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Forest Accounting and Tax

Forest Accounting and Tax

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with consistent praise for expertise, professionalism, and personalized care. Many appreciate clear explanations of complex tax matters, quick responses, and a genuine commitment to clients' best interests. The accountant is described as trustworthy, detail-oriented, and going above and beyond, often saving clients money. While most experiences are stellar, one critical review cites disorganization and poor communication. Recurring themes include strong recommendations, long-term loyalty, and relief at finding reliable tax guidance.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Professional Services
QuickBooks
ADP
Paychex

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Professional Services
QuickBooks
ADP
Paychex

Contact Information

Address

585 E Los Angeles Ave E

Simi Valley, California 93065

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Niki and her team are absolute rockstars! We have used them for both personal and business taxes for a few years now. Despite some slacking on our end this year, the team kept us on track. (Sorry about that!!) Their expertise and knowledge do not go unnoticed and we are always sure to recommend to friends and family!

Niki, has been such a blessing to me! She has guided me through so much in taking over a family business. I?m forever grateful for her expertise. If you?re looking for someone with your best interest at heart, then look no further.

Forest Accounting and Tax is literally one stop shopping for all of your accounting and tax needs. Niki Forest is a Masters Level Tax professional and her team and second to nobody. Whether you need bookkeeping, tax consulting, personal or corporate taxes done, or are currently experiencing state or federal tax issues, Niki and her team are experts with great rates and can provide services in alignment with all of your needs.

Nikki is amazing! She was referred to me by a good friend after my divorce. I also own my own business so I had lots of questions about filing that year. Nikki had great solutions and was creative and knowledgeable. She was not only professional but sensitive to my predicaments and funny, as well. I have recommended her to a few friends who have used her services and have loved her, too! I am very happy to have such a wonderful accountant. What a blessing!

Overall a 100% experience. The office staff was friendly and communicative, Niki herself was kind, intelligent, and finished our taxes in just an hour. Pricing was on point and she probably saved us more than the fee. We highly recommend Niki at Forest Accounting and Tax!

I stopped by and Niki was there and took the time to look over my rather simple tax return. She confirmed I?d calculated things correctly and didn?t charge me anything, since i was pretty much able to file it myself. I so appreciated her honesty! I?ll definitely go back to her if I need help filing next time.

Niki is the absolute best. My fiance and I went in to meet with her about starting our business and all of the licensing and tax setup involved in the whole process (which was quite overwhelming for us) and she walked through everything with us from the difference between sole proprietorship and S corps to the different city bureaus we should talk to and so much more. We met with her at the end of the day when her office was empty and she still took an hour and a half of her time to patiently listen to and

Niki Forest is both very personal and professional. She?s helped keep my family in the black whether we were in tax season or not. I was able to call her with some questions from a passed amendment that happened before I started using her services and she helped me anyway, without a fuss. I love her attention to detail and her willingness to help whenever needed. I definitely do not feel like a number to her.

I had been with the same accountant for over 35 years and sadly lost him suddenly. I looked around for a replacement for 3 years and struggled terribly. Niki was referred to me for personal taxes for family members and immediately jumped in to help us with an emergency. Her help and guidance were a blessing. I found that she would be able to take over not just my personal, but more importantly my corporate taxes. I feel that I am , once again, in the best possible hands. Shes has proven herself over an

Niki is a great resource. Not only is she timely with her responses, she also gives great advice and is efficient. I go back to her every year for my taxes and have always been happy with her service. She will always be sure to follow through.

Niki has become more than just my accountant she is family and someone I can rely on! I get all my tax documents back organized in its own folder and her professionalism is of the high standards. I can honestly say that Niki goes the extra mile for me and my company there's nothing she can't do. I thank her once more for all she does!

Nikki has been doing mine and my family's taxes for years! She is the only person I trust to do them and I won't go to anyone else. She is very knowledgeable and trusting. I appreciate the time she spends making sure everything is done right. I highly recommend her for anyone who needs their taxes done!!

