Forest leverages over 7 years of dedicated professional experience to drive exceptional value for our clients. He is recognized as a CPA in the state of Florida and is a proud alumnus of FAU (go Owls!), where he obtained his Executive Master’s Degree in Taxation, as well as his B.B.A. Degree in Accounting. Having navigated diverse roles at esteemed firms in the greater Boca Raton area such as CBIZ and EY, Forest brings a wealth of experience to our team. 

As a Tax Manager, Forest plays a pivotal role in delivering comprehensive tax and consulting services. He values a client-focused approach with meticulous attention to detail, ensuring effective communication and a transparent process when it comes to assisting the unique needs of each client. His proficiency in tax compliance extends across various return types, including individual, corporate, partnership, trust, gift, and estate. With a strong foundation in industry-specific knowledge, Forest also specializes in working alongside our clients to resolve complex taxpayer issues directly with the IRS. 

Forest’s most recent role as the Employee Retention Tax Credit (ERC) specialty service line team leader underscores his commitment to delivering high-quality services and optimizing the client experience. In this role, he developed and implemented firm-wide processes and procedures in order to extend this additional service line offering to our clients.