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.

Ashley Forrest’s Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters.And this year, there are LOTS of things to consider as we approach 12-31-18.Because yes -- the standard deduction this year has been significantly increased, and...

One Trump Tax Plan Mistake That Ashley Forrest Wants You To Avoid

The internet can be a confusing, anxiety-inducing space.The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences.But...

Spending Money From Tax Refunds Wisely By Ashley Forrest

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast.And as we tax pros say, the days are long, and the days are long.But that's simply because we've been getting to do some meaty, fun tax preparation work...

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...

Key Tips For West Michigan Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June.With that fact in mind, I'm not sure where you currently fall on the wedding spectrum...Are many of your friends getting married? Are your friends' kids getting married?...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

2018 Tax Reform Update And A Holiday Prayer from Ashley

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

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,...

Three Key Money-Management Tips For College Students In West Michigan

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future.And school.School is back in session in West Michigan -- which for some parents is something to celebrate, and others something to mourn. Or a...

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...

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!