Accounting and Tax Services

provided in your office or ours!

Forest Accounting and Tax 

(805) 915-4730

Hours:     Mon - Fri  8am - 5pm

Saturday and Sunday By Appointment Only

Phone (805) 915-4730

Cell  (805) 587-5944

niki@forestaccountingandtax.com

Contact Information


Forest Accounting and Tax knows that accounting  assistance is more than just adding numbers.  It is about getting to know the client, discussing what is working well but most importantly discussing what is not.  We  can take the mystery out of bookkeeping and tax which in turn gives YOU more time to run your business.  Our mission is to partner with our clients to craft a system of checks and balances that will grow with their  BOTTOM LINE!

IRS Circular 230 Tax disclosure:  Tax advice contained in this communication, including attachments and enclosures, is neither intended nor written to be uses and cannot be used;  to avoid penalties under the Internal Revenue Code or to promote, market or recommend to anyone a matter addressed herein, and does not constitute a tax opinion and thus may not be relied upon as such.


Tax Extension Deadline Due October 15th 2018


Tax Services provided electronically - not requiring an office visit. Capture your W2 with a snap  📸 just like TurboTax, but rest assured you will be advised by an Educated Licensed Professional. Contact us Today at (805) 915-4730 or visit us at forestaccountingandtax.com for help with all your accounting, bookkeeping, and tax needs.  😊 🗓 📱


Average Tax Return Preparation Fees
Form 1040EZ with State Filing $75.00
Form 1040 with Itemized Deductions and State Filing $250.00
Form 1040 without Itemized Deductions but includes State Filing $150.00
Additional Forms:
Schedule C (Business) Preparation in addition to above $150.00
Schedule D (Investments) Preparation in addition to above $75.00
Schedule E (Rental Property) Preparation in addition to above $125.00
Free Consultations to include review of previous returns.
Fees due upon preparation.

Fees are approximate costs and final costs are confirmed with engagement letter prior to preparation.

All returns are electronically filed.


 "One item that makes our service so valuable to someone like yourself is we can advise what types of items can be deducted which provides our clients with a better understanding of the guidelines and assist in reducing future tax liability."



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