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About

About Our Firm

For years, Kest, Forte, Rottenberg, PA has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, tax, estate and financial planning.

Kest, Forte, Rottenberg, PA is one of the leading firms in and throughout the Washington D.C. Metropolitan area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. And we do so with a friendly, personal touch. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our clients return year after year.

Our Mission

Our mission is simple. We believe our job is to help you achieve your goals. Using our collective knowledge, experience and the best technology available, we endeavor to collaborate with you. We strive to add value through proactive planning and advice. We want to be the first people you call when you need help. We have been a staple of the Washington D.C. Metropolitan area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the Washington D.C. Metropolitan area. We believe this to be a direct derivative of our talent and responsiveness to our clients. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Kest, Forte, Rottenberg, PA receive competent and timely advice.

Our Team

Lewis K. Kest, C.P.A.

Our founder and inspiration, Lee Kest remains active after some fifty plus years of service. His dedication to the firm and the clients is unsurpassed. His speciality is wealth management and business acumen. The wisdom and experinece he provides is invaluable. Lee is an active and well-respected member of the greater metropolitan Washington D.C. Jewish community and its various charitable organizations.

Frank Forte Jr., C.P.A., P.F.S.

Frank has been with the firm since 1971 and is a shareholder. He enjoys working with owners of small businesses and individual clients. He believes understanding the relationships between business and personal taxes and financial planning provides planning opportunities and is a key to success. He became a PFS, the AICPA's personal financial specialist designation, some 15 years ago, passing the exam with Highest Honors. Shortly after that he became a certified estate planning specialist. These fields of specialized knowledge are valuable resources when assisting clients. Frank's clients are varied, but include real estate, retail and professionals in health care and law. Frank is responsible for the firm's information technology and enjoys discovering ways technology can improve both the firm's and client operations. When not at work, Frank likes spending time with his family, including his two dogs, reading, and all things Italian.

Michael L. Rottenberg, C.P.A.

Michael has been with the firm since 1978. He works with business and individual clients. The business clients are in various fields, such as retail pharmacies and liquor establishments. When it comes to client records and tax compliance, Michael wants everything to be in order, and it is. A Baltimore native, Michael is a Ravens and Oriole fan of long-standing.

Jane Hollister

Jane started with us part-time while in school and has been with us full-time since 1987. Jane is a paraprofessional. She helps maintain client accounting records and assists with various worksheets and tasks. Jane edits and assembles all client financial statements. She is also responsible for the efiling of all tax returns. Currently she is doing coursework towards a certificate of financial management at the University of Maryland. Knowledge is our most important resource.

Jennifer M. King

Jennifer is our "director of first impressions and goodwill ambassador", and more. Since 1984 she has been helping clients in all sorts of ways, whether answering their questions, fulfilling their requests or directing them to another person. She does the same for other firm members as well, taking on whatever task needs to be done. She also assists with maintaining client accounting records. She is responsible for the assembly and delivery of all tax returns. Jennifer is an active member of and volunteer in her church.

Eve N. Owens, C.P.A.

Eve has been with us since 1995. She supervises the maintenance of client accounting records. She is a certified QuickBooks Advisor. She prepares business and individual tax returns and financial statements. Eve enjoys ceramics.

News

Tax Notes podcast features an interview with the National Taxpayer Advocate

On April 11, National Taxpayer Advocate (NTA) Nina Olson sat down with a senior reporter from Tax Notes, an online publication for tax professionals, to record an interview about the filing season ...

NTA Blog: The Adoption of a Withholding Code and the Improvement of Free File Fillable Forms Would Streamline Tax Withholding and Reporting

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tips for Tax Pros: Earned Income Credit Tools and Information

Earned Income Tax Credit (EITC) rules are complex and helping clients claim this and other refundable credits is sometimes a challenge. That is especially true while performing the Due Diligence st...

TAS Tax Tip: Payment and Penalty Relief Options

Tax time can be especially tough if taxes are owed with your tax return and even harder if penalties and interest are charged. Our website’s Get Help pages have a wealth of information about ...

NTA Blog: Expanding Pay-As-You-Earn Tax Collection Could Bring Significant Benefits

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: Correcting tax returns, if you made a mistake or forgot to file

If you make a mistake on your taxes, do you know what to do and how to correct the mistake? There are many options on how to fix a mistake on your tax return, depending on whether you received a no...

NTA Blog: The IRS Should Redesign Its Notices Using Psychological, Cognitive, and Behavioral Science Insights to Protect Taxpayer Rights, Enhance Taxpayer Understanding, and Reduce Taxpayer Burden

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: Filing, Requesting an Extension of Time to File and Payment Options

The tax return filing deadline is almost here. Have you filed yet? The filing deadline to submit 2018 tax returns is Monday, April 15, 2019 for most taxpayers. Because of the Patriots’ Day ho...

NTA Blog: IRS Efforts to Improve the EITC Improper Payment Rate Harm Taxpayers While Overlooking the Roles of Taxpayer Education and Paid Tax Preparers

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at w...

TAS Tax Tip: It’s Always a Good time to Check Your Tax Withholding

Finished with your 2018 tax return? If you are, and even if you are not, now might be a good time to check your tax withholding amount for this year, 2019, by doing a paycheck check-up now so ...