not solely for the incredible work they do for you, but because of the care and attention to detail the wonderful folks give to each client. You don?t just feel like you are a client, but part of the insight family. Ron, Ryan, Mike and company are the best at what they do and for good reason. I wouldn?t trust anyone else with my finances. Keep up the great work!

I would like to express my positive experience working Insight for several years. It is very stressful dealing with tax issues and Insight worked with me every step of the way to resolve any outstanding issues. It has been a positive working partnership. I highly recommend their to services to anyone.

Absolute crooks. Do not fall for their sales pitch. They previously scammed me out of $13,000.00 under a different company name; Insight Tax Group. Then today a new person called not realizing they have already screwed me, after he looked it up and found my account, he said, "let us know if you need anything in the future, have a good day bud."... I need my money back is what I need! Total scam.

We are so thankful for Insight Tax Group. They are professional, understood the urgency of our situation, and started working right away to eliminate any liens, garnishments, and levy?s that were placed on us. They got us into a low monthly payment arrangement that we were comfortable with. Our financial anxiety & stress situation is now at ease due to Insight & their team working hard for us and were so thankful to them! Vandre Pryor

My enrolled agent Larissa is awesome. She has helped put my irs debt of 90k in a non collectable status and continues to presume a resolution that best suits my situation. Larissa also helped set up my business by filing all required paper work and annual reports. She keeps me up to date on my status and checks in regularly to see if I have any questions. The staff also helps with my taxes and am looking forward to working with liamey again this year for a great tax preparation. Thank you Larrisa and her

I just became a client for Insight Financial, they did wonders for me. They very professional I live local I came into the office meet everyone and the owner. They all was pleasant and made me feel very comfortable. They help me with my tax issues and still are. I recommend this company highly.

I?ve been using insight financial solutions for over 2 years now and I must say they are hands down the best. I previously had another company working on my taxes for my business and they did not do what they said they would. Once I hired insight financial everything was fixed and they have kept everything up to date ever since. I highly recommend them for any tax issues you may have.

As a small business owner being spread out in many different directions, the best decision we ever made was hiring Insight as our financial and tax specialists. Brittaney and her team are very responsive and always there to help. It's a great feeling knowing they have your back especially during these hard times. Thanks Brittaney and Insight Financial Solutions for all your help! Best Regards, S. Gus Crist - Crist Container Modifications and Rentals.

Do not use this company . Every step of the way I was asked to give more and more funds . After they completed my returns when delays were on there side for several months then reached out for another $3,000 saying they were out of time mind you I had already given them $4,000. Long story short when I asked for answers a man named Ryan said to call an attorney and cancelled my account with no explanation . Save your self the time money and headache go with another company !!!!!

Insight Financial worked diligently on a solution for me with IRS and the State of New York. They were extremely thorough and had a complete understanding of my case. It seemed as if the whole office was working for me alone. Further, they are extremely professional in everyway and I would recommend them to anyone any time. Thank you

Just so you know the positive comments like from courtney is because she works there. They recorded your phone conversation. There service works I'm not going to deny. Most transactions take less than a year and most of what they do you can do yourself by just researching the right tax accountant or cpa.. Also make sure you file your business right. Most of people's tax issues need to be discussed with the IRS. Before you accept anything from them make sure you have done your homework before, because they

Payed them $50,000 had one more payment due in January but in November I got a $30,000 tax lean put on me they did nothing but took my money over 4 years if I could sue them I would find another company to do business with

Larisa with Insight has been so fantastic about helping me with my taxes and has been very helpful and supportive.

Great company! They gave me sound advice and prompt service. I have been using them for 3 years now and very satisfied. Hope to continue with them. Thanks Brittaney!!!!!!

Please do not use these people!! They tell you one price then string you along ever so slowly, about every six weeks they ask for more money! They took me for $10,000 and then didn't finish helping me clean up three years worth of taxes. Employees have even told me this is how they operate on every client. Stay away!! Use anyone else.

Highly recommend. They were able to help me solve my tax issue and they save me a boatload of money. If you have a tax issue call these guys right away.

From the minute I made contact with this company and went over the details of my account, they created of team of professional people that worked hands on with me! Highly recommend their services.

They saved the shekels that my family worked so hard to hoard over the years that the government tried taking from me. The girls I dealt with were both very nice.

Very knowledgeable and professional! I am so grateful to have found a firm like Insight Financial!

Sandy has been doing my taxes for 5+ years and does a fantastic job.

Happy with the service. Larisa was so very helpful. Thank you!

They have worked on my taxes for a few years and they did exactly as they said they would and I highly recommend them.

Greatly helped me with my taxes, great customer service and overall good experience.

This place is amazing, i don't understand why people have so many issues here, they help me with all my problems, i will definitely recommend.

Just want to say thank you so much to Jen for helping with my taxes, amazing customer service and knowledge, was so helpful. Thank You

Really great people that are knowledgeable and friendly. Helped me a lot! Highly recommend.

Excellent customer service. Very professional and friendly. Results were better than expected. Highly recommend.

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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