Licensed CPA · Serving Florida

Unlocking potential through insights.

FInsight Solutions provides individual tax preparation, small business accounting, and strategic tax advisory to clients across Florida — entirely remote, with the rigor of a traditional CPA firm.

[X]+
Years in Practice
[X]+
Returns Filed Yearly
100%
Remote & Secure
FL
Licensed CPA
Services

What we do.

Every engagement is handled directly by a licensed CPA — never outsourced, never rushed. Clear answers, fixed fees, year-round availability.

i.

Individual Tax Preparation

Federal and state returns with proactive review of deductions, credits, and prior-year amendments where they help.

  • Form 1040 and all schedules
  • Multi-state filings
  • Rental and investment income
  • IRS correspondence handling
ii.

Small Business & Self-Employed

Year-round support for sole proprietors, LLCs, S-corps, and partnerships — including entity election and quarterly estimates.

  • Forms 1120-S, 1065, Schedule C
  • Entity selection & restructuring
  • Quarterly estimated taxes
  • Payroll tax compliance
iii.

Bookkeeping & Monthly Close

QuickBooks and Xero bookkeeping with monthly reconciliation, P&L review, and clean books your bank or buyer will trust.

  • Monthly bank reconciliation
  • Financial statement preparation
  • Catch-up & cleanup engagements
  • Software setup and training
iv.

Advisory & Tax Planning

Strategic planning that looks past April 15th — retirement contributions, entity structure, real estate, and exit planning.

  • Year-end tax projections
  • Retirement & SEP planning
  • Real estate transactions
  • Business sale & succession
F
About

A real CPA. One phone call away.

FInsight Solutions was founded on a simple idea: that good accounting is a relationship, not a transaction. Every client works directly with a licensed CPA — the same one — year after year.

We serve professionals, freelancers, and small business owners throughout Florida. Whether you're filing your first 1099 or restructuring a multi-entity operation, you'll get clear answers in plain English. Because we operate remotely, you get more of our time and none of the overhead.

License
Florida CPA #[REPLACE]
Member
AICPA · FICPA
Experience
[X]+ Years in practice
Focus
Small business & advisory
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FAQ

Questions, answered.

A few things clients usually want to know before reaching out.

How much do you charge?

Pricing depends on complexity. Individual returns typically start around [$X], and small business engagements range based on entity type, transaction volume, and whether bookkeeping is included. We provide a fixed quote after a free 20-minute consultation — no surprise hourly bills.

How does working with a remote CPA work?

Just like working with a local one — only easier to schedule. We use a secure document portal for sharing tax documents, meet by video or phone for consultations, and sign returns electronically. Most clients say they spend less time on their taxes than they did with their previous in-person accountant.

What do I need to send you?

For individuals: W-2s, 1099s, prior-year return, and any deduction records (mortgage interest, charitable giving, medical expenses). For businesses: P&L statements, bank statements, and last year's return. We'll send a personalized checklist after our first call.

How long does a return take?

Most individual returns are completed within 7–10 business days of receiving all documents. Business returns typically take 2–3 weeks. We schedule a final review call before filing so you understand what's on your return.

Do you handle IRS notices and audits?

Yes. We respond to IRS and Florida Department of Revenue notices on behalf of clients and represent clients through audits, payment plans, and offer-in-compromise filings. If you've received a notice, send it over the same day if possible.

Are you accepting new clients?

Yes — but the closer to April 15th, the harder it gets. If you're hoping to switch firms or file with us this season, please reach out by mid-February. For business clients, we onboard year-round.

Contact

Let's talk.

Schedule a free 20-minute consultation. We'll discuss your situation, answer your questions, and quote a fixed fee — no obligation.

Email
[Your email]
Location
Remote · Serving all of Florida
Hours
Mon–Fri 9:00–5:30 · By appointment Saturday