Households with more than a W-2.
Personal returns, planning, and estate coordination for people whose lives do not file themselves: equity, rentals, gifts, and the second generation already at the table.
Forrest Robinson, PLLC · Coral Springs, Florida
Tax, books, and the IRS —
handled.
A boutique CPA firm for South Florida families and the closely held businesses they run. Tax, accounting, and the conversations that do not fit on a return.
How we help
Three kinds of work. One relationship.
Most firms are built to process. This one is built to stay. We take the books, the return, and the letter from the Service so you can keep the part of the life that is not a form.
Owner-operators who still sign the checks.
Business returns, monthly accounting, payroll, QuickBooks, and the review a banker will accept. Construction, medical practices, and professional firms are home ground.
When the envelope is from the IRS.
Audits, notices, liens, levies, payment plans, innocent spouse. You forward the letter. We become the address they write to next.
The firm
A boutique practice, led by the partner who stays.
Allen Forrest leads Forrest Robinson — the Coral Springs CPA who treats a client’s company and household as one set of books. The firm has practiced here since 1982. The tax practice he has led since 2005 is still small enough to know the file, and, with Bill Robinson and Jenna Forrest-Kokonas, experienced enough to know what the file is leaving out.
2005Allen Forrest has led the tax practice
50+combined years of public accounting
3counties we drive, not just file for
2licenses under one roof — CPA and RIA
The work
A short menu, on purpose.
Seventeen services on a website is a directory. Five conversations is a firm. Everything we do lives in one of these.
The people
Partners who still take the call.
The most prized asset is not the software. It is a team that has sat with construction companies, medical practices, and families through more than one cycle of the code.
Allen C. Forrest
CPA, PFS · Managing Tax Partner
Allen built the practice around a simple observation: the personal and the professional are one set of books for the people who run closely held businesses.
William T. Robinson
CPA · Tax Partner
Bill has practiced in Coral Springs since 1982. Construction, medical practices, and owner-operated firms have been the long work of his career.
Jenna Forrest-Kokonas
MST · Tax Manager
Jenna spent her first five years at a regional firm, then brought that range home. State, local, and international tax are the work she is known for.
After working with us, you leave the accounting worries behind and get back to the part of the life that is not a form.The firm, on what the work is for
Who we sit with
Construction and the trades that support it. Physicians and professional practices. Retail and service companies. Architecture and engineering firms that need a FAR overhead rate. Households whose returns have grown more interesting than their first accountant expected.
Construction
Medical
Professional services
A&E / FAR
Retail
Families
Questions we hear first
Plain answers.
Who do you work with?
Families and closely held businesses across Broward, Palm Beach, and Miami-Dade — especially owner-operators in construction, medical and professional practices, retail, and architecture and engineering.
Do you take new clients?
Yes, by conversation. Write or call and tell us what is in front of you. If we are the right firm, we will say so quickly. If we are not, we will say that too.
Can you speak to the IRS for me?
Yes. Audit representation, notices, liens, levies, payment plans, and innocent spouse relief are a regular part of the practice. Bring the letter. We will take it from there.
Are you the same as FR Financial Advisors?
Related, not the same. Forrest Robinson, PLLC is the CPA firm. FR Financial Advisors, LLC is a registered investment adviser founded for clients who wanted planning and investment advice under the same roof. Same building in Coral Springs; two licenses.
Coral Springs
Bring the letter. Or the books. Or the year you have been putting off.
We read every note. A few lines about what is in front of you is enough to start.