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...

Four Ways the IRS Reform Bill Helps West Michigan Taxpayers Like You (and Me)

Believe it or not, 2019 is almost halfway over (!). We're through the summer solstice, the days get shorter from here on out, and here at Team Forrest Tax & Accounting Services we begin to turn our eyes more directly at 2020.We're pretty thrilled by the opportunity,...

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...

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...

Forrest Tax & Accounting Services’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans.We're all about those plans.These days, we're working with a fair number of our West Michigan clients to get ahead of all of the changes to the tax code. Yes, there's a larger standard deduction next year, and that might make sense for you.But I'll...

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...

One Significant Habit Of The Wealthy In West Michigan — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way.Or something.I don't blame you if you tune out from politics -- and I also don't blame you if you find yourself jumping more intentionally into the fray....

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...

7 Ways to Be More Productive in Your Business

Look, squirrel! Does your brain work a little bit like a golden retriever Monday-Friday? Well, you're not alone. Entrepreneurs and business owners are highly creative people who are excellent at multi-tasking, but sometimes getting pulled in one million different...

Estate Planning For West Michigan Singles

Many of our West Michigan clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don't skip on by.As I have talked about before, estate planning is something that many families continue to neglect.I'm not...

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!