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Insight Financial Solutions Customer Service Phone, Email, Contacts

Insight Financial Solutions
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Insight Financial Solutions Reviews 5

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Insight Financial Solutions This company, Insight Financial Solutions, LLC, is a total scam!

This company, Insight Financial Solutions, LLC, is a total scam! They take advantage of people who have tax issues with the IRS and use it as an excuse to charge even more money. They don't even do the work they claim to do. I asked for a refund, and they initially agreed, but then changed their minds. Can you believe it? They exploit your fear of the IRS and charge you for "time spent" on your case, even though they haven't actually done anything. It's much better to give Power of Attorney to a local tax preparer than to trust this company. I talked to an IRS officer, and they confirmed that there's nothing special about what this company does, except for preying on your fear of dealing with the IRS directly. And to top it all off, they overcharged me a whopping $12,500 just to file my tax returns. And when they failed to do the work, they flat out refused to give me a refund, even after I spent a whole year chasing them down. Can you believe the nerve of these people? Stay far away from Insight Financial Solutions, LLC!

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Insight Financial Solutions BEWARE!

BEWARE! Don't use this company! I got a call from a young man when the IRS started sending letters about putting a lien on my property. Courtney *** was the first person I spoke with, very polite and nice. Then I talked to Ryan Davis who explained everything to me in a simple way, which is why I decided to use them for my [protected] taxes. They would handle all my taxes, negotiate, and set up a payment plan with the IRS. Okay, so 2020 comes and I start getting aggressive emails from Courtney, felt like I was being bullied. I emailed her back saying it was harassment because I only wanted them to do my [protected] taxes, but I gave in and let them do my 2019 taxes for an additional fee, of course. They never told me I had to pay extra for the payment plan. Since I didn't receive a new contract, I thought we were still working under the old one. Then I got a call saying it would be an extra $1200.00 to set up the payment plan. I had already paid for the plan from [protected], but it was NEVER done! Now they want another $1200.00 for the 2019 payment, when you can call the IRS and set up a payment plan for FREE! Lillian Nettles was THE WORST! I copied and pasted the part of my original contract that stated what they would do for me. She said it wasn't included, but I told her that should have been communicated to me. They will bug you to use their service and then not give you the service you paid for! Overall, I paid these guys a lot of money for incomplete work. I had to keep sending my taxes back because of mistakes with the kids' SS# and DOB. I felt like they target people who are being harassed by the IRS because you're scared and don't know what to do, and you're relying on them to help you fix your tax issue. I wouldn't recommend ANYONE to use this company. If I had to choose between using them or going to jail for my back taxes, JAIL IT IS!

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Insight Financial Solutions Complaints 3

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Insight Financial Solutions I got a call from Ryan Davis in December

I got a call from Ryan Davis in December . We talked about a big tax lien on my house. I'm selling my house in Texas and there's a huge lien of $140,000 on it. I needed help to see if I could lower the taxes. I'm not a tax expert, and I said many times that I might try other places, but Ryan kept pushing. I thought maybe he could help me. Yesterday, I made a list of things I needed to know, and Ryan got really mad and insulted me. They should protect other clients and put their fees and services on their website. They're not doctors, accountants, or lawyers, so like any other business, clients should know how much they charge.

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Insight Financial Solutions I paid to have my tax debt settled

I paid to have my tax debt settled. I never got an answer from them. The IRS levied my back tax debt while I thought they were helping me. I had a tax lien filed in January . Rachel at Insight called me and promised that not only could they settle the tax debt, they would set up my business so I would never be in that position again. I paid $2000 down. Jessica was then put on my case. I didn't expect the tax debt to be written off, but I was told they could keep it from going into collections and wage garnishments. I had lost my job, and that's why I was behind on taxes. When the auto withdrawal didn't pull the last monthly payment of $500 of the $3000 I was contracted to pay, they sent me a message saying they were going to finalize with the IRS and close my account. I received a letter from the IRS three months later that there's going to be a levy on my account, and they did absolutely nothing for me. The IRS even said they didn't try to do anything else. It was all a complete lie. They didn't even help me set up my business so I wouldn't be in this position again. Everything was a total scam and has been absolutely no help at all. The $2500 I did pay would have been able to be sent to the IRS to almost get my account into a place where I could set up a payment plan and remove the lien.

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Insight Financial Solutions Be careful when dealing with Insight Financial Solutions, LLC

Be careful when dealing with Insight Financial Solutions, LLC. They don't file your taxes correctly and ignore you when the IRS contacts you due to their poor work. At first, they seemed great to work with, but that's because they do a terrible job. I had some medical issues that caused problems in my professional life, leading to financial and tax issues. I hired them to fix these problems, paying them over $3k. They were supposed to file multiple years of returns. The first problem arose when the person handling my returns mistakenly sent me an email with another client's information, but quickly took it back. Then, they filed my returns incorrectly, resulting in the IRS claiming I owe over $60k, which is ironic because I should be getting a significant refund. After finally filing the returns, they asked for another $3k to "monitor" them. Surprise, surprise, the IRS is now saying that either my returns were not filed or they were filed incorrectly. I've sent about 10 emails to the firm's leadership, but they are completely ignoring me and refusing to respond. It's ironic that the IRS has been more helpful in this situation. Because I couldn't get my returns, I lost my job, my marriage, my home, and even my car due to my medical issues. These so-called "professionals" are well aware that I desperately need the money just to survive, yet they have no problem leaving an Army veteran with a brain injury, who has lost everything, to fall further into despair. They are not good or professional people. They might do a decent job if your tax situation is simple, but if it's complicated, avoid working with these "professionals" at all costs. They will scam you, put you in a terrible position, and do nothing to fix it. Both the IRS and the Taxpayers Advocates have confirmed that Insight either didn't file or filed incorrectly. I paid them in full, yet they refuse to deliver what they promised. I've been trying to contact them via email for over a month, simply asking for confirmation or acknowledgment from the IRS that they filed all my returns correctly. The IRS says they didn't. Meanwhile, my financial situation is deteriorating, and this "firm" is only making it worse. The people in this firm are disgusting human beings.

