Team
The strength of the team is each member.
And the strength of each member is the team. Years of public accounting, a shared ethic, and a reputation for guidance that does not vanish after April.
Managing Tax Partner
Allen C. Forrest, CPA, PFS
Allen has led the tax practice for more than fifteen years — since 2005 — after seeing a gap most firms still walk past: a client’s personal goals and their business goals are the same life.
He specializes in closely held businesses and in helping owners reach both sides of that life through tax and business consulting. The work is not a productized plan. It is a sequence of careful decisions, made with someone who will still be in the chair next year.
Allen holds a Bachelor’s in Business Administration from the University of Maryland and a Master’s in Accounting from Florida International University. He is a Certified Public Accountant and a Personal Financial Specialist, a designation granted by the AICPA. He is a member of the AICPA and the FICPA, and he is the managing partner of FR Financial Advisors, LLC.
He is married, with three children and grandchildren. Away from the files: piano, a wide range of music, running, and two beagles named Maggie and Molly.
Tax Partner
William T. Robinson, CPA
Bill has been the principal of a Coral Springs CPA firm since 1982. That is not a founding myth. It is four decades of owner-operators who still call the same number.
The practice’s focus has been personalized service to closely held businesses and their owners. Over the course of his career Bill has built deep knowledge across industries, with a particular concentration in construction, construction support services, and professional and medical providers.
He is a graduate of Dowling College in Oakdale, New York, with a Bachelor’s in Business Administration, a member of the AICPA and the FICPA, and a veteran of the United States Air Force.
Tax Manager
Jenna Forrest-Kokonas, MST
Jenna has practiced in public accounting for more than ten years, the first five of them at a regional firm — the kind of education you cannot assign in a classroom.
She has worked across construction, retail, services, and medical, and has spent a significant part of her career on state and local tax and on international tax matters. That is the work that arrives when a South Florida company is no longer only a South Florida company.
She holds a B.S. in Accounting from Florida State University and a Master of Science in Taxation from Florida Atlantic University.