- Tax PlanningTax Planning - $150 – Review prior year tax return, current tax return checklist, recommendations, strategy, suggestions to mitigate taxes.
- Charitable GivingWe will help you maximize your expenses that are potentially tax deductible such as medical, taxes, interest, and charitable contributions.
- Estate Taxes
- Tax ServicesWe are CPAs and offer a full range of tax planning and preparation services. CPAs are dedicated professionals who understand the business of taxes and finance. Knowledge and training in tax matters enable CPAs to develop effective techniques that often result in substantial tax savings. We are here year round to help you with tax issues as they arise and develop a plan to minimize your taxes. Tax preparation is a component of our relationship with you. We can review your overall financial picture to find ways to help you achieve your goals.
- Roth IRAHourly / Ad Hoc Advice - $200 / hour - Advice on any personal finance topic. Includes second opinion from other advisors. Also lease versus buy decisions, mortgage loan re-finance, social security benefit analysis, and Roth IRA conversions.
- Income TaxWe will work with you to discover how you obtain, budget, save, and spend your financial resources. We take an assessment of your entire financial situation including your savings investments, insurance, social security benefits, income taxes, and liabilities.
- Capital Gains TaxesWe can review your investments outside of tax deferred plans to make best use of unrealized gains and losses. Specific identification, average cost, or first-in first-out treatment may apply.
- Tax Return PreparationSteve Forrest founded Forrest Financial Services in 1996 following a career in corporate finance. Steve also has over 35 years of tax return preparation experience. Steve received a Bachelor of Science degree in economics from Iowa State University and a Master's degree in business administration from Drake University. Steve is a Certified Public Accountant and a Certified Financial Planner. Steve lives in West Des Moines with his wife, Susan. Steve has one grown child.
- Investment ManagementPete Deacon joined Forrest Financial Services in 2001 focusing on investment management. Prior to 2001, Pete worked in corporate finance for companies in the retail, outsourcing, and banking industries. Pete earned a Bachelor of Business Administration degree with a major in Accounting from The University of Iowa and a Master of Business Administration degree from Drake University. Pete is a Certified Public Accountant and Certified Financial Planner. Pete lives in Johnston with his wife, Pam, and has three children.
- Mutual FundsWe are an independent, privately owned firm with no ties to a bank, mutual fund company, or insurance company. Therefore we can choose financial products that are best for you without external influence.
- Accounting Services
- Financial PlanningAll written content of this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor prior to implementation. Fee-only financial planning and investment advisory services services are offered through Forrest Financial Services, L.L.C., a state registered investment advisor firm in the state of Iowa. Nothing on this website should imply that past results are an indication of future performance.
- Retirement Planning
- Asset Management