Blog

Three Things to Prepare as You Get Started with Bookkeeping

Is it finally time to hire someone to manage your books? Woohoo! You must be growing! And for that, we congratulate you. Or, perhaps you're looking one step ahead, and even if you're not QUITE certain it's the right time, you know that, in order to really grow your...

Payroll Pains

Let's set the scene: It's nearing the end of the week. You're feverishly trying to finish your payroll. With a cup of cold coffee and a phone ringing off the hook. Did you get Tom's overtime right? With everything going on at work today, you're REALLY hoping you don't...

Why is a tax TEAM the best choice?

In the past, perhaps before owning a business, you may have done your taxes yourself. Or, you might have utilized a family friend that prepared things for you on the cheap. And, while we understand the seasons of life and the decisions each person might need to make...

Still haven’t filed? Here are 3 Reasons to Choose Forrest Tax!

So...you haven't filed your taxes yet. And maybe, with our current state of affairs and the state and federal tax deadline extended into July, you don't feel rushed. (Find more on that topic at our Facebook page!) You might be a small business owner, stressing over...

Four Reasons that your Stimulus Payment is Delayed

Is your stimulus payment missing our delayed? We've got four reasons for you why that could be the case.  Looking to make a tax appointment? Let's get started right now!1. A DEBTOR IS COLLECTING Unfortunately, Congress did not protect stimulus payments from...

Essential Functioning Hours During COVID-19 Executive Order

On March 23rd, 2020 the State of Michigan signed Executive Order 2020-21 regarding COVID-19. This order has limited the operations of non-essential businesses in the State. As a financial service business, we are deemed to be an essential business and will remain open...

US Moves Tax Deadline to July

The United States is moving the tax deadline to July 15th, 2020, per an announcement today by US Treasury Secretary Steven Mnuchin. The decision was made to help relieve the financial burden from the impact of the COVID-19 pandemic, however, US officials advise folks...

Mark Your Calendar–Key Dates for the 2019 Tax Season

Whether you’re a bullet journaler or iCal person, Outlook user or whiteboard preferrer, these are the dates you’re going to want to know for completing your 2019 taxes.  ********************************* January 31, 2020 Deadline for W2s to be Mailed by an Employer...

Ashley Forrest’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my West Michigan clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what better way to...

Forrest’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Total Cost of College for West Michigan Folks

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

Thinking Through Real Estate Investments In West Michigan

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my West Michigan clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal about...