Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Five Steps To Help West Michigan Families And Individuals Prepare for Financial Emergencies

With Hurricane Florence barrelling towards the southeastern United States, I'm reminded (again) about how the unexpected can put a big dent into a well-planned life.And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of...

College Is Expensive But West Michigan Families Can Save Big Through These Tax Breaks

What, you think I'm on vacation?Yes, the tax deadline has passed. But we're still available, and handling post-deadline matters for West Michigan clients.But moving along to today's subject: figuring out how to pay for college tuition. Things are different from the...

Instilling Financial Literacy For Kids In West Michigan

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

2018 Tax Planning Strategies Questionnaire For West Michigan Taxpayers

Wait, you thought I meant the holidays?Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. :)And next week, I'll give you some generalized moves you can make that can affect your tax bill (in positive ways...

2018 Tax Refunds Have You Confused? Ashley Forrest Provides Clarity

We are cranking along with tax return preparation here at Forrest Tax & Accounting Services, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look -- it is our J-O-B to handle this junk so...

Estate Planning For Dummies: Two Estate Planning Myths Debunked For West Michigan Families

I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...

The Behavior Profile of Our West Michigan Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Three FAFSA Tips to Help West Michigan Taxpayers Get Their High School Grads Ready for College

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things.I often write about "financial independence" this time of year (yes, I like the puns) ... and when I do, invariably I get contacted by a few clients (or former clients), who...

Implement Ashley Forrest’s Tax Planning Strategy To Pay Less On Taxes This Year

It's true -- there are certain people for whom this note doesn't apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much.However, since YOU have chosen to invest yourself in our services (or at one point...

Focus Training For Folks In West Michigan

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!