Insight Tax Group

What Insight Tax Group does

Insight Tax Group is a full-service accounting, tax resolution, and financial advisory firm headquartered in Vero Beach, Florida, with a second office in Palm Bay. Founded in 2014 and operating for 15+ years, the firm is privately held as Insight Tax Group, LLC and founder-led by CEO Ron Gustafson. The firm serves individuals with IRS or state back-tax debt and small-to-mid-sized businesses across Florida and a broader multi-state footprint, organized around four service pillars: Tax Minimization (IRS and state representation, audit defense, collections, Offer in Compromise, installment agreements), Asset Protection (estate and trust planning), Wealth Protection (accounting, bookkeeping, payroll, assurance and advisory), and Retirement Systems (financial and retirement planning, SDIRA). The team of approximately 21 professionals includes two lead tax attorneys (with 20+ years of state representation experience), enrolled agents, certified tax preparers, financial analysts, and dedicated CIO and COO roles.

The firm's business model is professional-services based with quote-based fees per engagement; the primary go-to-market motion is outbound sales calling individuals known to owe back taxes, supported by a no-cost "Free Tax Investigation" funnel, TV/radio advertising, content marketing through a blog and resource center, and an active social media presence on Facebook, Twitter, and Instagram. Roughly 28 distinct service offerings are marketed, ranging from traditional tax preparation to business valuation, M&A advisory, international taxation, QuickBooks support, and litigation support. Revenue is generated through fees for tax consulting, representation, preparation, bookkeeping, payroll, and advisory engagements. Technology disclosed is limited to standard SSL encryption for client data and web-based intake forms, with no proprietary software platform, AI/ML systems, or API integrations identified. BBB accreditation (South East Florida) and a published success-story portfolio serve as the primary trust signals for buyer acquisition.

Name

Insight Tax Group

Legal name

Insight Tax Group, LLC

Website

https://insighttaxgroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Insight Tax Group is a Vero Beach, Florida-based accounting and tax resolution firm serving individuals with back-tax debt and small-to-mid-sized businesses. It offers tax representation, preparation, bookkeeping, financial planning, and business advisory through roughly 21 professionals across two Florida offices.

Ownership category

akta.pro rank

Product category

Tax Resolution & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Tax resolution services
• IRS representation services
• Accounting and bookkeeping
• Tax preparation planning
• Business valuation advisory

Headquarters

HQ city

Vero Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Tax Resolution Services: Professional tax resolution services including IRS representation, state representation, tax audit representation, collections and settlements, and offer in compromise programs. Revenue is generated through professional service fees for tax consulting and representation.
2. Tax Preparation and Planning: Tax management services including tax planning, preparation, bookkeeping, payroll services, and accounting services for individuals and businesses.
3. Financial and Retirement Planning: Financial and retirement planning services including investment advice, retirement account guidance, and wealth management strategies.
4. Assurance and Advisory Services: Business valuation, mergers and acquisitions advisory, financial projections, and litigation support services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Insight Tax Group is a full-service accounting and tax advisory firm that provides IRS and state tax representation, tax resolution (Offer in Compromise, installment agreements, liens/levies), tax preparation and planning, bookkeeping, payroll, accounting, business valuation, M&A advisory, and financial/retirement planning to individuals and small-to-mid-sized businesses. The firm operates from two Florida offices (Vero Beach and Palm Bay) and offers a free tax investigation as its primary client-acquisition channel.

Product overview

Insight Tax Group is a full-service accounting and financial advisory firm offering a comprehensive suite of professional services rather than a software product. Their portfolio centers on four core service pillars: Tax Minimization (tax planning, IRS/state representation, audit representation, collections and settlements), Asset Protection (estate and trust planning), Wealth Protection (accounting, bookkeeping, payroll, assurance and advisory), and Retirement Systems (financial planning, SDIRA services). The firm provides approximately 28 distinct service offerings including tax management, accounting services, business valuation, mergers and acquisitions, international taxation, litigation support, entity restructuring, and financial projections. The company operates from two Florida locations (Vero Beach and Palm Bay) and serves individuals and businesses with tax resolution, financial planning, and business advisory needs.