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Is Insight Financial Solutions Legit?

Insight Financial Solutions earns a trustworthiness rating of 91%

Highly recommended, but caution will not hurt.

Our conclusion: After a detailed review, ComplaintsBoard finds Insight Financial Solutions to be a trustworthy company. Although there's a 0% resolution rate for customer complaints, which deserves attention, Insight Financial Solutions is known for their high standards and safety. If you're thinking about dealing with Insight Financial Solutions, it's wise to check how they handle complaints.

We found clear and detailed contact information for Insight Financial Solutions. The company provides a physical address, phone number, and email, as well as social media account. This demonstrates a commitment to customer service and transparency, which is a positive sign for building trust with customers. has a valid SSL certificate, which indicates that the website is secure and trustworthy. Look for the padlock icon in the browser and the "https" prefix in the URL to confirm that the website is using SSL. has been deemed safe to visit, as it is protected by a cloud-based cybersecurity solution that uses the Domain Name System (DNS) to help protect networks from online threats. you are considering visiting, which is associated with Insight Financial Solutions, is very old. Longevity often suggests that a website has consistently provided valuable content, products, or services over the years and has maintained a stable user base and a sustained online presence. This could be an indication of a very positive reputation.

However ComplaintsBoard has detected that:

  • has relatively low traffic compared to other websites, it could be due to a niche focus, but could also indicate a potential lack of traffic and popularity. The may offer a niche product or service that is only of interest to a smaller audience.
  • Insight Financial Solutions protects their ownership data, a common and legal practice. However, from our perspective, this lack of transparency can impede trust and accountability, which are essential for establishing a credible and respected business entity.

About Insight Financial Solutions

Screenshot Insight Financial Solutions
Insight Financial Solutions, also known as, is a reputable and trusted financial services provider that offers a comprehensive range of tax and financial solutions to individuals and businesses. With a strong track record of delivering exceptional services, Insight Financial Solutions has established itself as a leader in the industry.

One of the key strengths of Insight Financial Solutions is its team of highly skilled and experienced professionals. The company employs a team of tax experts, financial advisors, and consultants who possess in-depth knowledge and expertise in their respective fields. These professionals are dedicated to providing personalized and tailored solutions to meet the unique needs and goals of each client.

In addition to its team of experts, Insight Financial Solutions leverages advanced technology and cutting-edge tools to deliver efficient and accurate services. The company understands the importance of staying up-to-date with the latest industry trends and regulations, and therefore, invests in state-of-the-art software and systems to ensure that clients receive the highest quality of service.

Insight Financial Solutions offers a wide range of services, including tax planning and preparation, financial consulting, bookkeeping, payroll management, and more. Whether you are an individual looking for assistance with your personal taxes or a business owner seeking comprehensive financial solutions, Insight Financial Solutions has the expertise and resources to meet your needs.

What sets Insight Financial Solutions apart from its competitors is its commitment to building long-term relationships with clients. The company takes the time to understand each client's unique financial situation and goals, and then develops customized strategies to help them achieve success. Insight Financial Solutions believes in providing ongoing support and guidance to clients, ensuring that they are well-informed and empowered to make sound financial decisions.

Furthermore, Insight Financial Solutions prides itself on its commitment to integrity, transparency, and professionalism. The company operates with the highest ethical standards, ensuring that clients' financial information is handled with the utmost confidentiality and security. Clients can have peace of mind knowing that their financial matters are in safe hands.

In conclusion, Insight Financial Solutions, operating through, is a trusted and reliable financial services provider that offers a wide range of tax and financial solutions. With a team of experienced professionals, advanced technology, and a commitment to client satisfaction, Insight Financial Solutions is well-equipped to meet the diverse needs of individuals and businesses alike.

Overview of Insight Financial Solutions complaint handling

Insight Financial Solutions reviews first appeared on Complaints Board on Jun 28, 2023. The latest review This company, Insight Financial Solutions, LLC, is a total scam! was posted on Jul 2, 2023. Insight Financial Solutions has an average consumer rating of 1 stars from 5 reviews. Insight Financial Solutions has resolved 0 complaints.
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  1. Insight Financial Solutions Contacts

  2. Insight Financial Solutions phone numbers
    +1 (321) 837-3609
    +1 (321) 837-3609
    Click up if you have successfully reached Insight Financial Solutions by calling +1 (321) 837-3609 phone number 0 0 users reported that they have successfully reached Insight Financial Solutions by calling +1 (321) 837-3609 phone number Click down if you have unsuccessfully reached Insight Financial Solutions by calling +1 (321) 837-3609 phone number 0 0 users reported that they have UNsuccessfully reached Insight Financial Solutions by calling +1 (321) 837-3609 phone number
  3. Insight Financial Solutions emails
  4. Insight Financial Solutions address
    4520 Dixie Hwy NE, Palm Bay, Florida, 32905-4343, United States
  5. Insight Financial Solutions social media
  6. Jenny
    Checked and verified by Jenny This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    May 13, 2024
Insight Financial Solutions Category
Insight Financial Solutions is ranked 363 among 403 companies in the Banks category

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