If you DREAD going to get your taxes done, go see Niki! She will put your mind at ease and get the job DONE. We've been using her firm for years and she never disappoints. We've also referred several clients (personal and business) and they all can't say enough great things about her. Thanks Niki! See you next year.

I have been using Forest Accounting and Tax for a few years now for my personal and corporate taxes. They are an absolute pleasure to work with. Niki always replies quickly to any questions I may have and explains things in a way that is understandable for someone who is not versed in accounting or tax preparation. You can tell that they truly care about their customers.

Niki is very knowledgeable in explaining business taxes and showing the benefits of incorporating businesses. I'm so glad I was referred to her and I highly recommend Niki at Forest Accounting. Give her a call today you'll be glad you did.

Nikki is the best. She is smart and always knowledgeable on the lastest tax laws. I went to her first and now everyone in the family goes to her. You are in good hands with her guidance. You will be amazed at how much she cares. I trust her and you will to after your first conversation with her.

If you're like me and finances seem to be a different language, Niki is the woman you need to see! I use her for my bookkeeping and my taxes every year and I couldn't be happier. She explains everything and will break it down for me line by line if asked. She's accountable and keeps me on my game!

Being a new mom, and definitely not knowledgeable on taxes, Nikki has been a godsend, I know that everything she is doing is right and in order. I don?t have to guess and hope that my taxes come back ok. I?m so glad that she takes the time to explain things to people and keep the clients best interest at heart. Thank you Nikki! For always pulling through

We could not be happier with Niki as our accountant! She knows the tax laws inside and out where we were blind. We have filtered through a few accountants in the past year and couldn't be happy with Niki!

Niki is Amazing. She?s been doing my taxes for a few years now. She knows her stuff. She?s quick and get the job done right. And the icing on the cake..... she?s nice. (I?ve had some not so nice people do my taxes)

Forest Accounting and tax is the best thing to ever happen for me !! Niki is very professional and detailed on all aspects of bookkeeping and always up to date on all of the new tax changes . I would recommend forest Accounting and tax for any business or personal tax.

The only person I trust with my taxes and business information. I used to get confused with it all and she really helped set me up on a great budget and gave me some great ideas on how to save money in areas. I'll never use another tax person again! She's just the best.

Forest Accounting is trustworthy, knowledgeable, and supportive. Always quick to answer questions and guide you through the Tax process. Definitely would refer them and will continue to use them for my personal and business taxes.

This has been my first experience working with Forest Accounting and Tax. I found them to be professional, friendly and very thorough! My needs were met and I am very satisfied. So lucky to have found them!

Disorganized and unprofessional overall. Significant delays in communication. Frequent last-second cancellations and general lack of availability. Felt as though my time was not respected. On bringing up these concerns no apology or reassurance was given, concerns were dismissed, lacked any accountability. In a 45 day period not a single requested task was completed as discussed.

Very Happy with Forest Accounting and Tax. Quick turn around on the income tax preparation, and also helpful during the year when I quickly needed copies of my tax return (which for some reason I couldn't find in my house when I needed them).

Very friendly and knowledgeable staff. As an Arizona resident and contractor, we are extremely happy with the service they provide as well as the time they spend to keep up to date on current regulations and or changes.

Nicolette is thorough and knows her stuff. Always a quick response to questions I have. She?s a pleasure to work with.

If you are looking for a great CPA NiKi is the one for you she really goes the extra mile she help me out through a tricky 2015 filing and I am completely satisfied with her and her efforts

I have been using Forest Accounting and Tax for 4 years, they are always professional and answer all my questions. I would definitely recommend this company.

Great to work with! Always gets everything done for us quickly. Goes above and beyond.

Highly recommend! Extremely attentive & knowledgeable.

Excellent service Friendly and knowledgeable Professional

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.