Taxes handled with clarity, care, and expertise.
Forest Financial is a boutique tax firm serving individuals and small businesses in the Portland metro area.
Most clients come to us when something in their life has changed; a new business, a property sale, a loss, a life that got more complicated. They stay because they trust us.
We take the time to understand the full picture, explain your options clearly, and prepare returns that are accurate, compliant, and defensible.
We don't rush. We listen, we explain, and we lay out the path forward. Then we let you decide.
When you work with Forest Financial, you’re not buying software with a human attached. You’re working directly with an Enrolled Agent with over a decade of finance experience who will stand behind your return and be available when questions come up.
You may be a great fit if…
You own a business or have self-employment income
You have rental property, investment income or RSUs
Something significant changed this year (a death, divorce, property sale or new business)
You’ve owed the IRS before and want a clear strategy going forward
You want a professional standing behind your return — not just software
We're probably not the right fit if…
You file a straightfoward W-2 with no questions on TurboTax
You are looking for the lowest possible price
You need same day service without scheduling ahead