Call Us: 951.676.6555

Julie A. Forest

Julie has spent her entire professional career in public accounting, focusing on taxation.  She manages taxation engagements with a focus on real estate, manufacturing, estate and trust, and high net worth individuals.  Julie has worked with clients of all sizes and has extensive experience in complicated tax matters.

Professional Experience

2013 – Present      PKC | Kuebler, APC – Tax Manager
2003 – 2012         Swenson Advisors, LLP – Tax Manager
2001 – 2003         Fitzpatrick & Gonzales – Accountant

Areas of Expertise

Partnership, corporate and individual tax compliance and planning
Real estate taxation
Estate and gift tax planning

Civic Involvement

American Institute of Certified Public Accountants – Member
California Society of CPA’s – Member

Professional Designations

Certified Public Accountant – California

Education

San Diego State University | Masters of Science, Financial & Tax Planning
California State University San Marcos | Bachelor of Science, Business Administration & Accounting

Julie A. Forest

Tax Manager

email  julie.forest@pkckuebler.com

phone  951.676.6555 x-107

linkedin  Julie Forest

Contact Us

PKC | Kuebler, APC

43385 Business Park Drive, Suite 120
Temecula, CA 92590
Main: 951.676.6555
Fax: 951.676.6551