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The Forester Firm

Licensed
Licensed
Contact for price
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About
I am TurboTax Expert and CPA. I have 16 years of experience.
Overview

Hired 24 times

Background checked

License verified

2 employees

4 years in business

Business hours

Sun12:00 am - 11:59 pmMon12:00 am - 11:59 pm

Payment methods

This pro accepts payments via Cash, PayPal, Square cash app, Venmo, and Zelle.

Credentials

License verified

Tax Preparer (CTEC)

License state: CA

Background checked

Passed by Kathy Forester on Feb 17, 2025.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

18 reviews

5

100%

4

0%

3

0%

2

0%

1

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Read reviews that mention:

pro avatar
Cloud t.

Mar 19, 2022

•

Hired on Thumbtack

Kathy is a very professional account. She is very patient on answering all my questions and helping me to try all options to get the best result. Already recommended to my friends.
Individual Tax Preparation
pro avatar
Todd H.

Oct 15, 2021

•

Hired on Thumbtack

Kathy was simply amazing to work with! I typically would do my taxes on my own until I had a few complex situations come up where I knew I needed advice. I reached out to a few companies late one evening and Kathy immediately jumped in and we had a call that same night. I felt a huge weight off my shoulders with the confidence she had it all under control. She was highly responsive both day and night, informative, and organized. The tools she works with are modern (Intuit prolink, docusign, etc) and allowed for seamless interaction between her and I to exchange documents. In a matter of days, she had my questions/issues all sorted out and my anxiety level back to normal. This is a lesson learned for me to allow a professional, like Kathy, to handle these situations from the beginning. I will be using her going forward for all my tax and accounting needs and will absolutely recommend her to others.
Individual Tax Preparation
pro avatar
Linda P.

Apr 3, 2024

•

Hired on Thumbtack

I had a more difficult return this year, and needed help. I’ve never used Thumbtack before and was hesitant. Looking at reviews and chatting with Kathy put me at ease. I will definitely use Thumbtack and Kathy for future needs.
Individual Tax Preparation
pro avatar
Kieshanna W.

May 23, 2023

•

Hired on Thumbtack

It was definitely a no brainer to book Kathy after having a conversation with her. She truly cares about her clients and cares about educating small business owners on tax preparation. Kathy is also patient, kind, and diligent in her work. Highly Recommend✨✨✨
Individual Tax Preparation
pro avatar
Lisa A.

Apr 14, 2022

•

Hired on Thumbtack

OMGoodness!!!!!!! If you would like a terrific firm to assist you with your taxes (regardless how complicated they may appear) …. THIS is your place!!!! : ) I needed a firm that I could trust and found a few that were crazy in price and didn’t give me the feeling that they genuinely cared about my portfolio or me as a valuable client. When I finally found and spoke with Kathy at The Forester Firm she immediately made me feel that I was valuable, my future business was important to them, and gave me confidence in knowing that my portfolio was being placed in capable hands (note: and their pricing is fair and honest too!!!). That said ….. words to describe my experience are >> Efficient, Thorough, Responsive, Pleasant, Professional, & Thankful!!!! : ) I will certainly be a returning customer to The Forester Firm!!!!!!! Thanks so very much!!!!!!!! 🎉🎉🎉🎉🎉🎉☘️😇
Individual Tax Preparation
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