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ABOUT US

Our Team

Ashley Forrest Headshot

Ashley Forrest

CEO

Ashley began preparing taxes in 2003 servicing military families. In, 2008 a Muskegon resident approached Ashley for her assistance with an Earned Income Tax Credit Audit, and after hearing her story she knew she had to help. Upon winning the EITC audit, the client shared her experience with others. The business began to grow, and the search was on for a location to call home!

Lynn

Lynn Adams

Bookkeeper

Lynn has over 30 years of bookkeeping experience! She specializes in general ledger, and understands that a balanced checkbook is a must! In her free time, she enjoys baking and spending time with her family.

About Forrest Tax

Our specialty at Forrest Tax has been to offer people excellence through a wonderful experience. Because taxes are stressful and so many folks have had bad experiences, it can be hard to trust again. However through our many loyal customers, excellent reviews, and conduct as a business, we specialize in making clients feel comfortable and welcomed.

Forrest Tax takes pride in explaining the services that customers are receiving and educating them on ways they can protect, build, and grow their finances in the future. Being able to show a family how they can save money the next year and possibly increase their refund, or, showing a woman business owner how to fill out forms and make sure everything is up to Federal, State, and Local statues is a pleasure and a passion of the company. Education of laws and the reasoning behind the record-keeping is vitally important.

We also believe that to be the best, you must have excellent customer service–being available to clients in the times that matter most. Whether it is taking a call after business hours, or opening the office because someone needs paperwork to make a deadline, we put our customers first. We prioritize our communication with clients because they are important to us.

Forrest Tax believes in continuing education. Our staff takes annual courses to ensure they are up to date with the latest tax and payroll laws. From attending webinars to tirelessly researching the most accurate tax information and software, our team is always learning and growing as professionals.

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For Small Business Owners

Letter from Ashley

I love to support business owners, however, being a woman gives me a special concern for other women who own businesses, especially entrepreneurs.

I have several small business owners who are clients of mine and I have helped them to prepare and establish business plans. We have worked closely for approval of business loans, grants and even finding a brick and mortar location. I offer clients mentoring from my own experiences, as well as accounting and payroll needs! I am readily available to them for questions concerns and comments. It is not easy being a small business owner and we must support one another. Each step of the way I am there to support my clients. I rejoice with them as their dream comes true and cry with them when faced with adversities!

Although Forrest Tax was my dream, I have not done it all by myself. Many men and women have put in their hard work, time, and effort to help the Forrest Tax dream become a reality. Our entire staff humbly thrives on the success of our clients, their families, and their businesses.

We hope to hear from you soon and look forward to protecting your financial interests through excellent accounting services.

Best Wishes!

Ashley Forrest

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