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Find a Location

Insight Financial Solutions, LLC has 1 locations, listed below.

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    Business ProfileforInsight Financial Solutions, LLC

    Tax Negotiators
    BBB accredited business

    Additional business information

    Additional Info:
    BBB opened its file in August 2013. Prior to that time the company operated in the service area of BBB Serving Southeast Florida. Complaints and file information were transferred to BBB serving Central Florida at that time.
    See all additional business information

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 2 Customer Reviews

    Customer Complaints

    1 complaints closed in last 3 years

    0 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 8/3/2015

    Years in Business: 16

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Products & Services

    This company offers tax lien negotiation, entity structuring, accounting services, and retirement systems.

    Business Details

    Location of This Business
    4520 Dixie Hwy NE, Palm Bay, FL 32905-4343
    BBB File Opened:
    8/27/2013
    Years in Business:
    16
    Business Started:
    4/21/2008
    Business Started Locally:
    8/27/2013
    Business Incorporated:
    4/21/2008
    Accredited Since:
    8/3/2015
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management
    • Ronald Gustafson, Managing Member
    Contact Information

    Principal

    • Ronald Gustafson, Managing Member

    Customer Contact

    • Ronald Gustafson, Managing Member
    • Carole Donovan, Manager
    • Robert R. Reittinger JD, Lead Attorney, Tax Lien Division
    • Robert E. Burns, Attorney
    • Brittaney Conley, Manager
    Additional Contact Information

    Fax Numbers

    • (772) 266-0803
      Primary Fax

    Phone Numbers

    Email Addresses

    Customer Complaints

    1 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    07/21/2022

    Complaint Type:
    Billing Issues
    Status:
    Answered
    I hired them to file my taxes in 2017 and every year since. They have been paid directly from my bank from auto withdrawal and I just made my last payment of 300.00 towards my 4000.00 charge. The CEO sent me an email asking for an additional 3950.00 and I told the receptionist not to make any further withdrawals since I had already paid and asked to leave a message with my agent. I received another email from the boss telling me that since I was refusing to pay that my appointment was canceled and they would be pulling my paperwork from the agent. I owe the IRS money and they have continually told me that they would work with the IRS to reduce my debt as I could not afford to pay 30.000 plus an additional 10.000 in back taxes. I was trying to make payments to the IRS but they never got to that. I now have a lein on my home and no way to get my information from them. Years ago, when they called me, it was a cold call and I was interested only because they were local. I thought that it would be better to do business with a local company, especially when I'm dealing with the IRS. I am still in the same position I was and still owe all this money. They have never gotten to the point where they talked to the IRS and made arrangements for me to even have the envelopes to make the payments. Now they will not speak to me without another $3900. I don't know what recourse I have, but I definitely don't want other people to get caught in this trap. I have been paying them every year faithfully and I still have taxes to pay that they have not given me the information on. I have asked over and over again because I need to make this right. I have the emails they have sent me and can print them but do not know how to upload emails.
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    Customer Reviews

    2 Customer Reviews

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    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Diego P

    5 stars

    04/16/2024

    Taxes are one of the most stressful things to go through every year. Thankfully I found Insight Financial Solutions. After a quick phone call, I felt right at home. Speaking with **** and *** felt like speaking to a friend. They were transparent about the process and how they would be able to help me. They laid out the steps for me and the process was quick and easy. Im eternally grateful for them helping me.Insight is without question the best place to get all your tax needs solved!

    Local BBB

    BBB Serving Central Florida

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