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.

Forrest Tax & Accounting Services’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years -- you can see it right here in the West Michigan area.So much so, that it's time we discuss estate planning with a technological twist.Before we get there though, may I offer you this important...

Ashley Forrest’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many West Michigan clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help...

Tax Paperwork Checklist

Already, we have many, West Michigan tax clients who have filed, have received refunds and have never been more pleased with their filing experience…

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...

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...

New Ideas For West Michigan Students To Pay For College

I recently wrote about the cost of raising children, but there was one glaring omission: college.But imagine if you had sent your son to Morehouse College. Here's what happened there this month...On Sunday, May 19th, investor and philanthropist, Robert F. Smith,...

Ashley Forrest’s 6 Negotiation Tips To Get What You Want

Well, the brackets are set -- and the nation's collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no doubt know. But there is...

Two Ways Towards Making Money In Marriage Harmonious For West Michigan Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down.If you've been married, you know that there is a big difference between the "wedding show", and the real work of being married. One of the best pieces of advice I've seen for newlyweds is...

IRS Form 4852: Forrest Tax & Accounting Services Explains the Substitute for the W-2

Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall numbers...

A 12-Point Financial Health Check For West Michigan Families And Individuals

We are now fully engaged in our tax "off season" here in West Michigan. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

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!