Differentiator

Problem solved

Functional benefit

Products and services

• IRS Representation Professional representation during IRS audits and federal tax matters, guiding clients in dealings with federal tax authorities and answering questions on their behalf. Targeted at individuals and businesses facing IRS scrutiny.
• State Tax Representation State tax representation led by attorneys with over 20 years of experience navigating state tax codes and aggressive collection attempts. Targeted at individuals and businesses facing state-level tax collection or audit actions.
• Collections, Settlements and Offer in Compromise IRS debt resolution services covering Offer in Compromise settlement programs, installment agreement negotiation, and tax lien management. Targeted at individuals and businesses with unmanageable IRS debt.
• Installment Agreement Services IRS payment plan services enabling taxpayers to settle tax debt gradually through regular monthly payments. Targeted at taxpayers unable to pay in full but able to make recurring payments.
• Tax Audit Representation Professional representation during audits conducted by federal and state tax authorities, facilitating communication and negotiating favorable outcomes. Targeted at individuals and businesses under audit.
• Tax Planning and Preparation Full range of tax planning and preparation with strategies to minimize tax liabilities, maximize cash flow, and optimize financial opportunities in tax laws. Targeted at individuals and businesses needing ongoing tax filing and planning.
• Accounting Services Accurate record-keeping and reporting including initial accounting system setup, cost-containment, tax planning, investments, and employee benefit plans. Targeted at small to mid-sized businesses.
• Bookkeeping Accurate recording and categorizing of financial transactions to identify deductible expenses and maximize tax deductions. Targeted at small to mid-sized businesses needing ongoing bookkeeping support.
• Payroll Services Payroll management ensuring employee compensation is structured in a tax-efficient manner. Targeted at small to mid-sized businesses needing outsourced payroll.
• Audits, Reviews, and Compilation

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves3 records

Expansion highlights5 records

Direct peers

• JK Harris: Established U.S. tax resolution and accounting firm providing IRS tax help, debt settlement, and related services to individuals and small businesses. Closely comparable to Insight Tax Group in the tax resolution focus, SMB/individual customer base, and use of educational content and testimonials for demand generation.
• Optima Tax Relief: National tax resolution firm specializing in IRS and state tax debt settlement, audit representation, and back-tax resolution for individuals and businesses. Directly comparable to Insight Tax Group in service scope, customer profile (distressed taxpayers), and a sales-led motion built around free consultations.
• Instant Tax Solutions: Tax resolution and IRS settlement firm offering Offer in Compromise, installment agreements, wage garnishment release, and audit representation. Comparable to Insight Tax Group in target customer (taxpayers with IRS issues), service mix, and emphasis on free initial consultation.
• Polston Tax Resolution: Tax resolution firm offering IRS representation, state tax help, audit defense, and back-tax settlement services. Comparable to Insight Tax Group in the tax debt focus and the bundled advisory + compliance service model.
• Tax Defense Network: Tax resolution company focused on helping individuals and businesses settle IRS back taxes, liens, and levies through Offer in Compromise, installment agreements, and penalty abatement. Comparable to Insight Tax Group in target customer, resolution programs offered, and reliance on inbound/outbound lead generation.
• Anthem Tax Relief: One of the largest U.S. tax resolution firms offering IRS representation, Offer in Compromise, installment agreements, and penalty abatement to individuals and businesses. Highly comparable to Insight Tax Group in core service mix, target customer (taxpayers with back taxes), and use of a free consultation as a lead-generation tool.

Broad incumbents

• Jackson Hewitt: National retail tax preparation chain serving individuals and small businesses with tax filing and related services. Competes with Insight Tax Group for the same individual and SMB taxpayer customer base, particularly in seasonal tax preparation.
• Liberty Tax: National tax preparation franchise that also offers tax resolution, refund advances, and small-business accounting. Comparable to Insight Tax Group as a broad consumer-facing tax services provider, though at much larger scale and with a retail franchise model.
• H&R Block: Large national incumbent offering tax preparation, tax resolution, and small-business accounting services through retail and digital channels. Broader and more diversified than Insight Tax Group, but competes in adjacent tax preparation and resolution categories for the same SMB and individual customers.

Regional players

• Larson & Company (regional CPA): Regional full-service CPA and tax advisory firm serving individuals and SMBs with tax preparation, planning, accounting, and advisory services. Comparable to Insight Tax Group as a regional, service-oriented accounting and tax practice, though with less focus on aggressive tax resolution marketing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/taxhelp_insight
• Facebookfacebook.com/1insighttaxgroup
• Instagraminstagram.com/insight_tax_group_
• LinkedInlinkedin.com/company/insight-tax-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Tax Group