Rick from Insight Accounting & CFO Services has an eye for details, focuses on the client, has out of the box creative thinking and excellent communication skills. He not only handled my annual tax preparation but has been helpful throughout the year. Rick keeps up with the ever changing tax laws and is trustworthy. I highly recommend Rick at Insight Accounting & CFO Services for your personal and/or business tax needs.

Ricks expertise and easy going manner remove the stress out of tax preparation. We are confident that our returns are prepared with his fastidious attention to all of the many but critical details. In between tax preparation time, Rick stays in touch with helpful hints and tips for better managing your money.

Rick did an excellent and timely job getting my familys taxes together. We highly recommend him.

2018 was the year that my taxes got more complicated, and I realized it was going to be the first time that I was not going to do it myself. I contacted Rick rather late, but he got it done promptly, well before the deadline, and the work I had to do in supplying information was not difficult and less than I expected.

State and Federal Tax preparation